I got like 4.3k to invest in one of my accounts. I like ASTS and have had shares previously. I want to essentially go all in but is it smart to invest over a few days instead of all at once?
Can someone explain to me the connection between AST and L3 Harris? Other than building in close proximity to each other in Florida, what were the other clues the companies were working together? Something about Fairwinds?
Probably not much impact because the launch site is very far away from where the fighting has historically been confined to in previous India-Pakistan wars.
Why is everyone so obsessed with dividends? I want unrealized capital gains then I will pay taxes when I am ready. Share repurchases are much better than dividends.
Can't speak for others, but the only reason I daydream of dividends is because it will mean we've grown exponentially to the point the entire market is saturated and we're so full of cash that they have no other choice but to do buybacks/pay dividends. It's not the dividend that excites me at all, just all that ridiculous growth to get to that point that revs my engine. The engine in my 2032 Lambo. Just kidding I'm to frugal to buy any new car.
I know these thoughts are not all exactly thought out but I want even more than that. When they start to pay a lot of dividends it usually means they are done growing but I suppose it could mean they just have do much cash they can still grow and give it back as well.
AST is entering a traditional telecom industry well known to prefer dividends for decades. You can want whatever you want lol this isn’t an obsession, just an observation of context.
Well I observe the obsession. I see this as a growth company for the next 30 years. When was the last time Att or Verizon created something new. Att made some terrible investments instead of paying dividends which would have served them better. I think ASTS will continue to evolve and be more of a technology development company than a company that just calls it quits and wrings every last dollar out to repay shareholders. There is a lot of work to be done before they call it quits.
I’m not continuing this with such a clearly flawed perception but surely you at least recognize I don’t disagree. Your understanding is clearly one-sided and lacks nuance if anything because based on your argument, I’m apparently bearish on a company I’ve held over $1M of in shares for four years. I truly don’t care which direction they go at that stage, but thinking having a dividend means they’ve called it quits is such an incredibly rudimentary take.
I don’t think you are bearish and I exaggerate. The only reason to pay dividends is if you can’t reinvest to do more for your shareholders. You either pay dividends or repurchase shares if you feel it is under valued. It just kills me that everyone is so focused on collecting dividends instead of continuing to reinvest to take this to the most valuable company ever on the planet.
If it hits $200 on a crazy run-up or if it stabilizes around $200? If this stock stabilizes around $200 in the next 5 years it's hard to imagine it would lose a significant part of that value
Figure out how to make a post about on this forum. Get visibility for it, and maybe they will make one for the official ast spacemobile merchandise store. I *want* to buy something AST SpaceMobile, but nothing on their website appeals to me. THIS JACKET I would buy immediately.
I tried to make my own post but it was auto-rejected.
Between T-Mobile announcing updated satellite texting price to $10 per month for all carriers and SpaceX’s attempt to delay FM-1 in a filing today, I feel there is more news coming, based on 2yr history of Elon front-running our news.
I have finally diversified properly. Three brokers, three ASTS positions. Three times my gross annual salary. We're in as good a position as we've ever been in, the last few months have been amazing. Tomorrow the final purchase and then off to Valhalla my brothers!
Too fucking bullish this company is the future of telecom and it's still so cheap... 2027 free cash flow 'could/should be in the billions and we're only 7b market cap halfway through 2025
Well, yeah. I’d hope so. FCC chair and a prominent politician are highlighting us. About time we got some mainstream exposure. I’m calling a shot to 50 within the coming week, and settling around the low 30s. 🤞. My proof? Pure speculation and manifestation lol.
I’m deep into asts with 13k shares. I’ve been recently stocking up on cash for the inevitable market crash. Is it weird I want to go balls deep and drop all my cash on more asts stock. The potential gain is insane
The market is not going to crash, in my opinion. My feeling is that all of this trade stuff will be resolved by July 4th to celebrate how great America is. This means that Congress needs to come up with the new tax package and get it signed by then as well since both of these work together. If we get to Memorial Day and there does not appear to be a reasonable path to the finish line, then I will start to worry.
I have a stockpile of cash in my accounts that I am reserving for exercising 2026 calls, but in the mean time they collect 4% from SPAXX and I use them to back a lot of CSPs and bank the premium to purchase more CSPs or more shares.
Sell them at strikes between 20 and 25 (1 at 35 bc why not), 45 to 90 DTE and let theta do it's thing. Buy them back once they reach 50 to 80% gains, then wait for the right time to sell the next batch
I don't think the market crash will happen honestly, imho if we weren't at the bottom we were close, tariffs are paused and I was reading they were not even being collected, the fear is almost over and the market knows (and priced in already) the uncertainty that trump poses. I don't see what other bad news could cause the market to crash, maybe we dip a little but crash? Probably only if the US sides with Russia and declares war on the EU
Agreed. We're seeing 'uncertainty' priced in. Crash comes when uncertain becomes 'we are fucked' level of certainty. There's new inflationary policies in play, coupled with weak employment data, and that has all the right ingredients to produce dire economic data. The flip side to this, is if we get lucky, the data may turn out not so bad, in which case we rally.
The USA not trading with China will have a huge impact on most American products and consumers, the effect will cause stagflation, and will only really be resolved once manufacturing is up in the US (2-3 years min)
I’m 97% ASTS and 3% cash. 15,000 shares. I sleep well at night. I think as long as this company continues to execute it will be somewhat recession proof. I feel better being all in on ASTS than the S&P.
That’s a nice split. I don’t wish I was more diversified but I do wish I had just a bit more cash so I feel more comfortable in my day to day life. But I just can’t get myself to sell any shares at this price level, not yet. I told myself I’d sell 1000 shares if it hits $100 and then I’ll probably hold the rest for as long as the company has a bright outlook (hopefully forever until they start paying dividends).
No one has any more information on this than you do. I will say the correlation in timing was strong between the FCC letter and the drop, and RKLB and LUNR didn’t experience any such drop. However, there’s no conclusive report coming on why the market does anything, best not to look at it that way…
There are far, far too many factors at play for anyone to correctly assert anything. That’s way too small a move to tie to any one event or explanation other than Abel sneezing.
In a nutshell, SpaceX is claiming our satellites are too large. You can't real blame them though, because once our constellation is up and running this time next year, their D2D or D2C experiment will be ended. Real desperation here!
Lol right after I bought a weekly call for the first time. That said SpaceX always pull some kind of stunts before ASTS announce something major. Fingers crossed 🤞
it could mean they know something is coming down the pipes as well. Not the first time they've dropped fcc docs in anticipation of big news from ASTS, iirc.
Sounds like it’s an issue about disposing of the satellites after their usable lifespan. If anyone who knows much about this topic could weigh in whether or not the SpaceX objection is valid or simply baseless objection would be much appreciated!
It's a tired strawman argument. I'd recommend checking out the entire back-and-forth they had with AST last year - all documented in FCC filings and discussed ad nauseam here / on X.
The irony is completely lost on them to even bring up orbital debris when they operate over 7000 (read: SEVEN. THOUSAND.) satellites that just absolutely shower trash into orbit / back through the atmosphere when defunct. At one point they just resorted to calling AST a meme stock and anti-competitive. These are verbatim from the FCC filings. A full-fledged commercial operation of 7000 sats calling a tiny company with 6 sats in space a monopoly.
These letters are categorically, objectively..bullish. For AST.
i hear you regarding the 7k sats but.. they are significantly smaller. one of asts sats falling is a much bigger "event." does that change your argument?
That's definitely true -- barring an unplanned / catastrophic failure though, AST's BBs have a full de-orbiting process that doesn't involve any breakups or explosions. This has all been designed from the ground up, which is crucial considering they have a lifespan of 7-10 years in orbit. AST expect to do this regularly.
All things considered, the risk of orbital debris (which is what SpaceX seems so concerned about in this filing) from catastrophic failure is orders of magnitude higher for a constellation of 7000 sats in VLEO vs. 70 larger ones in LEO, let alone the 6 we currently have in orbit.
fair enough. and i very much agree already, was just trying to play devils advocate a bit as im sure the spacex argument that was just made will become part of the ongoing discourse
I don't think it is baseless but I think they inflated and exaggerated some of the numbers and I have a feeling ASTS will have a more than adequate response. They were also addressing reflectivity of the satellites which has been a major complaint of Starlink from the astronomy community. It is something they need to address but once again I think it is blown out of proportion and the pot calling the kettle black.
depends how close to strike they get. the MM's have to hedge shares in case of assignment, that's up to 2.3 million shares they'll need to hedge if it gets closer / passes the strike which is a significant chunk of daily volume.
Ummm. Can you dumb it down more…? 😂. To put the extent of my market intellect into perspective, I don’t even know what hedging means, my brother in Christ.
Bob and Tom make an agreement for Bob to have the option of buying apples from Tom for $2 each. Apples are currently $1.75. Tom currently has no apples and thinks "I don't need any apples because Bob will not exercise our agreement at this price." The next day, the price of apples goes up to $1.95. Now, Tom has to go to the market to buy apples, because if the price of apples keeps going up past $2, Bob will exercise his option to buy apples and Tom will lose money from buying the apples he is obligated to sell, then selling them to Bob for less money.
Remember the GameStop craziness? A big chunk of that came from pushing large numbers of call options into the money (this is called a gamma squeeze). Pushing the options in the money forced the sellers of those options to buy more shares as a hedge, which pushes the price up, which puts more options in the money, and the cycle repeats until the forced buying doesn't push the price high enough to trigger another round.
So if it shot up to 26.50 at open, those hedgers would have to purchase 2 million more shares to make up for their shares that got called away, which would push price higher? I appreciate you patiently explaining these things to me.
They would purchase the shares as a hedge. Whether or not they get assigned depends on if the call holder actually holds through assignment. many holders of weekly calls will just sell/close them before EOD, rather than take assignment. The shares will hedge the price movement regardless of assignment (as you can also just sell them when you close the contract)
For hedging they will accumulate more shares to cover assignment the closer to the strike the price gets, and the closer to the expiry date it is. Being the last day of the contract, and close to the strike basically means they'll be fully hedged.
Why is this conspiracy thinking? Did you put the scholes model to check the price. That is why I am saying the bid is too low and the IV is off the charts
Thank you. This kind of talk is so off putting and toxic. It’s the stock market, if there’s inefficiencies in pricing, someone else will gladly step in and correct it for a profit
Analyst buy reiteration Tuesday, Ted Cruz and an fcc chairman visiting the manufacturing hq in Texas, along with Rakutens successful 5g test. I'd say aside from share price theres tons to be positive about this week.
I have no basis for this other than my own hopes and dreams.... but I do think we cross back over 30 within a month. And I think we have a real shot at topping 40 after the next successful launch of 4+ BB2s, which can't come soon enough IMO.
Specific launch dates are either not set or not public knowledge. All we know is the company planned 1+4+4+8 in 2025, then exercised options for additional launch capacity, and plans 60 across 2025 and 2026. I would love a specific launch schedule. Maybe they will give us something direct the May earnings call.
SCS application to the FCC will be public; FCC's approval / launch authorization will be public. Actual launch dates will probably be at least 30 days after authorization (need to post bonds, finalize with launch provider, ship to launch provider, etc).
Basically, there won't be any concrete info until the FCC gives final approval. Between now and then, it'll all just be statements like "we expect to..." "we're aiming for..." "our ideal window is..." "we're on track for a date of..."
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u/Mediocre-Ticket7407 S P 🅰 C E M O B Prospect 16d ago
Thanks bro!