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Started By
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re: ASTS, meme stock or real stock?
Posted on 8/12/25 at 9:24 am to Fat Bastard
Posted on 8/12/25 at 9:24 am to Fat Bastard
interstellar lambo squad 
1
Posted on 8/12/25 at 9:32 am to The Boat
quote:
CC can take the rope off his neck
I've never felt so confident in a company hitting their milestones like I have with ASTS. All my calls expire either January or December 2027, so it's enough time if there are any hiccups or negative macroeconomics along the way. Highlights from yesterdays' earnings call...
“We are confirming our fully-funded plan to deploy 45 to 60 satellites into orbit by 2026 to support continuous service in the US, Europe, Japan, and other strategic markets, including the U.S. Government. We also have planned orbital launches every one to two months on average during 2025 and 2026,” commented Abel Avellan, Founder, Chairman and CEO of AST SpaceMobile. “In orbit today, we have six satellites, five fully operational and one test satellite, for both commercial and government applications. We have completed the assembly of microns for phased arrays of eight Block 2 BlueBird satellites, and we are on target to complete 40 satellites equivalent of microns by early 2026 to support full voice, data, and video space-based cellular broadband services.”
From their CFO...
"We do feel like our balance sheet combined with the opportunities we currently have for both government and commercial inflows in the near term enable us to achieve a strategy that again set out originally with five satellites for key thresholds, 25 for positive operational cash flow, and ultimately 45 to 60 satellites for continuous service in strategic markets around the world. Given our pro forma balance sheet at the end of Q2 of over $1.5 billion, we do believe that we are fully funded now to reach the 45 to 60 satellite level and as part of that, our capital strategy going forward will be one focused not on threshold business delivery needs, but rather more commercial and strategic development."
He did mention in the call that there are no plans for ATM offering/dilution in the near term. With expected revenue of $50M-75M in the second half of 2025 (mostly from government contracts), they will have enough cash on hand to continue production without dilution. Their revenue ending in Q2 was $1.156M, so they are expecting a huge jump in revenue the next 2 quarters. This is huge. Speaking of government contracts, they added 2 more bringing their total to 8.
Preparing to deploy nationwide intermittent service in the United States by the end of 2025, followed by the United Kingdom, Japan, and Canada in Q1 2026.
Continued expectations for revenue of $50.0 million to $75.0 million in the second half 2025, from government and commercial customers
Completed assembly of microns for phased arrays of eight Block 2 BlueBird satellites and expect to complete assembly of 40 satellites equivalent of microns by early 2026.
Anticipating at least five orbital launches by end of Q1 2026, with orbital launches every one to two months on average to reach goal of 45 to 60 satellites launched during 2025 and 2026. FM1 is expected to be ready to ship in August 2025 with a mutually determined launch date thereafter, becoming AST SpaceMobile’s seventh satellite in orbit.
Company manufacturing footprint with 95% vertical integration to grow to over 400,000 square feet by end of 2025 across Texas, Europe and other locations globally, supported by a global workforce of over 1,200 people
Expanded spectrum strategy with agreement to acquire 60 MHz of global S-Band spectrum priority rights, augmenting existing 3GPP cellular spectrum strategy and strengthening position within wireless ecosystem
S-Band spectrum access positions AST SpaceMobile to further grow subscriber capacity and bring additional services to targeted markets around the world.
Received Court approval for L-Band definitive documentation, providing AST SpaceMobile long-term access to up to 45 MHz of L-Band, premium lower mid-band spectrum, in the U.S. and Canada, subject to regulatory approvals. Both S-Band and L-Band spectrum strategies further enable a true broadband experience directly from space to everyday smartphones, with up to 120 Mbps peak data speeds.
Advanced commercialization efforts with expansion of partnerships, derived from agreements with more than 50 mobile network operators globally, which have nearly 3.0 billion existing subscribers, while receiving additional U.S. Government contract awards.
Vi partnership seeks to expand space-based mobile connectivity and solutions for consumer, enterprise, and IoT sectors in India, one of the world's largest telecom markets.
SatCo, the AST SpaceMobile and Vodafone jointly-owned European distribution entity, received expressions of interest from network operators in 21 of 27 EU member states for a sovereign direct-to-device mobile broadband satellite service.
Demonstrated first tactical non-terrestrial network (NTN) connectivity over standard mobile devices, with participation from multiple branches of U.S. armed forces under previously announced contract with the Defense Innovation Unit (DIU).
Signed two additional early-stage contracts for the U.S. Government end customer, bringing the total to eight contracts to date with the U.S. Government as an end customer.
Over $1.5 billion in balance sheet cash, cash equivalents, and restricted cash (as of June 30, 2025), pro forma for convertible notes offering and sales under the now terminated ATM facility. Raised $575.0 million of gross proceeds from new 7-year convertible senior notes offering, with a 2.375% coupon and effective conversion price of $120.12 per share of Class A common stock.
Managed long-term capital structure with two repurchase transactions of the 4.25% convertible senior notes issued in January 2025, reducing that debt level to $100.0 million. Secured $100.0 million equipment financing, to support growth from non-dilutive financial capital using equipment as collateral, with $25.0 million initially drawn. Secured non-recourse, delayed draw term loan to fund $550 million of spectrum payments due upon FCC approval for long-term access to up to 45 MHz of L-Band spectrum
Progressing through diligence and documentation phase for quasi-governmental funding with Export-Import Bank of the United States (EXIM) and International Finance Corporation (IFC).
Let me reittirate...this is a $500 stock by 2027-2028.
Posted on 8/12/25 at 12:09 pm to DawgCountry
quote:
interstellar lambo squad
Posted on 8/12/25 at 12:11 pm to Crescent Connection
quote:
Let me reittirate...this is a $500 stock by 2027-2028.
still have my shares!
Posted on 8/12/25 at 12:41 pm to Fat Bastard
Everyone should hold till at least end of 2027 at the minimum. I keep on telling myself I’m going to roll those calls expiring in 2027 to 2029, and then maybe think about taking profit towards the end of 2029. Numerous charts out there on X showing potential revenue once constellation is complete. It’s the sharpest hockey stick I’ve ever seen.
But, life happens and I’m sure I’ll start trimming around 2027.
But, life happens and I’m sure I’ll start trimming around 2027.
Posted on 8/15/25 at 12:55 pm to Fat Bastard
Can’t believe y’all got me wash rule stuck in this pile of shite for the time being 
Posted on 8/17/25 at 10:42 pm to SuperSaint
Posted on 8/26/25 at 9:01 am to SuperSaint
quote:
Can’t believe y’all got me wash rule stuck in this pile of shite for the time being
My boy bout to break even
Posted on 8/26/25 at 9:10 am to The Boat
Posted on 8/26/25 at 9:15 am to DawgCountry
Jinx
Posted on 8/28/25 at 10:06 am to HogPharmer
Where does this end up by years end?
Posted on 8/30/25 at 8:46 am to boogiewoogie1978
quote:I think ASTS is going to finish the year around $75, conservatively. Up another 50% from current price. Golden Dome contracts will be announced in September. Revenue from government contracts will be priced in by next ER in November. Launch campaign should commence in September, also.
Where does this end up by years end?
Then I expect hyper growth by the end of 2026 through 2027. That's when the fun begins.
Posted on 8/30/25 at 11:38 pm to Crescent Connection
Posted on 9/4/25 at 10:13 am to Fat Bastard
Looks like it’s heading to $0
Posted on 9/4/25 at 11:01 am to The Boat
Taking a major shite.
Posted on 9/5/25 at 2:35 pm to The Boat
quote:has Crescent Connection jumped off the crescent city connection yet?
Looks like it’s heading to $0
Posted on 9/5/25 at 4:43 pm to SuperSaint
ASTS was at $23 on May 30. Up 83% in a little over 3 months. But the sky is falling because we retraced 28% since the high of $60? C’mon guys…if y’all are not convicted, then get out. But this will be volatile until more satellites are deployed. Patience is a virtue. I still believe we will se $75 by EOY.
Posted on 9/5/25 at 5:00 pm to Crescent Connection
My 9/17 calls are cooked 
Posted on 9/5/25 at 5:12 pm to HogPharmer
I’ve learned my lesson years ago. I only purchase calls 2 years out and either in the money or slightly out of the money. My calls range from $50-60 strike price expiring January and December 2027, so there’s enough time not to get killed by theta time decay.
Posted on 9/5/25 at 5:40 pm to Crescent Connection
I shoulda sold at 56 and put it in open
Open was at like 1 at Asts peak
Open was at like 1 at Asts peak
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