Mike
@CytoplasmicANA
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RT @spacanpanman: $ASTS: 🚨 BELL CANADA REVEALS PRICING FOR DIRECT-TO-CELL SATELLITES COVERAGE FROM AST SPACEMOBILE + BELL PLANS TO INCLUDE…
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$ASTS: "Every share shorted incurs a debt to shareholders. Sooner or later, that debt must be repaid." Real-time short interest at 41.6M, still well above the 33M low observed in June. 10/13: 41.6M 10/10: 41.5M 10/9: 40.7M 10/8: 42.1M 10/7: 44.3M 10/6: 43.9M 10/3: 46.4M 10/2:
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🛰️ We’re excited to see our #5GAAMembers @AST_SpaceMobile and @Verizon team up to deliver space-based, direct-to-device cellular broadband. This marks another step towards seamless connectivity — a key enabler for connected vehicles. 🔗 Learn more: https://t.co/KvnWNBavWu
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What if you couldn’t turn off the 4G/5G network because it came from space and the backhaul lands at a forward operating base gateway or nearby friendly country? Asking for a particular friend $ASTS
1/ Russia is shutting down its own internet to stop Ukrainian drones. As Kyiv’s long-range strikes reach deep into Russia, the Kremlin’s answer has been to flip the switch—cutting mobile data across dozens of regions and plunging parts of the country offline. 🧵
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Our BlueBird satellites are recognized as one of @TIME Best Inventions of 2025! 🚀📱📶 As the largest commercial communications arrays ever launched in low Earth orbit, the BlueBird constellation will bridge the digital divide by delivering mobile broadband directly to
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$ASTS: 🚨In a brand new article on @FierceNetwork_, Joe Madden of @MobileExperts1 says: "So far, we see most use cases being outdoors. Hikers, drones and cars are good examples. In studying the link budget for AST SpaceMobile, I believe that most indoor users can also be served.
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This belongs here too.
Expert network quote on the importance of electronic warfare. $ASTS is designed to find the 0.12-0.2 watt cellphone in your pocket. Bet it can find drone receivers, and more importantly, the person holding the transmitter. https://t.co/K2olmA4I0k
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Interesting frequencies…$ASTS https://t.co/KSY2jaENSx
Interesting things are happening w/ $ASTS. The new DoD drone program SILENT SWARM is public so I'm sharing it. Spacemob should have this on their radar. Note section 4: Resilient Communications & its mention of L and C bands. https://t.co/prO8Qijiwv
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We ride (soon ™️)!!!
$ASTS: I've been told WE'RE NOT BULLISH ENOUGH™️ @AboveAvgOdds of Crossroads Capital will be publishing one of the most comprehensive and impactful AST SpaceMobile research reports that I've read since @thekookreport's magnus opus "the DD" It'll be widely shared with
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"AST SpaceMobile holds rights under contractual arrangements that together authorize access to nationwide public safety spectrum (Band 14)." FirstNet DA is coming soon! $ASTS
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Verizon Frontline (Vz FirstNet competitor) is structurally disadvantaged by not having government funding to help with the buildout. It also doesn't have always on priority/preemption, receives less public support from first responder agencies, and doesn't have the same funding
$ASTS: Verizon Frontline First Responder Network confirmed?!?! WE ARE NOT BULLISH ENOUGH™️
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Looking for the narrative to read it if anyone has it? FCC ICFS website shut down theatrically. $ASTS
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How is Rogers/SL going to compete with $ASTS/Bell Canada, when AST brings 40 MHz of MSS spectrum from the Ligado deal? Not only does MSS fill in the dead zones, but it provides surge capacity as highlighted in @spacanpanman's recent Space. MNO's are apparently looking for this.
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Just FYI: $ASTS is the 4th best performing deSPAC of all time behind $VRT (Vertiv), $PRIM (Primoris) and $LMB (Limbach). Also 3rd best performing Large Cap stock YTD behind $HOOD.
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Starlink d2d is aiming for a "full 5G cellular connectivity with a comparable experience to current terrestrial LTE service" with their recent purchase of spectrum from ECHOSTAR. $ASTS bought a similar amount of L band spectrum and competing S band priority rights. Yet, Starlink
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Starlink has completed their 1st generation D2D constellation and yet only has 2 new additions...one being an MVNO forced collaboration by contract. Despite their comparatively lower subscriber base, they already count 6 million users. AST has many advantages but the mutualistic
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The standout feature of the $ASTS moat is not its technology advantage, but rather the super wholesale distribution model. Since this slide was made, AST quotes more than 50 MNO's and 3 billion potential subscribers. Starlink has added Kyivstar/Boost mobile (taking combined
$ASTS:🚨📶THE GLOBAL RACE TO CONNECT THE UNCONNECTED 🇺🇸AST SpaceMobile has signed 45 Mobile Network Operators (MNOs) representing 2.8 Billion subscribers for its broadband service 🇺🇸Starlink DTC has signed 8 MNOs representing 261 Million subscribers for its text messaging
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Vodafone Ireland works with European emergency services agencies to trial new mission-critical communications and highlights the use of d2d from $ASTS as a key enabler. In thinking about the EUs reassignment of 2GHz MSS, this effort to provide pan-European mission-critical
Here the link, my mistake
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$ASTS Rodrigo Gebrim and Jennifer Manner presenting a paper on the achievements of @AST_SpaceMobile and how it is working on regulations globally via ITU. Agenda Item 1.13 of the World Radiocommunication Conference 2027 (WRC-27) focuses on studying and developing regulatory
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