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Stonks!

Joined June 2016
Photo by H🅰️rper (@SpectralHarper)Photo by H🅰️rper (@SpectralHarper)Photo by H🅰️rper (@SpectralHarper)Photo by H🅰️rper (@SpectralHarper)Photo by H🅰️rper (@SpectralHarper)Photo by H🅰️rper (@SpectralHarper)Photo by H🅰️rper (@SpectralHarper)Photo by H🅰️rper (@SpectralHarper)Photo by H🅰️rper (@SpectralHarper)Photo by H🅰️rper (@SpectralHarper)
H🅰️rper retweeted
$ASTS - 🚨 New episode by AST SpaceMobile is live on the AST SpaceMobile Podcast! 🎙️ AST SpaceMobile - Q3 2026 Earnings Call ✅ BlackLift: a 20-tonne reusable rocket launching late 2028 ✅ $1B non-dilutive J-LEO subsidy from Japan ✅ Q3 revenue of $42.3M and $3.2B in cash ✅ 6 Bluebirds per month targeted by December ✅ Nationwide service targeted before year end 2026 ---------- AST SpaceMobile's Q3 2026 update: $42.3M revenue, $3.2B cash, a $1B Japan J-LEO subsidy and BlackLift, ASTS's own 20-tonne rocket. AST SpaceMobile walks through its third quarter 2026 business update, covering four milestones: first service, launch capability, government work and capital. The company says it is on track for nationwide direct-to-cell service in the US and other key markets before year end 2026, and reports it validated a satellite-to-ground handover with AT&T. It also covers its spectrum strategy, its 60+ mobile network operator partners and its Block 2 ASIC-enabled Bluebirds. The big new item for ASTS stock is BlackLift, a reusable 20-tonne rocket built around Firefly's Miranda engine technology, with launches planned for late 2028. AST SpaceMobile explains why it wants unconstrained access to orbit alongside its launch agreements covering 100+ Bluebird satellites in 2027 and 2028, plus its DPAS rating for government launches. The team also details the roughly $1B J-LEO non-dilutive funding from Japan and a $1.2B pipeline of additional quasi-government financing. On the financials, management reiterates full-year 2026 revenue guidance of $150M to $200M and walks through Q3 operating expenses, CapEx guidance and the $1.5B convertible notes. The call closes with analyst Q&A on 2027 revenue building blocks, satellite manufacturing at 6 per month, BlackLift launch sites, sovereign constellations, beta trials and what owner's economics could do to Bluebird costs. youtu.be/zduH1M6tfbw
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H🅰️rper retweeted
$ASTS - 🚨 New episode by @spacanpanman is live on the AST SpaceMobile Podcast! 🎙️ AST SpaceMobile: 6 Satellites a Month by December 2026 ✅ D-Pass priority rating for two Q1 launches ✅ ASIC chips now going into BlueBird 34 ✅ 6 satellites per month target by December 2026 ✅ $1B Japan J-LEO subsidy and $1.2B financing pipeline ✅ Blacklift plans and Thursday's New York event ---------- AST SpaceMobile Q3 call: D-Pass launch priority, ASIC chips and a $1B Japan subsidy. Why ASTS stock holders called it the best update yet. Anpanman breaks down the AST SpaceMobile Q3 update, starting with the confident tone from management and the new D-Pass priority rating that puts two dual-use launches at the front of the queue in Q1. He covers production, including the goal of 6 satellites per month by December 2026, ASIC chips being added from BlueBird 34, and the shift of the 45-satellite target to mid 2027. He also walks through the launch schedule for BlueBirds 14 through 25 across Falcon 9 and New Glenn, plus early Blacklift details. Next, Anpanman looks at funding and spectrum for this direct-to-cell satellite company. That includes the $1B Japanese government subsidy through J-LEO and Rakuten, the $1.2B pipeline of quasi-government financing, and updates on L-band and S-band in the US, Brazil, Colombia, Chile and Japan. He also covers the $100M Space Force AMTI award, the 16 US government awards, and the T-Mobile question. Finally, he reviews the financials behind ASTS stock: Q3 revenue of $42.3M, reiterated 2026 guidance of $150M to $200M, and the $1B run rate target. He closes with what to expect at Thursday's Blacklift event in New York. Catch the full episode on Spotify. open.spotify.com/show/5u6rTx…
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\新会社「Rakuten AST」🛰️/ 楽天と米AST SpaceMobileは、日本における衛星ダイレクト通信の構築に向け、新会社「Rakuten AST」の設立に合意しました。 市販のスマホと衛星が直接つながる通信網を構築し、災害に強い通信インフラの実現を目指します。 発表会見の様子もぜひご覧ください🎥 youtu.be/ldbvfIe_6rM
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H🅰️rper retweeted
$ASTS: Q3 - Best Quarterly Update, Some People are Saying the Greatest in the History of Quarters Ever Tonight @ 11:15PM ET teapawt.net/i/spaces/1YREPEBlePOka…

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H🅰️rper retweeted
Have you been an investor for over 6 months? Do you hold over 5,000 shares in ASTS? We would like to see you in person at our upcoming Blacklift Unveiling event this Thursday in NYC, on November 12. Apply to reserve your spot by 4 p.m. ET on Tuesday here: cvent.me/Zxkvqr. Space is limited, and we may not be able to accommodate everyone. #BlueBirds #Blacklift
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H🅰️rper retweeted
$ASTS: Thank you @AST_SpaceMobile for picking my question on the retail Q&A portion! @AbelAvellan confirmed they have up to BB28 in very final stages. 👀 Operator: Kevin from Vancouver asks, "When facing a launch supply constraint, do you plan on stockpiling satellites to be, quote-unquote, ’ready to ship,’ or will you slow down production to align with available launch capacity? Abel Avellan, Chairman and CEO, AST SpaceMobile: Thank you, Kevin. No, we do not stop production. As a matter of fact, that’s why we are on satellite 51. 14, 15, and 16 were shipped to the Cape, and they’re awaiting SpaceX launch date confirmation. 17, 18, 19 will be shipped during November. 20, 21, 22, 23, 24, and 25 shipments will happen in December and January. Our plan is to continue with six a month. We are already on satellite 51 in production, and all the way to satellite 28 in very final stage.
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おはようございます。 昨日11/9に開催した、AST SpaceMobileとの衛星ダイレクト通信に関するメディア説明会の様子を、ダイジェスト映像にまとめました。 かつてアポロ計画が人類の宇宙への挑戦を切り拓いたように、衛星通信は今、誰もが利用できるインフラへと進化しようとしています。 日本から、衛星通信の民主化を。 ぜひダイジェスト映像をご覧ください。
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H🅰️rper retweeted
$ASTS: AST SPACEMOBILE CATALYST MONITOR Upcoming Catalysts: ☑️BB14 - BB16 Launch Aboard Falcon 9 ☑️BB17 - BB19 Delivery to Florida and Launch on Falcon 9 ☑️Further Block-2 Launches ☑️Initial Beta Service w/ AT&T, FirstNet, Verizon, Vodafone, Rakuten, Bell Canada, Telus, Saudi Telecom in 2026 ☑️Pursuit of L- and S-Band Spectrum Licenses Globally ☑️Golden Dome (Shield, Noble) ☑️Execution of other DoW, SDA, DIU, and other Military Awards ☑️Achievement of ~200Mbps Performance for Block-2 Sats ☑️Executing MLAs w/ FireFly, United Launch Alliance, Ariane, Mitsubishi, Relativity and others ☑️FCC Approval of Ligado Modification Application ☑️Deutsche Telekom Joining Satellite Connect Europe JV ☑️T-Mobile Definitive Commercial Agreement ☑️Deutsche Telekom Definitive Commercial Agreement ☑️Restart of Blue Origin New Glenn Operations ☑️FirstNet Definitive Commercial Agreement ☑️Execution of more Definitive Commercial Agmts w/ Prepaid Revenue and/or Investment w/ More ~60 global MNOs ☑️Rakuten+AST SpaceMobile Allocation of 2GHz MSS Spectrum in Japan ☑️EU Allocation of 2GHz MSS Spectrum to Satellite Connect Europe and AST SpaceMobile ☑️Updates on Google Services Agmt Partnership ☑️Partnership with Meta ☑️Initiation of Research Coverage by JP Morgan, Morgan Stanley, Goldman Sachs, others ☑️Expansion of 17x contracts w/ Department of Defense, Space Development Agency, Defense Innovation Unit, Missile Defense Agency and more ☑️Progress on 17 to 51 Block-2 BlueBirds in Currently in Production ☑️Proposal for PNT Service Accepted by FCC as Alternative to GPS ☑️Securing +$500M of EXIM and IFC non-dilutive Funding ☑️Securing JBIC non-dilutive Funding for Rakuten Joint Venture ☑️FCC 5G Fund Grant ☑️Strategic Partnerships and Investments to Focus on AI Data Center Opportunity ☑️Updates on AI Edge Computing & Spectrum Management w/ Rakuten ☑️Inaugral Blacklift Launch Vehicle Flight ☑️Catalysts the SpaceMob have yet to Contemplate Recently Completed Milestones: ✅$1B J-LEO Definitive Formation of JV w/ Rakuten ✅$1.3B Transaction with FireFly to Jointly Development Blacklift Launch Vehicle Capable of Carrying 5x BlueBirds to LEO ✅Multi-Launch Agreements Secured for +100 Satellites Over 2027 and 2028 ✅Secured Further Launches for US Government Missions Alongside Defense Priorities and Allocations System Priorities (DPAS) Program ✅Awarded US Space Force Contract Through STR for Space-Based Sensing Capabilities ✅AT&T and AST SpaceMobile Achieve Industry's First Successful Handoff Between Ground-Based Cellular Network and Direct-to-Device Satellite Network ✅Ongoing Testing of 900MHz Spectrum for Military Applications with US Space Development Agency, Space Force and Department of War ✅Awarded 20+30MHz of S-Band Spectrum in Chile ✅AT&T Verizon T-Mobile Joint Venture Definitive Agreement ✅BB14 - BB16 Delivery to Florida ✅US State Department and Japanese Government Commend AST and Rakuten Satellite Infrastructure Work ✅Brazilian Regulator Anatel Approved AST SpaceMoble for Commercial Service and Allocated 15+15MHz of S-Band Spectrum ✅US State Department and Japanese Government Commend AST and Rakuten Satellite Infrastructure Work ✅Hired Chief Commercial Officer Wayne Thorsen from SiriusXM ✅BB11 - BB13 Deployment and Confirmation of Operations ✅Rakuten AST file for 136x J-LEO Satellite Constellation through Japan at the ITU ✅AST and Vodafone file for 355x Satellite Constellation through Germany at the ITU ✅US Space Development Agency Confirms Testing of BlueBird Satellites for Radar/Sensing Applications for US Space Force and Department of War ✅AST SpaceMobile Testing Service with Deutsche Telekom ✅BB11 - BB13 Launch on Falcon 9 ✅Raised $1.15B 1.625% Convertible Note resulting in $3.8B of Pro Forma Cash ✅BB8 - BB11 Deployment and Confirmation of Operations ✅Midland Development Corp Approval of Economic Development Agmt for 400,000 sqft Expansion w/ $66M in Incentives ✅Raised $1.15B 1.625% Convertible Note resulting in $3.7B Pro Forma Cash ✅BB8 - BB10 Launch on Falcon 9 ✅Reached +3,900 Patent & Patent pending Claims ✅AT&T, Verizon and T-Mobile Joint Venture Formation ✅Achieved 99Mbps performance with Block-1 BlueBird ✅ FCC Approval for Full US SCS Commercial Service ✅$45M Verizon Commercial Prepayment Unlocked ✅BB7 💐 Launch on Blue Origin New Glenn-3 ✅Demonstrated +150mbps Peak Speed w/ Block-2 BlueBird ✅7x New Design Composite Rings Delivered to Midland ✅Acquisition of New Manufacturing Space in Midland, TX focused exclusively on Micron production ✅Telus Definitive Commercial Agreement w Strategic Investment and $200M Committed Revenue (speculated) ✅Partnership with Orange ✅Partnership with Taiwan Mobile ✅Partnership with AXIAN Telecom ✅Satellite Connect Europe Partnership (“SCE”) with Telefonica ✅SCE Partnership with Orange ✅SCE Partnership with CK Hutchinson ✅SCE Partnership with Sunrise Switzerland ✅SCE Partnership with Vodafone Romania ✅SCE Partnership with VodafoneThree UK ✅SCE Partnership with Vodafone Ireland ✅AST Awarded $30M Prime Contract by US SDA for Halo Europa Program ✅Development of AI Engine to Dynamically Manage Satellite Capacity and Spectrum Efficiency = Seeking 3-10x Capacity Improvement ✅Disclosed over $1.2 billion in Aggregate Contracted Revenue Commitments from Commercial Partners ✅Raised $1.08B 2.25% Convertible Note resulting in $4B of Pro Forma Cash ✅BB6 Unfolding Phased Array ✅AST Awarded Prime Contract Position on US Missile Defense Agency SHIELD Program ✅Filed w/ FCC to modify Existing License to use S-Band spectrum outside of the US ✅$175M Saudi Telecom prepayment to be made by 2025YE ✅BB6 Launched from India on ISRO LVM3 ✅Micron Production to Support 6x a Month by End of Q3 2025 ✅Expanded Manufacturing Floor Space to 500,000 Square Feet ✅2,000 Global Workforce ✅Established Germany as SatCo JV operations center, filed constellation with ITU ✅Closed $420M bridge financing to support Ligado spectrum transaction ✅Saudi Telecom 10-Year Definitive Commercial Agreement w/ $175M prepayment and over $1.8B value ✅Confirmed L- and S- band Spectrum to be Incorporated into Next 3GPP release ✅Verizon Definitive Commercial Agreement ✅Raised $1.15B 2.0% Convertible Note resulting in $3.2B of Pro Forma Cash and Liquidity ✅Successful Video and Voice Testing with Bell Canada ✅US Bankruptcy Court confirms AST and Ligado L-band spectrum transaction transaction, deal now only subject to FCC appoval ✅Acquired Global S-Band Spectrum Priority Rights held Under International Telecommunication Union ✅Successfully Completed the First-ever Native Voice Call (VoLTE) and Rext (SMS) with a Standard Cell Phone using AT&T Spectrum and Core Network ✅Hired JR Wilson as Chief of Networks and Spectrum, formerly AT&T VP of Tower Strategy, Roaming & In-Building Solutions ✅Raised $575M 2.375% Convertible Note w/ Capped Call struck at $120, resulting in $1.5B of Pro Forma Cash on Balance Sheet ✅Repurchased $360M of $460M 4.25% Convertible Note ✅Entered into $550M of Non-Recourse Senior Secured Term Loan to fund Ligado Transaction ✅Secured $100M Equipment Loan Facility ✅Moved to Russell 1000 from Russell 2000 Index ✅Demonstrated World's First Tactical NTN Connectivity over Standard Mobile Devices with Defense Prime Fairwinds Technologies ✅Announced Latest MNO Partnership with Vodafone Idea of India ✅Hired Jennifer Manner as SVP of Regulatory Affairs and International Strategy, Former NTIA Senior Advisor of Space and Policy and EchoStar SVP of Regulatory Affairs ✅FCC Accepts AST’s Application for US Commercial Service ✅FCC Chair Brendan Carr and Senator Ted Cruz visit HQ in support of AST ✅Verizon and AT&T Spectrum Lease Agreements filed w/ FCC ✅FCC grants STA for beta testing w/ AT&T, Verizon, Vodafone, Bell Canada, and Rakuten ✅FCC grants STA for Firstnet Evaluation on Public Safety Band 14 ✅AST SpaceMobile Forms SatCo Joint Venture w/ Vodafone to Better Serve European market, Selects Luxembourg as HQ and Germany for NOC ✅Secured $43M and $20M Contracts w/ US Space Development Agency and Defense Innovation Unit ✅AST5000 ASIC Development Finished and Integration into Block-2 Sats in Q2 2026 ✅Successful Video Calls Completed w/ AT&T, Verizon, Vodafone and Rakuten ✅Exercised Multi-launch Agmts w/ SpaceX, Blue Origin and ISRO ✅Initiation of Research Coverage by Bank of America, Clear Street, Roth Capital, Cantor Fitzgerald, Oppenheimer and William Blair ✅Established Coordination Agmt w/ US National Science Foundation Covering Satellite and Ground-based Astronomy Operations ✅Closed $460M 4.25% Convertible Debt Funding ✅Opened European Research Center w/ Vodafone and University of Malaga in Spain ✅Signed Deal w/ Singapore’s Defense Science and Technology Agency ✅Joined 5G Automotive Association, which Develops and Promotes 5G-based Solutions for Connected Autonomous Vehicles
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H🅰️rper retweeted
$ASTS - 🚨 New episode by @spacanpanman is live on the AST SpaceMobile Podcast! 🎙️ AST SpaceMobile Japan J-LEO: $1B Sovereign Satellite Deal ✅ Japan commits up to $1B over ~3 years for J-LEO ✅ Rakuten 51% / AST SpaceMobile 49% joint venture ✅ Initial ~50 satellites targeting March 2029 ✅ L-band and S-band spectrum plus non-dilutive funding ✅ Blacklift rocket and Thursday's analyst event ---------- AST SpaceMobile ASTS lands up to $1B from Japan for the J-LEO satellite constellation with Rakuten. Anpanman breaks down the deal. Anpanman covers the big day for ASTS stock, which rallied almost 17% as risk returned to the market and the space sector bounced. The main focus is the formal J-LEO announcement from Japan: up to $1 billion in government funding over roughly 3 years, a joint venture with Rakuten (51%) and AST SpaceMobile (49%), and an initial constellation of about 50 satellites targeting operations by March 2029. He explains why this sovereign satellite model matters, how data stays in Japan, and how it ties into the wider federated AST SpaceMobile constellation. Anpanman then walks through the direct-to-cell spectrum picture, from Rakuten's 700 MHz service planned for the end of this year to the L-band and S-band spectrum behind J-LEO. He also covers non-dilutive funding options, Japanese self-defense interest, parallels in Europe and the US with AT&T and Verizon, and why he thinks the US government is next. He also recaps last week's news, including the Space Force award, the D-Pass rating, and the Blacklift rocket developed with Firefly engine technology. He previews the earnings call and Thursday's analyst event in New York City, and answers viewer questions on JV economics and the subsidy match. Catch the full episode on Spotify. open.spotify.com/show/5u6rTx…
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H🅰️rper retweeted
We are advising AST SpaceMobile, Inc., the company building the first and only space-based cellular broadband network accessible directly by everyday smartphones, designed for both commercial and government applications, in its agreement with Firefly Aerospace for Firefly to deliver engines for the first three Blacklift rockets that will be custom-built by AST SpaceMobile and designed for reusability and to provide engineering services over a three-year period. Our team is led by Partners Mena Kaplan, Oliver Board and Ethan Klingsberg, alongside Partners Madlyn Gleich Primoff, Jeffrey Gould and Michael Levitt, Counsel Danny Spencer, Senior Associate Suzie Kim and Associates Rhea Khakhria, Caroline Leopold, Tanisha Mugwimi and Essey Abebe. Learn more and see the full team: okt.to/aU0l7A
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Join @NASAAdmin Jared Isaacman inside NASA’s iconic VAB to check see the Artemis III’s rocket!!! This conversation was so energizing and informative. I always love chatting with Jared! - youtu.be/ujfF_SnxvZQ
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H🅰️rper retweeted
$ASTS: Big in Japan, and soon THE WORLD Today 11:15AM ET teapawt.net/i/spaces/1BlLnLkeZaNQQ…

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H🅰️rper retweeted
Today, we're happy to announce a multi-launch agreement with Planet Labs PBC, a leading provider of daily data and insights about change on Earth. Providing dependable, customer-driven launch services is at the core of what we are building at Stoke. We're proud to partner with @planet , an industry pioneer that has led by example in growing and evolving commercial space. 🤝🚀 Learn more about the partnership here: stokespace.com/news/stoke-an…
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H🅰️rper retweeted
We’ve signed a multi-launch agreement with @stoke_space! 🚀 Stoke has prepared Cape Canaveral’s Space Launch Complex 14 for its fully reusable Nova rocket, which will host future Planet missions. It’s part of how we keep a diversified, persistent path to orbit as our constellations grow. 👉 Full announcement: investors.planet.com/news/ne…
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The next chapter of lunar exploration will require more than reaching the Moon.​ As @NASA advances its Moon Base plans, Voyager has been selected for the CLPS 2 vendor pool, eligible to compete for task orders supporting the infrastructure and capabilities needed for future lunar missions.​ #VOYG #AcceleratingtheAdvantage #MissionReady
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Thrilled to announce J-LEO final award today alongside partner Rakuten! ~$1 billion in non-dilutive funding towards spacecraft and launch from the Japan Ministry of Internal Affairs and Communications. Accelerates space-based cellular sovereign connectivity for Japan, while supporting additional coverage around the world.
Rakuten and AST SpaceMobile Establish "Rakuten AST" Joint Venture to Build D2D Satellite Communications Network in Japan - businesswire.com/news/home/2… #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
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Rakuten and AST SpaceMobile Establish "Rakuten AST" Joint Venture to Build D2D Satellite Communications Network in Japan - businesswire.com/news/home/2… #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
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H🅰️rper retweeted
楽天と米ASTが「Rakuten AST」設立、スマホと衛星の直接通信 29年3月末までの国内運用を目指す k-tai.watch.impress.co.jp/do…
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