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ASTS, meme stock or real stock?
Posted on 5/7/25 at 12:19 pm
Posted on 5/7/25 at 12:19 pm
Digging around looking for something to take a flier on. Lot of fan boys online but crypto shows us that doesn't mean much. Has this already moon'd or is the moon to come? Seems like they've got some big goals.
5
Posted on 5/7/25 at 12:24 pm to The Boat
Both.
Posted on 5/7/25 at 2:20 pm to The Boat
Their relentless spamming of any telecommunications related social media suggests they dream to meme. But, given they’re burning through $200mil/yr with only $5mil in revenue would indicate they’re quickly approaching a cliff.
Posted on 5/7/25 at 2:59 pm to The Boat
Real stock. Received I believe all FCC approvals that have been submitted. Government contracts secured with more to come. Numerous contracts with MNOs. Once they have the full satellite deployment in 2-3 years, they are going to be free cash flow big time. The TAM is near or over a trillion.
The chairman of the FCC has been touting them lately. Visited their Midland facility with Ted Cruz recently. They are building 2 more facilities (1 in Florida and 1 in Spain).
I’m HEAVY ASTS. Long calls expiring in Jan 2027 and common stock. Think they see $200 by 2027. $500 or more by 2030.
The chairman of the FCC has been touting them lately. Visited their Midland facility with Ted Cruz recently. They are building 2 more facilities (1 in Florida and 1 in Spain).
I’m HEAVY ASTS. Long calls expiring in Jan 2027 and common stock. Think they see $200 by 2027. $500 or more by 2030.
Posted on 5/7/25 at 7:19 pm to The Boat
Currently hold 190 shares w/ a $11.33/share cost basis.
I think we see big movement next few years.
I think we see big movement next few years.
Posted on 5/8/25 at 7:56 am to Crescent Connection
quote:
Long calls expiring in Jan 2027 and common stock. Think they see $200 by 2027. $500 or more by 2030
This seems like the most popular talking point, but what is it based on? They will need to 2-3x the share count just to keep the lights on for another 3 years. Assuming 750mil shares x $200 in 2027 is PLTR level valuation.
Then there’s the inconvenient problem that Starlink is their primary competitor and they rely on SpaceX for transport, and it’s unlikely they can switch to the Russians if their cargo happens to get bumped.
Posted on 5/8/25 at 8:30 am to lsuconnman
I've run a DCF model on it and get to a value of about $60/share (this is capping any growth post 2030 and baking in a fair amount of government contract revenue). I think a lot of the upside, given today's known facts, is already baked into the current price and there's a lot that could go wrong as space is hard. On the upside case, I think that significant government contracts for things like the Golden Dome could be a huge revenue generator for ASTS. So, upside case, I see $100-200 within a few years. Downside case is $5-20 assuming further launch delays, unforeseen tech issues, etc. I think they will have further launch delays for their Block 2 constellation given their heavy reliance on Blue Origin to get those birds up in space. The hardcore bulls talking about $1,000/share in a few years are probably not being realistic, as that would imply a market cap of like $300B, making it one of the most valuable telecom companies in the world (T-Mobile has a market cap of $300B as a comp).
This post was edited on 5/8/25 at 8:44 am
Posted on 5/8/25 at 2:21 pm to GeneralLee
My question is can Musk (or Bezos once he gets his satellites up there) make a tweak or upgrade or whatever to their assets already floating around and cut ASTS out the game? Don’t kill me, totally ignorant on this field. The evil business side of me sees Musk saying “yea pay me to launch all your satellites” then cut em off at knees by stealing the business away
Posted on 5/8/25 at 5:20 pm to geauxnc0308
The reviews so far on Starlink's D2C service are pretty terrible, and AT&T and many other major mobile carriers seem to be more tied to ASTS with the strategic investments they made. The exception is T-Mobile which has the JV with SpaceX. I think ASTS has 2-3 years to grab market share before SpaceX can deliver a superior product (SpaceX will need Starship to be fully commercialized to do that, in my opinion).
Posted on 6/4/25 at 2:35 pm to GeneralLee
Chugging today. Up 15% on Bezos hype.
Posted on 6/4/25 at 4:29 pm to The Boat
EVERYTHING is aligning for this to breakout over $30 soon. I firmly believe this will be $300 or more sometime in 2028 when the constellation is complete.
Posted on 6/4/25 at 5:26 pm to thatguy
I have 300 shares at $8.10 per.
My only regret is not buying more
My only regret is not buying more
Posted on 6/5/25 at 3:36 pm to Antonio Moss
Up another 11% after Trump’s post on Truth saying they need to terminate Elon’s subsidies and contracts, which includes SpaceX. ASTS may be getting a bigger piece of the pie in the Golden Dome.
Posted on 6/9/25 at 8:55 am to Crescent Connection
still riding the Bezos hype 
Posted on 6/9/25 at 9:48 am to DawgCountry
I think it’s a combination of Bezos speculation, Musk/Trump rift, institutions adding, and upcoming satellite deployments. I’m ecstatic. I’m going to keep adding under $200. Not selling until 2030 at the earliest.
Posted on 6/10/25 at 8:23 am to Crescent Connection
Just got included into the Russell 1000 index. I think officially at the end of the month. Institutions are going to be buying more exponentially.
Posted on 6/12/25 at 12:29 pm to The Boat
Going for 8th consecutive green day. Coiling up tight today. I expect some news regarding Bezos involvement in the next couple weeks. Then onward up to $70 quickly.
Posted on 6/13/25 at 8:36 am to Crescent Connection
Feasting in a sea of red to start the day
Posted on 6/13/25 at 8:39 am to The Boat
quote:
AST SpaceMobile (NASDAQ:ASTS) on Friday announced a settlement term sheet with Ligado Networks, Viasat, and Inmarsat, clearing the way for long-term access to up to 45 MHz of lower mid-band spectrum in the U.S. and Canada for direct-to-device satellite use.
Don’t know what this means but me likely
Posted on 6/13/25 at 8:43 am to DawgCountry
So many tailwinds right now. ASTS is considered a defense stock also, so probably getting pumped up because of this Israel/Iran war brewing.
Bezos announcement before July 4 is my prediction.
Bezos announcement before July 4 is my prediction.
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