$ASTS, $QS, $AUR | economics, theology, philosophy, and the UAP phenomenon | Lost access to @Defiantclient
Joined June 2025
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I think if the European MNO consortium wins the 2nd block, then Satellite Connect Europe/AST wins the 3rd. SpaceX gets nothing especially after all the Ukraine drama.
Kevin Chen retweeted
$ASTS: 🇪🇺 The EU is looking to reallocate 60MHz of 2GHz S-Band spectrum by May 2027. The current holders are Viasat and Echostar in 15+15MHz blocks.
EU regulators have already indicated that the plan is to divide the spectrum into 3x 10+10MHz blocks.
1⃣The first block is expected to be allocated to Europe's IRIS^2 constellation, which will focus on fixed wireless broadband connectivity.
2⃣The second block is expected to be allocated to the European JV consisting of Deutsche Telekom, Orange, Telefonica and Vodafone, which will focused on direct-to-device broadband connectivity in partnership with Satellite Connect Europe, which includes AST SpaceMobile as the satellite provider.
3⃣The third block is reserved for an international operator. It is expected that SpaceX will pursue this allocation, however it's possible AST may pursue it as well. TO BE VERY CLEAR, I still think there's a high likelihood SpaceX gets this piece.
I think there is a high probability Viasat ends up with nothing.
Kevin Chen retweeted
$ASTS: 🇧🇷The regulatory winds are blowing in AST SpaceMobile's favor
➡️Originally, 60MHz of Brazilian S-Band was assigned to Echostar and Omnispace in 15+15MHz blocks
➡️Anatel's recent consultation has now granted both Starlink and AST SpaceMobile 15+15MHz blocks
Viasat and Omnispace should be very nervous
Kevin Chen retweeted
💥 WASHINGTON CHOOSES $ASTS AS ITS OFFICIAL TECH SHOWCASE! 🇺🇸📡
Who just showed up directly at AST SpaceMobile headquarters? Fabiana Crestani (Program Manager at Tuatara Group).
Her role? Orchestrating missions for the USTDA (U.S. Trade and Development Agency), the U.S. federal agency responsible for exporting strategic U.S. technologies internationally.
🇺🇸 The raw facts of this visit:
• Washington's endorsement: The USTDA brought a high-level delegation of decision-makers from Latin America and the Caribbean to $ASTS.
• State validation: The United States is promoting AST SpaceMobile's technology as the global benchmark for direct-to-smartphone broadband.
• From diplomatic to commercial: These institutional missions pave the way for lowering regulatory barriers and securing future regional telecom agreements.
❓ The real question to ask: Following the sovereign model initiated in Japan (J-LEO / Rakuten), will we see tomorrow the creation of dedicated or state-co-financed constellations (such as in Latin America or the Caribbean) to guarantee telecom independence? 🌐
While the competition offers closed solutions, $ASTS is establishing itself under Washington's patronage as the universal standard. 🚀 $ASTS
Kevin Chen retweeted
VERIZON RULES OUT MVNO DEAL WITH SPACEX
During their earnings call, the following was noted
"I will say, and I'll repeat it again, that there are no back doors to any of our MVNO agreements, and I see absolutely no benefit whatsoever to extending an MVNO deal to any satellite provider. I don't buy into the idea of this prisoner's dilemma. That's ridiculous.
There is no benefit to Verizon extending an MVNO deal. Um, and, and we look forward to being able to, for six years to finally punch back. And we'll punch back hard when that happens."
$ASTS $SPCX $VZ $TMUS $T
Kevin Chen retweeted
$ASTS: 🧩SpaceX spent $22B on Echostar's global S-Band spectrum. Based on SpaceX's stock price performance, that transaction is now valued at $48B.
Today AST SpaceMobile received an allocation of 15+15MHz of S-Band spectrum from Brazil's regulator Anatel in exchange for a commitment to invest in and deploy its direct-to-device satellite broadband service across the country.
AST is expected to pick up more S- and L-Band spectrum licenses globally as regulators look to foster sovereign solutions deployed through local MNO partners.
Stay Focused™️
AST SpaceMobile Advances Brazil Expansion with Anatel’s Approval for S-band Spectrum and Secondary Use of the 700 MHz Band, Agreements with Four Regional Operators and Planned Ground Infrastructure
businesswire.com/news/home/2…
This is true, but also normally we’d have a launch date by now. Not sure what’s going on with this launch this time. I am thinking BB14-16 became a standby payload after missing their original launch slot due to delays. A standby situation would explain the current lack of communications. Idk tho.
Kevin Chen retweeted
Months after its first Aurora contract, @ChargerFr8 intends to purchase up to 500 Aurora Driver-powered trucks, with anticipated deliveries planned for 2027 and 2028. read More: ir.aurora.tech/news-events/p…
$ASTS: The S band spectrum allocation comes from the same set of frequencies that fudsters said would not be possible for @AST_SpaceMobile to win because of AST’s S band priority rights being lower than Starlink’s rights acquired from EchoStar.
It turns out that as Sp🅰️ceMob expected and as is the reality of the world, spectrum is regulated on a country by country basis. And of course spectrum makes its way to the most efficient methods of delivery.
I fully expect a similar situation in Europe when MSS S band goes for reallocation in May 2027. There will be spectrum awarded to AST/Satellite Connect Europe. 🤝
AST SpaceMobile Advances Brazil Expansion with Anatel’s Approval for S-band Spectrum and Secondary Use of the 700 MHz Band, Agreements with Four Regional Operators and Planned Ground Infrastructure
businesswire.com/news/home/2…
Kevin Chen retweeted
$asts
How to get up to 50 MHz of spectrum without spending billions$: Partner with MNOs. Keep data sovereign. Don't interfere with their Terrestrial Network.
AST is the D2C satellite partner of choice for MNOs globally!
AST SpaceMobile Advances Brazil Expansion with Anatel’s Approval for S-band Spectrum and Secondary Use of the 700 MHz Band, Agreements with Four Regional Operators and Planned Ground Infrastructure
businesswire.com/news/home/2…
Kevin Chen retweeted
$ASTS - TIM Brazil 3 Year STA is now an ACT. Both low and mid band frequencies are approved. The STA length if 2.5 years, so I expect it explains why there is mid-band even though AST currently supports low band.
$ASTS A few things to add:
1. IEZ, Brisanet and Unifique all were approved of their STAs and it was made Acts by Brazil.
2. The STA will consists of 10 MHz channels of 713 MHz and 768 MHz.
3. TIM Brazil STA is approved, but the Act hasn't came yet.
xitter.cf/spacanpanman/status/21…
Kevin Chen retweeted
Brazil literally took away spectrum from SpaceX AND Omnispace to give it to AST. Love to see it.
Kevin Chen retweeted
AST SpaceMobile Advances Brazil Expansion with Anatel’s Approval for S-band Spectrum and Secondary Use of the 700 MHz Band, Agreements with Four Regional Operators and Planned Ground Infrastructure
businesswire.com/news/home/2…
$ASTS: Literally the entire world is looking to diversify away from Starlink and all of the major mobile network operators around the world are already working with @AST_SpaceMobile. Somehow, today the company is only worth 15B. 🤦♂️