$ASTS - I expect a launch date announcement for BB14-16 this week.
The stock will then fly!
$ASTS - The market in Brazil for AST SpaceMobile will be HUGE!
Brazil has more than 210 million residents, but mobile coverage remains limited in remote areas. Roughly half of its federal and state highways and two-thirds of land available for agricultural use lack 4G or 5G coverage, according to assessments cited by the company.
$ASTS - While $SPCX blows gobs of money on acquiring spectrum, AST SpaceMobile is slowly winning licensing approval around to world to use each countries spectrum.
Kind if nuts the market is currently valuing AST Spacemobile below the asset value of just their spectrum rights and you get the rest of their business for free!
🤯
$ASTS - While $SPCX blows gobs of money on acquiring spectrum, AST SpaceMobile is slowly winning licensing approval around to world to use each countries spectrum.
Kind if nuts the market is currently valuing AST Spacemobile below the asset value of just their spectrum rights and you get the rest of their business for free!
🤯
$ASTS - 🚨 AST SpaceMobile Advances Brazil Expansion with Anatel’s Approval for S-band Spectrum and Secondary Use of the 700 MHz Band
AST SpaceMobile, the company building the first and only space-based cellular broadband network accessible directly by everyday smartphones, designed for both commercial and government applications, today announced significant progress toward bringing space-based cellular broadband to Brazil, Latin America’s largest economy.
AST SpaceMobile has secured S-band spectrum authorization from Brazil’s National Telecommunications Agency (Anatel), as well as regulatory approval for the secondary use of spectrum in the 700 MHz band. In addition, the Company signed agreements with four regional mobile network operators and unveiled plans to install ground infrastructure in the country to support connect-anywhere capabilities for the more than 200 million handset lines in Brazil.
Anatel’s authorization covers 15+15 MHz of S-band spectrum, totaling 30 MHz, for AST SpaceMobile’s planned service in Brazil. In addition, following Anatel’s regulatory approval, agreements with four regional operators support AST SpaceMobile’s authorized secondary use of up to 10+10 MHz of spectrum in the 700 MHz band within the operators’ respective licensed areas. These complementary spectrum resources — 30 MHz in the S-band and up to 20 MHz in the 700 MHz band — strengthen AST SpaceMobile’s ability to deliver space-based cellular broadband across Brazil, beyond the reach of terrestrial network to enable voice calls, broadband data and video streaming directly on standard, unmodified smartphones.
”Brazil’s ambition for connectivity matches the scale of the country,” said Abel Avellan, Founder, Chairman and CEO of AST SpaceMobile. “We are bringing together the spectrum, operator relationships and ground infrastructure to deliver a third layer of connectivity across Brazil. Our goal is to work with mobile network operators to give every mobile subscriber a path to cellular broadband from space and enable operators to fulfill the promise of coverage wherever people live, work and travel.”
Brazil represents a significant opportunity for space-based connectivity, with over 210 million people and a territory spanning roughly 8.5 million square kilometers. Coverage gaps remain substantial: assessments indicate that roughly half of the country's federal and state highway network and two thirds of land available for agricultural use lack 4G or 5G coverage. These gaps underscore the potential of space-based cellular broadband to connect communities, support economic activity, and extend mobile services across Brazil's vast geography.
Together with AST SpaceMobile’s existing mobile network operator partners in Brazil, these regional operators will support the expansion of space-based cellular broadband coverage nationwide, reaching millions of people who remain unconnected or under connected.
These agreements expand AST SpaceMobile’s relationships in Brazil and reinforce a global network of more than 60 mobile network operator partners serving over three billion subscribers combined. This breadth of collaboration gives AST SpaceMobile multiple routes to market, combining operators’ local reach and established customer relationships with a satellite network designed to extend their services beyond the limits of terrestrial infrastructure.
AST SpaceMobile is also planning investment in four gateways in Brazil to support the country’s ground infrastructure. These facilities will link the company’s BlueBird satellite network, the largest satellites ever deployed in low Earth orbit, backed by over 3,900 patent and patent-pending claims, with mobile operators’ networks, routing voice, video and broadband data between space and terrestrial networks. Planning is underway to support deployment and integration with participating operators.
Service availability will expand as satellite capacity and ground infrastructure are deployed and network integration progresses, subject to applicable authorizations, device compatibility and commercial arrangements.
$ASTS - 🚨 AST SpaceMobile Advances Brazil Expansion with Anatel’s Approval for S-band Spectrum and Secondary Use of the 700 MHz Band
AST SpaceMobile, the company building the first and only space-based cellular broadband network accessible directly by everyday smartphones, designed for both commercial and government applications, today announced significant progress toward bringing space-based cellular broadband to Brazil, Latin America’s largest economy.
AST SpaceMobile has secured S-band spectrum authorization from Brazil’s National Telecommunications Agency (Anatel), as well as regulatory approval for the secondary use of spectrum in the 700 MHz band. In addition, the Company signed agreements with four regional mobile network operators and unveiled plans to install ground infrastructure in the country to support connect-anywhere capabilities for the more than 200 million handset lines in Brazil.
Anatel’s authorization covers 15+15 MHz of S-band spectrum, totaling 30 MHz, for AST SpaceMobile’s planned service in Brazil. In addition, following Anatel’s regulatory approval, agreements with four regional operators support AST SpaceMobile’s authorized secondary use of up to 10+10 MHz of spectrum in the 700 MHz band within the operators’ respective licensed areas. These complementary spectrum resources — 30 MHz in the S-band and up to 20 MHz in the 700 MHz band — strengthen AST SpaceMobile’s ability to deliver space-based cellular broadband across Brazil, beyond the reach of terrestrial network to enable voice calls, broadband data and video streaming directly on standard, unmodified smartphones.
”Brazil’s ambition for connectivity matches the scale of the country,” said Abel Avellan, Founder, Chairman and CEO of AST SpaceMobile. “We are bringing together the spectrum, operator relationships and ground infrastructure to deliver a third layer of connectivity across Brazil. Our goal is to work with mobile network operators to give every mobile subscriber a path to cellular broadband from space and enable operators to fulfill the promise of coverage wherever people live, work and travel.”
Brazil represents a significant opportunity for space-based connectivity, with over 210 million people and a territory spanning roughly 8.5 million square kilometers. Coverage gaps remain substantial: assessments indicate that roughly half of the country's federal and state highway network and two thirds of land available for agricultural use lack 4G or 5G coverage. These gaps underscore the potential of space-based cellular broadband to connect communities, support economic activity, and extend mobile services across Brazil's vast geography.
Together with AST SpaceMobile’s existing mobile network operator partners in Brazil, these regional operators will support the expansion of space-based cellular broadband coverage nationwide, reaching millions of people who remain unconnected or under connected.
These agreements expand AST SpaceMobile’s relationships in Brazil and reinforce a global network of more than 60 mobile network operator partners serving over three billion subscribers combined. This breadth of collaboration gives AST SpaceMobile multiple routes to market, combining operators’ local reach and established customer relationships with a satellite network designed to extend their services beyond the limits of terrestrial infrastructure.
AST SpaceMobile is also planning investment in four gateways in Brazil to support the country’s ground infrastructure. These facilities will link the company’s BlueBird satellite network, the largest satellites ever deployed in low Earth orbit, backed by over 3,900 patent and patent-pending claims, with mobile operators’ networks, routing voice, video and broadband data between space and terrestrial networks. Planning is underway to support deployment and integration with participating operators.
Service availability will expand as satellite capacity and ground infrastructure are deployed and network integration progresses, subject to applicable authorizations, device compatibility and commercial arrangements.
$SPCX - Oh boy, Elon basically trying to slaughter his competition as the market for AI-fueled debt are slowly drying up.
Remember when Elon slammed $CRWV a few weeks ago about their terrible balance sheet which sparked a big AI sell-off the next day
SpaceX can raise cheap debt backed by their strong connectivity/launch business. Most Neoclouds don’t have that luxury.
$ASTS - Yup AST SpaceMobile rallies always come when folks least expect it...😎
- May 2024 +343% in one month
- August 2024 + 284% in under two months
- June 2025 + 141% in under two months
- October 2025 + 185% in under two months
- January 2026 + 163% in two months
- May 2026 + 111% in under 1 month
Fun fact: The S&P 500 has been up the past 19 times 1-year after midterms averaging around +15%
Now is the time to buy!
$RKLB - Rocket Lab also mirroring many other rate sensitive names and getting to extreme short-term oversold territory. It has now fallen to a major support area.
Last week the RSI hit 26. The last 3 instances where the RSI was in the 30's or below we've seen significant rallies:
$37 -> $100 (+170%)
$56 -> $151 (+170%)
$58 -> $87 (+50%)
$49 -> ??
Neutron's delay was dissapointing for Rocket Lab but it's not a game changer. Electron continues to see ever increasing demand in a launch constrained sector while the $IRDM acquisition will transform the company into cash flow positive machine capable of self funding growth into the next decade. One of the very few space companies that can say this.
Peter Beck also has many more growth avenues up his sleeve that he can't reveal until after the Iridium acquistion closes mid-2027.
"The time to buy is when there's blood in the streets"
$SPCX: SpaceX's revenue projections are wild for the next 3-5 years out.
And these forecasts might be too low if you believe what Elon Must said last week during the Q3, 26 earnings call. He predicted SpaceX could have $500 Billion to $1 Trillion in ARR revenue by end of 2027. 🤯
Here is current Bloomberg revenue consensus: (30+ analysts):
2027: $165B
2028: $275B
2029: $401B
2030: $550B
2031: $941B
If Elon is right about next year, SpaceX's revenues could equal half of their current market cap making the company one of the cheapest names in the stock market right now!
$ASTS - Blue Origin’s year end launch looking better and better.
That was a quick rebuild! 🙌
$ASTS - AST SpaceMobile just hit extreme short-term oversold levels last week.
Anytime AST has hit an RSI of 30 or below that has signalled a local bottoming pattern. We hit an RSI of 29 last week.
The last 3 times we have hit extreme oversold levels, the stock has rallied...
$37 -> $103 (+178%)
$49 -> $130 (+165%)
$53 -> $75 (+42%)
$37 -> ??
Will this time be any different?
Commercial contracts are being signed in Brazil and intermittent service rolls out later this year in major centers across United States, Canada, Japan, UK and Saudi Arabia. The key catalyst now is more Bluebirds in orbit. The partners are ready!
$ASTS - Charlie Munger once said "If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin over time."
AST SpaceMobile in my opinion will be one of those companies. In a few years time, you'll look back and say why didn't I buy more?
Shares are approaching the 200-week moving average of $33.
$RKLB - A tour inside Rocket Lab’s Neutron factory in Maryland…👀
$ASTS - Scotia Bank thinks AST SpaceMobile is now a top acquisition target!
I tend to agree for once with Scotia but ewww what did I just say…🤣
$ASTS: 🚨SCOTIA BANK UPGRADES AST SPACEMOBILE TO BUY AND RAISES PRICE TARGET TO $55.70
"SpaceX’s oversized ambitions to become a planetary carrier make ASTS’s wholesale 5G model especially valuable to terrestrial networks, which will fight to defend their business model."
"We do believe that ASTS is a top target but we don’t set our target based on M&A speculation."
$ASTS - Roth reveals winners of SpaceX potentially leasing towers
Roth Capital analyst Scott Searle weighs in following Bloomberg's report that SpaceX $SPCX is exploring options to lease tower capacity at 80,000 sites. The move is presumably part of SpaceX's strategy to build a complementary terrestrial network to support its direct-to-device satellite constellation to compete with incumbent U.S.-based Tier 1 mobile network operators, the analyst tells investors in a research note.
Roth says potential winners of SpaceX's buildout include AST SpaceMobile (ASTS), RAN suppliers Ericsson (ERIC) and Nokia (NOK), as well as wireless backhaul suppliers Aviat Networks (AVNW) and Ceragon Networks (CRNT) and spectrum holders Anterix (ATEX), NextNav (NN), and Gogo (GOGO).
$ASTS - For context, these 3 regional operators have about 3M subs while iez telecom holds 3.5GHz and 700MHz regional spectrum.
AST has also signed agreements with Brazil's national operators Claro and TIM which combined have about 130M subs or about 60% of the TOTAL Brazil market
$ASTS - Brisanet, Unifique, Iez! to Offer AST’s D2D Service in Brazil
(Bloomberg) -- Brazil’s telecom companies Brisanet, Unifique and Iez! Telecom has signed a commercial agreement with AST SpaceMobile to offer mobile satellite broadband services (Direct-to-Device-D2D) throughout Brazil, according to a filing.
Regional mobile operators provide 700 MHz band frequencies; AST SpaceMobile provides satellite constellation technology Operators will invest in ground gateway infrastructure to connect mobile networks to AST SpaceMobile’s satellites
Final contract details remain under negotiation and the binding agreement is subject to certain conditions
H/T: @spacanpanman
$ASTS - Beta service starts year end…
The revenue ramp is only just beginning!
The AST SpaceMobile network is taking shape, in orbit and on the ground.
Today, over 60 gateways are in various stages of completion, installation and planning worldwide.
Initial, intermittent coverage targeted before year-end 2026 in the U.S. and other key markets around the world.
A new layer of connectivity, designed to connect directly to the smartphones people already use.
🇺🇸 📶🌎📱
#ASTSpaceMobile #ConnectingtheUnconnected























