$ASTS: 🚨BLUE ORIGIN ON TRACK TO RESUME NEW GLENN PAD OPS IN NOVEMBER @outerspacetoday: Jeff Bezos' Blue Origin is targeting a return to New Glenn launch-pad operations in November, following a catastrophic rocket explosion that damaged its Cape Canaveral launch complex in May. According to Aviation Week, Blue Origin has completed reconstruction of its 430-foot Vehicle Access Tower at Launch Complex 36, a major milestone toward resuming launches. The May 28 explosion occurred during a preflight engine test, destroying the rocket and damaging critical ground infrastructure. Blue Origin subsequently traced the failure to an oxygen-valve issue in one of its BE-4 engines. Rather than rebuilding the original launch configuration, the company is introducing a new system that integrates rocket stages horizontally before lifting the vehicle onto the launch pad. Blue Origin is still targeting a return to flight before the end of 2026, although no launch date has been confirmed. The recovery is critical to New Glenn's growing commercial and government launch commitments, including NASA's Artemis lunar program. Original Paywalled article: aviationweek.com/space/launc…

$SPACE: And there it is, the administration moves to provide direct capital to private companies in the space sector 👀

$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

$ASTS: 🚨AST SpaceMobile received a 15+15 MHz S-Band spectrum allocation in Brazil on top of the 700MHz that will be deployed with MNO partners. How much would you value these rights for AST, which will cover +200M mobile potential subscribers? “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.”

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$ASTS: 🚨 SCOTIA BANK UPGRADES AST SPACEMOBILE TO SECTOR OUTPERFORM AND RAISES PRICE TARGET TO $55.70 FROM $50.80 I'd note that Coello was bearish on AST because he thought Starlink was going to get all of these MNO partnership whereas now Starlink is going to compete directly against them! Shocking news.