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Joined November 2021
$MRLN Did someone say Navy? 👀 Mark Brunner, CRO promoted to President... 20 year Naval Aviator. May be nothing. But, I like the move by @MerlinAero regardless. Congratulations to Mark. investors.merlinlabs.com/sta…
So, the Beechcraft King Air C90/T-44 is a logical platform for @MerlinAero for multiple reasons, one big one is that it served as the advanced training aircraft for C-130J (and many other multi engine aircraft) pilots for decades across all US military branches. There are a few interesting angles I'm curious about here: 1- Does this open up a potential new or expanded opportunity with the Navy? (The T-44 is a Naval platform, not a USAF platform. Although the USAF uses a similar but larger C-12 based on the Super King Air.) 2- Given the ongoing conflict in Iran, does this platform allow Merlin to continue meaningful progress under the C-130J contract if there are challenges accessing a C-130J airframe for near term flight testing? 3- The T-44 is in the process of being replaced by Textron with the T-54, is the Navy considering repurposing these craft for ISR or other missions that would benefit from Merlin Pilot? Regardless, I am now more excited than ever about the introduction of the Beechcraft King Air C90 to Merlin's fleet. Looking forward to learning more soon. $MRLN
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Scuzzy🧇 retweeted
$ASTS: Strategic discussions between @Rakuten_Mobile and @AST_SpaceMobile 🇯🇵🤝🇺🇸 lnkd.in/p/gHBFGDg3
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Leo Vulcan 1 (LV-01) payload on the move. LV-01 is the first of 38 Leo missions on @ulalaunch’s heavy-lift Vulcan rocket, and last week, teams successfully transported the 40-satellite payload—encapsulated inside a 70-foot-tall fairing—to the new Amazon Vertical Integration Facility (VIF-A) at Cape Canaveral.
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JUST IN: Jeff Bezos' Blue Origin is targeting a return to New Glenn launch-pad operations in November, following a catastrophic rocket explosion that damaged its Cape Canaveral launch complex in May. According to Aviation Week, Blue Origin has completed reconstruction of its 430-foot Vehicle Access Tower at Launch Complex 36, a major milestone toward resuming launches. The May 28 explosion occurred during a preflight engine test, destroying the rocket and damaging critical ground infrastructure. Blue Origin subsequently traced the failure to an oxygen-valve issue in one of its BE-4 engines. Rather than rebuilding the original launch configuration, the company is introducing a new system that integrates rocket stages horizontally before lifting the vehicle onto the launch pad. Blue Origin is still targeting a return to flight before the end of 2026, although no launch date has been confirmed. The recovery is critical to New Glenn's growing commercial and government launch commitments, including NASA's Artemis lunar program.
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$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…
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$TMUS $VZ ELON MUSK SAYS STARLINK WILL TAKE 2-3 YEARS TO REACH CAPABILITIES VERIZON EXPECTS TO HAVE IN 4-6 YEARS, AS VERIZON WARNS OF POTENTIAL SIXTH COMPETITOR IN WIRELESS MARKE
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$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
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$ASTS: 🚨AST SpaceMobile received a 15+15 MHz S-Band spectrum allocation in Brazil on top of the 700MHz that will be deployed with MNO partners. How much would you value these rights for AST, which will cover +200M mobile potential subscribers? “Anatel’s authorization covers 15+15 MHz of S-band spectrum, totaling 30 MHz, for AST SpaceMobile’s planned service in Brazil. In addition, following Anatel’s regulatory approval, agreements with four regional operators support AST SpaceMobile’s authorized secondary use of up to 10+10 MHz of spectrum in the 700 MHz band within the operators’ respective licensed areas. These complementary spectrum resources — 30 MHz in the S-band and up to 20 MHz in the 700 MHz band — strengthen AST SpaceMobile’s ability to deliver space-based cellular broadband across Brazil, beyond the reach of terrestrial network to enable voice calls, broadband data and video streaming directly on standard, unmodified smartphones.”
AST SpaceMobile Advances Brazil Expansion with Anatel’s Approval for S-band Spectrum and Secondary Use of the 700 MHz Band, Agreements with Four Regional Operators and Planned Ground Infrastructure businesswire.com/news/home/2…
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AST SpaceMobile Advances Brazil Expansion with Anatel’s Approval for S-band Spectrum and Secondary Use of the 700 MHz Band, Agreements with Four Regional Operators and Planned Ground Infrastructure businesswire.com/news/home/2…
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$ASTS getting going with Rakuten testing in Japan It’s a license to transmit for testing. The station type, 実験試験局 (“experimental test station”), is the category Japan uses for R&D and over-the-air trials. It lets Rakuten put handsets on the air with BlueBirds anywhere in Japan, 24/7, on its full 700 MHz uplink, through August 2031.
楽天 進捗の一つ
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Scuzzy🧇 retweeted
Module 9 done. Standing tall again at LC-36! The Vehicle Access Tower is fully assembled, with every module repaired and back in place. This was a monumental effort. Proud of Team Blue.
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It's time to bring back war mode profile pic
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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
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$ASTS: 🚨 SCOTIA BANK UPGRADES AST SPACEMOBILE TO SECTOR OUTPERFORM AND RAISES PRICE TARGET TO $55.70 FROM $50.80 I'd note that Coello was bearish on AST because he thought Starlink was going to get all of these MNO partnership whereas now Starlink is going to compete directly against them! Shocking news.
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$ASTS: 🚨🇧🇷 BRISANET, UNIFIQUE AND IEZ! SIGN COMMERCIAL AGREEMENTS WITH AST SPACEMOBILE TO OFFER DIRECT-TO-DEVICE SERVICE THROUGHOUT BRAZIL OVER 700MHZ SPECTRUM BRISANET SERVIÇOS DE TELECOMUNICAÇÕES S.A.Publicly held CompanyCorporate Taxpayers ID (CNPJ/MF) n° 04.601.397/0001-28Company Registry (NIRE) 23.3.0004573-4CVM Code: 27.693MATERIAL FACTCOMMERCIAL AGREEMENT WITH AST SPACEMOBILE Brisanet Serviços de Telecomunicações S.A. (B3: BRST3) ("Company" or "Brisanet"), in accordance with Article 157(4) of Law No. 6,404, dated December 15, 1976, and in accordance with CVM Resolution No. 44, dated August 23, 2021, hereby informs its shareholders and the market in general that, together with Unifique Telecomunicações S.A. and lez! Telecom, it has signed a Commercial Agreement with AST SpaceMobile to offer mobile satellite broadband services (also known as Direct-to-Device-D2D) throughout Brazil. Regional mobile operators will make available the 700 MHz band radio frequencies they hold and will be responsible for investing in the infrastructure needed to connect their mobile networks to AST SpaceMobile's satellite constellation via ground gateways. The collaboration aims to enable voice calls, broadband data, and video streaming directly on standard smartphones, without any modifications, eliminating the need for specialized equipment, software updates, or apps. By integrating satellite connectivity into its existing mobile network, the company aims to expand coverage wherever people live, work, and travel, allowing customers to stay connected even when they are out of range of terrestrial networks. The initiative reinforces the commitment of regional operators to expand connectivity throughout the country and complements the investments they are already making to expand their terrestrial networks. According to José Roberto Nogueira, founder and CEO: "The partnership with AST SpaceMobile complements our network and allows us to extend connectivity beyond the reach of our terrestrial infrastructure, offering customers access to voice and mobile broadband services in more locations using the smartphones they already own; this secures Brisanet's place in the future of connectivity." The final details of the agreement are still being negotiated, and the transaction is subject to certain conditions. The Company will keep the market informed of the transaction's progress and any new developments. Pereiro/CE, October 23, 2026 Luciana Paulo Ferreira Investor Relations Officer
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$ASTS just signed agreements with three Brazilian carriers including Unifique, Brisanet and Iez to bring satellite broadband directly to regular smartphones using their 700 MHz spectrum. The carriers would also fund the ground gateways allowing AST to expand through existing mobile networks while keeping its own spending focused on satellites.
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🚨 GAME-CHANGING ANALYSIS FROM THE FCC TECHNICAL COUNCIL! 🇺🇸🛰️ Mark Bayliss (FCC TAC): 💬 "SpaceX could become the network. $ASTS could become the satellite layer used BY existing networks."🔥 💬 "The real D2D race isn't SpaceX vs. AST. It's US vs China vs Europe vs Russia."👀
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$ASTS Excerpt from a new expert interview. Don't get distracted, ASTS has the lead. Don't let markets or hedge funds that don't know anything about satellites tell you otherwise. This price action is painful but nothing I haven't survive before or is not lived by many others over at $IREN or $RKLB.
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BREAKING: The first indication of @BlueOrigin's New Glenn Return-To-Flight is here... December 28, 2026. The CADENA air traffic advisory lists this mission as "New Glenn 4.1". The rocket which exploded was "New Glenn-4". As ever, these dates are extremely provisional, and should be taken with a pinch of salt until more concrete information is released. 📷 @thenasaman/@NASASpaceflight
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