
Recently retired Mgt Consultant / Banking Exec focused on emerging technology ($ASTS 💯), great humans (and music).
VB / AVL
Joined February 2021
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🅰polloGeneration retweeted
$ASTS: 🇪🇺 I think the next J-LEO type of sovereign funded constellation project for AST SpaceMobile will be its Vodafone Satellite Connect Europe Joint Venture, which is also backed Orange, Telefonica and soon Deutsche Telekom.
The EU has budgeted over €15.6B for the IRIS² program and could also allocate a sizable subsidy for Satellite Connect Europe.
vodafone.com/news/newsroom/t…
🅰polloGeneration retweeted
It’s always the case that people laugh at builders. But the point is setting ambitious goals. As per below, there is no deadline to build a rocket or to build the only satellite mobile broadband constellation. It doesn’t “expire.” There are 3 people on earth who could achieve what Abel has achieved, inclusive of Abel himself. The petty critics laugh at how hard it was to get to this point, failing to realize the moat built along the way.
I remember all too well being one of those people laughing at Teslas delays, etc. That joke was on me. I don’t repeat that mistake anymore. The founders who build and define entirely new markets are almost always mocked by the legacy pundits, until the script flips and those same founders literally control the world.
$ASTS
Replying to @DrTomsLens
2 yrs is a goal not a deadline! Huge difference. Launches booked In advance for first 100 Bluebird sats and more will be booked before Blacklift is operational. Building their own launch is an option for +500more sats that will be purchased by US and other govts like J-LEO.
After yesterday’s #Blacklift rollout, a foundational chapter in @AST_SpaceMobile’s development with their core MNO partner @ATT came to mind. @WillTownTech captured it in a great interview with the leaders who were “in the room(s) where it happened”. $ASTS is changing the world of communication; @AbelAvellan is indeed one of our nation’s great inventors! @chrissambar 🇺🇸
A great Founder interview with @AbelAvellan earlier in the @AST_SpaceMobile journey facilitated by @WillTownTech.
🅰polloGeneration retweeted
For those that are new to @AST_SpaceMobile, this is the incredible story of @AbelAvellan, founder. $ASTS
youtu.be/z8u0hz_9TVs?feature…
🅰polloGeneration retweeted
$ASTS - Clear Street Revenue Projections for AST SpaceMobile out till 2034.
After listening to their Q3, 2026 conference call, I've never been more bullish. Many more countries and governments around the world will throw money AST's way to build out their own constellation. I underestimated the number of Bluebirds that will go up in the next 5-10 years. I believe it will be in the 1000's.
Becoming a launch company does add more risk but AST's balance sheet now has an added $2.2B in non-dilutive funding to support their growth needs on top of the $3.2B of cash on hand.
A cash cow in the making....
🅰polloGeneration retweeted
CLEAR STREET REVENUE PROJECTIONS
2026E: Revenue $175m | Adjusted EBITDA -$356m
2027E: Revenue $681m | Adjusted EBITDA -$149m
2028E: Revenue $2,035m | Adjusted EBITDA $823m
2029E: Revenue $3,522m | Adjusted EBITDA $1,933m
2030E: Revenue $4,287m | Adjusted EBITDA $2,575m
2031E: Revenue $5,057m | Adjusted EBITDA $3,134m
2032E: Revenue $5,780m | Adjusted EBITDA $3,659m
2033E: Revenue $6,386m | Adjusted EBITDA $4,098m
2034E: Revenue $7,017m | Adjusted EBITDA $4,626m
$ASTS
🅰polloGeneration retweeted
$ASTS: This is a must-read article by Alain Gavin, Managing Partner and Chief Investment Officer of Psion. He was an early investor of @AST_SpaceMobile during a private funding round in 2019. He does a great job showing how easily you can get to insane revenue numbers with AST's clever business model.
psion.vc/insights/backing-as…
🅰polloGeneration retweeted
$ASTS - 🚨 New episode by @spacanpanman is live on the AST SpaceMobile Podcast!
🎙️ AST SpaceMobile Japan J-LEO: $1B Sovereign Satellite Deal
✅ Japan commits up to $1B over ~3 years for J-LEO
✅ Rakuten 51% / AST SpaceMobile 49% joint venture
✅ Initial ~50 satellites targeting March 2029
✅ L-band and S-band spectrum plus non-dilutive funding
✅ Blacklift rocket and Thursday's analyst event
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AST SpaceMobile ASTS lands up to $1B from Japan for the J-LEO satellite constellation with Rakuten. Anpanman breaks down the deal.
Anpanman covers the big day for ASTS stock, which rallied almost 17% as risk returned to the market and the space sector bounced. The main focus is the formal J-LEO announcement from Japan: up to $1 billion in government funding over roughly 3 years, a joint venture with Rakuten (51%) and AST SpaceMobile (49%), and an initial constellation of about 50 satellites targeting operations by March 2029. He explains why this sovereign satellite model matters, how data stays in Japan, and how it ties into the wider federated AST SpaceMobile constellation.
Anpanman then walks through the direct-to-cell spectrum picture, from Rakuten's 700 MHz service planned for the end of this year to the L-band and S-band spectrum behind J-LEO. He also covers non-dilutive funding options, Japanese self-defense interest, parallels in Europe and the US with AT&T and Verizon, and why he thinks the US government is next.
He also recaps last week's news, including the Space Force award, the D-Pass rating, and the Blacklift rocket developed with Firefly engine technology. He previews the earnings call and Thursday's analyst event in New York City, and answers viewer questions on JV economics and the subsidy match.
Catch the full episode on Spotify.
open.spotify.com/show/5u6rTx…
🅰polloGeneration retweeted
And they miss that half the doc is Elon talking. Elon has met the enemy and it is…himself.
unavailable
🅰polloGeneration retweeted
AI’s new business model: Break the internet, then sell the fix go.f-st.co/IBXctU5
🅰polloGeneration retweeted
$ASTS: These initials may matter in the coming weeks/months. Stay tuned
O.S.C. 🔍
🅰polloGeneration retweeted
$ASTS: 🇯🇵 Rakuten's initial SAIKYO satellite service will utilize AST SpaceMobile's BlueBird Block-2 constellation operating on 700MHz spectrum.
Next comes J-LEO, a Japanese constellation of BlueBird Block-3 satellites targeting Rakuten's 1.7–1.8GHz L-Band midband spectrum. The constellation will also serve AST MNO partners globally.
Rakuten is also pursuing additional 30+30MHz S-band capacity.
Imagine the potential AST + Rakuten spectrum footprint over Japan:
📶 3+3MHz — 700MHz (Low-band)
📶 20+20MHz — 1.7GHz (Mid-band)
📶 30+30MHz — 2GHz (S-band, proposed)
That's potentially 106MHz of combined uplink and downlink spectrum supporting satellite broadband across Japan! 🚀🚀🚀
Rakuten and AST SpaceMobile are launching Rakuten AST, a joint venture to build a D2D satellite network in Japan🚀
With $1B in support from Japan’s MIC, Rakuten AST will build disaster-resilient, uninterrupted communications infrastructure for Japan.
global.rakuten.com/corp/news…
🅰polloGeneration retweeted
$ASTS | @AST_SpaceMobile | Rakuten | Rakuten AST
Video of the press event "The Apollo Program of the Mobile Industry"
youtube.com/watch?v=UJC9MWcK…
🤖 Made with AI
🅰polloGeneration retweeted
Let the investigations begin...
When you watch the Musk Movie you will understand musk’s impact as the head of Doge, which has turned into on of the biggest disaster under this administration. They found a very small amount of fraud and it actually ended up costing us more money, along with being a humanitarian disaster.
Doge gutted really important humanitarian efforts all over the world. These efforts were helping countries that had starving children, many who died because of doge cutting off food supplies. It also has significantly worsened and accelerated Ebola to spread in Africa, because they cut of money for local staff (doctors and nurses) personal protective equipment (PPE), testing components, sanitizers, and dedicated treatment units. This could obviously is a worldwide threat.
Doge also stopped scientific research projects here in America such as cancer research, that some have been working on for years. The purge of a lot of brightest and best from our govt departments, leaving dept frozen. It also put all our personal info in the hands of young kids who had idea what they were doing, who knows what will happen in the future now that all of info has been exposed.
Doge cuts to the EPA, significantly affected water and air quality testing and research. They canceled hundreds of federal research and quality grants targeting clean air, drinking water safety, wastewater monitoring, and chemical testing. They also cut back on NOAA, which has negatively impacted the ability to predict and monitor storm activity, along with negatively impacting our weather apps, which are no longer as accurate as they were pre-musk’s doge.
musk, as the head of doge is personally responsible for all of these impacts. There needs to be an investigation into all of the damage that has been done here and worldwide.
🅰polloGeneration retweeted
Highly recommend "Musk" now on Prime Video. Thanks Alex Gibney.
A needed documentary especially after elections.
@PrimeVideo @alexgibneyfilm – at Edgewood, KY
Market volatility today is unfathomable. $ASTS continues to execute on ALL fronts it controls and continues to innovate as it executes. Enormous demonstrated TAM across VERY large segments including 🌎 largest MNO partners with BILLIONS of customers. These customers will be “lit up” when BlueBird Sats are flying while Gov’t military contracts continue to grow and provide near-term revenue while enhancing 🇺🇸 military capability. They know what @AST_SpaceMobile has built and can enable ….. and it’s big.
AST SpaceMobile Awarded U.S. Space Force Contract Through STR to Advance Space-Based Sensing Capabilities
businesswire.com/news/home/2…




























