Hoffnung auf einen "Tenbagger"

AST SpaceMobile has nearly 60 MNO partners covering 3 billion+ subscribers, over $1.20 billion in contracted partner commitments, and definitive agreements with Verizon and stc Group. Management is targeting 45 BlueBird satellites in orbit by year-end 2026. 

The license, issued through New Zealand's Register of Radio Frequencies, allows Two Degrees Networks to operate a space-to-Earth gateway station connected to AST SpaceMobile's non-geostationary satellite system. The license takes effect on Monday and adds another piece of ground infrastructure to AST SpaceMobile's direct-to-smartphone broadband network.

The authorization permits a gateway, or feeder-link, earth station at a specified New Zealand site to receive signals from AST SpaceMobile satellites. It covers frequencies between 37.5 GHz and 39 GHz and limits communication to certain satellites. The conditions also require a minimum satellite elevation angle of 15 degrees and restrict operations to the approved gateway site and antenna array.

finance.yahoo.com/markets/stocks/articles/...e-065325176.html

schön,aber es nutzt momentan den kurs nichts.

lg.

finance.yahoo.com/markets/stocks/articles/...8-134000292.html

Bell completes satellite ground station build amid plan to launch space-based service

July 15, 2026 at 8:49AM EDT

Bell Canada says it has reached a key milestone toward launching satellite-to-mobile coverage with the completion of a ground station in Quebec.

Last fall, the telecommunications company announced plans to launch space-based cellular service through a partnership with AST SpaceMobile using low-earth orbit satellites.

Bell says testing has begun at the ground station facility, which connects with AST SpaceMobile’s satellite constellation to integrate its space-based cellular broadband network with Bell’s terrestrial network.
www.bnnbloomberg.ca/business/company-news/...e-based-service/

The direct-to-device broadband thesis Nathan referenced runs straight through AST SpaceMobile (NASDAQ: ASTS).

The company reported Q1 2026 revenue of $14.7 million, up 1,952% year over year. It reaffirmed full-year revenue guidance of $150 million to $200 million, while maintaining its target of approximately 45 BlueBird satellites in orbit by year-end. CEO Abel Avellan told investors AST is "accelerating manufacturing, regulatory progress, commercial partnerships, and government programs," supported by approximately $3.5 billion in cash and partnerships with nearly 60 mobile network operators covering more than 3 billion subscribers. Investors can review the full disclosure in AST's Form 8-K filings on SEC.gov.

finance.yahoo.com/markets/stocks/articles/...1-162520736.html

Funding okay

AST SpaceMobile Announces Pricing of Private Offering of $1.0 Billion of Convertible Senior Notes Due 2034 (Effective Conversion Price of $149.20 per Share with Capped Call)

uk.finance.yahoo.com/news/...s-pricing-private-010200679.html

nicht nachvollziehen kann.

AST SpaceMobile shares dropped nearly 13% in after-hours trading on Wednesday after the company announced plans to raise $1 billion through a convertible senior notes offering due 2034, with an additional $150 million option for purchasers. The move reignited dilution concerns among shareholders, coming just months after a similar billion-dollar convertible note raise in February. The company plans to use proceeds for capped call transactions, growth initiatives, and securing additional launch capacity. The selloff occurred despite operational progress including the recent deployment of three Block 2 BlueBird satellites via a SpaceX Falcon 9 rocket, and Piper Sandler initiating coverage with an Overweight rating and a $100 price target implying 51% upside.

finance.biggo.com/news/360d754e-7d91-4544-a1d5-83ac8af36e20

PIPER SANDLER INITIATES AST SPACEMOBILE AT OVERWEIGHT AND $100 PRICE TARGET AST SpaceMobile — Initiating at Overweight.  

ASTS builds satellites that communicate directly with smartphones. The service ensures connectivity for users everywhere, regardless of cellular coverage, including for applications like video calls, streaming, and gaming. This is valuable functionality for Mobile Network Operators (MNOs), who are eager to sell add-on services to globe-trotting consumers and users in remote areas. ASTS has partnered with (and accepted equity investments from) some of the largest MNOs, including AT&T, Vodafone, Rakuten, Verizon, etc. By partnering with (not competing against) MNOs, ASTS can immediately access 3B+ subscribers. The #1 risk: ASTS will compete against Starlink’s direct-to-cell offering. Our $100 price target is based on 20x 2031 EV/EBITDA, discounted at 15%.

x.com/spacanpanman/status/2077572997146194141

Big and excellent funding, but very small dilution.

The shortquezze will coming soon.

My advice for shortseller: Go panic first!

One $ billion more cash for a dilution of less than 4% is an excellent deal.

The reaction of the market of a dilution of only 4% of ASTS by an increase of the cash of $ 1 billion is a joke and after my estimates orchestrated from shortsellers in coordination with Elon Musk and Jeff Bezos.

But the result will be a big shortsquezze, because telecome operators will vote for ASTS and not for their enemies Elon Musk and Jeff Bezos.

Najarian Calls ASTS Deal A Bullish Bet

Najarian and his brother Pete Najarian broke down the financing and ASTS' selloff in a Market Rebellion video posted on X. The brothers co-founded Market Rebellion, an options-focused market analysis platform, in 2016.

AST SpaceMobile priced $1 billion of 1.625% convertible senior notes due in 2034, with an initial conversion price of $79.57 per share, which was about 20% above Wednesday's close. Jon Najarian said that the notes give buyers the right, but not the obligation, to convert into ASTS shares at that price. While the 1.625% coupon is relatively low, he said the real appeal lies in the potential equity upside.

finance.yahoo.com/markets/stocks/articles/...w-023714975.html

Pete Najarian said that investors were focused on the risk that the notes could eventually convert into shares and dilute existing holders. "They're concerned about dilution and all the rest of it," he said, adding that the stock's negative reaction was "understandable." Still, he agreed the financing could support a valuable long-term opportunity. "I think this could be something into the future that could be pretty special, quite frankly," he said.

finance.yahoo.com/markets/stocks/articles/...w-023714975.html

ASTS green and SPCX in red.

Because the offer of ASTS is better positioned then Elon Musks'. Asts work together with the most network operators, but Elon Musk fight against all.

Denn nur die allerdümmstern Kälber wählen ihren Metzger selber.

B. Riley upgraded AST SpaceMobile (ASTS) to Buy from Neutral with an unchanged price target of $85. Shares have declined 44% in the six months since the firm downgraded the stock, tilting "the risk/reward calculus favorably for the company."

finance.yahoo.com/markets/stocks/articles/...l-134131346.html

Current shortselling is gigantic and can’t covered under $100

Current short interest remains concerningly high at more than 21%, or 64.7 million shares of the approximately 388 million shares outstanding.

www.msn.com/en-us/money/topstocks/...space-sector/ar-AA288tAy

ASTS was in the spotlight this week primarily due to financing news and timeline updates. On July 15, the company announced and priced a $1 billion private offering of convertible senior notes due 2034, sparking dilution concerns despite capped calls. It also updated that full commercial service is now targeted for early 2027, delayed from late 2026, due to launch provider uncertainties, while BlueBird 11 arrived at Cape Canaveral ahead of the planned August launch for satellites 11-13.

Some retail investors were confident that the decline in ASTS stock was a buying opportunity.

www.msn.com/en-us/money/other/...-about-this-week/ar-AA28bOke

AST and SpaceX's Starlink both produce LEO satellites for internet communications. However, AST mainly helps telecom giants like AT&T and Verizon extend their broadband networks to rural areas that their terrestrial networks can't reach. Starlink provides its own first-party satellite internet service. AST's satellites are also twice the size of Starlink's largest satellites, making them the largest communication arrays ever deployed into orbit.

AST also processes its data on the ground using Radio Access Network (RAN) software, while Starlink processes it in its satellites. AST can upgrade its ground infrastructure to new wireless technologies (such as 6G), but Starlink must completely replace its satellites with each upgrade.

AST also doesn't operate money-losing rocket launch and artificial intelligence (AI) businesses like SpaceX. While AST isn't profitable yet, it has a clear path to profitability because its core business operates similarly to Starlink, SpaceX's only profitable business.

finance.yahoo.com/markets/stocks/articles/...k-135000644.html

AST SpaceMobile Aktie: 3,8 Milliarden Dollar Liquidität

AST SpaceMobile schließt Finanzierungsrunde mit 1,15 Milliarden Dollar ab. Die Liquidität von über 3,8 Milliarden Dollar sichert den Bau der BlueBird-Satellitenflotte.

Das Unternehmen aus Texas sammelte insgesamt 1,15 Milliarden Dollar über Wandelanleihen ein. Die Konditionen der Papiere sind bemerkenswert: Der Zinssatz liegt bei lediglich 1,625 Prozent. Zudem wurde der Wandlungspreis durch spezielle Absicherungsgeschäfte auf 149,20 Dollar festgelegt, was weit über dem aktuellen Marktwert liegt.

Das frische Kapital dient primär der Produktion der „BlueBird“-Satelliten. Diese Technik soll Datenraten von bis zu 120 Megabit pro Sekunde direkt an gewöhnliche 5G-Smartphones senden. Trotz logistischer Engpässe bei Raketenstarts plant das Management bis Anfang 2027 eine Flotte von 45 Satelliten im Orbit.

www.kapitalmarktexperten.de/...milliarden-dollar-liquiditaet/

Both AST and SpaceX are competing for the direct-to-cell market.

But AST's architecture is purpose-built for standard smartphones, which gives it an edge.

Furthermore, the mobile network operators AST has agreements to collectively serve over 2.8 billion existing subscribers, giving AST a very solid distribution base.

Meanwhile, SpaceX's Starlink Direct-to-Cell competes here, but requires T-Mobile's spectrum and is still limited in capability. AST's 3GPP-compliant architecture works across carriers and geographies more extensively.

seekingalpha.com/article/...t-spacemobile-over-spacex-any-day

Vodafone Says AST Partnership Is Definitely Worth It, Sets Early-2027 Beta Launch

Tue, July 28, 2026

Vodafone CEO Margherita Della Valle said the AST partnership is "definitely" worth pursuing despite launch delays.

The telecom firm wants full broadband on normal smartphones, not just satellite texting, with seamless switching between towers and satellites.

Vodafone sees satellite service as complementary rather than a major standalone revenue stream.

finance.yahoo.com/markets/stocks/articles/...y-062513748.html

Google and AT&T join $155 million AST SpaceMobile investment

by Jason Rainbow January 19, 2024

The investment from Google, which is behind the Android operating system used in more than two-thirds of mobile devices worldwide, comes with an agreement to collaborate with AST SpaceMoblie on product development, testing, and implementation plans.

spacenews.com/...join-155-million-ast-spacemobile-investment/

Very important: Vodafone Idea signed with AST for India in June 2025.

Vodafone Idea teamed with AST SpaceMobile to expand mobile access across India’s underserved regions using satellite, a deal set to bring direct-to-device (D2D) connectivity to customers.

The companies stated satellite communications would complement terrestrial connectivity to expand mobile broadband access in challenging terrains where deployment of terrestrial infrastructure “might be difficult”.

It brings together Vodafone Idea’s national network and AST SpaceMobile’s space-based mobile technology.

www.mobileworldlive.com/network-tech/...am-on-india-d2d-push/

Clear Street Says AST SpaceMobile’s (NASDAQ: ASTS) 50% Drop From May Peak Is A Prime Entry Point Before Q2 Results

By Ewan Scott  Jul 24, 2026

Clear Street has recommended buying AST SpaceMobile (NASDAQ: ASTS) stock, arguing that its roughly 50% pullback from its May peak reflects temporary disruptions rather than any structural deterioration.

The brokerage said the selloff has been driven by disruptions involving third-party launch vehicles, not by lost customer contracts or a slowdown in demand for direct-to-device satellite connectivity.
Clear Street expects mobile carriers to increasingly adopt AST SpaceMobile’s technology as competition intensifies and operators look to retain subscribers by expanding coverage beyond traditional cellular networks.

www.foreignpolicyjournal.com/2026/07/24/...before-q2-results/