Hoffnung auf einen "Tenbagger"

und daher bin ich heute eingestiegen - und zwar mit einem sehr kleinen Betrag, denn das Risiko sehe ich als hoch an.

Mehr als 1% meines Depots sollen das auch zunächst nicht werden.

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/

• Scotiabank: Upgraded to Sector Perform (Forecast $50.80) (July 29)
         •§B. Riley Securities: Upgraded to Buy (Maintains Forecast $85.00) (July 17)
         •§Piper Sandler: Initiated with Overweight (Forecast $100.00) (July 16)

www.msn.com/en-us/money/news/...-stock-on-tuesday/ar-AA29ngoN

Das US-Raumfahrtunternehmen AST SpaceMobile hat am heutigen Mittwochmorgen einen entscheidenden Meilenstein für den Aufbau seines satellitengestützten Mobilfunknetzes erreicht. Um 03:42 Uhr Ortszeit startete eine Falcon-9-Rakete von SpaceX vom Weltraumbahnhof Cape Canaveral in Florida, um drei neue BlueBird-Satelliten in eine niedrige Erdumlaufbahn zu bringen. Die Mission mit den Seriennummern 11 bis 13 markiert den Ausbau der sogenannten Direct-to-Cell-Dienste, die eine direkte Verbindung zwischen Satelliten und herkömmlichen Smartphones ermöglichen sollen.

www.kapitalmarktexperten.de/...d-11-13-erfolgreich-gestartet/

SpaceX outlined plans to compete directly with AT&T, Verizon and T-Mobile through a "true mobile service."

Traders argued that SpaceX's move from carrier partner to potential competitor could increase demand for ASTS as an independent satellite alternative.

Unlike SpaceX, ASTS does not sell directly to consumers and instead integrates its satellite coverage with carriers' existing spectrum and networks.

Upcoming Launch Manifest and Operational Expansion

To boost orbital capacity and increase coverage frequency over Japan, AST SpaceMobile is scheduled to launch three additional production-class BlueBird satellites on August 5, 2026. The spacecraft will lift off aboard a SpaceX Falcon 9 rocket from Cape Canaveral Space Force Station in Florida, with targeted launch timing set for 3:42 a.m. EDT.

Upon successful orbital insertion and array deployment, the additional satellites will enter service within weeks, reducing latency and expanding the operational duty cycle of the D2C service across Japan ahead of broader global commercial rollouts.

satnews.com/2026/08/04/...rations-in-japan-alongside-rakuten/

Umsatz und Verlust verfehlen die Erwartungen, die Aktie fällt. Doch AST SpaceMobile meldet einen Auftragsbestand von 1,3 Milliarden US-Dollar. Reicht das für die große Weltraum-Wette?

Lesen Sie den ganzen Artikel: AST SpaceMobile enttäuscht – doch dieses Milliarden-Ass macht Hoffnung

Laut Piper Sandler sind die mit „Neutral" bewerteten Raketenbauer SpaceX und Rocket Lab angesichts der Schwierigkeiten beim Bau wiederverwendbarer Raketen und der Kostenvorteile durch vertikale Integration „über einen mehrjährigen Zeitraum wahrscheinlich am besten positioniert".

Auf Einjahressicht sei es jedoch „schwer zu argumentieren, dass SPCX und RKLB ‚günstig' sind". Stattdessen bevorzuge das Analysehaus AST SpaceMobile aufgrund einer attraktiveren Bewertung und eines klareren Weges zu einem steigenden EBITDA.

Für AST SpaceMobile setzte Piper Sandler ein Kursziel von 100 US-Dollar und für Rocket Lab ein Ziel von 83 US-Dollar fest.

de.finance.yahoo.com/nachrichten/...-gegenwind-151749003.html

Und daher bin ich heute wieder eingestiegen.

Aditya Raghunath

Thu, August 27, 2026

Space companies recently received a government tailwind, making AST SpaceMobile (ASTS) an attractive stock to own. Valued at a market capitalization of more than $24 billion, ASTS stock has returned 400% over the last five years. However, shares are also down 55% from all-time highs, giving investors a chance to buy the dip.

AST SpaceMobile has spent years promising a satellite network that could easily integrate with a smartphone. The promise is now materializing into contracts and a growing list of partners. Moreover, a new policy push out of Washington could hand the entire space sector — ASTS stock included — a meaningful boost.

AST SpaceMobile now counts more than 60 mobile network operator partners covering more than 3 billion subscribers, including AT&T (T), Verizon (VZ), Vodafone (VODPF), Rakuten (RKUNF), and Bell Canada (BCE).

In the Q2 report, management reiterated full-year 2026 revenue guidance of $150 million to $200 million. Contracted revenue and government awards now total roughly $1.3 billion, up sharply from prior quarters.

President Scott Wisniewski told investors that the company expects revenue to approach $1 billion in its first full year of commercial service, split roughly evenly between government and commercial customers.

The company recently landed three new U.S. contract awards worth more than $100 million combined. Executives also pointed to a pending roughly $1 billion award tied to Japan's J LEO satellite infrastructure program with long-time partner Rakuten.

www.barchart.com/story/news/4207600/...-spacemobile-stock-now

Rakuten-ASTS Venture Takes On Starlink

Rakuten Group CEO Hiroshi Mikitani said the company plans to form a satellite-business joint venture with AST SpaceMobile in 2026. The partners will hold equal stakes, while Rakuten will lead management. The venture would put Rakuten directly against Japan's larger wireless rivals, which already offer direct-to-cell connectivity through SpaceX's Starlink network. KDDI introduced the service in 2025, with SoftBank and NTT Docomo following in 2026.

Rakuten expects to begin rolling out its satellite-to-smartphone service in phases at the end of 2026 and is targeting nationwide coverage in fiscal 2027.

finance.yahoo.com/markets/stocks/articles/...2-031342441.html

Berenberg launches space coverage, initiates 4 stocks with Buy ratings

Wed, September 2, 2026

Analyst Michael Filatov said falling launch costs have driven the space economy past $500 billion in 2025, with the market on track to exceed $1 trillion by 2030. Filatov said he favors "vertically integrated launch and differentiated/sovereign constellation capability that cannot easily be replicated."

AST SpaceMobile received the highest target among the group, at $92. Filatov said AST is "the only company to have demonstrated true cellular broadband from space to unmodified smartphones," backed by more than 60 mobile network operator partnerships covering roughly 3 billion subscribers.

finance.yahoo.com/markets/stocks/articles/...s-082127939.html

AST SpaceMobile Aktie: Japan ebnet BlueBird den Weg

AST SpaceMobile beantragt längere Breitbandtests in den USA, erhält Unterstützung aus Japan und bestätigt 2026 einen Umsatzkorridor.

www.boerse-express.com/news/articles/...uebird-den-weg-946495

AST SpaceMobile, Inc. ASTS is steadily broadening its mobile network operator (MNO) ecosystem. It is moving closer to commercializing its space-based cellular broadband service. The company now has partnerships with more than 60 MNOs globally, collectively representing more than 3 billion subscribers.

Its strategy of collaborating with existing telecom operators rather than competing directly with them is a positive. Its direct-to-device architecture is designed to integrate with terrestrial mobile networks and allow subscribers to connect through ordinary, unmodified smartphones. The company's partner network has expanded across several major markets. AST SpaceMobile cited relationships with operators including AT&T, Verizon, Vodafone, Rakuten, STC Group, Bell Canada and Telus. It is also engaged with more than 20 MNOs across more than 50 country markets.

Europe is emerging as an important part of this expansion. Integration testing is underway across the United Kingdom, Ireland, Romania, France, the Czech Republic, Germany, Spain and Ukraine with Vodafone, Orange, Telefónica, Deutsche Telekom and Vodafone Ukraine.

finance.yahoo.com/markets/stocks/articles/...t-135200055.html