$ASTS THIS IS WHY I’M PAYING ATTENTION!! I think the market may be underestimating the model here. ASTS doesn’t need to own the customer. Its BlueBird satellites can connect regular smartphones at up to ~200 Mbps, while nearly 60 MNO partners keep the customer relationship, spectrum and billing. That gives AST access to 3B+ subscribers without requiring new phones or apps. The bigger question for me is execution. AST keeps 50% of subscription/day-pass revenue, with estimates going from ~3M subscribers and ~$300M revenue in 2027 to ~30M and ~$2B by 2030. Big opportunity, but a lot still has to go right. What’s your first trade idea? Let’s see what the market gives us.
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1 Comments
Steven @rioux88 · 15d
I beleive in this compagny a lot, its been a rollercoster ride for a while. Everytime market was crashing I bought more. Im holding this long time so it doesnt really bother me to see it go down
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