AST SpaceMobile Inc (Derivatives) (ASTS)

$ASTS: 🇯🇵 AST SpaceMobile's success in Japan was enabled through the formation of a joint venture w/ local strategic partner Rakuten. This thoughtful approach addressed the nation's requirements for national security and sovereignty.

🇪🇺This approach was directly modeled after AST's Satellite Connect Europe JV w/ Vodafone, which counts the top European MNOs as partners and is well positioned to win 2GHz S-Band spectrum rights in the coming months.

🇺🇸AT&T, Verizon and T-Mobile recently announced a US joint venture that will pool spectrum resources and infrastructure that will be powered by AST SpaceMobile.

Expect more regional joint ventures to be formed and powered by AST SpaceMobile. 🇧🇷 Brazil,🇲🇽 Mexico and 🇸🇦 Saudi Arabia/Middle East are likely next.

$ASTS 🚨 Deal Win Confirmed!

Rakuten & $ASTS joint venture wins Japan's J-LEO satellite contract.

Total funding: ¥150B (~$926M) over 3 years 📡🚀

That is ONE government contract.

Many many more to come.

It's super obvious every government globally will want at least 1 SpaceX alternative.

A government can not rely on 1 man and 1 company.

Also: everyone with 2 brain cells gets that the local telcom lobby folks are powerful and will fight everything to the death where they don't get a cut.

I think the smartest thing $ASTS got from the start is that partnering makes their opportunity much much bigger. 1 + 1 = 3

$ASTS just received another major component delivery to accelerate Block-2 BlueBird satellite production.

BlueBirds 11, 12, and 13 are next to ship with satellites in production through BlueBird 37 as AST SpaceMobile builds world’s first space-based cellular broadband network. https://t.co/XGRyLJwaDg