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Anp🅰️nman

@spacanpanman

19,670
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687
Following
4,235
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17,495
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Red-bean filled bread man. Tweets are ideas and opinions, not investment advice. #forsteve

Joined November 2020
Don't wanna be here? Send us removal request.
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@spacanpanman
Anp🅰️nman
2 months
$ASTS: The authoritative 179 page research report on @AST_SpaceMobile by fellow investor and friend @thekookreport . A must read for anyone interested in learning about the company from an investing, technological and/or business operations perspective.
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@spacanpanman
Anp🅰️nman
16 days
$ASTS: Congrats @AST_SpaceMobile and @ATT ! It looks like FirstNet's board just approved investment in D2D satellite coverage to enhance the network. FirstNet has an October Fiscal Year end, which means investment may come as soon as October 1st, 2024. Now we know why AST is NOT
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@spacanpanman
Anp🅰️nman
4 years
Something an old boss told me once when I first started public investing and lost a lot of money on a position: "If you're not losing money somewhere in the portfolio, you're not taking enough risk." #spacs #spacsquad
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@spacanpanman
Anp🅰️nman
17 days
$ASTS: Look at what just arrived in email 🚀
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Anp🅰️nman
2 years
$ASTS BlueWalker 3 has telemetry and communicating properly 🤙🤙🤙
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@spacanpanman
Anp🅰️nman
1 month
$ASTS: Imagine how happy these employees are. They worked their asses off and burned the midnight oil for years while hedge funds and activist shorts decimated their stock, which represented their dream of a better life and future. Did they give up? No, they kept working hard and
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Anp🅰️nman
3 months
$ASTS: A few thoughts 1) Verizon purchased $35M of convertible notes at same exact terms as the $110M convert done by Google, AT&T and Vodafone. However other strategics that are in discussion with the AST to invest in the convert will have to pay a higher conversion price based
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Anp🅰️nman
22 days
$ASTS: tip of the hat to OG SpaceMob member and dear friend @steve_larrison who passed away on 2/24/23. I'll be taking his remains to Cape Canaveral and putting them in a special place where he will be able to watch all of the @AST_SpaceMobile BlueBirds reach the heavens to
@spacanpanman
Anp🅰️nman
2 years
I am very sad to report that @steve_larrison passed away on February, 21, 2023. He is an OG #spacemob member and was a dear friend to everyone in the community. He helped me through some dark days. I'll miss your unconditional kindness and sharp wit. God speed my friend.❤️
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Anp🅰️nman
1 month
$ASTS: Shoutout to the Swedish farmer and engineering GOAT @CatSE___ApeX___ ! Without your detailed technological knowledge, not sure we all would have had the conviction to hold our positions in size.
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@spacanpanman
Anp🅰️nman
2 years
I am very sad to report that @steve_larrison passed away on February, 21, 2023. He is an OG #spacemob member and was a dear friend to everyone in the community. He helped me through some dark days. I'll miss your unconditional kindness and sharp wit. God speed my friend.❤️
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@spacanpanman
Anp🅰️nman
2 years
🛰️ $ASTS Congrats Abel & team on the successful launch and delivery of BlueWalker 3 into orbit. Excited to have been part of this monumental occasion and looking forward to supporting your mission to Connect the Unconnected. ✌️ @AST_SpaceMobile is going to change the world! 🌎
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Anp🅰️nman
20 days
$ASTS: Baptista Research upgrades Price Target to $38 from $21 and maintains Buy rating.
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@spacanpanman
Anp🅰️nman
3 years
Should I do a series covering some big event driven trades and lessons learned from my hedge fund days?
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@spacanpanman
Anp🅰️nman
22 days
$ASTS: Hedge Funds tried to walk the price down last night during the quarterly update. It may have worked in the past, but NOT ANYMORE. Strong quarterly update with plenty of cash in the coffers and more on the way (warrant redemption $145M, achieving pre-payment milestones
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Anp🅰️nman
3 years
1/ $ASTS is working with the world's top wireless carriers and technology providers. Each of these parties conducted significant due diligence before committing to work with, and in some cases, invest in @AST_SpaceMobile . Don't take my word for it, a growing thread:
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Anp🅰️nman
13 days
$ASTS: this is huge!!! AST, AT&T and Verizon can apply for SCS service. Also SpaceX and T-Mobile won’t be able to use their D2C satellites for service until they change their architecture or do something else? to adhere to interference limits.
@CatSE___ApeX___
C🅰️tSE
13 days
FCC has finalized rules that now will allow Verizon $VZN and $T to do a joint spectrum lease filing. This expands on the SCS regulations and was published today. @scottwisniews @AbelAvellan
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Anp🅰️nman
28 days
$ASTS: Who’s going to Cape Canaveral to see the 5 Block-1 BlueBirds launch in September? And yes I’m an OG bagholder
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Anp🅰️nman
1 month
$ASTS: Scotia Bank upgrades Price Target to $21.10 from $12.90 and maintains Sector Outperform
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Anp🅰️nman
20 days
$ASTS: It's entertaining to see SpaceX and T-Mobile scrambling to have power limits raised for their D2C satellites. It's important to understand that the FCC's Supplemental Coverage from Space (SCS) was established as SECONDARY to terrestrial mobile service. Satellite
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@spacanpanman
Anp🅰️nman
3 years
Hearing from bankers and sponsors that SPAC mergers are getting repriced and delayed due to pushback from PIPE investors on valuation. Thank goodness. #spacs #spacsquad
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@spacanpanman
Anp🅰️nman
2 years
❤️ Like if you see this tweet
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@spacanpanman
Anp🅰️nman
3 months
$ASTS: many marriages were saved today 😂
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Anp🅰️nman
29 days
$ASTS: Two badass @AST_SpaceMobile engineers testing 5G connectivity from BlueWalker-3 in space to unmodified AT&T mobile phones in a complete dead zone in Maui, Hawaii.
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Anp🅰️nman
11 days
$ASTS: Scotia Bank Upgrades PT to $45.90 from $28. Reiterates Sector Outperform rating. Report below. “Increasing emergency-response revenues and lowering funding costs; raising target to US $45.90/share (fully diluted). Considering ASTS’s coverage potential and FirstNet’s
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@spacanpanman
Anp🅰️nman
1 month
$ASTS: I put this rally cap on this morning before the news hit. I guess it was destined to be a great day 😎
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Anp🅰️nman
3 months
$ASTS: GAME OVER. AST signs Verizon as customer and get $100M investment!!! AST SpaceMobile and Verizon Announce Plans to Target 100 Percent Geographical Coverage of the Continental United States from Space on Premium 850 MHz Cellular Spectrum
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Anp🅰️nman
1 month
$ASTS: AST SpaceMobile Announces First Five Commercial Satellites Completed Final Assembly and Ready for Shipment the First Week of August Great to see company hit guidance for July/August delivery. See you all at launch in September!
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@spacanpanman
Anp🅰️nman
2 years
$ASTS BlueWalker 3 has successfully separated 🤙🤙🤙
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@spacanpanman
Anp🅰️nman
21 days
I’ve been driving to Boston with a big smile on my face 😊
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Anp🅰️nman
1 month
$ASTS: If you think the stock price action is interesting now, wait until the real price discovery happens when institutions start accumulating in size. I understand there's been a big uptick in institutional requests for expert network reports on $ASTS over the last few weeks 👀
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Anp🅰️nman
6 months
$ASTS: FCC unanimously approves and adopts Supplemental Coverage from Space framework. This is a historic regulatory milestone for a technology that just a few years ago was deemed impossible. Congrats @AST_SpaceMobile for blazing the trail for US leadership.
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@spacanpanman
Anp🅰️nman
3 months
$ASTS: the most profitable positions are the ones that test your resolve the most. Congrats to those that stuck through the dark times. 👊 To the shorts and haters, how you like them apples?
@spacanpanman
Anp🅰️nman
5 months
$ASTS: seeing capitulation across the board, which is understandable given the delays and disappointment. I'm sorry to all that have lost money. I'm sticking with my position for better or worse.
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Anp🅰️nman
3 years
1/ $ASTS @ast_spacemobile : Invest in the Space Mobile Provider that Will Disrupt the Entire Wireless Industry. A Different Perspective on What's Really at Stake. Mega thread Below.
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@spacanpanman
Anp🅰️nman
3 months
@MarioNawfal Ah yes Musk copying and following the leader $ASTS @AST_SpaceMobile into the Direct-to-Cellular market. While Starlink hopes to provide limited texting, AST will be providing full broadband to unmodified mobile phones of AT&T and Verizon subscribers. Yes AST has partnered with
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Anp🅰️nman
15 days
$ASTS: AST SpaceMobile is like a pre-revenue biotech company that completed successful Phase III trials and has received FDA approval for launch. However, AST is working with all the top global pharma companies for distribution where they will each pay AST 50c for each $1 sold to
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Anp🅰️nman
21 days
$ASTS: we are now becoming part of the zeitgeist. One day the tagline will be: “AST Spacemobile, the largest wireless company in the world” Still early days 👍
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Anp🅰️nman
3 years
1/ SPACs 101: What are PIPEs? The Good, Bad and Ugly. Updated Thread About PIPEs and The Important Role They Play in SPACs
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Anp🅰️nman
1 month
$ASTS: AST updated their website with some new content. Block-1 BlueBird string of pearls GIF unlocked. This was uploaded to Tenor and Giphy and should be available soon.
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Anp🅰️nman
2 years
1/ $ASTS THIS IS IT. AT&T, known for being conservative (Ma Bell upbringing?), has thrown down the gauntlet. CEO John Stankey is on a mission to educate everyone that AT&T and AST will be the only provider of broadband to unmodified mobile phones.
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Anp🅰️nman
1 month
1/ $ASTS: This chart of SpaceX valuation vs. milestones achieved seems to resonate even more as an analogy for AST SpaceMobile. SpaceX last valuation was at $200B of which Morgan Stanley attributes 60% or $120B to Starlink. AST is currently valued at $5B.
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Anp🅰️nman
8 days
$ASTS: Never forget where we are and where we are going. + 5x Block-1 satellites launch in September to kick off commercial service with AT&T + Verizon (70% of US market!), Vodafone and unnamed US Gov and DoD partners + A portion of $110M of revenue prepayments from AT&T,
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Anp🅰️nman
11 days
$ASTS: 8/26/24 Scotia Bank Upgrades Price Target to $45.90 from $28.00 and Maintains Sector Outperform Rating "Scotiabank analyst Andres Coello raised the firm's price target on AST SpaceMobile to $45.90 from $28 and keeps an Outperform rating on the shares. The firm's rating is
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Anp🅰️nman
9 days
$ASTS: FUNDING SECURED. Up to ~$289M near-term funding coming through the door. +$145M warrant redemption, $67M already exercised (total possibly higher if more private warrants converted to public) +$34M raised since 6/30 from now retired ATM Some portion of these
@spacanpanman
Anp🅰️nman
9 days
$ASTS $ASTSW: AST announces redemption of public warrants that will cease trading on Friday September 27th, 2024 @ 5pm. Holders will need to decide whether they want to exercise or sell the warrants prior to Friday September 27th, 2024. I'll do a longer post on the mechanics and
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Anp🅰️nman
17 days
NOT FINANCIAL ADVICE, BUT SOME THOUGHTS: A reminder to folks not to overextend yourself. Your financial situation is your own and different than anyone else. If you've made exceptional profit on a situation, ideally you should try to set aside at least 1x or more of your
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Anp🅰️nman
17 days
$ASTS: is it just me or does #cluelesscult feel like a badge of honor? Prob quite a few millionaires amongst us clueless members.
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Anp🅰️nman
2 months
$ASTS: Verizon $VZ calls out new partnership with AST will help achieve 100% coverage in the US on their earnings call: “We now have nearly half of our network traffic running on ultra-wide band, up from 36% a year ago. That number will continue to grow as we expand C-band
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Anp🅰️nman
22 days
$ASTS: It's great to see so many investors post Q2 2024 quarterly update threads, so I'll keep my very brief. These are the key points for me: - Block-1 launch first half September 🚀 - Block-1 to provide limited nationwide US service with AT&T and Verizon beta testers in coming
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Anp🅰️nman
28 days
$ASTS: live look at Abel with employees at Cape Canaveral celebrating the arrival of Block-1 BlueBirds 😎😎😎
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Anp🅰️nman
18 days
$ASTS: Scotia Bank 8/15/24 upgrade to $28 from $21.10 and maintains Buy rating. Here's the report below. "If the FCC stays firm on EPFD rules, ASTS could find itself as the sole licensed SCS player in the world’s richest telecom market, giving it a precious pioneering advantage;
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Anp🅰️nman
22 days
$ASTS: Scotiabank upgrades Price Target to $28 from $12.90, maintains Sector Outperform rating.
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Anp🅰️nman
16 days
$ASTS: Great promotional video by AST! Some great nuggets + 120mbps peak data rate to your unmodified phone + Utilization of low-band spectrum will allow for service to work in some buildings + Service will work on airplanes + FirstNet disaster coverage is a clear KILLER APP
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Anp🅰️nman
1 month
1/ $ASTS: Scotia Bank upgrades Price Target to $21.10 from $12.90. "Our $21.10/share estimate remains a conservative target subject to significant upside."
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Anp🅰️nman
1 year
$ASTS: Thoughts from Q2 Update and Mgmt Discussion: 1) Now we know why they did the painful offering in June. Closed $115M of non-dilutive debt and $64.3M of equity to accelerate Block 2 dev (confirmed launch in 2024). This progress opened up the ability to do a capital raise
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Anp🅰️nman
3 months
$ASTS: Appears institutional interest is growing. AST added to Barclays Infrastructure conference agenda this Wednesday in London.
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Anp🅰️nman
1 month
$ASTS: Scotia Bank 7/31 "First Pricing Reference Above our Projections; Regulatory Update on SpaceX's Interference Issues" "Considering AT&T and Verizon have 146.4M postpaid phone customers (184M including prepaid), the 30% to 40% adoption rate would represent between $5.3B and
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Anp🅰️nman
2 years
$ASTS nothing prepares you for the awesomeness of a rocket launch. Notice the delay and how long it takes for the sound to travel. #spacemob @AST_SpaceMobile
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@spacanpanman
Anp🅰️nman
3 months
$ASTS: Email to shareholders
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Anp🅰️nman
15 days
$ASTS: Is history repeating itself? Looks like we're back in the consolidation period for a second bullish pennant heading into the Block-1 launch in 2-3 weeks. Will confirmation of launch date, FirstNet funding or successful launch cause the next breakout? "In technical
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Anp🅰️nman
1 year
$ASTS: Good morning ☀️ Awareness is spreading 📶 #5Gspace #spacemob #D2D
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Anp🅰️nman
21 days
$ASTS: thank you to short sellers who forced us to dig deeper in our research which galvanized our conviction and resolve. Like Sméagol in Lord of the Rings, you had a part to play in this incredible journey. Thank you for your sacrifice. ❤️
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Anp🅰️nman
2 months
$ASTS: have a great weekend all!
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@spacanpanman
Anp🅰️nman
20 days
$ASTS: Blackrock bought 3.1M shares in Q2 for the biggest increase to 8.6M from 5.5M in Q1. It’s not updated yet in Bloomberg.
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Anp🅰️nman
22 days
$ASTS: Discussions with strategic partners on raising additional capital going well. Does not need to utilize remaining debt facility and will not be pursuing an underwritten equity offering this year.
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Anp🅰️nman
2 years
1/ $ASTS: @ast_spacemobile and strategic partner @ATT are working together to deliver next generation satcomm solutions to the US armed forces. Let's recap the last few days of activity and assemble the pieces of the mosaic.
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@spacanpanman
Anp🅰️nman
21 days
$ASTS: SpaceMob 🫡
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Anp🅰️nman
5 months
$ASTS: Holy $#@$! @ATT just came out with this sick commercial featuring @BenStiller , @JordanSpieth and @AST_SpaceMobile ! This ad will be running nationwide.
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@spacanpanman
Anp🅰️nman
3 years
1/ $DWAC: The Art of A Trade A Thread Covering How I Traded $DWAC Over 22 hours
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Anp🅰️nman
22 days
$ASTS: UBS upgrades Price Target to $30 from $13 and maintains Buy rating. "While UBS still sees AST SpaceMobile as a high-risk, high-reward investment, initial U.S. regulatory approval, the imminent launch of its first commercial satellites, and partner/funding progress add to
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Anp🅰️nman
4 years
1/ $NPA merger w/ @ast_spacemobile : Invest in the Space Mobile Provider that Will Disrupt the Entire Wireless Industry. A Different Perspective on What's Really at Stake. Thread Below. @jimcramer @arkinvest @djohnson_cpa @mindwalletbody @spacguru @spacbobby @jmacinvesting
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Anp🅰️nman
1 month
$ASTS: When I first met Abel prior to AST going public, this was a key driver of my investment. This man has taken no salary, has not sold a single share and ALL of his incentive is in his stock ownership. He's FULLY aligned with shareholders.
@thekookreport
TheKOOKReport
1 month
A nice reminder that the man driving $ASTS does not take a salary. Abel is making all of his money alongside shareholders through his stock ownership. This is what leadership looks like. Invest behind owner-operators with great vision and the ability to attract a great team.
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Anp🅰️nman
2 years
$TWLO to be acquired? 8-K dropped last night where co added double triggers to employee agmts for CEO, CFO and other execs. These mechanisms are typically put in prior to a sale transaction to retain/protect key executives. Took a spec position.
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Anp🅰️nman
3 months
$ASTS: Deutsche Bank Buy, Raises PT $22 "AST announced that it has finalized a commercial agreement with AT&T, its first definitive agreement with a wireless carrier partner to date. We believe the agreement is a significant milestone and an important step towards launching
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Anp🅰️nman
17 days
$ASTS: The $40 didn't quite happen, but we got pretty damn close. I'm going to down some cold medicine again tonight and see if I have any more dreams. Having a big PnL day certainly helps offset the effects of a fever!
@spacanpanman
Anp🅰️nman
18 days
$ASTS: Last night I dreamed that we hit $40 today. Crazy right? I am a bit under the influence of meds since I got a cold from our trip to Boston.
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Anp🅰️nman
18 days
$ASTS: Hearing real-time data suggests short sellers have increased their positions as the stock has moved up in the last few days. OG short sellers know better, has to be new shorts right? 🤡
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Anp🅰️nman
1 month
$ASTS: live look at Abel with employees at HQ after finishing Block-1 assembly, testing and packing for Cape Canaveral delivery.
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Anp🅰️nman
18 days
$ASTS: OG investor Hennessey Funds + Broad Run, one of the few institutions that understand AST SpaceMobile, provide a great Q2 update. $ASTS became the 10th largest position in the fund's portfolio at 5.62% at the end of Q2 compared to 1.25% at the end of Q1. HOWEVER, based on
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Anp🅰️nman
3 months
$ASTS: Heard that a research analyst at a boutique TMT research firm held a call with institutional investors this past Monday 6/17/24, which probably explains the sharp rise in price with volume. Apparently the firm hosted an executive from Verizon to answer questions about the
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Anp🅰️nman
22 days
$ASTS: shorts being helped out today. 26.1M shares short still outstanding.
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Anp🅰️nman
19 days
$ASTS: who’s re🅰️dy for the week ahead?
@ATT
AT&T
2 years
#SpaceMob f🅰️m reporting for duty. 🫡
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Anp🅰️nman
2 months
$ASTS: Partner and Prime Contractor Fairwinds Technology confirming on their website that AST's initial satellites will focus on low band 690-960MHz and mid band 1.5-2.2GHz cellular spectrum. This should enable AST to service any and all MNOs and governments globally.
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Anp🅰️nman
2 months
$ASTS: This is what institutional investors see on the Bloomberg Social Media activity news feed. Not sure how the filtering algorithm works, but my tweets seem to make the cut.
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Anp🅰️nman
28 days
$ASTS: Believe it or not, hearing shorts have pressed into this move higher. I think they’re in for a big surprise next week at the company’s quarterly update.
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Anp🅰️nman
18 days
$ASTS: Some afternoon fun - "Don't be like Tim" Thanks @age_mage for putting this together!
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Anp🅰️nman
26 days
1/ $ASTS: Did you know New Providence sponsor Alex Coleman has not sold any shares or warrants since helping take @AST_SpaceMobile public in 2021? (He did gift a total of 400,000 shares to a trust set up for his family in 2022). This guy diamond handed the entire way through.
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Anp🅰️nman
2 months
$ASTS: Very interesting timing that Verizon $VZ is now looking to offload 5,000 to 6,000 more of its towers right after investing in and signing a deal with AST SpaceMobile.
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Anp🅰️nman
1 month
$ASTS: This will never get old. Congrats SpaceMob, have a great weekend!
@spacanpanman
Anp🅰️nman
1 month
$ASTS: live look at Abel with employees at HQ after finishing Block-1 assembly, testing and packing for Cape Canaveral delivery.
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@spacanpanman
Anp🅰️nman
2 years
1/ $ASTS SpaceX and T-Mobile just announced a satellite direct to phone messaging service partnership with the hope of using a slice of T-Mobile PCS spectrum to provide emergency services. A large phased array of 7m will be incorporated into Starlink 2 satellites to enable...
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@spacanpanman
Anp🅰️nman
8 days
$ASTS: 8/29/24 B. Riley Upgrades Price Target to $36 from $26 and reiterates BUY "B. Riley raised the firm's price target on AST SpaceMobile to $36 from $26 and keeps a Buy rating on the shares. The company is about to enter commercial service with its first five BlueBird
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@spacanpanman
Anp🅰️nman
3 months
$ASTS: These shorts really did press into the lows and on the way up even after Google, AT&T and Vodafone invested! ☠️☠️☠️ If you liked shorting at $2, you're going to love covering at $20.
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@spacanpanman
Anp🅰️nman
27 days
$ASTS: Jefferies Space Summit Takes 6/24 "On the TAM side, competition is negligible because the service does not exist. Market research estimates 10s of $ billions per year and upwards of hundreds of million of potential subscribers. Building and identifying that market is the
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@spacanpanman
Anp🅰️nman
2 years
1/ $ASTS 11/22 Deutsche Bank: BUY and RAISES PT to $32 "The ability to launch and effectively deploy such a large system in space was the most meaningful technical hurdle for the early-stage company, according to critics of the design that we spoke with...
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@spacanpanman
Anp🅰️nman
2 years
1/ $ASTS: We have just removed huge binary risks, which were failure of launch and orbit, and a dud satellite. Up next is unfurling the phased array. As each node is derisked, the stock *should* rerate higher as probability of success increases. Institutions should be...
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@spacanpanman
Anp🅰️nman
10 months
$ASTS: Feeling very bullish on this Founder who has been sleeping on the factory floor in Midland, TX to ensure the Block 1 BlueBirds get built and tested on time for Q1 launch. Funding will be coming any day now.
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@spacanpanman
Anp🅰️nman
10 days
$ASTS: Looks like Class A common shares increased from 151.5M on 8/12 to 157.4M on 8/22 according to 13D just filed. This increase was from EARLY EXERCISE of 5.9M public warrants out of 12.7M in total, bringing in $68M of cash on the balance sheet. So the narrative that there'd
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@spacanpanman
Anp🅰️nman
10 days
$ASTS: this bull pennant is building for a BIG move higher
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@spacanpanman
Anp🅰️nman
22 days
$ASTS: 17x Block-2 BlueBirds in planning and production 🚀
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@spacanpanman
Anp🅰️nman
2 years
$ASTS: It’s happening 🚀🚀🚀 Thanks @JRosenworcelFCC ! Let’s make sure US companies 🇺🇸, like @AST_SpaceMobile and @ATT , lead in next generation space technology to connect the unconnected 🫡
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@spacanpanman
Anp🅰️nman
6 months
$ASTS: Brazilian National Telecom Agency approves D2D trials between @AST_SpaceMobile and MNOs @TIMBrasil and @ClaroBrasil . This is the first time I've seen news that Claro Brasil is working with AST SpaceMobile. That's now 121M subs in Brasil - 61M for TIM and 60M for Claro.
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@spacanpanman
Anp🅰️nman
28 days
$ASTS: “Relentless Innovation” @AbelAvellan
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