Member Info for booboobooboo

75.5p

75.5p

Looks very likely to keep climbing northwards towards its old ceiling price of 78p over the next 12 trading days before reporting.

Vodo knocked it out of the park this week ,75p for me please.

Will you please make that your last post on this subject.

Accelerated satellite manufacturing with planning and production of 40 Block 2 BlueBird satellites underway at AST SpaceMobile manufacturing facilities in Midland, Texas

Additionally, accelerated the procurement of components and materials needed to complete fully assembled microns and phased array for over 50 satellites in total

Exercised option for additional orbital launches, with full contracted launch capacity now for approximately 60 satellites during 2025 and 2026

Completed bring-up and initial validation of novel ASIC, a custom, low-power chip designed to support up to 10,000 MHz in processing bandwidth per satellite with peak data transmissions speeds of up to 120 Mbps

Block 2 BlueBird satellites span an unprecedented 2,400 square feet, more than 3x larger than the first five BlueBird satellites in orbit today

Https://www.google.co.uk/search?q=ast+nasdaq+share+price&sca_esv=7f0a4d0f8e025b19&ei=15DIZ9-_LJ7BhbIPy8Hf6A4&oq=ast+nas+share+price&gs_lp=Egxnd3Mtd2l6LXNlcnAiE2FzdCBuYXMgc2hhcmUgcHJpY2UqAggAMggQIRigARjDBDIIECEYoAEYwwQyCBAhGKABGMMESOIoUNMBWPUbcAF4AZABAJgBggGgAZsCqgEDMi4xuAEByAEA-AEBmAIEoAK0AsICChAAGLADGNYEGEfCAgUQABjvBcICCBAAGKIEGIkFwgIIEAAYgAQYogTCAgYQABgNGB7CAggQABgFGA0YHsICCxAAGIAEGIYDGIoFmAMAiAYBkAYIkgcDMy4xoAeLDg&sclient=gws-wiz-serp

AST spacemobile share price has woken up to reality today, up 15%

Https://www.nperf.com/en/map/5g

Zoom into the map of Europe and you can clearly see there are a lot of blanks for SatCo to capitalise on as a new income stream opens up next year.

Https://www.businesswire.com/news/home/20250303501320/en/AST-SpaceMobile-Provides-Business-Update-and-Fourth-Quarter-and-Full-Year-2024-Results

Its a new vantage towers in the sky covering the whole of europe and it will be up and running next year.It will improve the service given to VOD customers greatly as well as grow customer base and on top of that we can also make some money selling it on to other suppliers.

Is this good or bad news for AST SpaceMobile?

Vodafone and AST gave no further details on their partnership -- which seems great at first blush and probably explains why AST stock opened higher this morning. Still, there must be something in this news that's spooking investors and causing them to sell off their AST shares on further reflection.

What might that be?

https://www.nasdaq.com/articles/why-ast-spacemobile-stock-popped-then-dropped-monday

The answer may lie in the structure of the partnership. If AST were providing satellite communications services directly to telecoms, one at a time, it would presumably collect payment from those customers directly as well. The alliance with Vodafone, in contrast, seems to run payments through the JV. Presumably, such a structure also splits payments (i.e., revenue and profit) between AST and Vodafone -- diminishing AST's potential revenue and profit.

Capital allocation

In March 2024, we conducted a broad capital allocation review, considering the Group's strategy within its reshaped footprint. Following an extensive review of our capital investment requirements, the current capital intensity will be broadly maintained by market, which we believe allows for appropriate investment in networks and growth opportunities. A new leverage policy of 2.25x - 2.75x Net Debt to Adjusted EBITDAaL will be adopted and we will target to operate within the bottom half of this range. The new leverage policy supports a solid investment grade credit rating and positions Vodafone to continue to invest for growth over the long-term.

- Group FY25 guidance reiterated: On track to deliver Group Adjusted EBITDAaL of c.€11 billion and Group Adjusted free cash flow of at least €2.4 billion.

E11 Billion x 2.25 = E24.75 Billion debt

May be Germany is worth 25-30 Billion?

"It ain’t going near 100p while UK is on it’s current fiscal path."

VODAFONE are a multinational business.

Https://www.google.com/finance/quote/ASTS:NASDAQ?sa=X&ved=2ahUKEwjrsPj4xKCLAxUCUkEAHfeXEwEQ3ecFegQIPhAX

Space Sat partners AST have added a further 10% to their SP today , VOD have a 5% holding in AST now valued at $6.5Billion

Grammar Man

"around instead of divesting? who knows, but will see in a few years with regards the performance under the new entities."

Please correct all grammar errors.

Thanks

Https://www.google.com/finance/quote/ASTS:NASDAQ?sa=X&ved=2ahUKEwjrsPj4xKCLAxUCUkEAHfeXEwEQ3ecFegQIPhAX

Space Sat partners AST have added 30% to their SP over the last 5 days , VOD have a 5% holding in AST now valued at $6.5Billion

Https://www.businesswire.com/news/home/20241208628293/en/

AST SpaceMobile Announces Definitive Commercial Agreement with Vodafone Through 2034

This news was announced by AST on the 12th Sept 2024 ,what is interesting is VOD didn't RNS anything ATM.

Https://www.google.com/finance/quote/ASTS:NASDAQ?sa=X&ved=2ahUKEwiGsrX7kp6LAxWWZkEAHaYAC9IQ3ecFegQIOhAX

Our satellite partners SP went up 4% on todays ground breaking Graham Bell moment news.

Vodafone has a 4.6% stake in SpaceMobile that the Group estimates to be worth $300m (£235m/€285m) as of 11 November 2024, having invested to total of $60m in the company. In addition to Vodafone, other SpaceMobile investors include American Tower, AT&T, Bell Canada, Cisneros Group, Google, Rakuten, and Verizon.

Https://www.youtube.com/watch?v=dVNtMjqUq5Y&t=39s