AST SpaceMobile, Inc. in 3 stories
The narratives ASTS currently appears in, with its side and exposure in each.
Bull side
2 stories- The Commercialization of Space
ASTS in “The Commercialization of Space”
AcceleratingExposure: not rated yetCheaper launches are turning orbit into a scalable commercial market.
Its planned direct-to-smartphone satellite network could open a mass-market commercial use case for low-Earth orbit.
- Satellites Turn Every Phone Into a Terminal
ASTS in “Satellites Turn Every Phone Into a Terminal”
FadingExposure: not rated yetDirect-to-device networks are moving satellite connectivity from specialist hardware into ordinary smartphones.
AST SpaceMobile is building a constellation designed to deliver broadband directly to unmodified mobile phones.
Bear side
1 story- SpaceX Drains the Stock Market for Capital
ASTS in “SpaceX Drains the Stock Market for Capital”
AcceleratingExposure: not rated yetA mega SpaceX offering could reroute risk capital toward Musk’s space empire and away from competing growth stocks.
Fresh SpaceX funding could accelerate Starlink direct-to-cell deployment and raise the capital and execution bar for AST’s competing network.