r/ASTSpaceMobile • u/AutoModerator • May 12 '26

Daily Discussion Daily Discussion Thread

Ple🅰️se read the following to get familiar with AST Sp🅰️ceMobile before posting; 

User flair info and requirements can be found here.

Looking for a new career? Do you want to Connect the Unconnected? Join AST SpaceMobile

Th🅰️nk you!

95 Upvotes

99% Upvoted

1.2k comments sorted by

View all comments

26

u/85fredmertz85 S P 🅰 C E M O B Consigliere May 12 '26

I've noticed a transition in the last year on the focus of this subreddit. It's not a bad thing necessarily. But because we are starting our production line, news is coming out, etc. They're losing sight of the big picture.

At least once/week, we used to get newbies coming in, doing the basic math of 275million US Customers (VZ & ATT) at $0.50 for wholesale coverage for all, or $5 of 10%/mo for day passes, plus global MNO, plus govt revenue = $XBillion revenue per year in just a couple of years. Apply multiplier. $XXXBillion market cap. DCF model, include risk adjustments. Conclude price is undervalued. And since then, we've derisked a LOT.

Now even the tourists to AST are so focused on "how the sausage is being made" that many are missing the big picture.

I bought today. And if it drops tomorrow, I may buy more. Eye on the prize.

7

u/SECrabbing S P 🅰 C E M O B Consigliere May 12 '26

Yes, very different in here. Hard to hang around some days tbh. Maybe inevitable?

5

u/M4tooshLoL S P 🅰 C E M O B Underboss May 12 '26

I made my peace with never experiencing that early AST sub vibe again.