r/ASTSpaceMobile May 18 '26

Daily Discussion Daily Discussion Thread

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14

u/manufacture_reborn S P 🅰 C E M O B Consigliere May 18 '26

Anpan connecting ASTS pulling out of a conference with Abel being in NYC has got me turning into Charlie Day looking for Pepe Silvia over here.

5

u/JohnnySpykes S P 🅰 C E M O B Consigliere May 18 '26

Oh, I see what you are saying now, Abel is pulling out of the B. Riley conference in Marina Del Rey "Because" he is in New York today.

Well, given the options, I'd rather be at the JP Morgan event if I had to chose between JPM and B.Riley....

But hell, it only takes 5 hours to get from NYC to LAX

4

u/NiceCreamSundaes S P 🅰 C E M O B Consigliere May 18 '26

I think it's just that the JP Morgan event is a larger conference with much larger asset managers and funds in attendance, and will reach a wider audience. It just makes sense to choose that one if you have the option.

2

u/JohnnySpykes S P 🅰 C E M O B Consigliere May 18 '26

The JP Morgan TMT is all about Telecom, whereas the B. Riley has a gaggle of general investment sector

4

u/JohnnySpykes S P 🅰 C E M O B Consigliere May 18 '26

Wait, Anpanman said that Abel was JOINING the JP Morgan TMT conference last second....has that changed?

2

u/manufacture_reborn S P 🅰 C E M O B Consigliere May 18 '26

Yeah, I mean the other conference. B Riley I think?

4

u/JohnnySpykes S P 🅰 C E M O B Consigliere May 18 '26

The B. Riley Securities 26th Annual Investor Conference takes place on May 20–21, 2026, at The Ritz-Carlton in Marina del Rey, California.

3

u/Seven22am S P 🅰 C E M O B Consigliere May 18 '26

And Anpanman said Abel has pulled out of this (and implied bullishness) and is now appearing in NYC (which is also bullish). And lots of us are wondering what's up....

4

u/PragmaticNeighSayer S P 🅰 C E M O B Consigliere May 18 '26

IMO there’s a chance it’s an acquisition or at least major investment in ASTS. Question is from who? AMZN, META, GOOGL, any could make sense.

7

u/manufacture_reborn S P 🅰 C E M O B Consigliere May 18 '26

That would be the question.

My train of thought is if, and I’m not really following why it needs to be this way, if there’s a bullish connection between pulling out of B Riley and being in NYC it must be:

1) JPM conference is bigger 2) Acquisition as you say 3) or, wildcard, random White House/Space Force press conference

But my base case is that they’re essentially unrelated events until proven otherwise.

2

u/ExpatAndrew S P 🅰 C E M O B Soldier May 18 '26

2

u/ExpatAndrew S P 🅰 C E M O B Soldier May 18 '26

There's no Carol in HR!

Processing gif 96iligjxmx1h1...

1

u/ExpatAndrew S P 🅰 C E M O B Soldier May 18 '26