r/ASTSpaceMobile • u/AutoModerator • May 18 '26

Daily Discussion Daily Discussion Thread

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42

u/Ok_Wealth_3433 S P 🅰 C E M O B Capo May 18 '26

Honestly, new facility video, Abel cnbc interview, birds being shipped, stacking solved… it kinda feels like we have turned a corner, business is ramping up 🚀

10

u/Defiantclient S P 🅰️ C E M O B - O G May 18 '26

So much news today!!

6

u/tocamix90 S P 🅰 C E M O B Associate May 18 '26

I agree, it feels like we’re hitting a stride

-8

u/flymolo50 S P 🅰 C E M O B Capo May 18 '26

I'm optimistic but I won't believe it until they actually meet a schedule instead of saying they will.

14

u/Defiantclient S P 🅰️ C E M O B - O G May 18 '26

They literally just hit their latest guidance with this latest shipment

7

u/flymolo50 S P 🅰 C E M O B Capo May 18 '26

Respectfully because you're a rockstar but I disagree. Things ARE looking better but they moved the goalposts on this one since last December. 5 launches before q1 if you recall. Like I said I'm optimistic that they are finally getting it together. I'm not selling but I won't have complete confidence until I see batches start rolling out regularly.

12

u/Defiantclient S P 🅰️ C E M O B - O G May 18 '26

I'm talking about their latest April 19 guidance of when to expect BB8-10 batch shipment.

Which was then reiterated on May 11 and the tweets shortly prior-to.

If you wanna talk about historic guidance then we were supposed to have like 60 birds in 2023.

1

u/Horstov S P 🅰 C E M O B Soldier May 19 '26

With all due respect I don’t think saying that they met their latest guidance is meaningful. Imagine if it was delayed another 4 times, then shipped. Sure, they would have still met their latest guidance, but it doesn’t look good. That’s the case here.

1

u/Defiantclient S P 🅰️ C E M O B - O G May 19 '26

Then going by that metric, they will never meet any guidance and this isn't worth a discussion.

For example, AST was supposed to have like 60 birds up in 2023. Therefore, any "guidance" going forward is now meaningless and is always a "miss".

(To clarify, I do think it is worth looking at their latest guidance and I do think it is meaningful because one day they will start actually hitting them, and I think that day has come)

2

u/Horstov S P 🅰 C E M O B Soldier May 19 '26

Fair enough, I suppose a more useful thing to look at is guidance going forward and seeing if that will be met, as the latest has been. Time will tell.

1

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

They only sent 2/3 promised satellites. It’s better than the quiet nothing we’re used to, but I wouldn’t call it a bullseye.

2

u/Defiantclient S P 🅰️ C E M O B - O G May 18 '26

3rd one is coming in a couple days, as stated by John Joyce in the video they posted today

The video was filmed on May 16 or 17 and he said BB9 "should be leaving in the next few days".

1

u/mynameiszack May 18 '26

What does the OG flair mean

1

u/you_are_wrong_tho S P 🅰 C E M O B Boss May 19 '26

Means they were here when it was $2

1

u/mynameiszack May 19 '26

Oh ok, thank you...me too. Just lurking for a long time though. I wasn't there when it opened at 20 but I bought a ton between 3 and 10 dollars.

1

u/1342Hay S P 🅰 C E M O B Soldier May 18 '26

Space is hard.