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Filipe
@fpena
1Yr·

$ASTS (-5.88%) is on fire! 🚀

- 5 commercial satellites are completed;

- They will be shipped to Cape Canaveral in 2 weeks. To be launched in September.

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9 Comments
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Luke@Klassi
1Yr
are you invested? Just came across ASTS and really like the investment thesis (according to https://www.kookreport.com/post/ast-spacemobile-asts-the-mobile-satellite-cellular-network-monopoly-please-find-my-final-comp)
I will follow the stock and see if there is a little correction coming after the massive run
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Filipe@fpena
1Yr
I was a bit late on the rally but I have some. Looks a very interesting company with a good MOAT
We will see
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Luke@Klassi
1Yr
Got it! Are you working at Isar or another space company?
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Filipe@fpena
1Yr
@Klassischer no, I work in the airport sector.
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Filipe@fpena
1Yr
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Luke@Klassi
1Yr
@filipemgpena not at all, just a space enthusiast :)
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Luke@Klassi
1Yr
@filipemgpena btw if you work in the airport sector, what's your take on $FRA ? I have studied them a bit and find them interesting, though they have very high levels of debt at the moment. Might need to wait a year or so
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Filipe@fpena
1Yr
@Klassischer Fraport is interesting company, they are growing a lot. Building the new T3 in Frankfurt, expanding and growing the consulting business (especially in Saudi), as well the concession/management activities, like new airports in Greece, Bulgaria...
For sure those debt numbers are related to the recently investments, but in 5 years may start to produce results.
I have no airport company in my portfolio, but I would recommend to have a lot at Vinci (French company), they have a diversified business from construction, energy, concessions (highways, bridges, airports). If I am not mistakes, they are the n1 in the airport sector right now (I worked for them previously in Portugal)
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Luke@Klassi
1Yr
@filipemgpena thanks a lot for your take
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