1Sem.·

Up with the satellites!

The first two BlueBird satellites of the latest generation from $ASTS (+2,82 %) are currently being transported to Florida and India on board an Antonov -124.

Here is a picture of the loading (found on Reddit):

And here is a size comparison of the different $ASTS (+2,82 %) satellites (+Starlink):

13 Commentaires

Patrick Schäfer@Hotte1909

1Sem.

$ASTS is very interesting, I also had it in my portfolio in the short term. However, due to $RKLB (yes, I know it's mainly about rockets etc., but they also have a satellite division), I already have a big clump risk in this sector.

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Chandra@Chandra

1Sem.

@Hotte1909 I see greater potential in $ASTS than in $RKLB, which is why I am not invested in the latter.

However, due to the rise in recent weeks, $ASTS has already grown to more than 1/3 of my portfolio. $ASTS is now larger than my $VWRL core 😅

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Patrick Schäfer@Hotte1909

1Sem.

@Chandra I see enormous potential in both. $ASTS I see Starlink as direct competition, which is a high risk. I see a better market for $RKLB thanks to the Neutron

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Chandra@Chandra

1Sem.

@Hotte1909 What particularly convinces me about ASTS is the large number of MNOs that have contracts with them and some of them have already announced the service for the end of 2026. I don't think Vodafone's CEO would make promo videos if they weren't 100% convinced of ASTS.

I don't know enough about rockets, but aren't BlueOrigin and Starlink direct competitors of $RKLB?

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Patrick Schäfer@Hotte1909

1Sem.

@Chandra Indirectly, yes. However, the neutron rocket is something that the others don't have and that's where the future of Rocket Lab lies. Or not Starlink but Space X. Overall, both companies are extremely interesting. So $ASTS and $RKLB you can also add $AERO and $MTX

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Tobias...123@Tobias1982

1Sem.

@Hotte1909 I switched to the VanEck Space Innovators UCITS ETF 😊. Your shares in the segment have done great, congratulations 💪😃.

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Patrick Schäfer@Hotte1909

1Sem.

@Tobias1982 I also had my eye on it, but I'm not a fan of themed ETFs and prefer stock picking. Which stocks do you mean exactly? 😀

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Masterclass@YoJazz

1Sem.

Very interesting, thank you @Chandra

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Zerax@Zerax

1Sem.

Thanks for the contribution! How do you see the future price target? After over 100% in the last month, the stock has already performed brutally well. Is it still worth getting in?

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Chandra@Chandra

1Sem.

@Zerax In the long term, if everything works out as planned, then it is definitely worth getting in.
In the short term it is difficult to say, as it has already performed really well. Neither -50% nor +100% would surprise me in the near future. So it's a gamble in the short term.

A future price target is really difficult to set. They currently have contracts with many mobile phone providers and thus have over 3 billion potential customers. How much money they get per person is not clear. If you calculate with 50ct/person you would get $18 billion in revenue. Factor 20 -> $180 billion market cap (profit margin will probably be very high. Once the satellites are up, they start printing money, so to speak).
But that doesn't take into account how valuable $ASTS is for the military. For modern warfare, the company is worth its weight in gold. They may also become part of Golden Dome, at least that was teased by $ASTS. But nothing is officially known yet, except that there are several contracts with different parts of the US armed forces.
The technology could also be used for the Internet of Things and autonomous driving.

Conclusion: I see huge potential, but $29 billion market capitalization for virtually no revenue at the moment is of course quite high. But if everything works out, they will definitely exceed $100 billion. But I don't know how high it can go. I'm holding on and taking my chances. But I'm hoping for a tenfold increase.

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DBD_073@DBD_073

1Sem.

@Chandra very interesting and thanks for your opinion. One question: 3 billion potential customers X 50 cents revenue per person doesn’t make 18 billion in revenue right?

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Chandra@Chandra

1Sem.

@DBD_073 50ct per Month and customer* 12 Months * 3 Billion customers = 18 Billion

But so far it is not sure if they get paid per customer or per used data volume.

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DBD_073@DBD_073

1Sem.

@Chandra I can see it’s been a long day for me. Thanks for the response 😂

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