About half of them are in the portfolio myself.😅 2 of the ones you mentioned are also on the watchlist, one of which is $PNG, which has already gone really far.😖 $NBIS is not unknown here on the platform.😉 Of the ones you mentioned, I can't say anything about $RBRK and $FREY. I find $OMDA (not in the portfolio) and, at the current level, $ZETA, which has also been added to my portfolio as a long-term position, the most interesting. Edit: the valuation of $ASTS is, in my view, more than reasonable considering that there is no real unique selling point, that the satellites used do not belong to the company itself and that the total number of satellites is quite manageable compared to the competition.
•
66
•
@All-in-or-nothing I also have the problem that many of them have already done well, as soon as I know it, I get in and it corrects 😂😅
Which ones would you still get into at the moment or which ones would you wait for? I am unsure about this.
I also don't want to add too many risky growth stocks to my portfolio, my portfolio should be clear and balanced.
Are you also planning to get into $OMDA soon?
$RKLB Is your favorite in the industry right?
SpaceX is also likely to be listed this year (which also appeals to me), although I would like to wait and see at the beginning.
Which ones would you still get into at the moment or which ones would you wait for? I am unsure about this.
I also don't want to add too many risky growth stocks to my portfolio, my portfolio should be clear and balanced.
Are you also planning to get into $OMDA soon?
$RKLB Is your favorite in the industry right?
SpaceX is also likely to be listed this year (which also appeals to me), although I would like to wait and see at the beginning.
••
@MrSchnitzel I'm still doing my own research at $OMDA, so I can't give you a final decision at the moment. But you've definitely piqued my interest with your presentation.
With the ones you mentioned? As described, most likely in $ZETA, although $IREN is currently also available at a good price, but my position is full. But I think it's currently a good price for a first entry.
I've been waiting forever for a more significant setback at $PNG, where I would get in immediately if the price is right for me.
With $RKLB I can say: my favorite, but would wait for small to medium setbacks. SpaceX will probably be so overhyped in a potential IPO that there is certainly not much to gain, at least initially. But I am already invested there via a British fund 😉 Simply to track the IPO story a little. In my view, the setback potential of $ASTS is also enormous.
With the ones you mentioned? As described, most likely in $ZETA, although $IREN is currently also available at a good price, but my position is full. But I think it's currently a good price for a first entry.
I've been waiting forever for a more significant setback at $PNG, where I would get in immediately if the price is right for me.
With $RKLB I can say: my favorite, but would wait for small to medium setbacks. SpaceX will probably be so overhyped in a potential IPO that there is certainly not much to gain, at least initially. But I am already invested there via a British fund 😉 Simply to track the IPO story a little. In my view, the setback potential of $ASTS is also enormous.
•
11
•@All-in-or-nothing Then let me/us know your final decision 😊
With $RKLB I would also wait for a setback.
I agree with you, which is why I won't invest in it initially anyway, but only when it corrects more strongly.
Thanks for your assessment and perspective. :)
With $RKLB I would also wait for a setback.
I agree with you, which is why I won't invest in it initially anyway, but only when it corrects more strongly.
Thanks for your assessment and perspective. :)
•
11
•
•
11
•
@All-in-or-nothing Where did you read that $ASTS does not own the satellites itself?
••
@Chandra that was not quite clearly formulated, or misunderstood what I meant: the satellites from $ASTS naturally belong to the company itself.
However, the majority of the satellites used in total for the infrastructure of the required satellite constellations are operated by the large mobile communications groups. $ASTS is dependent on these, as its own satellites are designed to bundle existing connections, i.e. to bring them to the receivers via one satellite. Instead of each provider using countless individual satellites as in the past, such a data network could in future be provided nationwide by bundling all existing individual data points via one satellite.
And: the individual $ASTS satellites are often operated in joint ventures (so they do not belong to them alone).
Perhaps this makes it clearer what I meant. Without the existing satellite infrastructure, the business (currently) does not work.
However, the majority of the satellites used in total for the infrastructure of the required satellite constellations are operated by the large mobile communications groups. $ASTS is dependent on these, as its own satellites are designed to bundle existing connections, i.e. to bring them to the receivers via one satellite. Instead of each provider using countless individual satellites as in the past, such a data network could in future be provided nationwide by bundling all existing individual data points via one satellite.
And: the individual $ASTS satellites are often operated in joint ventures (so they do not belong to them alone).
Perhaps this makes it clearer what I meant. Without the existing satellite infrastructure, the business (currently) does not work.
•
11
•@All-in-or-nothing $ASTS uses the spectra of the mobile phone providers and the gateways (ground stations that look like giant satellite dishes) to bundle the data on earth and communicate with the mobile phone providers' network. Is that what you mean?
$ASTS incidentally, acquired its own spectrum rights from Ligado last year, so is no longer solely dependent on the MNOs in this respect.
Furthermore, $ASTS also works very closely with the American military and not just with the mobile network operators.
As far as I know, the MNOs do not have satellites just for themselves, but use them in their area. In return for financial support in the pre-revenue phase, they have received long-term deals with good conditions and company shares.
$ASTS incidentally, acquired its own spectrum rights from Ligado last year, so is no longer solely dependent on the MNOs in this respect.
Furthermore, $ASTS also works very closely with the American military and not just with the mobile network operators.
As far as I know, the MNOs do not have satellites just for themselves, but use them in their area. In return for financial support in the pre-revenue phase, they have received long-term deals with good conditions and company shares.
•
22
•@Chandra that was meant, yes.👍🏻
Thank you for your explanations, that makes it a bit more tangible.🙏🏻 I wasn't aware of the own spectrum rights either.
Thank you for your explanations, that makes it a bit more tangible.🙏🏻 I wasn't aware of the own spectrum rights either.
•
11
•