$AST SpaceMobile(ASTS.US)

This week, the U.S. Space Development Agency (SDA) once again publicly mentioned the HALO (High-reliability Low Earth Orbit) contract. Immediately after, senior executives at ASTS collectively entered a mode of "heavy hinting":

1. ASTS's Executive Vice President (Exec VP) in charge of government operations publicly reposted and amplified this news;

2. Their Vice President (VP) of government operations liked this post;

3. Their Senior Vice President (SVP) of regulatory affairs is in intensive contact with the spectrum boss at the National Telecommunications and Information Administration (NTIA).

All of these actions occurred just before the MILSATCOM (Military Satellite Communications) conference scheduled to be held in Arlington next week.

Four top-level giants from the defense and regulatory sectors simultaneously and collectively moved. Listen, no company would coordinate such a highly synchronized public campaign for no reason.

As far as the public knows, ASTS's only defense contract is worth a mere $30 million. But think about it, if it were just for a small $30 million contract, who would go to the trouble of establishing a full-fledged defense business unit equipped with an Executive VP, a VP, and dedicated U.S. government space experts?

This week, ASTS executives personally confirmed that the same satellite constellation currently being built and launched can not only provide civilian mobile internet service for AT&T and Vodafone but also directly provide strategic communications for frontline warfighters. One satellite constellation, two super cash flows.

But I believe a major defense contract announcement is being meticulously prepared. In terms of timing, this aligns precisely with SpaceX's IPO, the launch window for BlueBird satellites 8-10, and the MILSATCOM conference from June 8th to 10th.

The above is the analysis from a big shot I saw on Twitter. So, focusing on next Monday to Wednesday, if ASTS can really sign a big deal at this conference, it would be huge. Even if they can't sign, if the conference mentions "accelerating the implementation of wartime commercial augmentation CASR to direct-to-device phones," it could still take off? Moreover, executives confirmed that the launched satellites are dual-use, which means an additional cash flow stream.

Looking back, RKLB, as part of the same sector, has an options chain that is clearly not as exaggerated as ASTS's. ASTS's June 170/180 strike price volume and open interest are ridiculously high. If the speculation is about the SpaceX IPO, why would the main force only focus on ASTS? Isn't RKLB's fundamentals more solid? Also, in the past week, ASTS has seen net inflows. Considering this information, one can't help but suspect that big money might already know that ASTS is certain to sign a big deal. Coupled with the SpaceX IPO and the satellite launch catalysts, could the stock price really surge?

Anyway, I only have shares and some leveraged positions, I can hold, and I still have profits, so I'll keep holding 😂@彩子

The above is all speculation from Twitter experts and my own thoughts.