AST Spacemobile Has No Competition.
9 months ago
Investment Ideas by Antonio
"ASTS: Building satellite network for direct-to-cellphone 5G. No competition, 5 Block 1 satellites deployed, MOUs cover 3B people. Tech hard to replicate, navigating regulations & telecom deals well. 3500 patents. Potential for billions in FCF with 45-60+ satellites. High risk, no revenue, $8B valuation."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
AST Spacemobile Has No Competition.
Source:
Investment Ideas by Antonio
Published:
March 25, 2025
Idea Type:
Stock Idea