Row 69588

Row ID: 69588 | Dataset Entry | Axioma AXP Content Repository

Content Data

This page contains data entry 69588 from the Axioma AXP content repository. The structured data below represents the complete record for this entry.

**TL/DR $ASTS is a volatile stock that popped and then dropped, and is likely to do that again.**

📈📈📉🔂

Following a formal agreement with AT&T AST SpaceMobile shares rose rapidly with ~ +100% to then give back almost half.

Short interest did not change much. From around 40.8 Mn shares shorted 05/17 to 37.4 shares shorted 05/23.

The agreement was significant news to the company and the reaction came with a record volume traded. Sharp increase of SP yet most shorts are still there.

There are a few more **catalysts** that are about the same size remaining:

• **First Net** formal agreement.

• Delivery of the first **5 satellites** to Space-X.

• **EXIM** financing

• Delivery & testing of **ASICs chips** from TSMC for the next gen sats.

• Regulatory clearance from the FCC for **US market access.**

• News of the test results through **Fairwinds DoD contract**.

• Converting some of the rest of the 49 MoUs with Mobile Network Operators into pre-paid **formal agreements** like the AT&T deal.

• Rural **5G fund** grant.

If some/any of these catalysts materialize the short interest is pretty much intact near record levels and a similar spike and cool-off is likely to occur again like the one we just saw.

There are also technological and businessmodel aspects to $ASTS worth discussing. But right now the market shys from that subject and focuses on funding and execution risks. And so I will not go into those aspects. I did some DD and they’re good, there, imo. 🛰️=💰

The main focus - and the shorts thesis - are on funding and execution risks at the moment. And catalysts are stacking up to disprove those fears.

**AT&T and Google** are the latest strategic investors. **American Tower**, **Vodafone** and **Bell Canada** are onboard since long. **Nokia** provides the cellular base-station.

Disclosure: Holding 77,777 shares. No options.

I am just a **Cat** not a financial advisor.

🐈‍⬛ ≠👨‍🏫

Field	Value
text	TL/DR $ASTS is a volatile stock that popped and then dropped, and is likely to do that again. 📈📈📉🔂 Following a formal agreement with AT&T AST SpaceMobile shares rose rapidly with ~ +100% to then give back almost half. Short interest did not change much. From around 40.8 Mn shares shorted 05/17 to 37.4 shares shorted 05/23. The agreement was significant news to the company and the reaction came with a record volume traded. Sharp increase of SP yet most shorts are still there. There …
label	r/wallstreetbets
dataType	post
communityName	r/wallstreetbets
datetime	2024-05-23
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Raw Record

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  "text": "**TL/DR $ASTS is a volatile stock that popped and then dropped, and is likely to do that again.**\n\n📈📈📉🔂\n\nFollowing a formal agreement with AT&T AST SpaceMobile shares rose rapidly with ~ +100% to then give back almost half.\n\n Short interest did not change much. From around 40.8 Mn shares shorted 05/17 to 37.4 shares shorted 05/23.\n\nThe agreement was significant news to the company and the reaction came with a record volume traded. Sharp increase of SP yet most shorts are still there.\n\nThere are a few more **catalysts** that are about the same size remaining:\n\n• **First Net** formal agreement.\n\n• Delivery of the first **5 satellites** to Space-X.\n\n• **EXIM** financing\n\n• Delivery & testing of **ASICs chips** from TSMC for the next gen sats.\n\n• Regulatory clearance from the FCC for **US market access.**\n\n• News of the test results through **Fairwinds DoD contract**.\n\n• Converting some of the rest of the 49 MoUs with Mobile Network Operators into pre-paid **formal agreements** like the AT&T deal.\n\n• Rural **5G fund** grant.\n\nIf some/any of these catalysts materialize the short interest is pretty much intact near record levels and a similar spike and cool-off is likely to occur again like the one we just saw.\n\nThere are also technological and businessmodel aspects to $ASTS worth discussing. But right now the market shys from that subject and focuses on funding and execution risks. And so I will not go into those aspects. I did some DD and they’re good, there, imo. 🛰️=💰\n\nThe main focus - and the shorts thesis - are on funding and execution risks at the moment.  And catalysts are stacking up to disprove those fears.\n\n**AT&T and Google** are the latest strategic investors. **American Tower**, **Vodafone** and **Bell Canada** are onboard since long. **Nokia** provides the cellular base-station.\n\nDisclosure: Holding 77,777 shares.\nNo options.\n\nI am just a **Cat** not a financial advisor.\n\n🐈‍⬛ ≠👨‍🏫",
  "label": "r/wallstreetbets",
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  "datetime": "2024-05-23",
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}

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Entry Information

Entry ID: 69588
Repository: Axioma AXP
Dataset: arrmlet/reddit_dataset_36
Total Entries: 100,000