Why Is Everyone Talking About AST SpaceMobile?

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  • čas přidán 10. 09. 2024
  • In today's video, I will be talking about the recent updates regarding AST SpaceMobile stock. Is ASTS stock a buy?
    👉A portion of this video is sponsored by The Motley Fool.
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Komentáře • 109

  • @CouchInvestor
    @CouchInvestor  Před 24 dny +2

    📙 Get Top 10 Best Stock Picks: fool.com/couchinvestor
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  • @maddstaxx
    @maddstaxx Před 25 dny +29

    my average cost was 3$ per share. i sold half of my shares for profit at 400%. sold out completely at 600%. 40k profit.

    • @CouchInvestor
      @CouchInvestor  Před 24 dny +2

      Congrats!

    • @drbookie2169
      @drbookie2169 Před 23 dny

      a win is a win, i dont know why you wouldnt hold it longer, or at least sell half shares and hold longer. This seems like an excellent long term stock to hold ESP at your average share price

    • @benwherlock9869
      @benwherlock9869 Před 22 dny

      I bought all mine at $4.50. I took profits (15%) and I'm hodling the rest. Amazing stuff so far. 😵

    • @lukejs3182
      @lukejs3182 Před 21 dnem

      Why sell at all? You don't think it will be a long term success?

    • @lukejs3182
      @lukejs3182 Před 21 dnem

      It's hit $38 recently dude... that's 12,000%

  • @ramzh9315
    @ramzh9315 Před 22 dny +7

    none of the analysts I follow, told me about this stock... damn... how cud I missed this crazy rally...

    • @CouchInvestor
      @CouchInvestor  Před 22 dny

      We can't catch all the hype

    • @GoldManSacks_100
      @GoldManSacks_100 Před 22 dny +1

      missed the hype? wait until they launch the satellites and they kill it.. can you smell what the rock is cookin?

    • @aaa58686
      @aaa58686 Před 21 dnem

      It was all over reddit tbh. I just read about them did my research and this was very good buy at the time

    • @tslaEnglish
      @tslaEnglish Před 20 dny +1

      However you have a chance to catch the opportunity when it crashes from here in a few weeks...

  • @tslaEnglish
    @tslaEnglish Před 20 dny +2

    Didn't bump into your video for quite a while, man. Good and valuable content. I'm shorting it currently , a good size of some OTM naked short calls. will sell shares directly when up trend is clearly over.

  • @stevantodorovic6668
    @stevantodorovic6668 Před 23 dny +15

    There was so much that you missed here. ASTS seems to care about its investors and they have said they will not dilute this year and have no plans to dilute next year. They are hoping for more prepayments from MNOs in the near future. With 20 sats, they will be able to offer uninterupted service in the US. The biggest cell market. You are wrong about SpaceX, they partnered with TMobile, but are having issues getting FCC approval. Your analysis is pretty weak and misses so much more. There are military applications ASTS is getting paid for and much more in the works. There are billions in grants possible, Rural 5G Fund, etc. You don't really understand the technology and how superior they are to everyone else. You also didn't mention all the MNOs world wide like Rakuten, Vodafone etc. You really didn't help your community with this post. How you think RKLB is better shows you don't understand the ASTS business model either. ASTS will be a sanctioned monopoly in the near future. Please spend more time learning about this incredible opportunity.

    • @CouchInvestor
      @CouchInvestor  Před 23 dny +4

      Just because you won't dilute this year, does not mean you won't get diluted the next year. They don't have the cash for $5 billion worth of projects.
      I'm not wrong about SpaceX since the T Mobile thing has yet to move a needle.
      This is a company that generated $900K this Q and is worth $8 billion. It doesn't take a genius to figure out that it doesn't make sense.
      Keep buying at these prices and tell me I don't understand it because you feel insecure with your investment.

  • @toodiablo
    @toodiablo Před 25 dny +2

    Surface level DD, nondilutive MNO prepayments + EXIM funding + Firstnet will open up once BB1 is deployed and tested.

    • @CouchInvestor
      @CouchInvestor  Před 24 dny +1

      $8 billion company...

    • @rupeshparab151
      @rupeshparab151 Před 23 dny +2

      @@toodiablo he is just sour that RKLB is not at a same multiple

    • @underratedblastoise3908
      @underratedblastoise3908 Před 23 dny

      He probably sleeps better at night than those that buy this company t today's prices ​@@rupeshparab151

  • @user-kq1wk4ro4e
    @user-kq1wk4ro4e Před 5 dny

    is it worth investing now at $28? will it continue to slide as people cash out or do you think itll go up higher soon

  • @GrubWarp
    @GrubWarp Před 25 dny +4

    I’ve never had so much money

  • @eerpwlsk220
    @eerpwlsk220 Před 22 dny

    great analysis! thank you for this outstanding video.

  • @milleddtube8755
    @milleddtube8755 Před 16 dny +1

    Well said ❤

  • @Silent-Alert
    @Silent-Alert Před 25 dny +2

    Keep your eyes on SIDU space

  • @wayhollobj36
    @wayhollobj36 Před 22 dny

    What does being listed as a SPAC!?
    And what does that mean for investors?

  • @Roan-xj1mg
    @Roan-xj1mg Před 25 dny

    Compared to the last one, this is one I like. Not that it matters.
    Good work 👏

  • @User1849a
    @User1849a Před 17 dny +1

    What happens if it’s the next Nvidia and it will 1000X in the next few years

  • @dphuntsman
    @dphuntsman Před 25 dny

    Also full disclosure: The CEO of Lynk Global is a former NASA colleague of mine- tho he’s so busy communications with him has tended to be more of the once-a-year type of thing lately! - Dave Huntsman

  • @Damyankee1989
    @Damyankee1989 Před 9 dny

    I bet it drops the week before or days before the launch. Theres gonna be people getting cold feet in the event the launch dont go as expected

  • @fujobu741
    @fujobu741 Před 25 dny +1

    up 500%, only 1000 shares, wish I had bought more. I'll probably lose it all by holding, lol..

  • @KAPALONDON
    @KAPALONDON Před 25 dny +2

    If Donald Trump wins, all Musk`s competitors may be... We need to consider that. Also, I have a feeling California based companies may have a tough life...

  • @BookProX
    @BookProX Před 24 dny

    As of 2021, there are over 6.5 billion smartphones worldwide. The number of smartphone users today is 6.92 billion, which translates to 86.11% of the world’s population owning a smartphone. If wireless phone service providers charge their customers extra, say $10 for a basic plan or $30 for an unlimited data plan, for 4G and 5G full satellite coverage through their partner (ASTS), how much is AST SpaceMobile worth when considering wireless phone service providers to keep 30%?

    • @CouchInvestor
      @CouchInvestor  Před 24 dny +2

      Where does AST operate? How many other players are there going to be?
      Idk if you noticed but the price of cell service providers is cheaper today. This isn't a high margin business and the switching costs are very low.
      Why would I or anyone living in a city pay an extra $10-$30 when what we have today works perfectly?
      Those outside the city, probably can't pay an extra $10-30

    • @BookProX
      @BookProX Před 23 dny +2

      @@CouchInvestor
      Where does AST operate? How many other players are there going to be?
      _- ASTS will operate globally and is the only one offering lower orbit 4G-5G cellular service. It is not to be confused with Starlink and others._
      Why would I or anyone living in a city pay an extra $10-$30 when what we have today works perfectly?
      _- Exactly. You probably don’t need it if you don’t travel and your world is mainly in the city. They’ll probably have an on-demand charge for the service. The numbers I used for an example are not set in stone, but to give you an idea of how big this can be: billions, not millions. Emergency and government agencies will use the service, too._

  • @playbak
    @playbak Před 26 dny

    Never considered buying 0DTE options, but for this stock.. it’s the only thing I’d consider lol

  • @user-dm9cj3zh6u
    @user-dm9cj3zh6u Před 24 dny

    Thanks

  • @dphuntsman
    @dphuntsman Před 25 dny

    Neil, a little surprised that at least the fact that they have a direct competitor in private Lynk Global was not mentioned. I know info on it hard to come by; but Lynk does have sats flying; they aren’t vaporware; have made inroads enough that that they have positioned themselves for possible customers in the defense space and are better positioned internationally I believe than AST is. Just a thought. - Dave Huntsman

  • @davidalejandrogutierrezgra7376

    good resume, what about Virgin galactic? have you checked and could you please create a video about it?

  • @cnote91
    @cnote91 Před 22 dny +2

    Who was buying this stock when it was at $5? 😊

    • @benwherlock9869
      @benwherlock9869 Před 22 dny

      😄

    • @CouchInvestor
      @CouchInvestor  Před 22 dny

      I don't know but congrats to them!

    • @cnote91
      @cnote91 Před 22 dny

      @@CouchInvestor yay meee 🥳

    • @hiddenhel1992
      @hiddenhel1992 Před 22 dny

      2,29 🎉 but i sold half on +500%

    • @cnote91
      @cnote91 Před 22 dny

      @@hiddenhel1992 I’m going to have to say for me..HOLD the fries please 🙅🏾

  • @SneakyWoolCloth
    @SneakyWoolCloth Před 25 dny +4

    I feel price targets are a joke how it is now. They should only be able to set it one a year and see where they landed after that 😂

    • @benwherlock9869
      @benwherlock9869 Před 22 dny

      Yeah they've all been backwards, I think the current price target is 27!! 😂😂😂

  • @JackOfAllTrades428
    @JackOfAllTrades428 Před 25 dny +10

    $ASTS Q2 revenue - $900k (Lol)
    $ASTS Market cap - $8B
    $RKLB Q2 revenue - $106M
    $RKLB Market cap - $3B
    Choose wisely. RKLB is one of the most undervalued stock in Wall Street right now.

    • @Adarsh1024
      @Adarsh1024 Před 25 dny +1

      RDW is the most undervalued.
      2024 Revenue :- 310M
      Current Market cap :- 433M 😊

    • @louvella
      @louvella Před 25 dny

      @@Adarsh1024 - Redwire Corporation (RDW) ???

    • @mtdspfgh
      @mtdspfgh Před 25 dny

      @JackOfAllTrades428 But don't you think AST is gaining momentum because of its promising delivery. Govt interest in it by way of funding(not quite sure of this), working with Verizon and AT&T, launching next month etc. What are your takes? Your broad and objective view on this will be greatly appreciated.

    • @CouchInvestor
      @CouchInvestor  Před 24 dny +3

      @@mtdspfgh Gaining momentum does not mean you should be worth $8b while barely generating 900K a quarter

    • @mtdspfgh
      @mtdspfgh Před 24 dny +2

      @@CouchInvestor hmmm. The math isn't mathing, truly.

  • @rg807
    @rg807 Před 25 dny +3

    Ship sailed. Yes, it might go up, but for sure, it's going to go down, too.
    Note: the immutable rule of telecom- the quality ALWAYS goes up, and the price ALWAYS goes down. There are no exceptions to this.

    • @mtdspfgh
      @mtdspfgh Před 25 dny

      Can you expound a little more on "Quality always goes up, and the price always goes down". Thank you

    • @rg807
      @rg807 Před 24 dny

      @mtdspfgh It's as I said, regardless of the product, the price goes down, the quality goes up. Dark fiber, lite fiber, ATM, long distance calling, mobile phones, etc. have never increased in cost, and the quality has always gotten better. You probably don't pay at all or very little to make a phone call anymore, and there are plenty of ways to avoid paying. Mobile phone service used to be pretty bad, now, in most places, it's very good.
      So, what problem exactly is this service solving? Because where there's poor cell service history shows that it's going to improve while getting less expensive.

    • @mtdspfgh
      @mtdspfgh Před 24 dny

      @rg807 Fantastic submission. Sorry I'm bothering you, but would you also say this may potentially apply to Rocket lab as I am contemplating investing in either Ast or Rocket lab. Your intelligence is greatly appreciated.

    • @rg807
      @rg807 Před 24 dny

      @mtdspfgh If they're providing telephony services, then by default, yes, it would apply to them.
      That said, the only thing I know about them is from this video, so perhaps there's more to the story.
      Lastly, keep in mind that there's now lots of competition for what even constitutes a phone call. There are loads of apps that allow you to have two-way voice communication without technically being a phone call. Hence, the low/no cost of an actual phone call these days.
      Again, I haven't looked at this company, so perhaps there's more there. I'm simply stating what has happened in telephony since its creation.

    • @mtdspfgh
      @mtdspfgh Před 24 dny

      @@rg807 Thanks again bro!

  • @kelvinwlk
    @kelvinwlk Před 25 dny +3

    Subpar DD and no useful information. What if ASTS is not a 100 billion in 10 years but made itself a 70 billion company? Thats still a good investment. The ceo already said they are not doing dilutive funding this year.

    • @Meowmeow.age.6
      @Meowmeow.age.6 Před 24 dny

      Warrants will fund ASTS. That is dilution. 6%

    • @CouchInvestor
      @CouchInvestor  Před 24 dny +2

      Ah yes the CEO said... They DON'T HAVE THE MONEY to build $5B worth of satelites.
      Go ahead and buy an $8B company generating $900K a Q.

    • @StonewoodLive
      @StonewoodLive Před 23 dny

      @@CouchInvestor Why do you sound so bothered by a stock that you’ll stay away from?

    • @CouchInvestor
      @CouchInvestor  Před 23 dny

      @@StonewoodLive last time I checked this is my channel no? Plus when someone makes such a comment, i will respond

    • @StonewoodLive
      @StonewoodLive Před 23 dny

      @@CouchInvestor It’s your content, but to say that it’s ‘your channel’ would mean that the internet is yours. 😂

  • @rupeshparab151
    @rupeshparab151 Před 25 dny +1

    So biased

  • @runningman5871
    @runningman5871 Před 26 dny +5

    My main issue is they haven't demonstrated the tech actually works, even before we get into the balance sheet. Only two demo's on the IR page last time I looked. Both involving a single phone call.

    • @szymonsztuka
      @szymonsztuka Před 25 dny +3

      AT&T , Verizon, Rakuten, Nokia - they have access to those tests

    • @lovekiranmanpreet802
      @lovekiranmanpreet802 Před 25 dny +4

      One of their satellite is already up and running. Tech proven and patents granted. Do your dd

    • @CouchInvestor
      @CouchInvestor  Před 24 dny

      Demo satelite

  • @MagnoosChess
    @MagnoosChess Před 25 dny

    👍👍👍

  • @menowski
    @menowski Před 25 dny +1

    Will probably drop hard in the next months, maybe even weeks. If price will drop below 5$, then i will most likely buy some.

  • @martinandersson5982
    @martinandersson5982 Před 24 dny

    Startlink is a direct competitor, have already launched 80 satellites focusing on direct to mobile

    • @CouchInvestor
      @CouchInvestor  Před 24 dny

      Aren't they working with T Mobile to launch something later this year?

  • @kelsiedacon1617
    @kelsiedacon1617 Před 23 dny

    Gorgeous accent

  • @shawn_8888
    @shawn_8888 Před 25 dny

    funny you funny want to go to the moon, lol
    sorry only Musk can go to the moon, lol
    Can you also do a video on Rocket Lab, its over $6 now

  • @Meowmeow.age.6
    @Meowmeow.age.6 Před 24 dny +1

    I went to the ASTS reddit and simply asked, 'how much will the transponders cost in maintenance and how will they raise the cash'
    Downvotes. No one answered my question. I got called uneducated.
    Looks like a pump and dump to me.

    • @CouchInvestor
      @CouchInvestor  Před 24 dny

      That's usually a sign to stay away

    • @stevantodorovic6668
      @stevantodorovic6668 Před 23 dny +2

      People don't want to waist thier time on somebody that hasn't spent anytime doing any DD. The fact that you ask lazy questions and expect a response shows more about you than the company.

    • @CouchInvestor
      @CouchInvestor  Před 4 dny

      @@stevantodorovic6668 yet here you are wasting your time attacking folks in the comment section instead of answering their questions.