Mikko-Pekka Partanen @MPPartanen

$ASTS:🚨🇯🇵 AST SPACEMOBILE AND RAKUTEN AWARDED JAPAN'S $1 BILLION J-LEO PROJECT BEATING OUT STARLINK-KDDI CONSORTIUM AST + Rakuten will now submit a formal grant application with detailed budget, procurement arrangements, financing plan and eligible costs that MIC/CIAJ will formally approve allowing the project to start likely by 2H July Expect PR from Rakuten and/or AST SpaceMobile in the coming days A few notable likely implications of this award: ✅Green lights full approval of commercial service for AST and Rakuten ✅The SatCo JV opens KDDI, NTT DoCoMo and Softbank to working with AST SpaceMobile since Rakuten's direct mutually exclusivity ends ✅Multi-launch Agmt w/ Mitsubishi Heavy for H3 rocket ✅Japanese Gov to provide $1B of funding over 3 years ✅Gov funding and backing enables the JV to be bankable and eligible for import/export bank Japanese JBIC-supported debt and guarantees as well as US EXIM financing ✅Future allocation of cellular and/or MSS spectrum - Japan has 120MHz of S-Band available for allocation Award Notification: ciaj.or.jp/ciaj-wp/wp-con…

Rocket Lab is acquiring Iridium Communications Inc – one of the most transformative deals in the space industry. By combining our launch capability and satellite manufacturing with @IridiumComm’s global satellite communications network and rare spectrum, Rocket Lab becomes a fully integrated, self-launching, tier-1 space power, delivering critical communications capability to millions of users worldwide. Full details and important information: bit.ly/4eyKLL4

$ASTS: 🚨🇯🇵 AST SPACEMOBILE IS BIG IN JAPAN Once the J-LEO project award is formally confirmed, some key benefits to consider: ✅Green lights full commercial approval for AST ✅The SatCo JV opens KDDI, NTT DoCoMo and Softbank to working with AST SpaceMobile since Rakuten's direct mutually exclusivity ends ✅Multi-launch Agmt w/ Mitsubishi Heavy for H3 rocket ✅Japanese Gov to provide $1B of funding over 3 years ✅Gov funding and backing enables the JV to be bankable and eligible for import/export bank Japanese JBIC-supported debt and guarantees as well as US EXIM financing! ✅Future allocation of cellular and/or MSS spectrum If you liked Satellite Connect Japan, you're going to love Satellite Connect Europe and Satellite Connect America!

Anp🅰️nman @spacanpanman

3 days ago

$ASTS:🚨🇯🇵 THE NIKKEI REPORTS THAT JAPAN'S MINISTRY OF INTERNAL AFFAIRS AND COMMUNICATIONS IS EXPECTED TO SELECT RAKUTEN AND AST SPACEMOBILE FOR $1 BILLON J-LEO PROJECT The Ministry of Internal Affairs and Communications' project to subsidize direct communication with satellites

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@aleabitoreddit Let’s not forget satellite based broadband, directly to unmodified smartphones by $ASTS.

$ASTS: 🚨AST SPACEMOBILE & RAKUTEN CONSORTIUM IS EXPECTED TO WIN J-LEO FRESH OFF @nikkei ! Google Translated version: Rakuten to launch Japanese version of Starlink; Ministry of Internal Affairs and Communications provides 150 billion yen in subsidies for its own satellite communications system The Ministry of Internal Affairs and Communications' project to subsidize direct communication with satellites developed by Japanese companies is expected to select a consortium of Rakuten Group companies . The project will provide a total of 150 billion yen over three years to cover costs such as satellite launches. The aim is to reduce dependence on overseas sources from an economic security perspective. A formal decision is expected soon. Rakuten Group will partner with AST Space Mobile, a US satellite communications company in which it has invested, to develop operations in Japan. The plan will subsidize the costs of procuring and launching equipment necessary for a "satellite constellation" that links multiple low-Earth orbit satellites, as well as the development of ground facilities to control the satellites. Rakuten Group Chairman and CEO Hiroshi Mikitani revealed in an interview with the Nikkei Shimbun that they plan to establish a new company with AST Space Mobile to handle satellite business in Japan by 2026. Even when ground-based communication networks are unusable due to natural disasters or other reasons, satellite communication can ensure a means of communication. During the 2012 Noto Peninsula earthquake, SpaceX's "Starlink" satellite was used as an emergency measure until communication cables could be restored. Even in mountainous areas, remote islands, and at sea, where laying fiber optic cables is difficult, satellite communication can enable the use of mobile phones. Currently, foreign companies, led by Starlink, have a dominant position in satellite communications. However, this reliance on overseas companies carries risks, such as the sudden disruption of service provision due to management policies, or the refusal to accept requests for roaming for temporary use during disasters. In 2025, SpaceX CEO Elon Musk mentioned blocking Ukraine's use of Starlink, allegedly pressuring them to agree to an early peace with Russia. The Ministry of Internal Affairs and Communications has decided to launch a new project, judging that it is necessary to foster a "Japanese version of Starlink" operated by Japanese companies. It appears that no other companies besides the Rakuten Group consortium applied for this subsidy program. On the 24th, the Ministry of Internal Affairs and Communications announced its intention to allow direct satellite communications in the 700 megahertz band in preparation for new projects. Ministerial ordinances and other regulations are expected to be revised in September. Rakuten Group has already established a communication network connecting mobile phones and ground base stations in this frequency band. To improve services, the use of higher frequency bands that can increase communication speeds in the future is also being considered. The Ministry of Internal Affairs and Communications will also consider developing a system to support direct satellite communications in high frequency bands as needed. nikkei.com/article/DGXZQO…

@EhrmantrautCap_ Very true. And let’s not forget how Apple has been charging insane prices from their customers for memory and storage uppgrades. All this while making it impossible for users to swap or add RAM/storage.

@CatSE___ApeX___ Another super thread from @CatSE___ApeX___ . The long $SPCX, short $ASTS hedging strategy carries significant risk. SpaceX shares face upcoming lock-up expirations, while $ASTS has near term upside catalysts (and the stock is already down significantly from the ATH of $133).

$ASTS $SPCX: Starlink declaring that it is going to compete directly with MNOs just exponentially INCREASED AST SpaceMobile's strategic value to AT&T, Verizon, T-Mobile, Deutsche Telekom, KDDI, NTT Docomo, Softbank, Vodafone, Orange, Telefonica, Saudi Telecom, Telus, Bell, AND MORE Also tech cos competing with SpaceX/Tesla will increasingly look to partner w/ AST, just like Google and Meta already have

$ASTS: Board members of every MNO around the world are getting copies of this FT $SPCX article and will be discussing the strategic implications to their business. 60 MNOs have already figured it out and are partnered w/ AST SpaceMobile Expect many more to join in the coming months

Anp🅰️nman @spacanpanman

6 days ago

$ASTS $SPCX: Starlink's mask is off. Expect AST to add to its collection of 60 global MNO partners covering +3 billion subscribers. T-Mobile and Deutsche Telekom will be next to join. Elon Musk’s SpaceX plans Starlink mobile push into US consumer market - Financial Times Kieran

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@endless_frank Short interest at 51.25 % according to Fintel data. Shorts are taking massive risk here.

Vodafone España and Satellite Connect Europe sign commercial agreement to bring satellite-to-mobile broadband connectivity to Spain saladeprensa.vodafone.es/c/notas-prensa…

AST SpaceMobile Announces BlueBirds 11, 12, and 13 Orbital Launch in the First Half of August businesswire.com/news/home/2026…

@endless_frank This is frustrating, to say the least. But eventually the stock price will start to reflect the immense upside.

A milestone worth lighting up New York City.🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 BlueBirds 8, 9, and 10, the largest commercial communications arrays ever in LEO, are now successfully orbiting Earth. #ASTSpaceMobile #ConnectingTheUnconnected #Nasdaq

We are at the inflection point. $ASTS “This first stacked launch is just the beginning,” Avellan added. “BlueBirds 11, 12, and 13 will ship shortly for our next launch, while next-generation BlueBird satellites through BlueBird 37 are already in active production and assembly.”

AST SpaceMobile @AST_SpaceMobile

2 weeks ago

AST SpaceMobile Announces Successful Orbital Launch of BlueBirds 8, 9, and 10 businesswire.com/news/home/2026…

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@ASTS_Investors This was a major de-risking event. Now the company has shown - for those who had doubts - that: -Block 2 satellites can be successfully launched in a stacked configuration -SpaceX can and will launch Bluebirds Looking forward to the next batch of Bluebirds to ship soon. $ASTS

Successful launch!🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 All satellites were captured within minutes and already orbiting Earth with all systems nominal. Congratulations to the incredible AST SpaceMobile team! 250Y U.S.A. 🌎📶 🤠

Encapsulation complete. BlueBirds 8, 9, and 10 are now secured inside Falcon 9's fairing ahead of launch. A stacked configuration powered by advanced carbon fiber structures, engineered to withstand ascent forces comparable to carrying a fully loaded space shuttle orbiter during launch. 💪 Next stop: launch. 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱 #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

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AST SpaceMobile Announces Launch Date for BlueBird Satellites 8, 9, and 10 businesswire.com/news/home/2026…

🚨AST UNVEILS ACTIVE RADAR CAPABILITY IS ALREADY IN SPACE ! 🚨 — FM1 AND BLOCK 1 ASSETS TESTING PULSED RADIOLOCATION IN 902-928 MHZ FOR SDA / GOLDEN DOME PROGRAMS 🧶🐈‍⬛ CATSE “LET’S UNPACK THIS BEAST!” MEGA-THREAD

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Justin 🅰️ @jusbar23

4 weeks ago

$ASTS: AST SPACEMOBILE REQUESTS STA TO TEST IN THE 902-928 MHZ BAND IN SUPPORT OF NON COMMERCIAL PROGRAMS FOR THE SPACE DEVELOPMENT AGENCY fccprod.servicenowservices.com/icfs?id=ibfs_a…

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