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@tottaway22 Avatar @tottaway22 Tanner Kirk Ottaway

Tanner Kirk Ottaway posts on X about $asts, asts, $500m, $rklb the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

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Followers: XXXXX #

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Social category influence finance stocks cryptocurrencies countries

Social topic influence $asts #8, asts #7, $500m, $rklb, $15b #5, $1b, $galp, $seusf, $226m #1, rklb

Top assets mentioned AST SpaceMobile, Inc. Class A Common Stock (ASTS) Rocket Lab USA, Inc. Common Stock (RKLB) Redwire Corporation (RDW) Moeda Loyalty Points (MDA) Robinhood Markets, Inc. (HOOD) Golar LNG Ltd (GLNG) Hundred Million (100M) American Tower Corp (AMT) PolkaBridge (PBR)

Top Social Posts #

Top posts by engagements in the last XX hours

"I have been told a couple things X. High inside ownership is a bad X. Spectrum isnt needed X. Partnerships vs competing directly is bad X. Only X player will win X. Launching the X largest phased arrays ever in LEO is not an accomplishment $ASTS IYKYK"
@tottaway22 Avatar @tottaway22 on X 2025-07-24 18:23:10 UTC 3368 followers, 5141 engagements

"Another thing to pay attention to & justifying why $ASTS added cash to get to $1.5b as of 3/31 they have minimum contractual commitments of $650m yet to be paid on top of the $226m already paid They have tons of parts for Block X already done & tons more en route. These purchases from suppliers need to be made 6-12months out & why AST has raised a lot recently to pull forward as much as possible & not wait to rely on others for funding. Additionally SpaceX launch terms are usually $5-10m down payment at booking and fully paid 6-3 months before launch. Acceleration"
@tottaway22 Avatar @tottaway22 on X 2025-07-26 15:18:02 UTC 3369 followers, 1924 engagements

"Date - Construction in Progress & Min Launch Commitments 3/31 - $226m & $300-$350m min 12/31 - $XXX & $150-$160m min 9/30 - $XXX (*$68m) & $X *the const in progress on 9/30 had $119m in block X not operational & moved yet Also as of 3/31 $ASTS already has spent $226m on BB2s"
@tottaway22 Avatar @tottaway22 on X 2025-07-26 15:18:00 UTC 3368 followers, 1458 engagements

"@jasperlauwers4 Oh duh thanks for the correction yes XXX. So yes if you owned 10000 shares and if you wanted to maintain same ownership youd have to buy XXX more shares or $5k on a $500k position. Thats what happens when you tweet while cooking breakfast"
@tottaway22 Avatar @tottaway22 on X 2025-07-27 14:11:46 UTC 3367 followers, XX engagements

"So as of 3/31 $ASTS with $300-350m in min launch commitments at $50-$60m each thats 6-7 SpaceX F9s booked (with $10m dp at booking) not counting the X they likely already paid for in Q1 as the in progress line jumped from $XXX - $226m from Q4 to Q1"
@tottaway22 Avatar @tottaway22 on X 2025-07-26 15:18:00 UTC 3369 followers, 1910 engagements

"Peter should be calling his bankers to do the exact same thing asap. Your stock $RKLB has 10x in a year and at $25b valuation. Take advantage and pull forward investments. Ramping/manufacturing hundreds of Flatellites cant be done in a facility like this & you cant ramp Neutron to several flights per year in dirt parking lots. I get that it would be nice to wait for revenue or contracts but isnt it also nice if these facilities got started now vs end of 2026 I personally would be all for pulling forward that investment. Get the building in the Neutron Flattelite mockup started now. $1b cash"
@tottaway22 Avatar @tottaway22 on X 2025-07-25 20:39:06 UTC 3363 followers, XXX engagements

"@XFinancialX They look similar. 1yr & 2yr & YTD charts $RKLB in white $ASTS in colored $HOOD in grey"
@tottaway22 Avatar @tottaway22 on X 2025-07-25 03:01:12 UTC 3363 followers, XXX engagements

"Genuine question. Do you think you can ramp neutron or flatellite in either of these facilities to either 10+ per year or 100s of sats They are testing flight hardware in dirt snow covered parking lots Would you not want to pull forward the investment in the building in this render Im obviously an idiot compared to Peter & dont have all the info I just think at this point my opinion would be to bring forward these investments. Maybe there are other constrains or plans we are unaware of but if your stock has 10x and for X% dilution could pull forwards some investments or materials 12-24 months"
@tottaway22 Avatar @tottaway22 on X 2025-07-26 17:49:58 UTC 3363 followers, XXX engagements

"At this point probably triggers when SCS gets accepted for public comment or after FM1 launch and operational is my guess. So maybe in September At this point the $45m that comes with it isnt a huge deal with $1.5b in the bank. And its inevitable with the lease agreement so its coming before YE so they can start beta"
@tottaway22 Avatar @tottaway22 on X 2025-07-27 00:46:57 UTC 3363 followers, XXX engagements

"@C1_dF9432 @DWDInvesting I dont think once they get to 60-90sats they will need to use ATM or dilution to get the rest. For example I think next year is a $500m of revenue yr running at $1b arr rate by end of 2026"
@tottaway22 Avatar @tottaway22 on X 2025-07-28 00:49:39 UTC 3369 followers, XXX engagements

"$GLNG is setting the stage for a 2-3x. Due to the long lead of these projects it may not be fast but should happen before 2028 Thinking $1.5b EBITDA by 2029 Gimi = $215m Hilli 2028 = $500m Fuji MKII 2028 = $550m MKII 2nd 2028 = $600m Not counting 1-2 more possible FLNGs"
@tottaway22 Avatar @tottaway22 on X 2025-07-05 16:05:00 UTC 3367 followers, 4311 engagements

"Not that these companies need more help to have very bright futures but this should result in further tailwinds as the current US gov tries to broaden out space sector contracts $ASTS $RKLB $SPIR $RDW $MDA $TSAT @blueorigin"
@tottaway22 Avatar @tottaway22 on X 2025-07-05 23:05:58 UTC 3367 followers, 2548 engagements

"@StoryTrading $SEUSF @sintanaenergy energy. Hopefully selling later this year year after $GALP monetizes the Mopane complex. X% carried on $10-$15b value while Sintana is at $150m. Therefore Sintana stake should be worth $500-$750m cs $150m Mc not including other opportunities"
@tottaway22 Avatar @tottaway22 on X 2025-07-24 15:37:18 UTC 3322 followers, XXX engagements

"@peterbeck420 @Mgfitness24 Also imagine the first launch fails and its XX months to the next Would you prefer they start on that now and have enough cash to weather that XX months"
@tottaway22 Avatar @tottaway22 on X 2025-07-24 22:44:33 UTC 3332 followers, XX engagements

"Hey @KevinLMak I thought for a minute $SPHR Sphere was getting a Singapore Expansion. That woulda been sweet but this is saying just the design team behind Sphere (Populous) is doing this 15k arena also. So dont think it will be an actual $SPHR property"
@tottaway22 Avatar @tottaway22 on X 2025-07-28 01:16:05 UTC 3369 followers, 1344 engagements

"@Fickifacki123 @thekookreport There are more catalysts now than there was in January"
@tottaway22 Avatar @tottaway22 on X 2025-07-25 20:06:18 UTC 3365 followers, XX engagements

"Why wouldnt you want them to do it Stock has 10x. Last time they raised was 23m shares for $300m they can flush that debt off balance sheet add $500m to bank with 5m shares now at $XX & drop interest rate 2%. Can pull forward Neutron facilities like this & Flatellite 1yr or more vs waiting for actual contracts to pay. I get Peter tries to conserve cash & go slow until things are right & contracts are ready historically. But does he need to do that here For 5m shares or X% dilution Say you have 10000 shares to maintain same ownership of the company with X% dilution would mean you only need to"
@tottaway22 Avatar @tottaway22 on X 2025-07-26 13:58:32 UTC 3368 followers, XXX engagements

"Why is $ASTS so enticing Lets KISS & be conservative US&EU= 500m XX% uptake @ $5/m Rest of Globe= 1b XX% @ $1/m First Responders= 20m @ $10/m XX% to AST US&EU=50m*$2.512=$1.5b Rest=200m$0.512=$1.2b FR=20m$512=$1.2b Total $4b XX% margin= $3b $3b40x= $120b/400m sh=$300"
@tottaway22 Avatar @tottaway22 on X 2025-07-28 01:35:30 UTC 3369 followers, 8882 engagements

"@peonyKingOF $ASTS $RKLB $SPIR $RDW $BSKY $TSAT $MDA"
@tottaway22 Avatar @tottaway22 on X 2025-07-01 05:45:08 UTC 3367 followers, XXX engagements

"@peterbeck420 @Mgfitness24 Each one they make is probably $100m right now if they raised $500m they could start making more and expand facilities. They can not mass produce rockets by testing in parking lots"
@tottaway22 Avatar @tottaway22 on X 2025-07-24 22:43:44 UTC 3332 followers, XXX engagements

"Hey Ive always said that $ASTS should at least reach $AMT market cap around $100b which would be $250/shr fully diluted on $2b ebitda in 2027. Now when & what discount rate to use for the risk is where the challenge is to price it today. Right now with the risks still left I actually think its around fairly valued. IMO - financial risks & launch risks have been removed. Whats left is does the tech scale like we think & manufacturing With such a large possible user base I am not worried about # of subs or arpu"
@tottaway22 Avatar @tottaway22 on X 2025-07-08 17:31:13 UTC 3363 followers, 2418 engagements

"$RKLB should call up UBS and ICR and do this exact same deal price at $XX. Take cash on hand from $500m up to $1b before Neutron launch. Start scaling facilities (get out of parking lots) & bring forward production. Help pay for the $125m geost & maybe $75-$150m Mynaric. If they intended to do Flatellite constellation on their own they will need at least $1b. I highly doubt they will go into Neutron launch without first raising additional money incase it fails"
@tottaway22 Avatar @tottaway22 on X 2025-07-25 03:07:43 UTC 3352 followers, XXX engagements

"$SEI.V $SEUSF $GALP $GLPEY Timeline for farmout bids of XX% of Mopane PEL83 was end of June Rumored last year that $PBR bid $4b but a recent quote from CEO says they were outbid by $TTE This was before the other discoveries 2+ FPSOs X% at $10b = $500m vs current $200m"
@tottaway22 Avatar @tottaway22 on X 2025-07-05 15:50:00 UTC 3363 followers, 2411 engagements

"I dont think it will improve until they launch V3 larger arrays with Starship as V2 has fundamental flaws. Starlink also has limited spectrum with only a 5mhz channel which is why they wanted echostar so bad. Adding more satellites wont help solve the fundamental issues for them of earth moving cells separate network & band self interference. The question I have is will V3 be focused on FSS terminal to counter Kuiper first or D2C"
@tottaway22 Avatar @tottaway22 on X 2025-07-27 18:54:15 UTC 3368 followers, XXX engagements

"@XFinancialX I see X near vertical spikes on $ASTS and X on $RKLB. So again generally I dont see a huge difference. I also dont see how you think retail has bid this up to $20b this isnt retail doing it. Most retail was fully in at $X. Guess well agree to disagree"
@tottaway22 Avatar @tottaway22 on X 2025-07-25 05:09:14 UTC 3363 followers, XXX engagements

"I think the magic number to get us over the dilution hump is another $500m. I am hoping partners come in for that but guess we will see. Either way we are on the cusp of it all becoming a reality. I thought initially h2 this year was when picture gets crystal clear on money & manufacturing but looks like thats early 2026 now"
@tottaway22 Avatar @tottaway22 on X 2025-07-26 18:16:13 UTC 3369 followers, XXX engagements

"A final thought is this $ASTS minimum commitments which could imply there are more tentatively booked I expect this to jump over $500m to as high as $900m on 8/11 ER as they likely book a total of 10-15 F9 to get to XX BBs as quick as possible Focusing on speed to market"
@tottaway22 Avatar @tottaway22 on X 2025-07-26 15:18:03 UTC 3369 followers, 2423 engagements

"@DWDInvesting @C1_dF9432 My target has been that our share count terminates at 400m considering with this recent convert we are around 370m with Ligado warrants private warrants employee shares to be issued"
@tottaway22 Avatar @tottaway22 on X 2025-07-27 21:46:34 UTC 3368 followers, XX engagements

"Its possible no more ATM dilution maybe left in thinking we have $500-$1b innEXIM/IFC by year end and another partner investment around $500m once satco is DA that will include a capital commitment & we still have $45m to receive from Vodafone. All depends on the timing though if those things are pushed into 2026 then no time to wait and need that cash now"
@tottaway22 Avatar @tottaway22 on X 2025-07-27 21:48:33 UTC 3365 followers, XX engagements

"$GALP $GLPEY $SEI.V $SEUSF Has there already been a bid accepted for Galps Mopane Farmout & final details being ironed out If so it appears $TTE could be the winner of one of the largest Oil discoveries"
@tottaway22 Avatar @tottaway22 on X 2025-06-06 06:07:24 UTC 3363 followers, 1648 engagements

"@C1_dF9432 @DWDInvesting @FirstNet Oh forgot to say my fully diluted 370m currently includes 12m allocated for employees that hasnt been issued yet"
@tottaway22 Avatar @tottaway22 on X 2025-07-28 01:24:33 UTC 3369 followers, XX engagements

"@Rspayd8 @Peter_J_Beck It was so bad $ASTS outperformed $RKLB on the week by XXX% while adding $500m to balance sheet dropping interest rate from XXXX% - XXXXX% & removing $135m of debt. Reminder this bad dilution was done at $120/shr"
@tottaway22 Avatar @tottaway22 on X 2025-07-25 22:37:22 UTC 3369 followers, 3342 engagements

"@longoption This video is over 2yrs old nothing new. Room for multiple players. Starlink has Tmobile and AST has Verizon and ATT & Vodafone and XX other MNOs Deep integration & alignment with partners vs competing with them is important"
@tottaway22 Avatar @tottaway22 on X 2025-07-26 22:11:23 UTC 3369 followers, 1241 engagements

"@TLEROY5 2027-2028 I think $ASTS has a path to be at $1b ARR rate at the end of 2026. Its tight but possible just need to hit $250m/qtr"
@tottaway22 Avatar @tottaway22 on X 2025-07-28 01:57:13 UTC 3369 followers, XXX engagements

"I dont think they do. I think they have FM1 and FM2 done. But FM2 will be launched 1-2 months after FM1 as need the TT&C approval in August. I do think they have 10+ arrays done and many control sats close. I think I misunderstood production cadence for awhile and that the last year had been loading up the supply chain with parts. You dont make X start to finish in X month it takes several months or even up to a year from the start for all the components. So my current thought is the supply chain is getting near full ramp and that they should start coming out of factory at a better cadence"
@tottaway22 Avatar @tottaway22 on X 2025-07-26 17:41:14 UTC 3368 followers, XXX engagements

"$GALP $GLPEY $SEI.V $SEUSF Galp stopped their share repurchases on 5/8 with availability still on the facility. Any ideas as to why Could it simply be they want to buy below $X on the us listing Was over that for last X weeks Or can they not purchase for some other reason"
@tottaway22 Avatar @tottaway22 on X 2025-05-21 05:02:24 UTC 3363 followers, 1553 engagements

"$ASTS to go along with the FCC filing indicating up to XX BBs to be launched by YE. Ive said numerous times launch is not a constraint & they have several (5+) F9 booked. F9 is readily available for a well paying customer & has enough capacity to launch all XX of ASTs 2026 BBs"
@tottaway22 Avatar @tottaway22 on X 2025-07-26 15:17:57 UTC 3369 followers, 26.3K engagements