#  @imuni4fun Jason Keller Jason Keller posts on X about $tmc, $asts, investment, $t the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::252648596/interactions)  - [--] Week [-----] +307% - [--] Month [------] +119% - [--] Months [------] +26% - [--] Year [-------] +83% ### Mentions: [--] [#](/creator/twitter::252648596/posts_active)  - [--] Month [--] -40% - [--] Months [--] +1.10% - [--] Year [---] +118% ### Followers: [---] [#](/creator/twitter::252648596/followers)  - [--] Week [---] +0.81% - [--] Month [---] +0.81% - [--] Months [---] +13% - [--] Year [---] +73% ### CreatorRank: [---------] [#](/creator/twitter::252648596/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [countries](/list/countries) [celebrities](/list/celebrities) [technology brands](/list/technology-brands) [us election](/list/us-election) [automotive brands](/list/automotive-brands) [cryptocurrencies](/list/cryptocurrencies) [currencies](/list/currencies) [travel destinations](/list/travel-destinations) **Social topic influence** [$tmc](/topic/$tmc), [$asts](/topic/$asts) #112, [investment](/topic/investment), [$t](/topic/$t), [spacex](/topic/spacex), [tmc](/topic/tmc), [$mp](/topic/$mp), [market cap](/topic/market-cap), [has been](/topic/has-been), [japan](/topic/japan) **Top accounts mentioned or mentioned by** [@themetalsco](/creator/undefined) [@astspacemobile](/creator/undefined) [@spacex](/creator/undefined) [@catseapex](/creator/undefined) [@spacanpanman](/creator/undefined) [@att](/creator/undefined) [@mikeddano](/creator/undefined) [@gtbgtb](/creator/undefined) [@tmfassociates](/creator/undefined) [@starlink](/creator/undefined) [@freespeech1017](/creator/undefined) [@elonmusk](/creator/undefined) [@abelavellan](/creator/undefined) [@reformedtrader](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@fcc](/creator/undefined) [@tothemadmax](/creator/undefined) [@isbahq](/creator/undefined) [@noaa](/creator/undefined) [@scottwisniews](/creator/undefined) **Top assets mentioned** [TMC the metals company Inc. Common Stock (TMC)](/topic/$tmc) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [AT&T Inc. (T)](/topic/$t) [MP Materials Corp. (MP)](/topic/$mp) [StarLink (STARL)](/topic/starlink) [Verizon Communications Inc. (VZ)](/topic/$vz) [Deere & Company (DE)](/topic/$de) [April (APRIL)](/topic/april) [BEAM (BEAM)](/topic/beam) [American Tower Corp (AMT)](/topic/$amt) [T-Mobile (TMUS)](/topic/$tmus) [Intel Corporation (INTC)](/topic/$intc) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [Critical Metals Corp. Ordinary Shares (CRML)](/topic/$crml) ### Top Social Posts Top posts by engagements in the last [--] hours "@MuzLM_Trader $GSAH/WS ➡ $THCBW" [X Link](https://x.com/imuni4fun/status/1404830191743029248) 2021-06-15T15:56Z [---] followers, [--] engagements "$ZEV breaking down trend resistance from recent EV rally blow off (see $CCIV $LEV). Price by volume is low until over $10. Watching for FED to reaffirm slow taper schedule. Growth expected to rip if so. Looking forward to update on backlog/new business for @LightningeMtrs" [X Link](https://x.com/imuni4fun/status/1405196572498055181) 2021-06-16T16:12Z [---] followers, [--] engagements "Crazy price action on NewEgg $NEGG. After very little DD sold [--] PUTs for July [--] @ $12.50 strike. Free money @ 2.4% return in [--] days. Not terrible if assigned" [X Link](https://x.com/imuni4fun/status/1412863286501163008) 2021-07-07T19:57Z [---] followers, [--] engagements "Doubled my position in $SVSVW warrants. @AeroFarms $SV Very interesting company. Attractive pricing on warrants" [X Link](https://x.com/imuni4fun/status/1435679803772964872) 2021-09-08T19:01Z [---] followers, [--] engagements "@ASTS_Investors Green because unlike last ER sentiment is so bearish. Did we already forget hard launch tweet from $T Or spectrum lease filing covering the whole damn country I am hoping that good questions come up in Q&A and management can nail them. Last ER: hope This ER: facts $ASTS" [X Link](https://x.com/imuni4fun/status/1658158697380556810) 2023-05-15T17:13Z [---] followers, [--] engagements "One takeaway: [--] out of [--] producers listed indicated strains due to reduced ore grades Just one of the reasons that $TMC @themetalsco should be on your radar. VERY high grade equivalent for ore across its [--] main metals components No tailings 100% sellable material Fast scale up" [X Link](https://x.com/imuni4fun/status/1658902008735178753) 2023-05-17T18:27Z [---] followers, [--] engagements "@MatthewDR @elonmusk No child labor around here $TMC @themetalsco Largest proven nickel deposits Least environmental impact Least negative social impact Huge proven nickel/cobalt/manganese/copper reserves No tailings or slag 100% sellable The science is catching up The regulation is catching up" [X Link](https://x.com/imuni4fun/status/1658903555028262926) 2023-05-17T18:33Z [---] followers, [--] engagements "@PeeLoosy @NomadBets @ARKInvest Naturally John Deere $DE will make the rational choice and partner with $T and other MNOs who have $ASTS exclusivity in much of North America and possibly much of the world once finalized commercial agreements start landing. Without leased spectrum theyre kinda SOL for 5G" [X Link](https://x.com/imuni4fun/status/1660745851755548674) 2023-05-22T20:34Z [---] followers, [--] engagements "Most changes enhancements upgrades can be done at network access points on the ground leaving space assets unmodified and compatible. Intentionally simple. Compatible with all the Gs IoT low bandwidth like sensors or high rates like $DE requires for next gen products" [X Link](https://x.com/imuni4fun/status/1661561015820070913) 2023-05-25T02:33Z [---] followers, [--] engagements "@altacco00973263 @gurgavin Its an American metro Chicago no less. Of course it was corrupt and short sighted Even in New Hampshire a ferociously small govt state Im frustrated every time I pay a city bill online. eb2gov processors cut of revenue is too high Grinds my gears @CityofNashuaNH" [X Link](https://x.com/imuni4fun/status/1661885884382183424) 2023-05-26T00:04Z [---] followers, [--] engagements "@TheTraderPilot Yes. Shocking deals available today. One only needs to look and also obsessive amounts of DD. $ASTS @AST_SpaceMobile $TMC @themetalsco" [X Link](https://x.com/imuni4fun/status/1662194786730663936) 2023-05-26T20:31Z [---] followers, [--] engagements "@Only6inches Included more of the post This certainly sounds like more details and developments will follow. Unsure this makes any sense if more of the roadmap hadnt already been worked out between $ASTS and $T" [X Link](https://x.com/imuni4fun/status/1663622449726906369) 2023-05-30T19:04Z [---] followers, [--] engagements "Been loving this all day. Hope to see the stock keep its footing while more data comes out and we continue the march towards disclosing financial projections and start of production. $TMC @themetalsco" [X Link](https://x.com/imuni4fun/status/1666893231844384774) 2023-06-08T19:41Z [---] followers, [---] engagements "If you scoured the interviews like I do youd know: - comparable projects two years before production infer $TMC price upwards of $25 today - company pivoted to zero production CAPEX model - one class of shares - heavy shareholder alignment - extraction lease extremely likely" [X Link](https://x.com/imuni4fun/status/1666899837374062609) 2023-06-08T20:07Z [---] followers, [--] engagements "- partners supporting $TMC with bridge line of credit yet untouched - CEO and company started with environmental motivations not greed and exploitation - other factors were timed perfectly allowing symbiotic partnerships like PAMCO to form - production can scale quickly" [X Link](https://x.com/imuni4fun/status/1666899839655858176) 2023-06-08T20:07Z [---] followers, [---] engagements "$TMC @themetalsco Still running 💪😎" [X Link](https://x.com/imuni4fun/status/1667142243809914889) 2023-06-09T12:10Z [---] followers, [--] engagements "@PaulAndreola Im going with $TMC @themetalsco which was $143m market cap earlier this year. Still my pick for anything close to that market cap. Some of the why: If you scoured the interviews like I do youd know: - comparable projects two years before production infer $TMC price upwards of $25 today - company pivoted to zero production CAPEX model - one class of shares - heavy shareholder alignment - extraction lease extremely likely If you scoured the interviews like I do youd know: - comparable projects two years before production infer $TMC price upwards of $25 today - company pivoted to" [X Link](https://x.com/imuni4fun/status/1667567679077531654) 2023-06-10T16:21Z [---] followers, [----] engagements "Price dislocation doesnt get much nuttier than this folks. This company isnt going away. High likelihood they are approved to begin extraction and sign tolling agreements with partners to scale product with minimal or no CapEx. $TMC @themetalsco We're looking at a high-grade resource that is larger than all other undeveloped nickel projects on the planet. https://t.co/4I8W0DvcBO https://t.co/UOWM66uDQZ We're looking at a high-grade resource that is larger than all other undeveloped nickel projects on the planet. https://t.co/4I8W0DvcBO https://t.co/UOWM66uDQZ" [X Link](https://x.com/imuni4fun/status/1668357883023568898) 2023-06-12T20:41Z [---] followers, [----] engagements "Keep on keeping on 🪩🕺 The correction keeps on correcting. $TMC @themetalsco" [X Link](https://x.com/imuni4fun/status/1668631379884793868) 2023-06-13T14:48Z [---] followers, [--] engagements "Been saying this 😁 The quantity and consistency of the resource isnt implied by some sort of hypothetical sampling. You can see the damn things right there on the sea floor Hop on while its still cheap Havent even talked about possible dividends 💰 $TMC @themetalsco" [X Link](https://x.com/imuni4fun/status/1669767894945628161) 2023-06-16T18:04Z [---] followers, [--] engagements "The repricing continues. Solid green in a sea of red. $TMC @themetalsco" [X Link](https://x.com/imuni4fun/status/1671168886551752704) 2023-06-20T14:54Z [---] followers, [---] engagements "@ATT Its time Im ready for my 🧇📱 $ASTS + $T = 🌎📶" [X Link](https://x.com/imuni4fun/status/1671587168081387527) 2023-06-21T18:42Z [---] followers, [---] engagements "Great condensed recap of investment opportunity at $TMC @themetalsco A key detail to keep in mind is conversion rate from nodules to dollars $500-1000 per ton depending on which processing step they sell the materials Likely 50% margins Other key fundamentals reiterated" [X Link](https://x.com/imuni4fun/status/1672270392361091074) 2023-06-23T15:49Z [---] followers, [---] engagements "@spacanpanman @KevinLMak $TMC recent rise from the abyss has been awesome and is now my largest holding. Make no mistake this company is STILL mis-priced. Reasonable projections suggest $600 in dividends over the next [--] years if metals prices dont plummet. De-rate that however you want. Also ❤ $ASTS" [X Link](https://x.com/imuni4fun/status/1678622238709362691) 2023-07-11T04:30Z [---] followers, [---] engagements "@ChiefDuqOfficer @amuse @JamesMelville Off-shore a U.S. company does yes. And its far better for the people and environment as well as very economical. $TMC @themetalsco" [X Link](https://x.com/imuni4fun/status/1678761523106435074) 2023-07-11T13:41Z [---] followers, 10.4K engagements "$TMC @themetalsco 👀" [X Link](https://x.com/imuni4fun/status/1682519650213457921) 2023-07-21T22:35Z [---] followers, [--] engagements "@VictorVescovo @indifferentia_ @markcboon @BobbiJo_Dobush Do whatever you like to derate that. The very same estimate is stating that this $6.8B NPV will actually generate $57B in EBITDA. Btw $6.8B is $21.5 per fully diluted share (after public and private warrants exercised) and this is just 22% of their lease area" [X Link](https://x.com/imuni4fun/status/1683572723971137537) 2023-07-24T20:19Z [---] followers, [---] engagements "@Via_Satellite If @FCC @JRosenworcel could finish the approval process around $ASTS leasing of spectrum from $T for SCS then we can secure the funding needed to end dead zones in just a few short years not 10-15 Cut the bureaucracy Cut the red tape Lets get to it" [X Link](https://x.com/imuni4fun/status/1684712935816364032) 2023-07-27T23:50Z [---] followers, [--] engagements "Nickel ✅ Copper ✅ Manganese ✅ Cobalt ✅ $TMC 👀" [X Link](https://x.com/imuni4fun/status/1688653827518418944) 2023-08-07T20:50Z [---] followers, [--] engagements "@ATT Appreciating the included high speed data while traveling in Honduras this past week No added fee @ATT $T coverage has also improved in the Catskills in NY Appreciate my [--] years as an AT&T wireless customer. Now go show $ASTS investors your commitment and fund the build out" [X Link](https://x.com/imuni4fun/status/1688980759309344768) 2023-08-08T18:29Z [---] followers, [---] engagements "@ATTNEWS @XLR8ER Imagine if restoring service could have been as easy as an API call from @ATT to @AST_SpaceMobile to add virtual towers. No physical assets to move or to maintain on standby. Minimal (TTR) time-to-recovery. @FirstNet @JRosenworcel @FCC $T $ASTS #SpaceMob" [X Link](https://x.com/imuni4fun/status/1690086584933097472) 2023-08-11T19:43Z [---] followers, [--] engagements "@AbelAvellan right now @FCC @JRosenworcel $ASTS @AST_SpaceMobile P.S. cmon youre killing us Plz grant the @ATT $T lease agreement and support American innovation. Its not just permission to operate. Its also permission to obtain funding and not die just before viability" [X Link](https://x.com/imuni4fun/status/1712993677566529555) 2023-10-14T00:48Z [---] followers, 10.5K engagements "To be fair heres one for the other side of the bargaining table $ASTS @AST_SpaceMobile $T @ATT" [X Link](https://x.com/imuni4fun/status/1713030666600993260) 2023-10-14T03:15Z [---] followers, [----] engagements "@PoundingDaTable $ASTS $TMC" [X Link](https://x.com/imuni4fun/status/1714658952082817410) 2023-10-18T15:05Z [---] followers, [---] engagements "@StockMKTNewz $ASTS + $TMC" [X Link](https://x.com/imuni4fun/status/1716042373715591642) 2023-10-22T10:42Z [---] followers, [---] engagements "@DumbMoneyTV Should look at $ASTS. Theyre on the verge of their own liquidity event that could unwind a spring. They are THE innovators in direct to unmodified cell phones for talk text AND 5G broadband. They are years ahead of SpaceX in terms of technology partners and architecture" [X Link](https://x.com/imuni4fun/status/1716649011665367522) 2023-10-24T02:53Z [---] followers, [---] engagements "@PeeLoosy @SpaceX @FCC And they have been hasty vetting their solution as well. It would be a travesty to green light this @SpaceX rush job before first granting the requests of @ATT and @AST_SpaceMobile whove gone about this properly and have been in the pipe for [--] years" [X Link](https://x.com/imuni4fun/status/1717238223481565480) 2023-10-25T17:54Z [---] followers, [---] engagements "@themetalsco Once a mining code is approved $TMC @themetalsco is best positioned for approval of exploitation permits. Will they finally see a market cap consistent with the NPV of their lease areas Will we be in a low interest risk-on environment That will be ONE HELL of an unlock" [X Link](https://x.com/imuni4fun/status/1724143831782740402) 2023-11-13T19:14Z [---] followers, [---] engagements "Inflation: transitory Fed rate increases: done 10yr treasury: [---] bips NASDAQ: +2% Russell 2000: +5% $ASTS: -7% 🤡🌎" [X Link](https://x.com/imuni4fun/status/1724472401113555317) 2023-11-14T17:00Z [---] followers, [----] engagements "Woohoo Hit [---] followers (not that thats impressive or matters really). Maybe consistent activity regarding $ASTS and $TMC played a role in that. I hope that I have added value for all those humans a bots 😂" [X Link](https://x.com/imuni4fun/status/1724958079941267690) 2023-11-16T01:10Z [---] followers, [----] engagements "@n000brian @CatSE___ApeX___ @TheodorusAtheos He means literally turning the array away from being parallel to the ground and biasing toward certain locations and away from others during a pass by. This increases beam forming effectiveness. This maneuver would allow more flexibility of the constellation" [X Link](https://x.com/imuni4fun/status/1726399601547079791) 2023-11-20T00:38Z [---] followers, [--] engagements "@spacanpanman @DebrisOfBW3 @no_privacy @nomadicTyler @thekookreport @Starlink I did and it will be terrible lol" [X Link](https://x.com/imuni4fun/status/1727690896659935696) 2023-11-23T14:09Z [---] followers, [---] engagements "@SMB_Attorney Ubiquitous #5g broadband cell phone coverage from space. $ASTS Deep sea polymetallic nodules. $TMC I know you may be looking for broader categories but the two opportunities above are about to explode and should cash flow massively. Each is years ahead of the closest competitor" [X Link](https://x.com/imuni4fun/status/1731671122377064639) 2023-12-04T13:45Z [---] followers, [---] engagements "@notesplusnotes @InvestingIdea @ivanjovanovic @AST_SpaceMobile @ATT The irony of your post is that proposed @Starlink D2D solution wont work well inside while @AST_SpaceMobile solution will. Starlink offering is only a sliver of mid-band in a large non-overlapping cell. Poor foliage/building penetration. Tiny bandwidth shared across cell area" [X Link](https://x.com/imuni4fun/status/1735003104104394840) 2023-12-13T18:25Z [---] followers, [---] engagements "@notesplusnotes @InvestingIdea @ivanjovanovic @AST_SpaceMobile @ATT @Starlink By contrast @AST_SpaceMobile $ASTS solution uses wider bands of low mid and potentially C band and supports carrier aggregation. Low bands penetrated buildings and foliage well. Higher bands make for smaller cells which allows more spectrum reuse increasing throughput" [X Link](https://x.com/imuni4fun/status/1735004178685087761) 2023-12-13T18:30Z [---] followers, [---] engagements "@notesplusnotes @InvestingIdea @ivanjovanovic @AST_SpaceMobile @ATT @Starlink They did not attack satellite D2D as a direct use case. Theyre bolting on a shit offering as an afterthought using mostly available infrastructure. This is the difference and why they are literally years behind. Their solution is also not going to integrate well with other infra" [X Link](https://x.com/imuni4fun/status/1735044757427012031) 2023-12-13T21:11Z [---] followers, [--] engagements "@StockMarketNerd $ASTS 50% $TMC 21%" [X Link](https://x.com/imuni4fun/status/1737194011390071194) 2023-12-19T19:31Z [---] followers, [---] engagements "@CatSE___ApeX___ @mikeddano @TMFAssociates At least @SpaceX was honest about SMS only for years. Its no surprise considering how poorly their combined solution compares versus @AST_SpaceMobile $ASTS. - 5Mhz of bandwidth - interference concerns - far more required handoffs - shared across larger cells - closed system" [X Link](https://x.com/imuni4fun/status/1761123882608587192) 2024-02-23T20:20Z [---] followers, 10.4K engagements "@CatSE___ApeX___ @mikeddano @TMFAssociates @SpaceX @AST_SpaceMobile lol I should clarify Larger usable cells b/c @SpaceX solution doesnt use earth fixed cells due to reduced directivity/effective steering and has less bandwidth available to overlap sweeping beams during handoffs Instantaneous size driven by wavelength beam forming rolloff" [X Link](https://x.com/imuni4fun/status/1761176132030742899) 2024-02-23T23:48Z [---] followers, [---] engagements "@TMFAssociates - TINY dedicated spectrum - higher elevation angle restriction is LIMITATION due to directivity REQUIRES frequent handoff - mid band cells are smaller due to wavelength but comparatively inefficient/wasteful because not Earth fixed - closed system versus integrated - outdoor only @CatSE___ApeX___ @mikeddano @TMFAssociates @SpaceX @AST_SpaceMobile lol I should clarify Larger usable cells b/c @SpaceX solution doesnt use earth fixed cells due to reduced directivity/effective steering and has less bandwidth available to overlap sweeping beams during handoffs Instantaneous size" [X Link](https://x.com/imuni4fun/status/1761179254635610117) 2024-02-24T00:00Z [---] followers, [---] engagements "@FREESPEECH1017 @CatSE___ApeX___ @mikeddano @TMFAssociates @SpaceX @AST_SpaceMobile Yes [--] beams IIRC Earth fixed appears to be a recent development (quote is from [--] weeks ago) Thats great for them if theyre serious Could also be pulling a classic Musk move making claims before having the plan hammered out because they realized competitiveness requires it" [X Link](https://x.com/imuni4fun/status/1761190276410818820) 2024-02-24T00:44Z [---] followers, [---] engagements "@FREESPEECH1017 @CatSE___ApeX___ @mikeddano @TMFAssociates @SpaceX @AST_SpaceMobile I agree they have achieved impressive things I think they were caught flat footed in this one and are playing catch up The world values mobile connectivity now and they were focused on high ticket stationary (external antenna and power required)" [X Link](https://x.com/imuni4fun/status/1761190885235016118) 2024-02-24T00:46Z [---] followers, [---] engagements "@TMFAssociates @FREESPEECH1017 @CatSE___ApeX___ @mikeddano @SpaceX @AST_SpaceMobile The world includes regions that cant afford decent terrestrial infrastructure investment. That includes portions of the USA by the way The greatest value is unlocked when going from [--] to [--] more so than from [--] to X Most of the world primarily accesses the internet via mobile" [X Link](https://x.com/imuni4fun/status/1761198335329714635) 2024-02-24T01:16Z [---] followers, [---] engagements "@FREESPEECH1017 @CatSE___ApeX___ @mikeddano @TMFAssociates @SpaceX @AST_SpaceMobile Oh My bad Thank you for that call out" [X Link](https://x.com/imuni4fun/status/1761198572211491174) 2024-02-24T01:17Z [---] followers, [---] engagements "@TMFAssociates @FREESPEECH1017 @CatSE___ApeX___ @mikeddano @SpaceX @AST_SpaceMobile I agree the world values reliable fixed broadband and pays more for it I was excited to ditch Comcast asymmetrical cable for symmetrical 1Gbps fiber [--] years ago. recently upgraded to 2Gbps Ive worked 100% remote for [--] years I use mobile WAY more and could get by mobile only" [X Link](https://x.com/imuni4fun/status/1761201269203484815) 2024-02-24T01:27Z [---] followers, [---] engagements "@FREESPEECH1017 @CatSE___ApeX___ @mikeddano @TMFAssociates @SpaceX @AST_SpaceMobile Take your pick from the plethora of Musks examples of prepay now to save your spot in line then delay for years. Today Musk gets a pass. Future successful leaders will also get a pass after they succeed" [X Link](https://x.com/imuni4fun/status/1761202713088651735) 2024-02-24T01:33Z [---] followers, [---] engagements "@TMFAssociates @FREESPEECH1017 @CatSE___ApeX___ @mikeddano @SpaceX @AST_SpaceMobile Economics support the use case. Its DaaS (data as a service) and not intense up front investment for either network OR customer This puts focus on spectral efficiency which is higher for @AST_SpaceMobile $ASTS solution. Also more flexible Dense areas will remain terrestrial" [X Link](https://x.com/imuni4fun/status/1761232462628434059) 2024-02-24T03:31Z [---] followers, [---] engagements "Ive seen this chart before $GOEV @canoo Every timeframe looks like this Only own one share to watch it So sad. I really like their product and want them to be wildly successful" [X Link](https://x.com/imuni4fun/status/1765508823492464885) 2024-03-06T22:44Z [---] followers, [----] engagements "@diywifitech @canoo I believe they have roughly 20k committed orders and cash burn is very low. I think theyre supposed to turn profitable in [----]. Again Ive heard similar things from similar charts in the past. I really hope they deliver. Theyre constantly short on capital which punishes stock" [X Link](https://x.com/imuni4fun/status/1765521760773136621) 2024-03-06T23:36Z [---] followers, [---] engagements "@diywifitech @canoo Only following loosely. I want the LV for my folks and Bulldog for 🤷 but love my [--] door wrangler 🚙" [X Link](https://x.com/imuni4fun/status/1765522151489290740) 2024-03-06T23:37Z [---] followers, [---] engagements "@ServiceRevealed @AbelAvellan Unfortunately were at the mercy of these folks @CatSE___ApeX___ answered this question days ago from public information AST answers politely. https://t.co/IkCGpTk2Jo AST answers politely. https://t.co/IkCGpTk2Jo" [X Link](https://x.com/imuni4fun/status/1770489299735040196) 2024-03-20T16:35Z [---] followers, [---] engagements "Been so good to see this turn around in recent price action. I only hold one share but want to see them succeed. This is after 1:23 reverse split so really its only doubled from this last check. Best of luck. @canoo $GOEV Ive seen this chart before $GOEV @canoo Every timeframe looks like this Only own one share to watch it So sad. I really like their product and want them to be wildly successful https://t.co/I1XmNyCv3h Ive seen this chart before $GOEV @canoo Every timeframe looks like this Only own one share to watch it So sad. I really like their product and want them to be wildly successful" [X Link](https://x.com/imuni4fun/status/1771158686133572022) 2024-03-22T12:55Z [---] followers, [----] engagements "@Will_Tanner_1 Blame American $FSLR for using cadmium which was idiotic from the start Ironically Chinese panel makers have the upper hand here environmentally preferring mono-crystalline silicon" [X Link](https://x.com/imuni4fun/status/1772673152876724645) 2024-03-26T17:13Z [---] followers, [--] engagements "@SpecialSitsNews $TMC can quickly ramp to meet some of that on the supply side starting Q1 2026" [X Link](https://x.com/imuni4fun/status/1784656093672587304) 2024-04-28T18:49Z [---] followers, [---] engagements "@GRomePow I dont fully agree I can only speak to the northeast where I live Notice the dark band north of Boston specifically in NH Similarly notice the dark band around New York City This is WFH. Still very prevalent despite CEO disdain Also substantial QoL and tax benefits" [X Link](https://x.com/imuni4fun/status/1790360374908191120) 2024-05-14T12:35Z [---] followers, [--] engagements "@ASTS_Investors $48B annual revenue x 50% / 250M shares x 90% margin = $86 EPS Let that sink in Whats a reasonable P/E I often use [--] Do they capture 50% (60% in US now) [--] x 50% x [--] = $516 (61x from here) Derate however you want This is the next Nvidia $ASTS $NVDA @AST_SpaceMobile" [X Link](https://x.com/imuni4fun/status/1796898582768890148) 2024-06-01T13:36Z [---] followers, [---] engagements "Now apply a modest PE of 20x in 2032: - [--] EPS ➡ $1680 share price - [--] FCF ➡ $1860 share price $ASTS will print 💰 How much of this will be paid out as dividends 🤔 $ASTS projected FCF Holy cow $ASTS projected FCF Holy cow" [X Link](https://x.com/imuni4fun/status/1825586743544000926) 2024-08-19T17:32Z [---] followers, [----] engagements "@nanalyzetweets @CameronVoegele Good luck shilling your investing service. The larger investing community has been on the wrong side of $ASTS because of the very technical subject matter risks and doubts cast about its magical unicorn farts. Well the magical unicorn farts are real (1/2)" [X Link](https://x.com/imuni4fun/status/1828129067620802951) 2024-08-26T17:55Z [---] followers, [---] engagements "$ASTS @AST_SpaceMobile LFG 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀" [X Link](https://x.com/imuni4fun/status/1832138755408314734) 2024-09-06T19:28Z [---] followers, [----] engagements "@scottwisniews New Hampshire representing @scottwisniews It was truly a pleasure to meet you Scott. And its such an honor to play a (small) part in the @AST_SpaceMobile mission making the next technological leap and connecting the unconnected https://t.co/cUjZyB3llO @scottwisniews It was truly a pleasure to meet you Scott. And its such an honor to play a (small) part in the @AST_SpaceMobile mission making the next technological leap and connecting the unconnected https://t.co/cUjZyB3llO" [X Link](https://x.com/imuni4fun/status/1834321969224765512) 2024-09-12T20:03Z [---] followers, [----] engagements "September [--] is #SpaceMob Day The launch was an amazing experience. Retail investors holding as little as $1970 worth of stock thru the April 2nd bottom were invited to share in the historic launch of commercial services into LEO (Low Earth Orbit). An achievement that will revolutionize connectivity for both the privileged masses and the unconnected in one fell swoop. Billionaires so humble sitting at the same tables taking selfies and sharing their genuine enthusiasm alongside retail investors as ASTs mission passes this critical milestone on its way to change the world. ASTs management team" [X Link](https://x.com/imuni4fun/status/1834687743211032777) 2024-09-13T20:16Z [---] followers, [----] engagements "@CatSE___ApeX___ Also note that playing in the EXISTING ECOSYSTEM alongside tower infrastructure means more effective aggregation of coverage. This will save more money while providing better quality of service simultaneously. Starlinks closed system cant compete. End of story" [X Link](https://x.com/imuni4fun/status/1835024169521889408) 2024-09-14T18:33Z [---] followers, [---] engagements "The continuous coverage over the CONUS has always been in the range of 25-45. This also covers the majority of Brazil India Africa and Japan. The variation you speak of (168) has been an assumption of a reasonable terminal count with more being added to address additional demand TBD. Other numbers have changed such as initial [--] sats for equatorial coverage. This was frugal and has happily changed as excitement increased in the more lucrative US market which requires more sats. In fact $ASTS @AST_SpaceMobile has had a fantastic performance where they kept gaining strategic ground despite the" [X Link](https://x.com/imuni4fun/status/1835866441838436524) 2024-09-17T02:20Z [---] followers, [----] engagements "@themetalsco Huzzah [--] out of [--] 🎉🎊 Its almost like I pay attention as this critical industry evolves for the betterment of the environment and mankind 🤔 Keep up the good work @gtbgtb and @themetalsco $TMC Looking forward to the upcoming PAMCO details" [X Link](https://x.com/imuni4fun/status/1836785770117402997) 2024-09-19T15:13Z [---] followers, [---] engagements "@spacanpanman $TMCWW" [X Link](https://x.com/imuni4fun/status/1836790933918019606) 2024-09-19T15:34Z [---] followers, [---] engagements "How can a MNO invest millions into gateways and regulatory let alone "pre-payments" and marketing when Starlink does not require these financial outpourings Simple. They want broadband capabilities when they become available. Who wants text when they can have broadband By the way broadband capability includes SOS and texting. Why integrate twice at all" [X Link](https://x.com/imuni4fun/status/1837843218026672481) 2024-09-22T13:15Z [---] followers, [--] engagements "Foreign and domestic network operators are defending their right to not be burdened by the interference from the slapped together @SpaceX design and theyre blatantly lying about basic facts trying to spin this as @AST_SpaceMobile is the problem. AST who has spent [--] years designing an elegant system that maximizes spectrum use does not interfere fits all the technical and regulatory regimes worldwide is 2G through 6G ready and wait for it is designed and built in America cementing US leadership in this new industry. AST is the problem Thats rich $ASTS In its latest FCC filing SpaceX is saying" [X Link](https://x.com/imuni4fun/status/1841655130221142489) 2024-10-03T01:42Z [---] followers, 11.4K engagements "4G capable but not 5G. How do you feel when you see the LTE icon on your phone Crippled right SpaceX D2C does not currently plan to participate in the networks of your primary carrier. It cannot negotiate optimal use. It will neither be optimal nor seamless. SpaceX D2C has watered down their statements to the @FCC to try to allay fears of interference admitting they cant operate near other holders spectrum rights. This means dead zones between served and unserved areas aka they cant eliminate dead zones. This is made worse by not having Earth-fixed cells. If you look closely they promise" [X Link](https://x.com/imuni4fun/status/1841945769634660407) 2024-10-03T20:57Z [---] followers, [--] engagements "I enjoyed the tone of this response Experiences definitely differ. In the northeast US for me 4G or LTE basically means no data voice and text only. This is due to which infrastructure is deployed in-network in my region versus yours. I agree that SpaceX Starlink has impressive capabilities and access to funding and can certainly innovate quickly. It is quite cringe though to see Musk constantly front-running AST announcements and trying to intentionally overshadow them while AST has a better solution today and is being humble and respectful to their partners instead of boasting about 🐄💩" [X Link](https://x.com/imuni4fun/status/1841956775186067954) 2024-10-03T21:41Z [---] followers, [--] engagements "@MarkMcL23182550 @Exogynous @SpaceX @AST_SpaceMobile Yep. Its physics Small array limits beam former elements (spaced out based on wavelength so frequency dependent) and constrains directivity and gain. You simply cant do it with a pizza box" [X Link](https://x.com/imuni4fun/status/1842246796854046811) 2024-10-04T16:53Z [---] followers, [---] engagements "@Exogynous @MarkMcL23182550 @SpaceX @AST_SpaceMobile Again I appreciate the thoughtful response. That said signal processing tricks are essential and help but size is still king. A larger array reduces/removes that constraint. Similar techniques could be applied to the larger array as well until diminishing returns are reached" [X Link](https://x.com/imuni4fun/status/1842263822368997483) 2024-10-04T18:01Z [---] followers, [--] engagements "@FREESPEECH1017 @LydenYoussef Unlike the Starlink interference issues this GIA requirement can easily be waived based on the Earth-fixed cells capability that the $ASTS solution is entirely built around. https://www.federalregister.gov/documents/2024/04/30/2024-06669/single-network-future-supplemental-coverage-from-space-space-innovation https://www.federalregister.gov/documents/2024/04/30/2024-06669/single-network-future-supplemental-coverage-from-space-space-innovation" [X Link](https://x.com/imuni4fun/status/1843278921556783131) 2024-10-07T13:15Z [---] followers, [---] engagements "First principles thinking and commitment. Love it Keep innovating in this space @SpaceX Bravo on driving this advancement and being willing to take that chance @elonmusk ELON: PEOPLE THOUGHT I LOST MY MIND If you can move mass from the rocket to the ground site it's better to move mass to the ground site. That's why we took legs off the booster and just have the tower catch it. It sounds mad. I know it sounds insane. When I suggested https://t.co/x3gFxyFLWz ELON: PEOPLE THOUGHT I LOST MY MIND If you can move mass from the rocket to the ground site it's better to move mass to the ground site." [X Link](https://x.com/imuni4fun/status/1846285425255625174) 2024-10-15T20:22Z [---] followers, [--] engagements "She just can't own a single damn thing. or articulate anything of substance. It's just shameful. Thank you for the snippets @VigilantFox . I'm not sure I could not have sat through this train wreck for however long it ran. The most painful moment of the night occurred when Kamala Harris crumbled for two minutes straight on a question about why Americans are unhappy with the direction the country is moving in. Kamala revealed that doesn't have one useful thing to say other than to belittle Donald https://t.co/2LnaR6EsMp The most painful moment of the night occurred when Kamala Harris crumbled" [X Link](https://x.com/imuni4fun/status/1846778131354423322) 2024-10-17T04:59Z [---] followers, [---] engagements "It all depends on what is involved in the contract. If $ASTS @AST_SpaceMobile can do it all or have the expertise to ensure success and sub out parts theyll go in as prime. If they need collaboration in key areas with partners then theyll be more likely to be a subcontractor to their partner (Fairwinds). Being selected as prime is great. They can likely deliver their unique area of focus (D2D/5G) as prime. Some of the niche DoD specific techniques or specific missions may be better to partner. Even if they have the skills they may not have the connections and relationships with classified" [X Link](https://x.com/imuni4fun/status/1849636429829177839) 2024-10-25T02:17Z [---] followers, [---] engagements "The cats explanation (first photo) is spot on. Do the hard part on Earth and the easy part in space. Design systems that naturally seek the desired state not ones that have complex processes to force them there (and increase chance of failure). Simplicity. Harmony. Partnering. Cooperating. $ASTS and @AbelAvellan did it right right from the start. OMG.🤦🏻♂ The internet never forgets. & the cat never forgives. Tim you are a joke. Learn about technology before posing as a tech consultant Let me share a contemporary (3yo) Cat assessment to contrast your ass-hat take on ASTs technology:" [X Link](https://x.com/imuni4fun/status/1852138844470055163) 2024-11-01T00:01Z [---] followers, [----] engagements "Yep. Its really astonishing how blatant and on-display the lying and deceit are by the Democrat Party leadership this cycle. It blows my mind seeing people fall for it. I try to be aware of bias and echo-chambers but I really hope this election shows a wave common sense overtake the ballot box. Trump has his personality quirks but I think most hatred for him is due to gaslighting like this that constitutes a betrayal of trust. Thank God for social media the release of the Twitter files and our precious sources of misinformation. Interesting to see mainstream media start dipping their toes" [X Link](https://x.com/imuni4fun/status/1853540244106424568) 2024-11-04T20:50Z [---] followers, [---] engagements "@_eddytrader @ToTheMadMax Competitor launch provider innovator. It doesnt matter. I want the best team for the job. For The @WhiteHouse thats @realDonaldTrump and the team surrounding him. For D2D thats $ASTS @AST_SpaceMobile and the network of partners surrounding them" [X Link](https://x.com/imuni4fun/status/1853976394830631216) 2024-11-06T01:43Z [---] followers, [---] engagements "@_eddytrader @ToTheMadMax @WhiteHouse @realDonaldTrump @AST_SpaceMobile Agree that Musk in this high govt position is less bullish than Harris for $ASTS. Harris puppet masters would be more pro-war (see recent DoD developments) and would be anti-Musk. But I am not one dimensional. This was the best outcome overall" [X Link](https://x.com/imuni4fun/status/1854035574006427648) 2024-11-06T05:38Z [---] followers, [---] engagements "Make small caps great again lol" [X Link](https://x.com/imuni4fun/status/1854050213343732182) 2024-11-06T06:36Z [---] followers, [--] engagements "I believe the missing link here is that these people dont even CONSIDER the gaslighting that theyve been subjected to by mainstream media and their own echo chambers. Their information MUST be accurate. No other reality is considered. Trump winning must be due to one of: [--]. Election fraud [--]. Americans being horrifically callous misogynistic racist and evil [--]. No other explanations exist GASLIGHTING was Websters word of the year just a year or so ago. Very appropriate. Now thats what I call a meltdown https://t.co/uP0GwliU75 Now thats what I call a meltdown https://t.co/uP0GwliU75" [X Link](https://x.com/imuni4fun/status/1854511096863891515) 2024-11-07T13:07Z [---] followers, [---] engagements "Today I got into a conversation with a [--] year old woman whose husband was an #Army #veteran marching in the Nashua New Hampshire #VeteransDay parade. She made a statement and I detected a positivity towards RFK positions. I stuck my neck out and suggested she was probably a @realDonaldTrump voter. I told her I was too. We had a GREAT conversation after that She is very hopeful about rooting out corruption and excited that the people are waking up. That includes stripping power from obstructive Republicans like @LeaderMcConnell that act against the will of the people" [X Link](https://x.com/imuni4fun/status/1856034631650349370) 2024-11-11T18:01Z [---] followers, [--] engagements "OMG Make Credit Card Debt Great Again 10% is a great rate The Visa/MC credit card monopoly has put Americans into excessive debt with usurious interest rates at 25%+ President Trump wants a 10% cap on all credit card interest rates JD Vance co-sponsored the Credit Card Competition act which fights the 2-4% hidden tax you pay every https://t.co/PKF5MsMExK The Visa/MC credit card monopoly has put Americans into excessive debt with usurious interest rates at 25%+ President Trump wants a 10% cap on all credit card interest rates JD Vance co-sponsored the Credit Card Competition act which fights" [X Link](https://x.com/imuni4fun/status/1856119945152561589) 2024-11-11T23:40Z [---] followers, [---] engagements "@Shawn94093906 @ToTheMadMax At 10% I could see just letting my current credit debts ride. Im over here planning my debt ladder to roll the ones that have adjusted up from promotional rates. At 10% (temporary) I wouldnt even bother" [X Link](https://x.com/imuni4fun/status/1856204963417895096) 2024-11-12T05:18Z [---] followers, [--] engagements "For clarity I agree with you @ToTheMadMax . 10% would not only change the burden for debtors it would remove the incentive to participate for lenders. Ironically it could crater FICO [--] credit scores as banks collapse everyones credit limits to limit exposure. Utilization ratios could skyrocket. Ability to roll more minor balances could evaporate" [X Link](https://x.com/imuni4fun/status/1856206623456284892) 2024-11-12T05:25Z [---] followers, [--] engagements "It is possible to get this guy @RealTomHoman into office before @realDonaldTrump is inaugurated We need people like this fixing problems not the dispassionate/incompetent stooge hell be replacing. Im loving this guy already. @bennyjohnson SECURE BORDERS SAVE LIVES: Tom Homan explains when you sit down and talk to a nine year old little girl that has been raped multiple times and look into her eyes and every bit of humanity has been stolen from her and everything innocent it breaks your heart and it pisses me off. https://t.co/Szj3qduW3b @bennyjohnson SECURE BORDERS SAVE LIVES: Tom Homan" [X Link](https://x.com/imuni4fun/status/1856449372621590783) 2024-11-12T21:29Z [---] followers, [---] engagements "@gtbgtb @NORI_Nauru Cant wait to hear the updates. I hope Thursdays conference call has some good nuggets" [X Link](https://x.com/imuni4fun/status/1856525027664863560) 2024-11-13T02:30Z [---] followers, [---] engagements "@spacanpanman @JibeSetSpike @benthompson Yep. Id imagine that not many companies have signed multiple MLAs with multiple launch providers covering $1B+ of volume. Little by little people will start to realize the significance of what $ASTS @AST_SpaceMobile is doing and the scale at which theyre doing it" [X Link](https://x.com/imuni4fun/status/1857490658904191129) 2024-11-15T18:27Z [---] followers, [---] engagements "So sad this isnt really @elonmusk posting this Good morning President Trump and I are having coffee here at Mar-a-lago on a beautiful Saturday morning. We're going through plans to delete the IRS and majorly simplify the tax code. We think you should just be able to log into a website it tells you exactly how much you https://t.co/oeu6rgyc3m Good morning President Trump and I are having coffee here at Mar-a-lago on a beautiful Saturday morning. We're going through plans to delete the IRS and majorly simplify the tax code. We think you should just be able to log into a website it tells you" [X Link](https://x.com/imuni4fun/status/1857993812829786387) 2024-11-17T03:46Z [---] followers, [---] engagements "FAFO Turns out that using underhanded techniques lying openly and back stabbing allies rather than being honest can have consequences Hallelujah Common sense is so back #MAGA #America Sources on Capitol Hill say that Nancy Pelosi has confided to Democratic colleagues that she deeply regrets her role in the coup that replaced Joe Biden with Kamala Harris as the Democratic nominee. She expressed that she should have trusted her political instincts which told https://t.co/Czy65tKQ4g Sources on Capitol Hill say that Nancy Pelosi has confided to Democratic colleagues that she deeply regrets her" [X Link](https://x.com/imuni4fun/status/1858573107394736207) 2024-11-18T18:08Z [---] followers, [---] engagements "Listen to this condensed summary and then tell me there is a better investment in the market right now. Ill wait. $ASTS https://t.co/j9FLDT047U https://t.co/j9FLDT047U" [X Link](https://x.com/imuni4fun/status/1858746935458382111) 2024-11-19T05:39Z [---] followers, [----] engagements "@bernabebm01 @JeffBezos @AbelAvellan @AST_SpaceMobile @blueorigin Yes but Id like to limit strategic investment to maintain ownership levels similar to previous partners. I want $ASTS to remain independent and public no buyouts. Only 4x from here would be sad versus what the #SpaceMob knows this company is worth" [X Link](https://x.com/imuni4fun/status/1859987724385792271) 2024-11-22T15:50Z [---] followers, [---] engagements "So frustrating to see Musk continue the flagrant spewing of 🐂💩 regarding the current state of Starlink D2D. Maybe hes talking about a super secret redesign that needs starship v1 or v2 to launch 🤷 Certainly not the current Swarm product which - has significant OOBE issues - requires very low orbit & shorter life - has high packet loss - non-Earth-fixed-cells - reduced available spectrum (needs MSS) - does not participate in partners network - does not do 5G - requires frequent handoffs - has comparably minimal market penetration as measured by agreements - is structured as a bridge to a" [X Link](https://x.com/imuni4fun/status/1860779274023702940) 2024-11-24T20:15Z [---] followers, [----] engagements "Yup 💯 percent accurate Beautifully summarized by this young lady #HopeAndChange #MAGA REPORT: Trump's favorability surges by almost [--] points with young Americans according to a new YouGov poll. The seismic shift is extremely noticeable on TikTok where young people (like in the video below) explain why they left the Democratic party for the Right. 57% of https://t.co/zucKAotvIb REPORT: Trump's favorability surges by almost [--] points with young Americans according to a new YouGov poll. The seismic shift is extremely noticeable on TikTok where young people (like in the video below) explain why" [X Link](https://x.com/imuni4fun/status/1860903897214136556) 2024-11-25T04:30Z [---] followers, [--] engagements "@bakeryowner420 15m/day is nonsense. Unlike Starlink $ASTS has a wide FoV down to [--] degrees from horizon. They are now spaced equally. Anyway spew whatever you like. I know magic🦄💨 live free in @FREESPEECH1017s mind and thats all Im after" [X Link](https://x.com/imuni4fun/status/1861248295604998522) 2024-11-26T03:19Z [---] followers, [---] engagements "@defiantclient @longmier @Starlink Yes. Continuous double speak on this. Keep trying to call it out. Already got One NZ in trouble. Unsure why nobody cares when @SpaceX and Musk say it" [X Link](https://x.com/imuni4fun/status/1861632674961486002) 2024-11-27T04:46Z [---] followers, [---] engagements "@FREESPEECH1017 @longmier @defiantclient @onenzofficial New custom phone. There is precedent for mobile operators (in this case Starlink) subsidizing a new device for subscribers in fact its quite common in the US" [X Link](https://x.com/imuni4fun/status/1862585642930065760) 2024-11-29T19:53Z [---] followers, [--] engagements "I disagree. $T has specifically stated they expect robust continuous service in 12-18 months (2 months ago). [--] birds wont match the throughput of terrestrial towers everywhere but it should give bandwidth constrained service covering much of the current dead zones nationwide. Maybe they launch enough birds by [----] to have major capacity on orbit. 5yrs (EoY 2029) x avg 4/mo = [---] birds. Something to think on. $ASTS always said theyd add birds to meet demand. Demand might be astronomical" [X Link](https://x.com/imuni4fun/status/1864663483343646808) 2024-12-05T13:29Z [---] followers, [---] engagements "@TorstenProchnow @bennyjohnson I mean it was a lot cheaper than swinging by to chat with @Oprah 🤷" [X Link](https://x.com/imuni4fun/status/1864840260783386737) 2024-12-06T01:12Z [---] followers, [---] engagements "@HaydukeAbbey @CatSE___ApeX___ @AST_SpaceMobile Interview immediately following BB1 launch in September" [X Link](https://x.com/imuni4fun/status/1864849354906833044) 2024-12-06T01:48Z [---] followers, [--] engagements "$T have stated robust continuous coverage covering nearly 100% CONUS by EoY [----]. As more birds launch throughput will be greater. Downlink to ground stations will be the bottleneck since the $ASTS solution is so elegant regarding spectrum reuse and flexibility. They have the ability to cover large areas with a broad beam in sparse areas as well as very tight beams in denser areas. Theyve provided the tools for MNOs like $T and $VZ to mix and match from a flexible toolset possibly even overlaying denser areas from above that have terrestrial occlusions for towers. Beautiful solution." [X Link](https://x.com/imuni4fun/status/1865078741547749780) 2024-12-06T16:59Z [---] followers, [---] engagements "$ASTS uses MNO leased spectrum. It does not currently own its own. In fact it appears that $T and $VZ will mutually benefit from each others leased spectrum when they sublet it to AST. $T already filed for subleases to AST nationwide. We may see $VZ file soon. Or they may file jointly based on the recent clarification around how filings should be made" [X Link](https://x.com/imuni4fun/status/1865080146530574366) 2024-12-06T17:05Z [---] followers, [---] engagements "Daniel Penny He had the courage to try to protect fellow citizens from a dangerous menace something that our society has punished for decades now. He did not do this to live out some vigilante fantasy. Good Samaritans and people protecting their family and property should feel safe to do so. You want to punish someone Go after the NYS and NYC corruption that didnt help Jordan Neely but had plenty of energy to persecute @realDonaldTrump" [X Link](https://x.com/imuni4fun/status/1866576359004201356) 2024-12-10T20:10Z [---] followers, [--] engagements "@redrum_2001 Yep. There is no credible stock price target in the double digits. None. Best of luck to the 40% short interest. Looking forward to watching you all burn. $ASTS is going to rip your faces off when it moves. Just have to sit back and wait" [X Link](https://x.com/imuni4fun/status/1871004817172341133) 2024-12-23T01:28Z [---] followers, [---] engagements "Holy shit $ASTS @AST_SpaceMobile is licensing its own spectrum as part of @LigadoNetworks restructuring This is usually worth billions The vertical integration continues Amazing vision and execution @AbelAvellan and @scottwisniews Onward and upwards AST SpaceMobile Announces Agreement for Long-Term Access to up to [--] MHz of Premium Lower Mid-Band Spectrum in the United States for Direct-to-Device Satellite Applications https://t.co/lPFjc9JPUB https://t.co/e45jiLhQ60 AST SpaceMobile Announces Agreement for Long-Term Access to up to [--] MHz of Premium Lower Mid-Band Spectrum in the United States" [X Link](https://x.com/imuni4fun/status/1876299085495546023) 2025-01-06T16:05Z [---] followers, [----] engagements "Yep Better bargaining leverage. Also this spectrum is now an asset that $ASTS @AST_SpaceMobile is bringing to the table. -Two main parts to it. The financial and the technical. - The financial take is - AST will hold spectrum and secured financing for it elsewhere. Means the spectrum deal does not slow satellites build or launch. It also means the revenue split take of AST will be larger. 70-30 https://t.co/GHi3RmEqnK -Two main parts to it. The financial and the technical. - The financial take is - AST will hold spectrum and secured financing for it elsewhere. Means the spectrum deal does not" [X Link](https://x.com/imuni4fun/status/1876305604463165545) 2025-01-06T16:31Z [---] followers, [---] engagements "@AwesomeBeast321 @spacanpanman @scott_m_powell Ligados creditors get upside via roughly 5m $ASTS shares via warrants with no strike. Creditors will benefit bigly. So will @AST_SpaceMobile #SpaceMob and all whove invested in this venture" [X Link](https://x.com/imuni4fun/status/1876373186465427757) 2025-01-06T21:00Z [---] followers, [---] engagements "@NHSpaceMob @SpaceInvestor_D NH As in New Hampshire" [X Link](https://x.com/imuni4fun/status/1879714890614816777) 2025-01-16T02:18Z [---] followers, [--] engagements "✅ Re-shoring manufacturing to #America ✅ Critical minerals supply chain independence ✅ Rapid low CapEx expansion opportunity ✅ Champions are in Trump cabinet ✅ Strategic importance for defense ✅ Potential support from Congress (similar to chips act) could come from report due end of [----] including for module processing in Texas ✅ Grossly oversold ✅ Trading at 4% of normal valuation for land based operations likely to revert quickly soon $TMC @themetalsco My share and warrant holdings in this company are approaching the value of my $ASTS holdings that says a lot $TMC @themetalsco Coverage" [X Link](https://x.com/imuni4fun/status/1880369406250803449) 2025-01-17T21:39Z [---] followers, [---] engagements "@spacanpanman ☝ lol this was true in April too lets just say Ive added $TMC exposure" [X Link](https://x.com/imuni4fun/status/1880370188316733631) 2025-01-17T21:42Z [---] followers, [---] engagements "$TMC @themetalsco Another key focus of Trump's critical minerals strategy may be deep-sea mining. The Metals Company a prospective deep-sea miner plans to submit its first application to the International Seabed Authority (ISA) in June. These nodules contain cobalt nickel and rare earth elements crucial for battery and electronics production. With Trump's administration favoring deregulation and resource independence TMC may find a more conducive environment for advancing its ambitions." [X Link](https://x.com/imuni4fun/status/1882481264839504073) 2025-01-23T17:31Z [---] followers, [---] engagements "Nothing like an AI profitability scare from Deepseek knocking the Nasdaq down 5% to give investors another shot at owning $ASTS under $20" [X Link](https://x.com/imuni4fun/status/1883861956542754836) 2025-01-27T12:57Z [---] followers, [----] engagements "@ASTS_Investors Incoming: $ASTS will have the fastest revenue ramp in history as more birds launch and global partners integrate base stations into their networks" [X Link](https://x.com/imuni4fun/status/1884840284040646958) 2025-01-30T05:45Z [---] followers, [----] engagements "The bears do realize what this pricing translates to right Lets do some napkin math for just $T (139.0m) and $VZ (144.8m) subscribers using that same pricing. 284m subscribers $20 MNO pricing 50% split 20% uptake 90% margins 20x P/E ratio 325m shares $6.134B annualized earnings $122.7B market cap $377 $ASTS share price The US represents roughly 10.2% of their MNOs subscribers under MOU+. I dont even dare to use ARPU numbers as large as this in my estimates. Have fun playing with fire. 🩳🔥 "About 20% of consumers would pay $20/month for the service" wrote the financial analysts at New Street" [X Link](https://x.com/imuni4fun/status/1889735385380778472) 2025-02-12T17:56Z [---] followers, 21.9K engagements "@rediamarcon @themetalsco Agree that this investment would be ideal to include in the new sovereign wealth fund as a poster child for American critical mineral independence. #America #AmericaFirst #MAGA @realDonaldTrump @marcorubio @EliseStefanik @howardlutnick @WJMcGinley $TMC @themetalsco" [X Link](https://x.com/imuni4fun/status/1889741053093122427) 2025-02-12T18:19Z [---] followers, [---] engagements "@CatSE___ApeX___ Throughput Throughput Throughput Show off that high spectral efficiency throughput $T + $ASTS = 🛰🧇💪" [X Link](https://x.com/imuni4fun/status/1894054764775641099) 2025-02-24T16:00Z [---] followers, [----] engagements "This is bullish as fuck if I ever heard it. We now have a date for the planned [--] sats per month and its about [--] days away Europe satellite service is full steam ahead with @vodafone / @AST_SpaceMobile $ASTS SaaS JV (SCS as a Service). Once the macro fear blows over its 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 $ASTS: IT'S HAPPENING ISN'T IT 10-K: We have made and are continuing to make significant capital investments in buildings and equipment both at our AIT facilities and at certain suppliers to increase the capacity to manufacture satellite components to reach our target https://t.co/7i3IEOWxMH $ASTS: IT'S" [X Link](https://x.com/imuni4fun/status/1896681598713802908) 2025-03-03T21:58Z [---] followers, [----] engagements "@mk12856907 @vodafone @AST_SpaceMobile Its ok because Im on vacation https://youtu.be/M2WTRqCu_DYsi=FzOcExA9bVgn7hcQ https://youtu.be/M2WTRqCu_DYsi=FzOcExA9bVgn7hcQ" [X Link](https://x.com/imuni4fun/status/1896684290051801111) 2025-03-03T22:09Z [---] followers, [---] engagements "All aboard Next scheduled stop is $40 Then service continues onwards as funds start walking up to the stated possibility of FCF positive near EoY. $ASTS BUY it HOLD it" [X Link](https://x.com/imuni4fun/status/1897380285748281545) 2025-03-05T20:14Z [---] followers, [----] engagements "Im pretty sure that @vodafone has been doing exactly this. I dont have the references as I checks notes am employed currently and dont have all #SpaceMob DD perfectly indexed. Paging @defiantclient one of the best Kevins Do note that Ive read all things I reference myself and am not participating in any mass hallucination. The mob gets excited here and there but our research is solid" [X Link](https://x.com/imuni4fun/status/1899475312724889793) 2025-03-11T14:59Z [---] followers, [---] engagements "@mh6ycb98r4 @spacanpanman I disagree since this is telecom infrastructure that will be growing massively. Review $AMT vs $T for a comparison. Large old guard telecoms are often held for dividends are entrenched and not all that exciting. @deepvaluedude @spacanpanman Fair. It was a sloppy approximation. I reject the lower multiple though. I usually use a lower multiple like 20x for my more conservative estimates but do realize that their go to market strategy is likely to produce VERY fast revenue ramp with high margins. They will likely https://t.co/omcsvllpxF @deepvaluedude @spacanpanman" [X Link](https://x.com/imuni4fun/status/1899500226399932523) 2025-03-11T16:38Z [---] followers, [---] engagements "I think its quite simple. A pattern of neglecting legal obligations to issue regulations and enable responsible extraction to commence. Capital markets have been tight for years. $TMC has been generous with orchestrating the data collection and cooperating with the @ISBAHQ as schedules slipped again and again. $TMC @themetalsco is not a charity. They must survive. Normally companies pay CEOs and partners but the CEO and partners are keeping them afloat while we wait. The US has a regulatory framework and a cooperative posture that can deliver relief from the current regulatory quagmire. This" [X Link](https://x.com/imuni4fun/status/1905811229194834175) 2025-03-29T02:36Z [---] followers, [---] engagements "$ASTS showing strong confidence asking 5G fund to be accelerated increased in size and adding clarity to applicable regions. T-Mobile suggests to just get rid of the program. One of these teams has a huge opportunity in front of them. One does not. @mikeddano Yeah. Starlink/T-Mobile capitulates. That is an admission they will not be able to compete on Broadband using d2c. Meanwhile $ASTS: @mikeddano Yeah. Starlink/T-Mobile capitulates. That is an admission they will not be able to compete on Broadband using d2c. Meanwhile $ASTS:" [X Link](https://x.com/imuni4fun/status/1908220502373449879) 2025-04-04T18:09Z [---] followers, [----] engagements "And from the ashes the Phoenix rises 🐦🔥 $ASTS NOT affected by tariffs Will reduce CapEx for TelCos Generational wealth opportunity" [X Link](https://x.com/imuni4fun/status/1909245402806706239) 2025-04-07T14:02Z [---] followers, [----] engagements "$TMC @themetalsco @gtbgtb Hear me out" [X Link](https://x.com/imuni4fun/status/1912007186361827762) 2025-04-15T04:56Z [---] followers, [----] engagements "$ASTS @AST_SpaceMobile $TMC @themetalsco A tale of two tickers. Could history repeat itself Both hit the market in [----] as a deSPAC with big dreams. Both had consistently declining stock values for 3-4 years. Both experienced extreme draw downs amidst tight capital markets pre-revenue status and regulatory delays. Both were attacked constantly with FUD narratives. And then everything changed" [X Link](https://x.com/imuni4fun/status/1912007187922092445) 2025-04-15T04:56Z [---] followers, [---] engagements "$TMC @themetalsco Lets go America does not need UN permission to advance its strategic interests. The planned U.S. executive order reinvigorates a [----] law the Deep Seabed Hard Mineral Resources Act that establishes U.S. licensing authority in the National Oceanic and Atmospheric Administration over seabed mining in international waters. It is also likely to direct other actions including expedited permitting onshoring processing supply chains and even establishing a strategic nationalstockpile of seafloor resources. The Metals Company the current industry first mover decided toswitch to the" [X Link](https://x.com/imuni4fun/status/1915095794404790350) 2025-04-23T17:29Z [---] followers, [---] engagements "Disagree. [--]. This is a different administration that has been cutting the bullshit from day [--]. [--]. No tailings dams. No local disruptions. No waste management plans. No CapEx. No onshore permitting. $TMC @themetalsco can move their existing vessel back into place. They can offload nodules from it to be transported to PAMCO for initial processing. They can deliver the outputs to an international buyer via off-take agreements or spot. Surely these details will fall into place and be disclosed over the next [--] months now that certainty is increasing" [X Link](https://x.com/imuni4fun/status/1915802684759961851) 2025-04-25T16:18Z [---] followers, [---] engagements "@ThiemJohn49468 @Beard_Vet Its literally been [---] days. No president has accomplished so much in so little time. The jury is out on the final result of tariffs. Let him cook" [X Link](https://x.com/imuni4fun/status/1919988003604201865) 2025-05-07T05:29Z [---] followers, [---] engagements "@henryteoh199641 @newfiesayed @themetalsco @TheEconomist This is baseless speculation. $TMC has been getting hit with considerable short selling. This has been common across deSPACs including those with immense prospects and on the cusp of unlocking substantial revenue. I am highly skeptical of application rejection" [X Link](https://x.com/imuni4fun/status/1920132488044642313) 2025-05-07T15:03Z [---] followers, [---] engagements "Right. To take it one step further some prototypes for multi-stage heat pumps utilizing refrigerants with different properties can enable efficient heat transfer even in frigid winter weather. They should be hitting the market reasonably soon. More stages equals more losses but still more efficient because were moving heat instead of generating the heat we are using" [X Link](https://x.com/imuni4fun/status/1920215281894633574) 2025-05-07T20:32Z [---] followers, [--] engagements "Fantastic earnings call for $TMC @themetalsco Things are in motion and it seems like theres no stopping now. Now any chance I can get some of those $3 shares with a $4.50 strike warrant" [X Link](https://x.com/imuni4fun/status/1922770845522407557) 2025-05-14T21:47Z [---] followers, [----] engagements "Wait I thought everything had to be USA all the way Nope. The US including @NOAA are excited to see this succeed not sink into the bureaucratic swamp. $TMC @themetalsco" [X Link](https://x.com/imuni4fun/status/1922770907530940483) 2025-05-14T21:48Z [---] followers, [---] engagements "So youre saying we have a date for the new PFS. A real date not some hypothetical magical fairy dust date And they think progress with @NOAA will be reasonable Yes $TMC @themetalsco" [X Link](https://x.com/imuni4fun/status/1922770918926938324) 2025-05-14T21:48Z [---] followers, [----] engagements "Its nice to see the market finally start waking up to the opportunity thats been hiding in plain sight. We have so much further to go. Exciting times $TMC @themetalsco #DSM #MAGA #America #environment surprised ♻" [X Link](https://x.com/imuni4fun/status/1924833815282758069) 2025-05-20T14:25Z [---] followers, [----] engagements "Yes. The bill includes two support mechanisms that I found. $2.5B for the National Defense Stockpile. $500M for loan guarantees to support production. $TMC @themetalsco $TMC hmm $2.5b included in the big beautiful bill for a national stockpile of critical minerals 👍 https://t.co/ajQsMJu3Yi $TMC hmm $2.5b included in the big beautiful bill for a national stockpile of critical minerals 👍 https://t.co/ajQsMJu3Yi" [X Link](https://x.com/imuni4fun/status/1925648143019815102) 2025-05-22T20:21Z [---] followers, [----] engagements "@DevotedDividend $ASTS and $TMC for the next 20-30 yrs Because theyre both going to gain massively AND print so much cash flow theyre gonna have to return it to shareholders" [X Link](https://x.com/imuni4fun/status/1932049653131862493) 2025-06-09T12:18Z [---] followers, [---] engagements "$5 next $TMC Plenty of catalysts coming near term. Expect a step change in Q3" [X Link](https://x.com/imuni4fun/status/1932801318114005501) 2025-06-11T14:05Z [---] followers, [----] engagements "Current $TMC price: $4.26 (up) Another day another successful retest of support Lets keep climbing those stairs The view will be great from the top" [X Link](https://x.com/imuni4fun/status/1932840543655993644) 2025-06-11T16:41Z [---] followers, [---] engagements "Yep. Looking like $5 is next 👍$TMC" [X Link](https://x.com/imuni4fun/status/1933247116962365805) 2025-06-12T19:36Z [---] followers, [---] engagements "🎯 $TMC Still more to come. Looking forward to the updated PFS. Q3 aint far away" [X Link](https://x.com/imuni4fun/status/1934618897560510672) 2025-06-16T14:27Z [---] followers, [---] engagements "The market is waking up to this Hidden Gem in $TMC (see what I did there 😉) Throughout the ordeal with @ISBAHQ existing partners and the CEO himself offered strong and unwavering support. A month ago Hess came onboard. Now a new partner joins and establishes the right to participate in future offerings to maintain its ownership percentage. Momentum is building. And its beautiful" [X Link](https://x.com/imuni4fun/status/1934690367837725154) 2025-06-16T19:11Z [---] followers, [----] engagements "$TMC Executing deep ITM calls soon My war chest of shares and warrants grows daily 😁" [X Link](https://x.com/imuni4fun/status/1934981249669472611) 2025-06-17T14:27Z [---] followers, [---] engagements "@ChillFinanceGuy Result is in. Portfolio margin eligible but held at 100% maintenance requirement. Basically not marginable. As of todays close: - 38/39 closes $3 - 22/22 closes $4 Not entirely unreasonable. Yet still disappointing. Will try again in a few weeks" [X Link](https://x.com/imuni4fun/status/1935081072250798258) 2025-06-17T21:04Z [---] followers, [--] engagements "$TMC shorts better get outta the way" [X Link](https://x.com/imuni4fun/status/1935337589570941022) 2025-06-18T14:03Z [---] followers, [----] engagements "Current mood $TMC Cost basis isnt even near showing on this chart" [X Link](https://x.com/imuni4fun/status/1935341894424199391) 2025-06-18T14:20Z [---] followers, [---] engagements "So wheres the next pause $TMC Pull back pause at $7 Keep going Pause at new Q3 PFS NPV Pull back pause at $7 Keep going Pause at new Q3 PFS NPV" [X Link](https://x.com/imuni4fun/status/1935344046144123043) 2025-06-18T14:29Z [---] followers, [---] engagements "Zoom in on the pivot Its nice to see the market finally start waking up to the opportunity thats been hiding in plain sight. We have so much further to go. Exciting times $TMC @themetalsco #DSM #MAGA #America #environment surprised ♻ https://t.co/JfaBETLVCZ Its nice to see the market finally start waking up to the opportunity thats been hiding in plain sight. We have so much further to go. Exciting times $TMC @themetalsco #DSM #MAGA #America #environment surprised ♻ https://t.co/JfaBETLVCZ" [X Link](https://x.com/imuni4fun/status/1936016434741825995) 2025-06-20T11:01Z [---] followers, [---] engagements "A little more detail on ramp It could be WAY broader based on recent developments but Im not speculating to that degree Well likely learn more with the Q3 PFS release and as NOAA extraction permit process develops further @musaibnmaymun Previous $TMC plans before Trump were to settle out at 12m tons per annum (mtpa). CEO @gtbgtb has said several times recently that people are likely to be surprised by approval timelines. A lot is happening and fast at least in mining sector terms. I too was hoping to see @musaibnmaymun Previous $TMC plans before Trump were to settle out at 12m tons per annum" [X Link](https://x.com/imuni4fun/status/1936017464585764998) 2025-06-20T11:05Z [---] followers, [--] engagements "@themetalsco $TMC Upgraded to OUTPERFORM $11 PT @DivesTech at Wedbush More to come" [X Link](https://x.com/imuni4fun/status/1937846258191724819) 2025-06-25T12:12Z [---] followers, [---] engagements "In case you missed the open $TMC @themetalsco" [X Link](https://x.com/imuni4fun/status/1937895266708770974) 2025-06-25T15:26Z [---] followers, [--] engagements "Woooooooowww Im at a loss for words. I feel bad for all those T-Mobile users whose phones will die in the middle of nowhere because of satellite handoffs every 5s. When consumers see the reality of the difference between $ASTS D2D coverage and Starlink D2C the market will react" [X Link](https://x.com/imuni4fun/status/1937956958142926943) 2025-06-25T19:31Z [---] followers, [---] engagements "Eloquent concise and clear as always. 👏 very well said @gtbgtb Despite some trying to cast Gerard $TMC @themetalsco and its partners as pirates the opposite is actually true. They are doing the hard work to press governments and industry to establish responsible rules and practices. They are operating in the muddy waters treading carefully but being courageous to press on to effect positive change. This courage will be rewarded and all are welcome to participate. Its up to governments and investors to decide which side of history they wish to be on the side of PROGRESS or OBSTRUCTION I chose" [X Link](https://x.com/imuni4fun/status/1938599995659161641) 2025-06-27T14:07Z [---] followers, [---] engagements "Just got my wifes [---] lift in Rock Krawler [---] Pro-X w/ Bilsteins and [--] KO3s There will be signs $ASTS $TMC Big shout out to Jeremy and Adam My dad had a great time with Jeremy (owner of RK) who invited him to share beers and talk Colorado things My dad and I hung out with Adam today too Very nice and knowledgeable guys I think I had 100ms free fall when I hopped out Just how I like it 👌" [X Link](https://x.com/imuni4fun/status/1939005444879475085) 2025-06-28T16:58Z [---] followers, [----] engagements "On days like today its good to remember why were here. Transformative companies are volatile early on when opportunity is highest. Keep your eyes in the prize. $TMC $ASTS" [X Link](https://x.com/imuni4fun/status/1940074029781750168) 2025-07-01T15:44Z [---] followers, [---] engagements "Hmmm. Everyone: blocked replies ✅ Me: blocked quote tweets ✅ Me: blocked copy link ✅ 🤔wen blocked from seeing the lies What are you hiding from @IcebergResear I guess the $TMC truth hurts" [X Link](https://x.com/imuni4fun/status/1940414303439593940) 2025-07-02T14:16Z [---] followers, [---] engagements "My backyard needs lasers. Just stumbled on this. I need this https://www.indiegogo.com/projects/worlds-first-portable-mosquito-air-defense $ASTS Next gen BlueBirds will need space lasers. https://www.indiegogo.com/projects/worlds-first-portable-mosquito-air-defense $ASTS Next gen BlueBirds will need space lasers" [X Link](https://x.com/imuni4fun/status/1940434903046422822) 2025-07-02T15:38Z [---] followers, [---] engagements "A good read for anyone doubting the rights of the US to regulate extraction via DSHMRA. Persistent objector ✅ Looking forward to @NOAA update on the @themetalsco $TMC application for extraction. It will likely come sooner than most expect. $TMC This legal report on TMC kicks out the fud and replaces it with hard facts. https://t.co/w6zh2dy4Ka $TMC This legal report on TMC kicks out the fud and replaces it with hard facts. https://t.co/w6zh2dy4Ka" [X Link](https://x.com/imuni4fun/status/1942213939988746414) 2025-07-07T13:27Z [---] followers, [---] engagements "@ChillFinanceGuy $TMC has now gone [--] days without closing under $3 Imminent catalysts it will surely push it to double digits Surely @CharlesSchwab will consider assigning an 80% margin requirement at this point an improvement from 100%" [X Link](https://x.com/imuni4fun/status/1942619279591092548) 2025-07-08T16:18Z [---] followers, [---] engagements "Empty words from a now-irrelevant organization. #America has moved on and reasserted the rights it never forfeited. $TMC @themetalsco has moved on as well. Its time to source these critical minerals with the lightest environmental and societal impact known all while securing American supply chains to support re-industrialization. Exciting times. I acknowledge there is a race to gain access to minerals. Ensuring that this access is fair and balanced is essential to global stability." Leticia Carvalho MSG of the @ISBAHQ 🔗Read the full piece via @TheEconomist: https://t.co/MkdI58TCMq" [X Link](https://x.com/imuni4fun/status/1943780610536845805) 2025-07-11T21:13Z [---] followers, [---] engagements "The Trump administration is prioritizing rare earth mineral security with plans to invest tens of billions to secure domestic control over these resources. Analysts project the deep-sea mining sector could grow into a $1 trillion industry by [----] The Metals Company (TMC) is one of the few operators ready to deliver these minerals responsibly at scale. Unlike land mining that leads to deforestation excavation & toxic waste MC's approach focuses on minimal disruption with strong scientific monitoring & environmental assessments. This alignment of technology readiness policy support & strategic" [X Link](https://x.com/imuni4fun/status/1945421370139013170) 2025-07-16T09:52Z [---] followers, [---] engagements "Things are heating up between DoD and $TMC @themetalsco https://oversight.house.gov/wp-content/uploads/2025/07/DoD-re-Deep-Sea-Mining-Letter.pdf https://oversight.house.gov/wp-content/uploads/2025/07/DoD-re-Deep-Sea-Mining-Letter.pdf" [X Link](https://x.com/imuni4fun/status/1945477496943595885) 2025-07-16T13:35Z [---] followers, [----] engagements "Heard a reference to $TMC strategy day Cant wait for more of the roadmap and economics to be laid bare. This team has carried the company through the gauntlet and they are delivering. They have my complete trust leading the way as this new industry takes flight. $TMC listen to [--] clips attached The market will wake up to what's about to happen. The best kept secret on Wallstreet @themetalsco $NIO $TSLA $PLTR $RIO $OTC $FCX $NEM $AEM $VALE $RIO $AMZN $BHP $NEM $MP https://t.co/wGhuz7Ps6n $TMC listen to [--] clips attached The market will wake up to what's about to happen. The best kept secret on" [X Link](https://x.com/imuni4fun/status/1945529957234487458) 2025-07-16T17:04Z [---] followers, [---] engagements "$ASTS @AST_SpaceMobile launch campaign imminent It's about to get REAL It will be satisfying to watch others cram into this behemoth once they start seeing the revenue potential come to fruition and are blown away by the remaining tech roadmap. #SpaceMob doesn't need to hold our breath for some big announcement. The story has been hiding in plain sight for those willing to have vision and to do the work to verify" [X Link](https://x.com/imuni4fun/status/1945881909495734707) 2025-07-17T16:22Z [---] followers, [----] engagements "@Connor38240 @CatSE___ApeX___ @CytoplasmicANA Designed for 7-10 year operation Not VLEO like Starlink (3y)" [X Link](https://x.com/imuni4fun/status/1947699552737223132) 2025-07-22T16:45Z [---] followers, [--] engagements "With T-satellite your phone automatically switches to T-satellite Then every [--] seconds it automatically switches to T-satellite You dont have to do anything In fact you cant stop it Bye bye battery life $ASTS @AST_SpaceMobile fixes this Good choice $T @ATT $VZ @Verizon Do better @TMobile" [X Link](https://x.com/imuni4fun/status/1948070319186694432) 2025-07-23T17:18Z [---] followers, [----] engagements "$TMC @themetalsco 👀 The opportunities are everywhere Recall that PAMCO expects something like 80% of their future business to come from nodule processing. PAMCO walking away due to @ISBAHQ sabre rattling I think NOT The Japan deal teaches us three critical lessons: Leverage the Quad's strategic platform for trusted ally investments Focus on national security-linked sectors like semiconductors and critical minerals Put investment not just market access at the heart of negotiations The Japan deal teaches us three critical lessons: Leverage the Quad's strategic platform for trusted ally" [X Link](https://x.com/imuni4fun/status/1949893164099117360) 2025-07-28T18:02Z [---] followers, [---] engagements "$TMC @themetalsco Weve seen this pattern before It is darkest before the dawn And its only a matter of time before the next catalyst drops to propel us further The signs are everywhere if you only look" [X Link](https://x.com/imuni4fun/status/1950570851683741918) 2025-07-30T14:55Z [---] followers, [----] engagements "I could see an $MP materials style DoD/US government announcement dropping soon for $TMC @themetalsco Direct investment in convertible bonds Floor price for [--] years Strategic nodule stockpile guaranteeing demand The anticipation is palpable I hear that retail is panicking today Hold strong 💪 It is darkest before the dawn and we have a string of catalysts coming https://x.com/mpmaterials/status/1943252793424515110s=46&t=kroPjnyxn6GUzLY-A93jwg https://t.co/PJIxK3KlUU Korea Zinc $1-2B investment in US smelting plant may be part of final tariff negotiations. The move is believed to reflect a" [X Link](https://x.com/imuni4fun/status/1951001765937402204) 2025-07-31T19:27Z [---] followers, [----] engagements "Very strange. I linked this $MP post but it previewed a different post. 🤷 So proud MP Materials Announces a Transformational Public-Private Partnership with the U.S. Department of Defense Multibillion-dollar DoD commitment New 10X magnet facility to be constructed 10-year price floor + offtake agreements DoD positioned to become MPs https://t.co/wno4MiVCYj So proud MP Materials Announces a Transformational Public-Private Partnership with the U.S. Department of Defense Multibillion-dollar DoD commitment New 10X magnet facility to be constructed 10-year price floor + offtake agreements DoD" [X Link](https://x.com/imuni4fun/status/1951054142765735965) 2025-07-31T22:55Z [---] followers, [---] engagements "$TMC @themetalsco (1/n) Trump administration to expand price support for US rare earths projects sources say Top White House officials told a group of rare earths firms last week that they are pursuing a pandemic-era approach to boost U.S. critical minerals production and curb China's market dominance by guaranteeing a minimum price for their products five sources familiar with the plan told Reuters Navarro and Copley told the meeting that a floor price for rare earths extended to $MP Materials earlier this month as part of a multibillion-dollar investment by the Pentagon was "not a one-off"" [X Link](https://x.com/imuni4fun/status/1951085466373025920) 2025-08-01T00:59Z [---] followers, [---] engagements "$TMC @themetalsco (4/n) So I will posit the questions Will we see more than nickel cobalt copper and manganese in our TMC slide decks in the near future The dollars per kilogram in some of these is 💰💰💰 Will we see some of this Operation Warp Speed in the first linked article It certainly seems that way Time will tell" [X Link](https://x.com/imuni4fun/status/1951085477198700979) 2025-08-01T01:00Z [---] followers, [---] engagements "$TMC @themetalsco" [X Link](https://x.com/imuni4fun/status/1951355060543426653) 2025-08-01T18:51Z [---] followers, [---] engagements "Back of the envelope calculation Approximately 436m shares after all tranches of warrants are exercised (if done on cash basis) $23.6B net present value $54 per share Let me say that again THE PRESENT VALUE of [--] share of $TMC share is $54 Love it TMC Releases Two Economic Studies with Combined NPV of $23.6B and Declares World-First Nodule Reserves. Read the press release: https://t.co/zhhgBu5cgt $TMC #deepseamining https://t.co/jFZfAnBfDK TMC Releases Two Economic Studies with Combined NPV of $23.6B and Declares World-First Nodule Reserves. Read the press release: https://t.co/zhhgBu5cgt $TMC" [X Link](https://x.com/imuni4fun/status/1952335338359177516) 2025-08-04T11:46Z [---] followers, [----] engagements "@JamR0ck15 I will likely post an update tomorrow. This was great. Cant wait for more upcoming announcements. Institutions may be getting involved in size by EoY (reading tea leaves and talking to analysts here). This is happening for $TMC. The pull back is a gift" [X Link](https://x.com/imuni4fun/status/1952475249804743091) 2025-08-04T21:02Z [---] followers, [---] engagements "$TMC @themetalsco A lot is happening as the #DSM #DeepSeaMining #DSH @DeepSeaHarvesting industry prepares to flourish with #America leading the way I am grateful to have attended Strategy Day and spent time with the key players pushing this initiative forward to both strengthen our supply chains protect the environment and make America more competitive. Having seen panel discussions and after conversing directly I am more bullish than ever. Craig Shesky CFO of @themetalsco is hosting an AMA tomorrow (Aug 6) at 6pm EST. Please join him to get clarity on the regulatory timeline amongst other" [X Link](https://x.com/imuni4fun/status/1952783557534916847) 2025-08-05T17:27Z [---] followers, [----] engagements "$TMC @themetalsco A good overview of the significance of moving from IA to PFS from resource to reserve TL;DR It is the last checkbox before permitting for larger institutional investment. Ive heard that @gtbgtb and Craig Shesky may be on a government/institutional investor road show in September. All signs point to preliminary good feedback on the @NOAA application and a potential conditional approval coming long before [----] possibly even this year. Oh and there were some pretty big names in the capital allocation world in attendance at strategy day. Some from Silicon Valley. They would like" [X Link](https://x.com/imuni4fun/status/1952818032369385714) 2025-08-05T19:44Z [---] followers, [----] engagements "$TMC @themetalsco ❤ retail. This was an awesome experience. It sounds like it may happen again I look forward to spending time again with such a positive and driven group of people united by their shared mission. Whatever the market does over the next few months I know ✨ Critical metals. Minimal waste. ♻ @themetalsco is developing the largest estimated resource of metals to be used recovered and reused again. 🤝 Proud to be your exchange partner $TMC #NasdaqListed https://t.co/nX5eQutCJM ✨ Critical metals. Minimal waste. ♻ @themetalsco is developing the largest estimated resource of metals to" [X Link](https://x.com/imuni4fun/status/1952832257313447941) 2025-08-05T20:41Z [---] followers, [----] engagements "Things are moving at $TMC @themetalsco They are very close to having a conditional permit which may unlock institutional support which could approach $25 per share ($10B discounted PFS and IA valuation). It was possible but did not land before Strategy Day. They are well capitalized so institutions may have to start buying in the open market if they want that juicy 30% IRR project exposure at a discount. I suspect that comes around conditional permit grant and investor roadshow in September. Retail makes up a large cohort of $TMC ownership. Retail is often willing to buy before these" [X Link](https://x.com/imuni4fun/status/1953135178072678418) 2025-08-06T16:44Z [---] followers, [----] engagements "$TMC @themetalsco Yes and that is accounted for here. They are intending to prioritize the fastest path to production that wont expose them to the risk of litigation. All steps will be pursued to ensure the foundation of this activity is rock solid. They are aiming to have the different production segments close to ready upon receipt of full CRP (commercial recovery permit). Both @NOAA and the Trump administration want to remove barriers and pursue a flexible pathway indicating the intent to issue the permit so that capital can be unlocked due to that de-risking. This is explicitly what has" [X Link](https://x.com/imuni4fun/status/1953164336714682768) 2025-08-06T18:40Z [---] followers, [----] engagements "@PaulH1639125 @Bradwmcd @themetalsco More info here in this thread @Mcb18125448 @ernestbuyscrypt @John_Porter10 @themetalsco Conditional/provisional permit (sorry for my inconsistent terminology) was presented and is in the publicly available slides on the investor site. I forget exactly where every nugget of info came from as it was a busy day and I had many conversations in addition to attending the @Mcb18125448 @ernestbuyscrypt @John_Porter10 @themetalsco Conditional/provisional permit (sorry for my inconsistent terminology) was presented and is in the publicly available slides on the" [X Link](https://x.com/imuni4fun/status/1953198974317543935) 2025-08-06T20:58Z [---] followers, [--] engagements "$TMC @themetalsco The AMA is live right now https://www.youtube.com/live/U4x09FFrvaAsi=N5ylsXI1eUz6aJto https://www.youtube.com/live/U4x09FFrvaAsi=N5ylsXI1eUz6aJto" [X Link](https://x.com/imuni4fun/status/1953216920271941784) 2025-08-06T22:09Z [---] followers, [----] engagements "More info $TMC @themetalsco https://t.co/II3p33idAe A lot is happening as the #DSM #DeepSeaMining #DSH @DeepSeaHarvesting industry prepares to flourish with #America leading the way I am grateful to have attended Strategy Day and spent time with the key players pushing this initiative $TMC @themetalsco https://t.co/II3p33idAe A lot is happening as the #DSM #DeepSeaMining #DSH @DeepSeaHarvesting industry prepares to flourish with #America leading the way I am grateful to have attended Strategy Day and spent time with the key players pushing this initiative" [X Link](https://x.com/imuni4fun/status/1953217099532222502) 2025-08-06T22:10Z [---] followers, [---] engagements "$TMC @themetalsco Read between the lines people. Everything Craig just said mimics DoD actions to support $MP materials earlier this year. Roughly 40m into the stream" [X Link](https://x.com/imuni4fun/status/1953225631526994279) 2025-08-06T22:44Z [---] followers, [---] engagements "Strategy Day was awesome. It was great to see first hand the solid footing $TMC @themetalsco now has as this new industry gets going. The story is so aligned with what #America currently needs and it is being made a reality by this scrappy persevering and driven team. I look forward to watching our imminent catalysts pass and seeing you all at the next investor event" [X Link](https://x.com/imuni4fun/status/1954916611799839107) 2025-08-11T14:43Z [---] followers, [---] engagements "$TMC has now gone [--] days without breaking below $5. It handily meets the requirements. Surely @CharlesSchwab @SchwabTrading will finally consider holding it at 50% 70% or even 80% margin requirement instead of 100%. I have been loyal to the ThinkOrSwim platform since [----] manage family accounts and I really want to remain 100% here but this point its pushing me to consider moving some of my holdings and margin interest. Please consider it or at least explain why" [X Link](https://x.com/imuni4fun/status/1954931684744303095) 2025-08-11T15:43Z [---] followers, [---] engagements "$TMC @themetalsco Andy Greig (responsible for hundreds of billions of mining CapEx at Bechtel): terrestrial mining companies are doing what theyve always done. They are welded to their business model. This is gonna be like the guy at Kodak that invented the digital camera. Kodak said itll never take off. Where is Kodak This is a grand adventure and Im proud to be part of it. Inside Look Into The Metals Company (@themetalsco) Strategy Day Packed house in NYC live conversations w/ CEO @gtbgtb early investors & board. $TMC is building a new industry for the energy transition. 📺" [X Link](https://x.com/imuni4fun/status/1958270235246534910) 2025-08-20T20:49Z [---] followers, [----] engagements "Its also a juicy bargain If you use [----] (when production hits full rate) and discount it 9% back to today fair value today for $TMC is $32. Anyone buying at that $32 price today can still expect a 27%-36% IRR over a 20y-40y period and cumulative EBITDA/sh of about $670 🤯 Seriously check it out. @coderedworm @themetalsco Yes. Now discount being stupid rich by 9% annually to today. Still a great deal. If $TMC is in full production on Project Zero and ramping up their next wave of efficiency improvements then things may look like: Production: $5.5B @ 100% = $12.85/sh PFS: $18B @ 65% =" [X Link](https://x.com/imuni4fun/status/1961558405346214074) 2025-08-29T22:35Z [---] followers, [---] engagements "Note: this video was shot on unreleased IOS [--] dev beta evidence again that the slip caught by the mob was accurate. @AST_SpaceMobile $ASTS is working with @Apple $AAPL. Unlike T-Mobile $TMUS working with app makers to strip them down to function with Starlink T-Satellite Apple knows people want broadband and thats what they are getting with ASTS. The future of mobile broadband from space anywhere you go with SpaceMobile Our space-based cellular broadband network powered by the largest (2400 sq ft) and most advanced commercial phased arrays ever deployed in low Earth orbit. They will be" [X Link](https://x.com/imuni4fun/status/1967639762254303546) 2025-09-15T17:20Z [---] followers, [----] engagements "@ATX_Capital @CharlesSchwab @SchwabTrading @themetalsco And its gone. Maybe system glitch. Back to basically unmarginable. *sigh*" [X Link](https://x.com/imuni4fun/status/1969804831276888496) 2025-09-21T16:44Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@imuni4fun Jason Keller
Jason Keller posts on X about $tmc, $asts, investment, $t the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] +307%
- [--] Month [------] +119%
- [--] Months [------] +26%
- [--] Year [-------] +83%
Mentions: [--] #
- [--] Month [--] -40%
- [--] Months [--] +1.10%
- [--] Year [---] +118%
Followers: [---] #
- [--] Week [---] +0.81%
- [--] Month [---] +0.81%
- [--] Months [---] +13%
- [--] Year [---] +73%
CreatorRank: [---------] #
Social Influence
Social category influence finance stocks countries celebrities technology brands us election automotive brands cryptocurrencies currencies travel destinations
Social topic influence $tmc, $asts #112, investment, $t, spacex, tmc, $mp, market cap, has been, japan
Top accounts mentioned or mentioned by @themetalsco @astspacemobile @spacex @catseapex @spacanpanman @att @mikeddano @gtbgtb @tmfassociates @starlink @freespeech1017 @elonmusk @abelavellan @reformedtrader @realdonaldtrump @fcc @tothemadmax @isbahq @noaa @scottwisniews
Top assets mentioned TMC the metals company Inc. Common Stock (TMC) AST SpaceMobile, Inc. Class A Common Stock (ASTS) AT&T Inc. (T) MP Materials Corp. (MP) StarLink (STARL) Verizon Communications Inc. (VZ) Deere & Company (DE) April (APRIL) BEAM (BEAM) American Tower Corp (AMT) T-Mobile (TMUS) Intel Corporation (INTC) Lithium Americas Corp. Common Shares (LAC) Critical Metals Corp. Ordinary Shares (CRML)
Top Social Posts
Top posts by engagements in the last [--] hours
"@MuzLM_Trader $GSAH/WS ➡ $THCBW"
X Link 2021-06-15T15:56Z [---] followers, [--] engagements
"$ZEV breaking down trend resistance from recent EV rally blow off (see $CCIV $LEV). Price by volume is low until over $10. Watching for FED to reaffirm slow taper schedule. Growth expected to rip if so. Looking forward to update on backlog/new business for @LightningeMtrs"
X Link 2021-06-16T16:12Z [---] followers, [--] engagements
"Crazy price action on NewEgg $NEGG. After very little DD sold [--] PUTs for July [--] @ $12.50 strike. Free money @ 2.4% return in [--] days. Not terrible if assigned"
X Link 2021-07-07T19:57Z [---] followers, [--] engagements
"Doubled my position in $SVSVW warrants. @AeroFarms $SV Very interesting company. Attractive pricing on warrants"
X Link 2021-09-08T19:01Z [---] followers, [--] engagements
"@ASTS_Investors Green because unlike last ER sentiment is so bearish. Did we already forget hard launch tweet from $T Or spectrum lease filing covering the whole damn country I am hoping that good questions come up in Q&A and management can nail them. Last ER: hope This ER: facts $ASTS"
X Link 2023-05-15T17:13Z [---] followers, [--] engagements
"One takeaway: [--] out of [--] producers listed indicated strains due to reduced ore grades Just one of the reasons that $TMC @themetalsco should be on your radar. VERY high grade equivalent for ore across its [--] main metals components No tailings 100% sellable material Fast scale up"
X Link 2023-05-17T18:27Z [---] followers, [--] engagements
"@MatthewDR @elonmusk No child labor around here $TMC @themetalsco Largest proven nickel deposits Least environmental impact Least negative social impact Huge proven nickel/cobalt/manganese/copper reserves No tailings or slag 100% sellable The science is catching up The regulation is catching up"
X Link 2023-05-17T18:33Z [---] followers, [--] engagements
"@PeeLoosy @NomadBets @ARKInvest Naturally John Deere $DE will make the rational choice and partner with $T and other MNOs who have $ASTS exclusivity in much of North America and possibly much of the world once finalized commercial agreements start landing. Without leased spectrum theyre kinda SOL for 5G"
X Link 2023-05-22T20:34Z [---] followers, [--] engagements
"Most changes enhancements upgrades can be done at network access points on the ground leaving space assets unmodified and compatible. Intentionally simple. Compatible with all the Gs IoT low bandwidth like sensors or high rates like $DE requires for next gen products"
X Link 2023-05-25T02:33Z [---] followers, [--] engagements
"@altacco00973263 @gurgavin Its an American metro Chicago no less. Of course it was corrupt and short sighted Even in New Hampshire a ferociously small govt state Im frustrated every time I pay a city bill online. eb2gov processors cut of revenue is too high Grinds my gears @CityofNashuaNH"
X Link 2023-05-26T00:04Z [---] followers, [--] engagements
"@TheTraderPilot Yes. Shocking deals available today. One only needs to look and also obsessive amounts of DD. $ASTS @AST_SpaceMobile $TMC @themetalsco"
X Link 2023-05-26T20:31Z [---] followers, [--] engagements
"@Only6inches Included more of the post This certainly sounds like more details and developments will follow. Unsure this makes any sense if more of the roadmap hadnt already been worked out between $ASTS and $T"
X Link 2023-05-30T19:04Z [---] followers, [--] engagements
"Been loving this all day. Hope to see the stock keep its footing while more data comes out and we continue the march towards disclosing financial projections and start of production. $TMC @themetalsco"
X Link 2023-06-08T19:41Z [---] followers, [---] engagements
"If you scoured the interviews like I do youd know: - comparable projects two years before production infer $TMC price upwards of $25 today - company pivoted to zero production CAPEX model - one class of shares - heavy shareholder alignment - extraction lease extremely likely"
X Link 2023-06-08T20:07Z [---] followers, [--] engagements
"- partners supporting $TMC with bridge line of credit yet untouched - CEO and company started with environmental motivations not greed and exploitation - other factors were timed perfectly allowing symbiotic partnerships like PAMCO to form - production can scale quickly"
X Link 2023-06-08T20:07Z [---] followers, [---] engagements
"$TMC @themetalsco Still running 💪😎"
X Link 2023-06-09T12:10Z [---] followers, [--] engagements
"@PaulAndreola Im going with $TMC @themetalsco which was $143m market cap earlier this year. Still my pick for anything close to that market cap. Some of the why: If you scoured the interviews like I do youd know: - comparable projects two years before production infer $TMC price upwards of $25 today - company pivoted to zero production CAPEX model - one class of shares - heavy shareholder alignment - extraction lease extremely likely If you scoured the interviews like I do youd know: - comparable projects two years before production infer $TMC price upwards of $25 today - company pivoted to"
X Link 2023-06-10T16:21Z [---] followers, [----] engagements
"Price dislocation doesnt get much nuttier than this folks. This company isnt going away. High likelihood they are approved to begin extraction and sign tolling agreements with partners to scale product with minimal or no CapEx. $TMC @themetalsco We're looking at a high-grade resource that is larger than all other undeveloped nickel projects on the planet. https://t.co/4I8W0DvcBO https://t.co/UOWM66uDQZ We're looking at a high-grade resource that is larger than all other undeveloped nickel projects on the planet. https://t.co/4I8W0DvcBO https://t.co/UOWM66uDQZ"
X Link 2023-06-12T20:41Z [---] followers, [----] engagements
"Keep on keeping on 🪩🕺 The correction keeps on correcting. $TMC @themetalsco"
X Link 2023-06-13T14:48Z [---] followers, [--] engagements
"Been saying this 😁 The quantity and consistency of the resource isnt implied by some sort of hypothetical sampling. You can see the damn things right there on the sea floor Hop on while its still cheap Havent even talked about possible dividends 💰 $TMC @themetalsco"
X Link 2023-06-16T18:04Z [---] followers, [--] engagements
"The repricing continues. Solid green in a sea of red. $TMC @themetalsco"
X Link 2023-06-20T14:54Z [---] followers, [---] engagements
"@ATT Its time Im ready for my 🧇📱 $ASTS + $T = 🌎📶"
X Link 2023-06-21T18:42Z [---] followers, [---] engagements
"Great condensed recap of investment opportunity at $TMC @themetalsco A key detail to keep in mind is conversion rate from nodules to dollars $500-1000 per ton depending on which processing step they sell the materials Likely 50% margins Other key fundamentals reiterated"
X Link 2023-06-23T15:49Z [---] followers, [---] engagements
"@spacanpanman @KevinLMak $TMC recent rise from the abyss has been awesome and is now my largest holding. Make no mistake this company is STILL mis-priced. Reasonable projections suggest $600 in dividends over the next [--] years if metals prices dont plummet. De-rate that however you want. Also ❤ $ASTS"
X Link 2023-07-11T04:30Z [---] followers, [---] engagements
"@ChiefDuqOfficer @amuse @JamesMelville Off-shore a U.S. company does yes. And its far better for the people and environment as well as very economical. $TMC @themetalsco"
X Link 2023-07-11T13:41Z [---] followers, 10.4K engagements
"$TMC @themetalsco 👀"
X Link 2023-07-21T22:35Z [---] followers, [--] engagements
"@VictorVescovo @indifferentia_ @markcboon @BobbiJo_Dobush Do whatever you like to derate that. The very same estimate is stating that this $6.8B NPV will actually generate $57B in EBITDA. Btw $6.8B is $21.5 per fully diluted share (after public and private warrants exercised) and this is just 22% of their lease area"
X Link 2023-07-24T20:19Z [---] followers, [---] engagements
"@Via_Satellite If @FCC @JRosenworcel could finish the approval process around $ASTS leasing of spectrum from $T for SCS then we can secure the funding needed to end dead zones in just a few short years not 10-15 Cut the bureaucracy Cut the red tape Lets get to it"
X Link 2023-07-27T23:50Z [---] followers, [--] engagements
"Nickel ✅ Copper ✅ Manganese ✅ Cobalt ✅ $TMC 👀"
X Link 2023-08-07T20:50Z [---] followers, [--] engagements
"@ATT Appreciating the included high speed data while traveling in Honduras this past week No added fee @ATT $T coverage has also improved in the Catskills in NY Appreciate my [--] years as an AT&T wireless customer. Now go show $ASTS investors your commitment and fund the build out"
X Link 2023-08-08T18:29Z [---] followers, [---] engagements
"@ATTNEWS @XLR8ER Imagine if restoring service could have been as easy as an API call from @ATT to @AST_SpaceMobile to add virtual towers. No physical assets to move or to maintain on standby. Minimal (TTR) time-to-recovery. @FirstNet @JRosenworcel @FCC $T $ASTS #SpaceMob"
X Link 2023-08-11T19:43Z [---] followers, [--] engagements
"@AbelAvellan right now @FCC @JRosenworcel $ASTS @AST_SpaceMobile P.S. cmon youre killing us Plz grant the @ATT $T lease agreement and support American innovation. Its not just permission to operate. Its also permission to obtain funding and not die just before viability"
X Link 2023-10-14T00:48Z [---] followers, 10.5K engagements
"To be fair heres one for the other side of the bargaining table $ASTS @AST_SpaceMobile $T @ATT"
X Link 2023-10-14T03:15Z [---] followers, [----] engagements
"@PoundingDaTable $ASTS $TMC"
X Link 2023-10-18T15:05Z [---] followers, [---] engagements
"@StockMKTNewz $ASTS + $TMC"
X Link 2023-10-22T10:42Z [---] followers, [---] engagements
"@DumbMoneyTV Should look at $ASTS. Theyre on the verge of their own liquidity event that could unwind a spring. They are THE innovators in direct to unmodified cell phones for talk text AND 5G broadband. They are years ahead of SpaceX in terms of technology partners and architecture"
X Link 2023-10-24T02:53Z [---] followers, [---] engagements
"@PeeLoosy @SpaceX @FCC And they have been hasty vetting their solution as well. It would be a travesty to green light this @SpaceX rush job before first granting the requests of @ATT and @AST_SpaceMobile whove gone about this properly and have been in the pipe for [--] years"
X Link 2023-10-25T17:54Z [---] followers, [---] engagements
"@themetalsco Once a mining code is approved $TMC @themetalsco is best positioned for approval of exploitation permits. Will they finally see a market cap consistent with the NPV of their lease areas Will we be in a low interest risk-on environment That will be ONE HELL of an unlock"
X Link 2023-11-13T19:14Z [---] followers, [---] engagements
"Inflation: transitory Fed rate increases: done 10yr treasury: [---] bips NASDAQ: +2% Russell 2000: +5% $ASTS: -7% 🤡🌎"
X Link 2023-11-14T17:00Z [---] followers, [----] engagements
"Woohoo Hit [---] followers (not that thats impressive or matters really). Maybe consistent activity regarding $ASTS and $TMC played a role in that. I hope that I have added value for all those humans a bots 😂"
X Link 2023-11-16T01:10Z [---] followers, [----] engagements
"@n000brian @CatSE___ApeX___ @TheodorusAtheos He means literally turning the array away from being parallel to the ground and biasing toward certain locations and away from others during a pass by. This increases beam forming effectiveness. This maneuver would allow more flexibility of the constellation"
X Link 2023-11-20T00:38Z [---] followers, [--] engagements
"@spacanpanman @DebrisOfBW3 @no_privacy @nomadicTyler @thekookreport @Starlink I did and it will be terrible lol"
X Link 2023-11-23T14:09Z [---] followers, [---] engagements
"@SMB_Attorney Ubiquitous #5g broadband cell phone coverage from space. $ASTS Deep sea polymetallic nodules. $TMC I know you may be looking for broader categories but the two opportunities above are about to explode and should cash flow massively. Each is years ahead of the closest competitor"
X Link 2023-12-04T13:45Z [---] followers, [---] engagements
"@notesplusnotes @InvestingIdea @ivanjovanovic @AST_SpaceMobile @ATT The irony of your post is that proposed @Starlink D2D solution wont work well inside while @AST_SpaceMobile solution will. Starlink offering is only a sliver of mid-band in a large non-overlapping cell. Poor foliage/building penetration. Tiny bandwidth shared across cell area"
X Link 2023-12-13T18:25Z [---] followers, [---] engagements
"@notesplusnotes @InvestingIdea @ivanjovanovic @AST_SpaceMobile @ATT @Starlink By contrast @AST_SpaceMobile $ASTS solution uses wider bands of low mid and potentially C band and supports carrier aggregation. Low bands penetrated buildings and foliage well. Higher bands make for smaller cells which allows more spectrum reuse increasing throughput"
X Link 2023-12-13T18:30Z [---] followers, [---] engagements
"@notesplusnotes @InvestingIdea @ivanjovanovic @AST_SpaceMobile @ATT @Starlink They did not attack satellite D2D as a direct use case. Theyre bolting on a shit offering as an afterthought using mostly available infrastructure. This is the difference and why they are literally years behind. Their solution is also not going to integrate well with other infra"
X Link 2023-12-13T21:11Z [---] followers, [--] engagements
"@StockMarketNerd $ASTS 50% $TMC 21%"
X Link 2023-12-19T19:31Z [---] followers, [---] engagements
"@CatSE___ApeX___ @mikeddano @TMFAssociates At least @SpaceX was honest about SMS only for years. Its no surprise considering how poorly their combined solution compares versus @AST_SpaceMobile $ASTS. - 5Mhz of bandwidth - interference concerns - far more required handoffs - shared across larger cells - closed system"
X Link 2024-02-23T20:20Z [---] followers, 10.4K engagements
"@CatSE___ApeX___ @mikeddano @TMFAssociates @SpaceX @AST_SpaceMobile lol I should clarify Larger usable cells b/c @SpaceX solution doesnt use earth fixed cells due to reduced directivity/effective steering and has less bandwidth available to overlap sweeping beams during handoffs Instantaneous size driven by wavelength beam forming rolloff"
X Link 2024-02-23T23:48Z [---] followers, [---] engagements
"@TMFAssociates - TINY dedicated spectrum - higher elevation angle restriction is LIMITATION due to directivity REQUIRES frequent handoff - mid band cells are smaller due to wavelength but comparatively inefficient/wasteful because not Earth fixed - closed system versus integrated - outdoor only @CatSE___ApeX___ @mikeddano @TMFAssociates @SpaceX @AST_SpaceMobile lol I should clarify Larger usable cells b/c @SpaceX solution doesnt use earth fixed cells due to reduced directivity/effective steering and has less bandwidth available to overlap sweeping beams during handoffs Instantaneous size"
X Link 2024-02-24T00:00Z [---] followers, [---] engagements
"@FREESPEECH1017 @CatSE___ApeX___ @mikeddano @TMFAssociates @SpaceX @AST_SpaceMobile Yes [--] beams IIRC Earth fixed appears to be a recent development (quote is from [--] weeks ago) Thats great for them if theyre serious Could also be pulling a classic Musk move making claims before having the plan hammered out because they realized competitiveness requires it"
X Link 2024-02-24T00:44Z [---] followers, [---] engagements
"@FREESPEECH1017 @CatSE___ApeX___ @mikeddano @TMFAssociates @SpaceX @AST_SpaceMobile I agree they have achieved impressive things I think they were caught flat footed in this one and are playing catch up The world values mobile connectivity now and they were focused on high ticket stationary (external antenna and power required)"
X Link 2024-02-24T00:46Z [---] followers, [---] engagements
"@TMFAssociates @FREESPEECH1017 @CatSE___ApeX___ @mikeddano @SpaceX @AST_SpaceMobile The world includes regions that cant afford decent terrestrial infrastructure investment. That includes portions of the USA by the way The greatest value is unlocked when going from [--] to [--] more so than from [--] to X Most of the world primarily accesses the internet via mobile"
X Link 2024-02-24T01:16Z [---] followers, [---] engagements
"@FREESPEECH1017 @CatSE___ApeX___ @mikeddano @TMFAssociates @SpaceX @AST_SpaceMobile Oh My bad Thank you for that call out"
X Link 2024-02-24T01:17Z [---] followers, [---] engagements
"@TMFAssociates @FREESPEECH1017 @CatSE___ApeX___ @mikeddano @SpaceX @AST_SpaceMobile I agree the world values reliable fixed broadband and pays more for it I was excited to ditch Comcast asymmetrical cable for symmetrical 1Gbps fiber [--] years ago. recently upgraded to 2Gbps Ive worked 100% remote for [--] years I use mobile WAY more and could get by mobile only"
X Link 2024-02-24T01:27Z [---] followers, [---] engagements
"@FREESPEECH1017 @CatSE___ApeX___ @mikeddano @TMFAssociates @SpaceX @AST_SpaceMobile Take your pick from the plethora of Musks examples of prepay now to save your spot in line then delay for years. Today Musk gets a pass. Future successful leaders will also get a pass after they succeed"
X Link 2024-02-24T01:33Z [---] followers, [---] engagements
"@TMFAssociates @FREESPEECH1017 @CatSE___ApeX___ @mikeddano @SpaceX @AST_SpaceMobile Economics support the use case. Its DaaS (data as a service) and not intense up front investment for either network OR customer This puts focus on spectral efficiency which is higher for @AST_SpaceMobile $ASTS solution. Also more flexible Dense areas will remain terrestrial"
X Link 2024-02-24T03:31Z [---] followers, [---] engagements
"Ive seen this chart before $GOEV @canoo Every timeframe looks like this Only own one share to watch it So sad. I really like their product and want them to be wildly successful"
X Link 2024-03-06T22:44Z [---] followers, [----] engagements
"@diywifitech @canoo I believe they have roughly 20k committed orders and cash burn is very low. I think theyre supposed to turn profitable in [----]. Again Ive heard similar things from similar charts in the past. I really hope they deliver. Theyre constantly short on capital which punishes stock"
X Link 2024-03-06T23:36Z [---] followers, [---] engagements
"@diywifitech @canoo Only following loosely. I want the LV for my folks and Bulldog for 🤷 but love my [--] door wrangler 🚙"
X Link 2024-03-06T23:37Z [---] followers, [---] engagements
"@ServiceRevealed @AbelAvellan Unfortunately were at the mercy of these folks @CatSE___ApeX___ answered this question days ago from public information AST answers politely. https://t.co/IkCGpTk2Jo AST answers politely. https://t.co/IkCGpTk2Jo"
X Link 2024-03-20T16:35Z [---] followers, [---] engagements
"Been so good to see this turn around in recent price action. I only hold one share but want to see them succeed. This is after 1:23 reverse split so really its only doubled from this last check. Best of luck. @canoo $GOEV Ive seen this chart before $GOEV @canoo Every timeframe looks like this Only own one share to watch it So sad. I really like their product and want them to be wildly successful https://t.co/I1XmNyCv3h Ive seen this chart before $GOEV @canoo Every timeframe looks like this Only own one share to watch it So sad. I really like their product and want them to be wildly successful"
X Link 2024-03-22T12:55Z [---] followers, [----] engagements
"@Will_Tanner_1 Blame American $FSLR for using cadmium which was idiotic from the start Ironically Chinese panel makers have the upper hand here environmentally preferring mono-crystalline silicon"
X Link 2024-03-26T17:13Z [---] followers, [--] engagements
"@SpecialSitsNews $TMC can quickly ramp to meet some of that on the supply side starting Q1 2026"
X Link 2024-04-28T18:49Z [---] followers, [---] engagements
"@GRomePow I dont fully agree I can only speak to the northeast where I live Notice the dark band north of Boston specifically in NH Similarly notice the dark band around New York City This is WFH. Still very prevalent despite CEO disdain Also substantial QoL and tax benefits"
X Link 2024-05-14T12:35Z [---] followers, [--] engagements
"@ASTS_Investors $48B annual revenue x 50% / 250M shares x 90% margin = $86 EPS Let that sink in Whats a reasonable P/E I often use [--] Do they capture 50% (60% in US now) [--] x 50% x [--] = $516 (61x from here) Derate however you want This is the next Nvidia $ASTS $NVDA @AST_SpaceMobile"
X Link 2024-06-01T13:36Z [---] followers, [---] engagements
"Now apply a modest PE of 20x in 2032: - [--] EPS ➡ $1680 share price - [--] FCF ➡ $1860 share price $ASTS will print 💰 How much of this will be paid out as dividends 🤔 $ASTS projected FCF Holy cow $ASTS projected FCF Holy cow"
X Link 2024-08-19T17:32Z [---] followers, [----] engagements
"@nanalyzetweets @CameronVoegele Good luck shilling your investing service. The larger investing community has been on the wrong side of $ASTS because of the very technical subject matter risks and doubts cast about its magical unicorn farts. Well the magical unicorn farts are real (1/2)"
X Link 2024-08-26T17:55Z [---] followers, [---] engagements
"$ASTS @AST_SpaceMobile LFG 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀"
X Link 2024-09-06T19:28Z [---] followers, [----] engagements
"@scottwisniews New Hampshire representing @scottwisniews It was truly a pleasure to meet you Scott. And its such an honor to play a (small) part in the @AST_SpaceMobile mission making the next technological leap and connecting the unconnected https://t.co/cUjZyB3llO @scottwisniews It was truly a pleasure to meet you Scott. And its such an honor to play a (small) part in the @AST_SpaceMobile mission making the next technological leap and connecting the unconnected https://t.co/cUjZyB3llO"
X Link 2024-09-12T20:03Z [---] followers, [----] engagements
"September [--] is #SpaceMob Day The launch was an amazing experience. Retail investors holding as little as $1970 worth of stock thru the April 2nd bottom were invited to share in the historic launch of commercial services into LEO (Low Earth Orbit). An achievement that will revolutionize connectivity for both the privileged masses and the unconnected in one fell swoop. Billionaires so humble sitting at the same tables taking selfies and sharing their genuine enthusiasm alongside retail investors as ASTs mission passes this critical milestone on its way to change the world. ASTs management team"
X Link 2024-09-13T20:16Z [---] followers, [----] engagements
"@CatSE___ApeX___ Also note that playing in the EXISTING ECOSYSTEM alongside tower infrastructure means more effective aggregation of coverage. This will save more money while providing better quality of service simultaneously. Starlinks closed system cant compete. End of story"
X Link 2024-09-14T18:33Z [---] followers, [---] engagements
"The continuous coverage over the CONUS has always been in the range of 25-45. This also covers the majority of Brazil India Africa and Japan. The variation you speak of (168) has been an assumption of a reasonable terminal count with more being added to address additional demand TBD. Other numbers have changed such as initial [--] sats for equatorial coverage. This was frugal and has happily changed as excitement increased in the more lucrative US market which requires more sats. In fact $ASTS @AST_SpaceMobile has had a fantastic performance where they kept gaining strategic ground despite the"
X Link 2024-09-17T02:20Z [---] followers, [----] engagements
"@themetalsco Huzzah [--] out of [--] 🎉🎊 Its almost like I pay attention as this critical industry evolves for the betterment of the environment and mankind 🤔 Keep up the good work @gtbgtb and @themetalsco $TMC Looking forward to the upcoming PAMCO details"
X Link 2024-09-19T15:13Z [---] followers, [---] engagements
"@spacanpanman $TMCWW"
X Link 2024-09-19T15:34Z [---] followers, [---] engagements
"How can a MNO invest millions into gateways and regulatory let alone "pre-payments" and marketing when Starlink does not require these financial outpourings Simple. They want broadband capabilities when they become available. Who wants text when they can have broadband By the way broadband capability includes SOS and texting. Why integrate twice at all"
X Link 2024-09-22T13:15Z [---] followers, [--] engagements
"Foreign and domestic network operators are defending their right to not be burdened by the interference from the slapped together @SpaceX design and theyre blatantly lying about basic facts trying to spin this as @AST_SpaceMobile is the problem. AST who has spent [--] years designing an elegant system that maximizes spectrum use does not interfere fits all the technical and regulatory regimes worldwide is 2G through 6G ready and wait for it is designed and built in America cementing US leadership in this new industry. AST is the problem Thats rich $ASTS In its latest FCC filing SpaceX is saying"
X Link 2024-10-03T01:42Z [---] followers, 11.4K engagements
"4G capable but not 5G. How do you feel when you see the LTE icon on your phone Crippled right SpaceX D2C does not currently plan to participate in the networks of your primary carrier. It cannot negotiate optimal use. It will neither be optimal nor seamless. SpaceX D2C has watered down their statements to the @FCC to try to allay fears of interference admitting they cant operate near other holders spectrum rights. This means dead zones between served and unserved areas aka they cant eliminate dead zones. This is made worse by not having Earth-fixed cells. If you look closely they promise"
X Link 2024-10-03T20:57Z [---] followers, [--] engagements
"I enjoyed the tone of this response Experiences definitely differ. In the northeast US for me 4G or LTE basically means no data voice and text only. This is due to which infrastructure is deployed in-network in my region versus yours. I agree that SpaceX Starlink has impressive capabilities and access to funding and can certainly innovate quickly. It is quite cringe though to see Musk constantly front-running AST announcements and trying to intentionally overshadow them while AST has a better solution today and is being humble and respectful to their partners instead of boasting about 🐄💩"
X Link 2024-10-03T21:41Z [---] followers, [--] engagements
"@MarkMcL23182550 @Exogynous @SpaceX @AST_SpaceMobile Yep. Its physics Small array limits beam former elements (spaced out based on wavelength so frequency dependent) and constrains directivity and gain. You simply cant do it with a pizza box"
X Link 2024-10-04T16:53Z [---] followers, [---] engagements
"@Exogynous @MarkMcL23182550 @SpaceX @AST_SpaceMobile Again I appreciate the thoughtful response. That said signal processing tricks are essential and help but size is still king. A larger array reduces/removes that constraint. Similar techniques could be applied to the larger array as well until diminishing returns are reached"
X Link 2024-10-04T18:01Z [---] followers, [--] engagements
"@FREESPEECH1017 @LydenYoussef Unlike the Starlink interference issues this GIA requirement can easily be waived based on the Earth-fixed cells capability that the $ASTS solution is entirely built around. https://www.federalregister.gov/documents/2024/04/30/2024-06669/single-network-future-supplemental-coverage-from-space-space-innovation https://www.federalregister.gov/documents/2024/04/30/2024-06669/single-network-future-supplemental-coverage-from-space-space-innovation"
X Link 2024-10-07T13:15Z [---] followers, [---] engagements
"First principles thinking and commitment. Love it Keep innovating in this space @SpaceX Bravo on driving this advancement and being willing to take that chance @elonmusk ELON: PEOPLE THOUGHT I LOST MY MIND If you can move mass from the rocket to the ground site it's better to move mass to the ground site. That's why we took legs off the booster and just have the tower catch it. It sounds mad. I know it sounds insane. When I suggested https://t.co/x3gFxyFLWz ELON: PEOPLE THOUGHT I LOST MY MIND If you can move mass from the rocket to the ground site it's better to move mass to the ground site."
X Link 2024-10-15T20:22Z [---] followers, [--] engagements
"She just can't own a single damn thing. or articulate anything of substance. It's just shameful. Thank you for the snippets @VigilantFox . I'm not sure I could not have sat through this train wreck for however long it ran. The most painful moment of the night occurred when Kamala Harris crumbled for two minutes straight on a question about why Americans are unhappy with the direction the country is moving in. Kamala revealed that doesn't have one useful thing to say other than to belittle Donald https://t.co/2LnaR6EsMp The most painful moment of the night occurred when Kamala Harris crumbled"
X Link 2024-10-17T04:59Z [---] followers, [---] engagements
"It all depends on what is involved in the contract. If $ASTS @AST_SpaceMobile can do it all or have the expertise to ensure success and sub out parts theyll go in as prime. If they need collaboration in key areas with partners then theyll be more likely to be a subcontractor to their partner (Fairwinds). Being selected as prime is great. They can likely deliver their unique area of focus (D2D/5G) as prime. Some of the niche DoD specific techniques or specific missions may be better to partner. Even if they have the skills they may not have the connections and relationships with classified"
X Link 2024-10-25T02:17Z [---] followers, [---] engagements
"The cats explanation (first photo) is spot on. Do the hard part on Earth and the easy part in space. Design systems that naturally seek the desired state not ones that have complex processes to force them there (and increase chance of failure). Simplicity. Harmony. Partnering. Cooperating. $ASTS and @AbelAvellan did it right right from the start. OMG.🤦🏻♂ The internet never forgets. & the cat never forgives. Tim you are a joke. Learn about technology before posing as a tech consultant Let me share a contemporary (3yo) Cat assessment to contrast your ass-hat take on ASTs technology:"
X Link 2024-11-01T00:01Z [---] followers, [----] engagements
"Yep. Its really astonishing how blatant and on-display the lying and deceit are by the Democrat Party leadership this cycle. It blows my mind seeing people fall for it. I try to be aware of bias and echo-chambers but I really hope this election shows a wave common sense overtake the ballot box. Trump has his personality quirks but I think most hatred for him is due to gaslighting like this that constitutes a betrayal of trust. Thank God for social media the release of the Twitter files and our precious sources of misinformation. Interesting to see mainstream media start dipping their toes"
X Link 2024-11-04T20:50Z [---] followers, [---] engagements
"@_eddytrader @ToTheMadMax Competitor launch provider innovator. It doesnt matter. I want the best team for the job. For The @WhiteHouse thats @realDonaldTrump and the team surrounding him. For D2D thats $ASTS @AST_SpaceMobile and the network of partners surrounding them"
X Link 2024-11-06T01:43Z [---] followers, [---] engagements
"@_eddytrader @ToTheMadMax @WhiteHouse @realDonaldTrump @AST_SpaceMobile Agree that Musk in this high govt position is less bullish than Harris for $ASTS. Harris puppet masters would be more pro-war (see recent DoD developments) and would be anti-Musk. But I am not one dimensional. This was the best outcome overall"
X Link 2024-11-06T05:38Z [---] followers, [---] engagements
"Make small caps great again lol"
X Link 2024-11-06T06:36Z [---] followers, [--] engagements
"I believe the missing link here is that these people dont even CONSIDER the gaslighting that theyve been subjected to by mainstream media and their own echo chambers. Their information MUST be accurate. No other reality is considered. Trump winning must be due to one of: [--]. Election fraud [--]. Americans being horrifically callous misogynistic racist and evil [--]. No other explanations exist GASLIGHTING was Websters word of the year just a year or so ago. Very appropriate. Now thats what I call a meltdown https://t.co/uP0GwliU75 Now thats what I call a meltdown https://t.co/uP0GwliU75"
X Link 2024-11-07T13:07Z [---] followers, [---] engagements
"Today I got into a conversation with a [--] year old woman whose husband was an #Army #veteran marching in the Nashua New Hampshire #VeteransDay parade. She made a statement and I detected a positivity towards RFK positions. I stuck my neck out and suggested she was probably a @realDonaldTrump voter. I told her I was too. We had a GREAT conversation after that She is very hopeful about rooting out corruption and excited that the people are waking up. That includes stripping power from obstructive Republicans like @LeaderMcConnell that act against the will of the people"
X Link 2024-11-11T18:01Z [---] followers, [--] engagements
"OMG Make Credit Card Debt Great Again 10% is a great rate The Visa/MC credit card monopoly has put Americans into excessive debt with usurious interest rates at 25%+ President Trump wants a 10% cap on all credit card interest rates JD Vance co-sponsored the Credit Card Competition act which fights the 2-4% hidden tax you pay every https://t.co/PKF5MsMExK The Visa/MC credit card monopoly has put Americans into excessive debt with usurious interest rates at 25%+ President Trump wants a 10% cap on all credit card interest rates JD Vance co-sponsored the Credit Card Competition act which fights"
X Link 2024-11-11T23:40Z [---] followers, [---] engagements
"@Shawn94093906 @ToTheMadMax At 10% I could see just letting my current credit debts ride. Im over here planning my debt ladder to roll the ones that have adjusted up from promotional rates. At 10% (temporary) I wouldnt even bother"
X Link 2024-11-12T05:18Z [---] followers, [--] engagements
"For clarity I agree with you @ToTheMadMax . 10% would not only change the burden for debtors it would remove the incentive to participate for lenders. Ironically it could crater FICO [--] credit scores as banks collapse everyones credit limits to limit exposure. Utilization ratios could skyrocket. Ability to roll more minor balances could evaporate"
X Link 2024-11-12T05:25Z [---] followers, [--] engagements
"It is possible to get this guy @RealTomHoman into office before @realDonaldTrump is inaugurated We need people like this fixing problems not the dispassionate/incompetent stooge hell be replacing. Im loving this guy already. @bennyjohnson SECURE BORDERS SAVE LIVES: Tom Homan explains when you sit down and talk to a nine year old little girl that has been raped multiple times and look into her eyes and every bit of humanity has been stolen from her and everything innocent it breaks your heart and it pisses me off. https://t.co/Szj3qduW3b @bennyjohnson SECURE BORDERS SAVE LIVES: Tom Homan"
X Link 2024-11-12T21:29Z [---] followers, [---] engagements
"@gtbgtb @NORI_Nauru Cant wait to hear the updates. I hope Thursdays conference call has some good nuggets"
X Link 2024-11-13T02:30Z [---] followers, [---] engagements
"@spacanpanman @JibeSetSpike @benthompson Yep. Id imagine that not many companies have signed multiple MLAs with multiple launch providers covering $1B+ of volume. Little by little people will start to realize the significance of what $ASTS @AST_SpaceMobile is doing and the scale at which theyre doing it"
X Link 2024-11-15T18:27Z [---] followers, [---] engagements
"So sad this isnt really @elonmusk posting this Good morning President Trump and I are having coffee here at Mar-a-lago on a beautiful Saturday morning. We're going through plans to delete the IRS and majorly simplify the tax code. We think you should just be able to log into a website it tells you exactly how much you https://t.co/oeu6rgyc3m Good morning President Trump and I are having coffee here at Mar-a-lago on a beautiful Saturday morning. We're going through plans to delete the IRS and majorly simplify the tax code. We think you should just be able to log into a website it tells you"
X Link 2024-11-17T03:46Z [---] followers, [---] engagements
"FAFO Turns out that using underhanded techniques lying openly and back stabbing allies rather than being honest can have consequences Hallelujah Common sense is so back #MAGA #America Sources on Capitol Hill say that Nancy Pelosi has confided to Democratic colleagues that she deeply regrets her role in the coup that replaced Joe Biden with Kamala Harris as the Democratic nominee. She expressed that she should have trusted her political instincts which told https://t.co/Czy65tKQ4g Sources on Capitol Hill say that Nancy Pelosi has confided to Democratic colleagues that she deeply regrets her"
X Link 2024-11-18T18:08Z [---] followers, [---] engagements
"Listen to this condensed summary and then tell me there is a better investment in the market right now. Ill wait. $ASTS https://t.co/j9FLDT047U https://t.co/j9FLDT047U"
X Link 2024-11-19T05:39Z [---] followers, [----] engagements
"@bernabebm01 @JeffBezos @AbelAvellan @AST_SpaceMobile @blueorigin Yes but Id like to limit strategic investment to maintain ownership levels similar to previous partners. I want $ASTS to remain independent and public no buyouts. Only 4x from here would be sad versus what the #SpaceMob knows this company is worth"
X Link 2024-11-22T15:50Z [---] followers, [---] engagements
"So frustrating to see Musk continue the flagrant spewing of 🐂💩 regarding the current state of Starlink D2D. Maybe hes talking about a super secret redesign that needs starship v1 or v2 to launch 🤷 Certainly not the current Swarm product which - has significant OOBE issues - requires very low orbit & shorter life - has high packet loss - non-Earth-fixed-cells - reduced available spectrum (needs MSS) - does not participate in partners network - does not do 5G - requires frequent handoffs - has comparably minimal market penetration as measured by agreements - is structured as a bridge to a"
X Link 2024-11-24T20:15Z [---] followers, [----] engagements
"Yup 💯 percent accurate Beautifully summarized by this young lady #HopeAndChange #MAGA REPORT: Trump's favorability surges by almost [--] points with young Americans according to a new YouGov poll. The seismic shift is extremely noticeable on TikTok where young people (like in the video below) explain why they left the Democratic party for the Right. 57% of https://t.co/zucKAotvIb REPORT: Trump's favorability surges by almost [--] points with young Americans according to a new YouGov poll. The seismic shift is extremely noticeable on TikTok where young people (like in the video below) explain why"
X Link 2024-11-25T04:30Z [---] followers, [--] engagements
"@bakeryowner420 15m/day is nonsense. Unlike Starlink $ASTS has a wide FoV down to [--] degrees from horizon. They are now spaced equally. Anyway spew whatever you like. I know magic🦄💨 live free in @FREESPEECH1017s mind and thats all Im after"
X Link 2024-11-26T03:19Z [---] followers, [---] engagements
"@defiantclient @longmier @Starlink Yes. Continuous double speak on this. Keep trying to call it out. Already got One NZ in trouble. Unsure why nobody cares when @SpaceX and Musk say it"
X Link 2024-11-27T04:46Z [---] followers, [---] engagements
"@FREESPEECH1017 @longmier @defiantclient @onenzofficial New custom phone. There is precedent for mobile operators (in this case Starlink) subsidizing a new device for subscribers in fact its quite common in the US"
X Link 2024-11-29T19:53Z [---] followers, [--] engagements
"I disagree. $T has specifically stated they expect robust continuous service in 12-18 months (2 months ago). [--] birds wont match the throughput of terrestrial towers everywhere but it should give bandwidth constrained service covering much of the current dead zones nationwide. Maybe they launch enough birds by [----] to have major capacity on orbit. 5yrs (EoY 2029) x avg 4/mo = [---] birds. Something to think on. $ASTS always said theyd add birds to meet demand. Demand might be astronomical"
X Link 2024-12-05T13:29Z [---] followers, [---] engagements
"@TorstenProchnow @bennyjohnson I mean it was a lot cheaper than swinging by to chat with @Oprah 🤷"
X Link 2024-12-06T01:12Z [---] followers, [---] engagements
"@HaydukeAbbey @CatSE___ApeX___ @AST_SpaceMobile Interview immediately following BB1 launch in September"
X Link 2024-12-06T01:48Z [---] followers, [--] engagements
"$T have stated robust continuous coverage covering nearly 100% CONUS by EoY [----]. As more birds launch throughput will be greater. Downlink to ground stations will be the bottleneck since the $ASTS solution is so elegant regarding spectrum reuse and flexibility. They have the ability to cover large areas with a broad beam in sparse areas as well as very tight beams in denser areas. Theyve provided the tools for MNOs like $T and $VZ to mix and match from a flexible toolset possibly even overlaying denser areas from above that have terrestrial occlusions for towers. Beautiful solution."
X Link 2024-12-06T16:59Z [---] followers, [---] engagements
"$ASTS uses MNO leased spectrum. It does not currently own its own. In fact it appears that $T and $VZ will mutually benefit from each others leased spectrum when they sublet it to AST. $T already filed for subleases to AST nationwide. We may see $VZ file soon. Or they may file jointly based on the recent clarification around how filings should be made"
X Link 2024-12-06T17:05Z [---] followers, [---] engagements
"Daniel Penny He had the courage to try to protect fellow citizens from a dangerous menace something that our society has punished for decades now. He did not do this to live out some vigilante fantasy. Good Samaritans and people protecting their family and property should feel safe to do so. You want to punish someone Go after the NYS and NYC corruption that didnt help Jordan Neely but had plenty of energy to persecute @realDonaldTrump"
X Link 2024-12-10T20:10Z [---] followers, [--] engagements
"@redrum_2001 Yep. There is no credible stock price target in the double digits. None. Best of luck to the 40% short interest. Looking forward to watching you all burn. $ASTS is going to rip your faces off when it moves. Just have to sit back and wait"
X Link 2024-12-23T01:28Z [---] followers, [---] engagements
"Holy shit $ASTS @AST_SpaceMobile is licensing its own spectrum as part of @LigadoNetworks restructuring This is usually worth billions The vertical integration continues Amazing vision and execution @AbelAvellan and @scottwisniews Onward and upwards AST SpaceMobile Announces Agreement for Long-Term Access to up to [--] MHz of Premium Lower Mid-Band Spectrum in the United States for Direct-to-Device Satellite Applications https://t.co/lPFjc9JPUB https://t.co/e45jiLhQ60 AST SpaceMobile Announces Agreement for Long-Term Access to up to [--] MHz of Premium Lower Mid-Band Spectrum in the United States"
X Link 2025-01-06T16:05Z [---] followers, [----] engagements
"Yep Better bargaining leverage. Also this spectrum is now an asset that $ASTS @AST_SpaceMobile is bringing to the table. -Two main parts to it. The financial and the technical. - The financial take is - AST will hold spectrum and secured financing for it elsewhere. Means the spectrum deal does not slow satellites build or launch. It also means the revenue split take of AST will be larger. 70-30 https://t.co/GHi3RmEqnK -Two main parts to it. The financial and the technical. - The financial take is - AST will hold spectrum and secured financing for it elsewhere. Means the spectrum deal does not"
X Link 2025-01-06T16:31Z [---] followers, [---] engagements
"@AwesomeBeast321 @spacanpanman @scott_m_powell Ligados creditors get upside via roughly 5m $ASTS shares via warrants with no strike. Creditors will benefit bigly. So will @AST_SpaceMobile #SpaceMob and all whove invested in this venture"
X Link 2025-01-06T21:00Z [---] followers, [---] engagements
"@NHSpaceMob @SpaceInvestor_D NH As in New Hampshire"
X Link 2025-01-16T02:18Z [---] followers, [--] engagements
"✅ Re-shoring manufacturing to #America ✅ Critical minerals supply chain independence ✅ Rapid low CapEx expansion opportunity ✅ Champions are in Trump cabinet ✅ Strategic importance for defense ✅ Potential support from Congress (similar to chips act) could come from report due end of [----] including for module processing in Texas ✅ Grossly oversold ✅ Trading at 4% of normal valuation for land based operations likely to revert quickly soon $TMC @themetalsco My share and warrant holdings in this company are approaching the value of my $ASTS holdings that says a lot $TMC @themetalsco Coverage"
X Link 2025-01-17T21:39Z [---] followers, [---] engagements
"@spacanpanman ☝ lol this was true in April too lets just say Ive added $TMC exposure"
X Link 2025-01-17T21:42Z [---] followers, [---] engagements
"$TMC @themetalsco Another key focus of Trump's critical minerals strategy may be deep-sea mining. The Metals Company a prospective deep-sea miner plans to submit its first application to the International Seabed Authority (ISA) in June. These nodules contain cobalt nickel and rare earth elements crucial for battery and electronics production. With Trump's administration favoring deregulation and resource independence TMC may find a more conducive environment for advancing its ambitions."
X Link 2025-01-23T17:31Z [---] followers, [---] engagements
"Nothing like an AI profitability scare from Deepseek knocking the Nasdaq down 5% to give investors another shot at owning $ASTS under $20"
X Link 2025-01-27T12:57Z [---] followers, [----] engagements
"@ASTS_Investors Incoming: $ASTS will have the fastest revenue ramp in history as more birds launch and global partners integrate base stations into their networks"
X Link 2025-01-30T05:45Z [---] followers, [----] engagements
"The bears do realize what this pricing translates to right Lets do some napkin math for just $T (139.0m) and $VZ (144.8m) subscribers using that same pricing. 284m subscribers $20 MNO pricing 50% split 20% uptake 90% margins 20x P/E ratio 325m shares $6.134B annualized earnings $122.7B market cap $377 $ASTS share price The US represents roughly 10.2% of their MNOs subscribers under MOU+. I dont even dare to use ARPU numbers as large as this in my estimates. Have fun playing with fire. 🩳🔥 "About 20% of consumers would pay $20/month for the service" wrote the financial analysts at New Street"
X Link 2025-02-12T17:56Z [---] followers, 21.9K engagements
"@rediamarcon @themetalsco Agree that this investment would be ideal to include in the new sovereign wealth fund as a poster child for American critical mineral independence. #America #AmericaFirst #MAGA @realDonaldTrump @marcorubio @EliseStefanik @howardlutnick @WJMcGinley $TMC @themetalsco"
X Link 2025-02-12T18:19Z [---] followers, [---] engagements
"@CatSE___ApeX___ Throughput Throughput Throughput Show off that high spectral efficiency throughput $T + $ASTS = 🛰🧇💪"
X Link 2025-02-24T16:00Z [---] followers, [----] engagements
"This is bullish as fuck if I ever heard it. We now have a date for the planned [--] sats per month and its about [--] days away Europe satellite service is full steam ahead with @vodafone / @AST_SpaceMobile $ASTS SaaS JV (SCS as a Service). Once the macro fear blows over its 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 $ASTS: IT'S HAPPENING ISN'T IT 10-K: We have made and are continuing to make significant capital investments in buildings and equipment both at our AIT facilities and at certain suppliers to increase the capacity to manufacture satellite components to reach our target https://t.co/7i3IEOWxMH $ASTS: IT'S"
X Link 2025-03-03T21:58Z [---] followers, [----] engagements
"@mk12856907 @vodafone @AST_SpaceMobile Its ok because Im on vacation https://youtu.be/M2WTRqCu_DYsi=FzOcExA9bVgn7hcQ https://youtu.be/M2WTRqCu_DYsi=FzOcExA9bVgn7hcQ"
X Link 2025-03-03T22:09Z [---] followers, [---] engagements
"All aboard Next scheduled stop is $40 Then service continues onwards as funds start walking up to the stated possibility of FCF positive near EoY. $ASTS BUY it HOLD it"
X Link 2025-03-05T20:14Z [---] followers, [----] engagements
"Im pretty sure that @vodafone has been doing exactly this. I dont have the references as I checks notes am employed currently and dont have all #SpaceMob DD perfectly indexed. Paging @defiantclient one of the best Kevins Do note that Ive read all things I reference myself and am not participating in any mass hallucination. The mob gets excited here and there but our research is solid"
X Link 2025-03-11T14:59Z [---] followers, [---] engagements
"@mh6ycb98r4 @spacanpanman I disagree since this is telecom infrastructure that will be growing massively. Review $AMT vs $T for a comparison. Large old guard telecoms are often held for dividends are entrenched and not all that exciting. @deepvaluedude @spacanpanman Fair. It was a sloppy approximation. I reject the lower multiple though. I usually use a lower multiple like 20x for my more conservative estimates but do realize that their go to market strategy is likely to produce VERY fast revenue ramp with high margins. They will likely https://t.co/omcsvllpxF @deepvaluedude @spacanpanman"
X Link 2025-03-11T16:38Z [---] followers, [---] engagements
"I think its quite simple. A pattern of neglecting legal obligations to issue regulations and enable responsible extraction to commence. Capital markets have been tight for years. $TMC has been generous with orchestrating the data collection and cooperating with the @ISBAHQ as schedules slipped again and again. $TMC @themetalsco is not a charity. They must survive. Normally companies pay CEOs and partners but the CEO and partners are keeping them afloat while we wait. The US has a regulatory framework and a cooperative posture that can deliver relief from the current regulatory quagmire. This"
X Link 2025-03-29T02:36Z [---] followers, [---] engagements
"$ASTS showing strong confidence asking 5G fund to be accelerated increased in size and adding clarity to applicable regions. T-Mobile suggests to just get rid of the program. One of these teams has a huge opportunity in front of them. One does not. @mikeddano Yeah. Starlink/T-Mobile capitulates. That is an admission they will not be able to compete on Broadband using d2c. Meanwhile $ASTS: @mikeddano Yeah. Starlink/T-Mobile capitulates. That is an admission they will not be able to compete on Broadband using d2c. Meanwhile $ASTS:"
X Link 2025-04-04T18:09Z [---] followers, [----] engagements
"And from the ashes the Phoenix rises 🐦🔥 $ASTS NOT affected by tariffs Will reduce CapEx for TelCos Generational wealth opportunity"
X Link 2025-04-07T14:02Z [---] followers, [----] engagements
"$TMC @themetalsco @gtbgtb Hear me out"
X Link 2025-04-15T04:56Z [---] followers, [----] engagements
"$ASTS @AST_SpaceMobile $TMC @themetalsco A tale of two tickers. Could history repeat itself Both hit the market in [----] as a deSPAC with big dreams. Both had consistently declining stock values for 3-4 years. Both experienced extreme draw downs amidst tight capital markets pre-revenue status and regulatory delays. Both were attacked constantly with FUD narratives. And then everything changed"
X Link 2025-04-15T04:56Z [---] followers, [---] engagements
"$TMC @themetalsco Lets go America does not need UN permission to advance its strategic interests. The planned U.S. executive order reinvigorates a [----] law the Deep Seabed Hard Mineral Resources Act that establishes U.S. licensing authority in the National Oceanic and Atmospheric Administration over seabed mining in international waters. It is also likely to direct other actions including expedited permitting onshoring processing supply chains and even establishing a strategic nationalstockpile of seafloor resources. The Metals Company the current industry first mover decided toswitch to the"
X Link 2025-04-23T17:29Z [---] followers, [---] engagements
"Disagree. [--]. This is a different administration that has been cutting the bullshit from day [--]. [--]. No tailings dams. No local disruptions. No waste management plans. No CapEx. No onshore permitting. $TMC @themetalsco can move their existing vessel back into place. They can offload nodules from it to be transported to PAMCO for initial processing. They can deliver the outputs to an international buyer via off-take agreements or spot. Surely these details will fall into place and be disclosed over the next [--] months now that certainty is increasing"
X Link 2025-04-25T16:18Z [---] followers, [---] engagements
"@ThiemJohn49468 @Beard_Vet Its literally been [---] days. No president has accomplished so much in so little time. The jury is out on the final result of tariffs. Let him cook"
X Link 2025-05-07T05:29Z [---] followers, [---] engagements
"@henryteoh199641 @newfiesayed @themetalsco @TheEconomist This is baseless speculation. $TMC has been getting hit with considerable short selling. This has been common across deSPACs including those with immense prospects and on the cusp of unlocking substantial revenue. I am highly skeptical of application rejection"
X Link 2025-05-07T15:03Z [---] followers, [---] engagements
"Right. To take it one step further some prototypes for multi-stage heat pumps utilizing refrigerants with different properties can enable efficient heat transfer even in frigid winter weather. They should be hitting the market reasonably soon. More stages equals more losses but still more efficient because were moving heat instead of generating the heat we are using"
X Link 2025-05-07T20:32Z [---] followers, [--] engagements
"Fantastic earnings call for $TMC @themetalsco Things are in motion and it seems like theres no stopping now. Now any chance I can get some of those $3 shares with a $4.50 strike warrant"
X Link 2025-05-14T21:47Z [---] followers, [----] engagements
"Wait I thought everything had to be USA all the way Nope. The US including @NOAA are excited to see this succeed not sink into the bureaucratic swamp. $TMC @themetalsco"
X Link 2025-05-14T21:48Z [---] followers, [---] engagements
"So youre saying we have a date for the new PFS. A real date not some hypothetical magical fairy dust date And they think progress with @NOAA will be reasonable Yes $TMC @themetalsco"
X Link 2025-05-14T21:48Z [---] followers, [----] engagements
"Its nice to see the market finally start waking up to the opportunity thats been hiding in plain sight. We have so much further to go. Exciting times $TMC @themetalsco #DSM #MAGA #America #environment surprised ♻"
X Link 2025-05-20T14:25Z [---] followers, [----] engagements
"Yes. The bill includes two support mechanisms that I found. $2.5B for the National Defense Stockpile. $500M for loan guarantees to support production. $TMC @themetalsco $TMC hmm $2.5b included in the big beautiful bill for a national stockpile of critical minerals 👍 https://t.co/ajQsMJu3Yi $TMC hmm $2.5b included in the big beautiful bill for a national stockpile of critical minerals 👍 https://t.co/ajQsMJu3Yi"
X Link 2025-05-22T20:21Z [---] followers, [----] engagements
"@DevotedDividend $ASTS and $TMC for the next 20-30 yrs Because theyre both going to gain massively AND print so much cash flow theyre gonna have to return it to shareholders"
X Link 2025-06-09T12:18Z [---] followers, [---] engagements
"$5 next $TMC Plenty of catalysts coming near term. Expect a step change in Q3"
X Link 2025-06-11T14:05Z [---] followers, [----] engagements
"Current $TMC price: $4.26 (up) Another day another successful retest of support Lets keep climbing those stairs The view will be great from the top"
X Link 2025-06-11T16:41Z [---] followers, [---] engagements
"Yep. Looking like $5 is next 👍$TMC"
X Link 2025-06-12T19:36Z [---] followers, [---] engagements
"🎯 $TMC Still more to come. Looking forward to the updated PFS. Q3 aint far away"
X Link 2025-06-16T14:27Z [---] followers, [---] engagements
"The market is waking up to this Hidden Gem in $TMC (see what I did there 😉) Throughout the ordeal with @ISBAHQ existing partners and the CEO himself offered strong and unwavering support. A month ago Hess came onboard. Now a new partner joins and establishes the right to participate in future offerings to maintain its ownership percentage. Momentum is building. And its beautiful"
X Link 2025-06-16T19:11Z [---] followers, [----] engagements
"$TMC Executing deep ITM calls soon My war chest of shares and warrants grows daily 😁"
X Link 2025-06-17T14:27Z [---] followers, [---] engagements
"@ChillFinanceGuy Result is in. Portfolio margin eligible but held at 100% maintenance requirement. Basically not marginable. As of todays close: - 38/39 closes $3 - 22/22 closes $4 Not entirely unreasonable. Yet still disappointing. Will try again in a few weeks"
X Link 2025-06-17T21:04Z [---] followers, [--] engagements
"$TMC shorts better get outta the way"
X Link 2025-06-18T14:03Z [---] followers, [----] engagements
"Current mood $TMC Cost basis isnt even near showing on this chart"
X Link 2025-06-18T14:20Z [---] followers, [---] engagements
"So wheres the next pause $TMC Pull back pause at $7 Keep going Pause at new Q3 PFS NPV Pull back pause at $7 Keep going Pause at new Q3 PFS NPV"
X Link 2025-06-18T14:29Z [---] followers, [---] engagements
"Zoom in on the pivot Its nice to see the market finally start waking up to the opportunity thats been hiding in plain sight. We have so much further to go. Exciting times $TMC @themetalsco #DSM #MAGA #America #environment surprised ♻ https://t.co/JfaBETLVCZ Its nice to see the market finally start waking up to the opportunity thats been hiding in plain sight. We have so much further to go. Exciting times $TMC @themetalsco #DSM #MAGA #America #environment surprised ♻ https://t.co/JfaBETLVCZ"
X Link 2025-06-20T11:01Z [---] followers, [---] engagements
"A little more detail on ramp It could be WAY broader based on recent developments but Im not speculating to that degree Well likely learn more with the Q3 PFS release and as NOAA extraction permit process develops further @musaibnmaymun Previous $TMC plans before Trump were to settle out at 12m tons per annum (mtpa). CEO @gtbgtb has said several times recently that people are likely to be surprised by approval timelines. A lot is happening and fast at least in mining sector terms. I too was hoping to see @musaibnmaymun Previous $TMC plans before Trump were to settle out at 12m tons per annum"
X Link 2025-06-20T11:05Z [---] followers, [--] engagements
"@themetalsco $TMC Upgraded to OUTPERFORM $11 PT @DivesTech at Wedbush More to come"
X Link 2025-06-25T12:12Z [---] followers, [---] engagements
"In case you missed the open $TMC @themetalsco"
X Link 2025-06-25T15:26Z [---] followers, [--] engagements
"Woooooooowww Im at a loss for words. I feel bad for all those T-Mobile users whose phones will die in the middle of nowhere because of satellite handoffs every 5s. When consumers see the reality of the difference between $ASTS D2D coverage and Starlink D2C the market will react"
X Link 2025-06-25T19:31Z [---] followers, [---] engagements
"Eloquent concise and clear as always. 👏 very well said @gtbgtb Despite some trying to cast Gerard $TMC @themetalsco and its partners as pirates the opposite is actually true. They are doing the hard work to press governments and industry to establish responsible rules and practices. They are operating in the muddy waters treading carefully but being courageous to press on to effect positive change. This courage will be rewarded and all are welcome to participate. Its up to governments and investors to decide which side of history they wish to be on the side of PROGRESS or OBSTRUCTION I chose"
X Link 2025-06-27T14:07Z [---] followers, [---] engagements
"Just got my wifes [---] lift in Rock Krawler [---] Pro-X w/ Bilsteins and [--] KO3s There will be signs $ASTS $TMC Big shout out to Jeremy and Adam My dad had a great time with Jeremy (owner of RK) who invited him to share beers and talk Colorado things My dad and I hung out with Adam today too Very nice and knowledgeable guys I think I had 100ms free fall when I hopped out Just how I like it 👌"
X Link 2025-06-28T16:58Z [---] followers, [----] engagements
"On days like today its good to remember why were here. Transformative companies are volatile early on when opportunity is highest. Keep your eyes in the prize. $TMC $ASTS"
X Link 2025-07-01T15:44Z [---] followers, [---] engagements
"Hmmm. Everyone: blocked replies ✅ Me: blocked quote tweets ✅ Me: blocked copy link ✅ 🤔wen blocked from seeing the lies What are you hiding from @IcebergResear I guess the $TMC truth hurts"
X Link 2025-07-02T14:16Z [---] followers, [---] engagements
"My backyard needs lasers. Just stumbled on this. I need this https://www.indiegogo.com/projects/worlds-first-portable-mosquito-air-defense $ASTS Next gen BlueBirds will need space lasers. https://www.indiegogo.com/projects/worlds-first-portable-mosquito-air-defense $ASTS Next gen BlueBirds will need space lasers"
X Link 2025-07-02T15:38Z [---] followers, [---] engagements
"A good read for anyone doubting the rights of the US to regulate extraction via DSHMRA. Persistent objector ✅ Looking forward to @NOAA update on the @themetalsco $TMC application for extraction. It will likely come sooner than most expect. $TMC This legal report on TMC kicks out the fud and replaces it with hard facts. https://t.co/w6zh2dy4Ka $TMC This legal report on TMC kicks out the fud and replaces it with hard facts. https://t.co/w6zh2dy4Ka"
X Link 2025-07-07T13:27Z [---] followers, [---] engagements
"@ChillFinanceGuy $TMC has now gone [--] days without closing under $3 Imminent catalysts it will surely push it to double digits Surely @CharlesSchwab will consider assigning an 80% margin requirement at this point an improvement from 100%"
X Link 2025-07-08T16:18Z [---] followers, [---] engagements
"Empty words from a now-irrelevant organization. #America has moved on and reasserted the rights it never forfeited. $TMC @themetalsco has moved on as well. Its time to source these critical minerals with the lightest environmental and societal impact known all while securing American supply chains to support re-industrialization. Exciting times. I acknowledge there is a race to gain access to minerals. Ensuring that this access is fair and balanced is essential to global stability." Leticia Carvalho MSG of the @ISBAHQ 🔗Read the full piece via @TheEconomist: https://t.co/MkdI58TCMq"
X Link 2025-07-11T21:13Z [---] followers, [---] engagements
"The Trump administration is prioritizing rare earth mineral security with plans to invest tens of billions to secure domestic control over these resources. Analysts project the deep-sea mining sector could grow into a $1 trillion industry by [----] The Metals Company (TMC) is one of the few operators ready to deliver these minerals responsibly at scale. Unlike land mining that leads to deforestation excavation & toxic waste MC's approach focuses on minimal disruption with strong scientific monitoring & environmental assessments. This alignment of technology readiness policy support & strategic"
X Link 2025-07-16T09:52Z [---] followers, [---] engagements
"Things are heating up between DoD and $TMC @themetalsco https://oversight.house.gov/wp-content/uploads/2025/07/DoD-re-Deep-Sea-Mining-Letter.pdf https://oversight.house.gov/wp-content/uploads/2025/07/DoD-re-Deep-Sea-Mining-Letter.pdf"
X Link 2025-07-16T13:35Z [---] followers, [----] engagements
"Heard a reference to $TMC strategy day Cant wait for more of the roadmap and economics to be laid bare. This team has carried the company through the gauntlet and they are delivering. They have my complete trust leading the way as this new industry takes flight. $TMC listen to [--] clips attached The market will wake up to what's about to happen. The best kept secret on Wallstreet @themetalsco $NIO $TSLA $PLTR $RIO $OTC $FCX $NEM $AEM $VALE $RIO $AMZN $BHP $NEM $MP https://t.co/wGhuz7Ps6n $TMC listen to [--] clips attached The market will wake up to what's about to happen. The best kept secret on"
X Link 2025-07-16T17:04Z [---] followers, [---] engagements
"$ASTS @AST_SpaceMobile launch campaign imminent It's about to get REAL It will be satisfying to watch others cram into this behemoth once they start seeing the revenue potential come to fruition and are blown away by the remaining tech roadmap. #SpaceMob doesn't need to hold our breath for some big announcement. The story has been hiding in plain sight for those willing to have vision and to do the work to verify"
X Link 2025-07-17T16:22Z [---] followers, [----] engagements
"@Connor38240 @CatSE___ApeX___ @CytoplasmicANA Designed for 7-10 year operation Not VLEO like Starlink (3y)"
X Link 2025-07-22T16:45Z [---] followers, [--] engagements
"With T-satellite your phone automatically switches to T-satellite Then every [--] seconds it automatically switches to T-satellite You dont have to do anything In fact you cant stop it Bye bye battery life $ASTS @AST_SpaceMobile fixes this Good choice $T @ATT $VZ @Verizon Do better @TMobile"
X Link 2025-07-23T17:18Z [---] followers, [----] engagements
"$TMC @themetalsco 👀 The opportunities are everywhere Recall that PAMCO expects something like 80% of their future business to come from nodule processing. PAMCO walking away due to @ISBAHQ sabre rattling I think NOT The Japan deal teaches us three critical lessons: Leverage the Quad's strategic platform for trusted ally investments Focus on national security-linked sectors like semiconductors and critical minerals Put investment not just market access at the heart of negotiations The Japan deal teaches us three critical lessons: Leverage the Quad's strategic platform for trusted ally"
X Link 2025-07-28T18:02Z [---] followers, [---] engagements
"$TMC @themetalsco Weve seen this pattern before It is darkest before the dawn And its only a matter of time before the next catalyst drops to propel us further The signs are everywhere if you only look"
X Link 2025-07-30T14:55Z [---] followers, [----] engagements
"I could see an $MP materials style DoD/US government announcement dropping soon for $TMC @themetalsco Direct investment in convertible bonds Floor price for [--] years Strategic nodule stockpile guaranteeing demand The anticipation is palpable I hear that retail is panicking today Hold strong 💪 It is darkest before the dawn and we have a string of catalysts coming https://x.com/mpmaterials/status/1943252793424515110s=46&t=kroPjnyxn6GUzLY-A93jwg https://t.co/PJIxK3KlUU Korea Zinc $1-2B investment in US smelting plant may be part of final tariff negotiations. The move is believed to reflect a"
X Link 2025-07-31T19:27Z [---] followers, [----] engagements
"Very strange. I linked this $MP post but it previewed a different post. 🤷 So proud MP Materials Announces a Transformational Public-Private Partnership with the U.S. Department of Defense Multibillion-dollar DoD commitment New 10X magnet facility to be constructed 10-year price floor + offtake agreements DoD positioned to become MPs https://t.co/wno4MiVCYj So proud MP Materials Announces a Transformational Public-Private Partnership with the U.S. Department of Defense Multibillion-dollar DoD commitment New 10X magnet facility to be constructed 10-year price floor + offtake agreements DoD"
X Link 2025-07-31T22:55Z [---] followers, [---] engagements
"$TMC @themetalsco (1/n) Trump administration to expand price support for US rare earths projects sources say Top White House officials told a group of rare earths firms last week that they are pursuing a pandemic-era approach to boost U.S. critical minerals production and curb China's market dominance by guaranteeing a minimum price for their products five sources familiar with the plan told Reuters Navarro and Copley told the meeting that a floor price for rare earths extended to $MP Materials earlier this month as part of a multibillion-dollar investment by the Pentagon was "not a one-off""
X Link 2025-08-01T00:59Z [---] followers, [---] engagements
"$TMC @themetalsco (4/n) So I will posit the questions Will we see more than nickel cobalt copper and manganese in our TMC slide decks in the near future The dollars per kilogram in some of these is 💰💰💰 Will we see some of this Operation Warp Speed in the first linked article It certainly seems that way Time will tell"
X Link 2025-08-01T01:00Z [---] followers, [---] engagements
"$TMC @themetalsco"
X Link 2025-08-01T18:51Z [---] followers, [---] engagements
"Back of the envelope calculation Approximately 436m shares after all tranches of warrants are exercised (if done on cash basis) $23.6B net present value $54 per share Let me say that again THE PRESENT VALUE of [--] share of $TMC share is $54 Love it TMC Releases Two Economic Studies with Combined NPV of $23.6B and Declares World-First Nodule Reserves. Read the press release: https://t.co/zhhgBu5cgt $TMC #deepseamining https://t.co/jFZfAnBfDK TMC Releases Two Economic Studies with Combined NPV of $23.6B and Declares World-First Nodule Reserves. Read the press release: https://t.co/zhhgBu5cgt $TMC"
X Link 2025-08-04T11:46Z [---] followers, [----] engagements
"@JamR0ck15 I will likely post an update tomorrow. This was great. Cant wait for more upcoming announcements. Institutions may be getting involved in size by EoY (reading tea leaves and talking to analysts here). This is happening for $TMC. The pull back is a gift"
X Link 2025-08-04T21:02Z [---] followers, [---] engagements
"$TMC @themetalsco A lot is happening as the #DSM #DeepSeaMining #DSH @DeepSeaHarvesting industry prepares to flourish with #America leading the way I am grateful to have attended Strategy Day and spent time with the key players pushing this initiative forward to both strengthen our supply chains protect the environment and make America more competitive. Having seen panel discussions and after conversing directly I am more bullish than ever. Craig Shesky CFO of @themetalsco is hosting an AMA tomorrow (Aug 6) at 6pm EST. Please join him to get clarity on the regulatory timeline amongst other"
X Link 2025-08-05T17:27Z [---] followers, [----] engagements
"$TMC @themetalsco A good overview of the significance of moving from IA to PFS from resource to reserve TL;DR It is the last checkbox before permitting for larger institutional investment. Ive heard that @gtbgtb and Craig Shesky may be on a government/institutional investor road show in September. All signs point to preliminary good feedback on the @NOAA application and a potential conditional approval coming long before [----] possibly even this year. Oh and there were some pretty big names in the capital allocation world in attendance at strategy day. Some from Silicon Valley. They would like"
X Link 2025-08-05T19:44Z [---] followers, [----] engagements
"$TMC @themetalsco ❤ retail. This was an awesome experience. It sounds like it may happen again I look forward to spending time again with such a positive and driven group of people united by their shared mission. Whatever the market does over the next few months I know ✨ Critical metals. Minimal waste. ♻ @themetalsco is developing the largest estimated resource of metals to be used recovered and reused again. 🤝 Proud to be your exchange partner $TMC #NasdaqListed https://t.co/nX5eQutCJM ✨ Critical metals. Minimal waste. ♻ @themetalsco is developing the largest estimated resource of metals to"
X Link 2025-08-05T20:41Z [---] followers, [----] engagements
"Things are moving at $TMC @themetalsco They are very close to having a conditional permit which may unlock institutional support which could approach $25 per share ($10B discounted PFS and IA valuation). It was possible but did not land before Strategy Day. They are well capitalized so institutions may have to start buying in the open market if they want that juicy 30% IRR project exposure at a discount. I suspect that comes around conditional permit grant and investor roadshow in September. Retail makes up a large cohort of $TMC ownership. Retail is often willing to buy before these"
X Link 2025-08-06T16:44Z [---] followers, [----] engagements
"$TMC @themetalsco Yes and that is accounted for here. They are intending to prioritize the fastest path to production that wont expose them to the risk of litigation. All steps will be pursued to ensure the foundation of this activity is rock solid. They are aiming to have the different production segments close to ready upon receipt of full CRP (commercial recovery permit). Both @NOAA and the Trump administration want to remove barriers and pursue a flexible pathway indicating the intent to issue the permit so that capital can be unlocked due to that de-risking. This is explicitly what has"
X Link 2025-08-06T18:40Z [---] followers, [----] engagements
"@PaulH1639125 @Bradwmcd @themetalsco More info here in this thread @Mcb18125448 @ernestbuyscrypt @John_Porter10 @themetalsco Conditional/provisional permit (sorry for my inconsistent terminology) was presented and is in the publicly available slides on the investor site. I forget exactly where every nugget of info came from as it was a busy day and I had many conversations in addition to attending the @Mcb18125448 @ernestbuyscrypt @John_Porter10 @themetalsco Conditional/provisional permit (sorry for my inconsistent terminology) was presented and is in the publicly available slides on the"
X Link 2025-08-06T20:58Z [---] followers, [--] engagements
"$TMC @themetalsco The AMA is live right now https://www.youtube.com/live/U4x09FFrvaAsi=N5ylsXI1eUz6aJto https://www.youtube.com/live/U4x09FFrvaAsi=N5ylsXI1eUz6aJto"
X Link 2025-08-06T22:09Z [---] followers, [----] engagements
"More info $TMC @themetalsco https://t.co/II3p33idAe A lot is happening as the #DSM #DeepSeaMining #DSH @DeepSeaHarvesting industry prepares to flourish with #America leading the way I am grateful to have attended Strategy Day and spent time with the key players pushing this initiative $TMC @themetalsco https://t.co/II3p33idAe A lot is happening as the #DSM #DeepSeaMining #DSH @DeepSeaHarvesting industry prepares to flourish with #America leading the way I am grateful to have attended Strategy Day and spent time with the key players pushing this initiative"
X Link 2025-08-06T22:10Z [---] followers, [---] engagements
"$TMC @themetalsco Read between the lines people. Everything Craig just said mimics DoD actions to support $MP materials earlier this year. Roughly 40m into the stream"
X Link 2025-08-06T22:44Z [---] followers, [---] engagements
"Strategy Day was awesome. It was great to see first hand the solid footing $TMC @themetalsco now has as this new industry gets going. The story is so aligned with what #America currently needs and it is being made a reality by this scrappy persevering and driven team. I look forward to watching our imminent catalysts pass and seeing you all at the next investor event"
X Link 2025-08-11T14:43Z [---] followers, [---] engagements
"$TMC has now gone [--] days without breaking below $5. It handily meets the requirements. Surely @CharlesSchwab @SchwabTrading will finally consider holding it at 50% 70% or even 80% margin requirement instead of 100%. I have been loyal to the ThinkOrSwim platform since [----] manage family accounts and I really want to remain 100% here but this point its pushing me to consider moving some of my holdings and margin interest. Please consider it or at least explain why"
X Link 2025-08-11T15:43Z [---] followers, [---] engagements
"$TMC @themetalsco Andy Greig (responsible for hundreds of billions of mining CapEx at Bechtel): terrestrial mining companies are doing what theyve always done. They are welded to their business model. This is gonna be like the guy at Kodak that invented the digital camera. Kodak said itll never take off. Where is Kodak This is a grand adventure and Im proud to be part of it. Inside Look Into The Metals Company (@themetalsco) Strategy Day Packed house in NYC live conversations w/ CEO @gtbgtb early investors & board. $TMC is building a new industry for the energy transition. 📺"
X Link 2025-08-20T20:49Z [---] followers, [----] engagements
"Its also a juicy bargain If you use [----] (when production hits full rate) and discount it 9% back to today fair value today for $TMC is $32. Anyone buying at that $32 price today can still expect a 27%-36% IRR over a 20y-40y period and cumulative EBITDA/sh of about $670 🤯 Seriously check it out. @coderedworm @themetalsco Yes. Now discount being stupid rich by 9% annually to today. Still a great deal. If $TMC is in full production on Project Zero and ramping up their next wave of efficiency improvements then things may look like: Production: $5.5B @ 100% = $12.85/sh PFS: $18B @ 65% ="
X Link 2025-08-29T22:35Z [---] followers, [---] engagements
"Note: this video was shot on unreleased IOS [--] dev beta evidence again that the slip caught by the mob was accurate. @AST_SpaceMobile $ASTS is working with @Apple $AAPL. Unlike T-Mobile $TMUS working with app makers to strip them down to function with Starlink T-Satellite Apple knows people want broadband and thats what they are getting with ASTS. The future of mobile broadband from space anywhere you go with SpaceMobile Our space-based cellular broadband network powered by the largest (2400 sq ft) and most advanced commercial phased arrays ever deployed in low Earth orbit. They will be"
X Link 2025-09-15T17:20Z [---] followers, [----] engagements
"@ATX_Capital @CharlesSchwab @SchwabTrading @themetalsco And its gone. Maybe system glitch. Back to basically unmarginable. sigh"
X Link 2025-09-21T16:44Z [---] followers, [---] engagements
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