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[@DavidRo40003348](/creator/twitter/DavidRo40003348)
"Vodafone are presenting at a business event my wife is at today big feature on $ASTS . Reiterating service starts in UK 2026. Have sent her off with a list of questions"  
[X Link](https://x.com/DavidRo40003348/status/1978458607730430076) [@DavidRo40003348](/creator/x/DavidRo40003348) 2025-10-15T13:51Z XXX followers, 12.5K engagements


"Portfolio update - YTD +226% top holdings $ASTS $PGY $HOOD $GSI $TAC $AIP $QS $HROW $CLPT $CCCX"  
[X Link](https://x.com/DavidRo40003348/status/1978553268641906708) [@DavidRo40003348](/creator/x/DavidRo40003348) 2025-10-15T20:07Z XXX followers, XXX engagements


"6/7 Vodaphone MCx can provide improved Firstnet style service in Europe - ASTS providing the crucial satellite coverage - Vodaphone have also partnered with Airbus utilising their Agnet cloud SAAS integrated into MCx - Therefore Un-likely AST will take XX% rev share"  
[X Link](https://x.com/DavidRo40003348/status/1978770038875095206) [@DavidRo40003348](/creator/x/DavidRo40003348) 2025-10-16T10:28Z XXX followers, XXX engagements


"7/7 A rough valuation - Speculate Vodaphone take XX% market share with no premium for enhanced service - Assume AST share XX% allowing for hardware/ Airbus contracting etc = $380m per annum revenue at a XX% margin/ 25PE multiple $6.6bn Just my musings"  
[X Link](https://x.com/DavidRo40003348/status/1978770041207169470) [@DavidRo40003348](/creator/x/DavidRo40003348) 2025-10-16T10:28Z XXX followers, XXX engagements


"2/7-1st deployment/demo of the priority service (minus satellite) went live in Germany April - Sept XX Vodaphone held an International public safety event in Westport Ireland. Audience was Irish & EU government ministers showcasing public protection & disaster relief use cases"  
[X Link](https://x.com/DavidRo40003348/status/1978770027101692383) [@DavidRo40003348](/creator/x/DavidRo40003348) 2025-10-16T10:28Z XXX followers, XXX engagements


"3/7- In the UK emergency services currently use TETRA Terrestrial Trunked Radio. Supplied by Motorola the current contract expires end of 2026 - There are reports of X year extension to '29 for $748m giving an idea of the funding (UK only) - Benefits of MCx V TETRA:"  
[X Link](https://x.com/DavidRo40003348/status/1978770030511657321) [@DavidRo40003348](/creator/x/DavidRo40003348) 2025-10-16T10:28Z XXX followers, XX engagements


"4/7 Vodaphone state on their website they are "working closely with all emergency services and the companies offering existing tailored applications and IT systems" in regard to transitioning from TETRA to MCx - Adoption rate - XX% of UK emergency organisations"  
[X Link](https://x.com/DavidRo40003348/status/1978770033808478625) [@DavidRo40003348](/creator/x/DavidRo40003348) 2025-10-16T10:28Z XXX followers, XX engagements


"5/7 SATCO's European "Firstnet" opportunity - Based on UK contract extension for a lesser service equates to $249m a year for population of 69m - EU XX member states combined population 450m pro rata UK = $1.6bn a year - Other non EU est $80m - Total revenue $1.9bn/ yr"  
[X Link](https://x.com/DavidRo40003348/status/1978770036664746142) [@DavidRo40003348](/creator/x/DavidRo40003348) 2025-10-16T10:28Z XXX followers, XX engagements


"$ASTS Barclays downgrade Over weight to Under weight PT $XX AST Spacemobile stock downgraded by Barclays on valuation concerns By"  
[X Link](https://x.com/DavidRo40003348/status/1979121408698409086) [@DavidRo40003348](/creator/x/DavidRo40003348) 2025-10-17T09:44Z XXX followers, 1233 engagements