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u/Comfortable-Rule-491
Reddit r/stocks
Винрейт
0.0%
доходность
-18.1%
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
26 апр
$76.40
-18.1%
ASTS has potential clients from major MNOs (ATT, VZ, Vodafone, Japan), an estimated 85%+ profit margin, and a low revenue-sharing contract (~$1/user). Even at low adoption, the commenter projects $200–300 share price, implying roughly 10x from current levels. A speculative long bet on satellite-to-phone direct connectivity, driven by large addressable market and high margins, but lacking hard financials. Slower adoption than modeled, regulatory hurdles, capital needs, competitive pressure from Starlink.
ASTS has potential clients from major MNOs (ATT, VZ, Vodafone, Japan), an estimated 85%+ profit margin, and a low revenue-sharing contract (~$1/user). Even at low adoption, the commenter projects $200–300 share price, implying roughly 10x from current levels. A speculative long bet on satellite-to-phone direct connectivity, driven by large addressable market and high margins, but lacking hard financials. Slower adoption than modeled, regulatory hurdles, capital needs, competitive pressure from Starlink.
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Показано 1 из 1 коллов · сортировка по упоминаниям
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У u/Comfortable-Rule-491 на Buzzberg отслеживается 1 торговых идей по 1 тикерам с апреля 2026. Чаще всего покрывает: ASTS.
