Professional
Added to YB: 2025-08-15
Pitch date: 2025-07-31
ASTS [bullish]
AST SpaceMobile, Inc.
-1.67%
current return
Author Info
Greenhaven Road is a boutique hedge fund with the patience and confidence to step outside of the norm. Visit their website.
Company Info
AST SpaceMobile, Inc., together with its subsidiaries, designs and develops the constellation of BlueBird satellites in the United States.
Market Cap
$13.3B
Pitch Price
$50.90
Price Target
N/A
Dividend
N/A
Sector
Diversified Telecommunication Services
Category
growth
Greenhaven Road Capital New Position: AST SpaceMobile, Inc.
ASTS (new position): Space-based cellular network connecting to unmodified phones, allowing coverage anywhere. 5 satellites in orbit; plan for 60 by Q1'26. $1.5B cash, expected cash flow positive end 2025 with 25 satellites. Key partners: AT&T, Verizon, Google. Potential defense opportunity from Trump's $25B 'Golden Dome' bill. CEO owns 30%.
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