es gibt noch 20% Leerverkäufe von größeren Institutionen die ein Interesse an niedrigen kursen haben und auch die Mittel den kurs zu drücken. Eigentlich eine gute Möglichkeit nachzukaufen, insbesondere nach dem erfolgreichen ausliefern der ersten 5 kommerziellen Satelliten. in Q125 sollen weitere 4-6 Satelliten der zweiten Generation und 3mal so groß folgen. ist ein langfristinvest wenn man ans gelingen glaubt und auch sehr gut zu handeln.
A press statement from the company featured a comment from Mickey Mikitani, Rakuten group chairman and CEO, who said: “Today’s historic launch from Kennedy Space Center marks the next step in our shared mission of democratizing telecommunications. Mobile connectivity is a necessity no matter where you are. We are proud to be working with a trailblazer like AST SpaceMobile to create a more connected world.” Rakuten is an investor in AST SpaceMobile.
in addition to investments from Rakuten and U.S. carrier partners AT&T and Verizon, AST SpaceMobile has also secured strategic investments from Google and Vodafone, as well as contracts with the United States Government through prime contractors. Further, more than 45 mobile operators around the world have signed agreements with the satellite company. These include Bell Canada, Orange, Telefonica, TIM, Saudi Telecom Company, MTN, Zain KSA, Etisalat, Indosat Ooredoo Hutchison and Globe Telecom.
Deutsche Bank has updated its valuation on AST Spacemobile (NASDAQ: ASTS), significantly increasing the price target to $63.00 from the previous $22.00 while maintaining a Buy rating on the stock.
The adjustment in the price target reflects a shift in the bank's valuation methodology for the satellite communications company.
The analyst from Deutsche Bank explained that the previous valuation was based on a weighted average stock price derived from three scenarios: a DB Model case with a 40% weighting priced at $44, a Conservative case with a 40% weighting at $10, and a $0 Stock Price scenario with a 20% weighting. The change in the price target is attributed to the company's recent advancements and the perceived undervaluation of its growth potential.
AST Spacemobile has made significant progress in several key areas, which has prompted Deutsche Bank to reassess its valuation.
Rakuten owning 31,020,155 shares of AST SpaceMobile
Mr. Mikitani is the founder, Chairman and Chief Executive Officer of Rakuten and has voting and investment discretion with respect to the securities held of record by Rakuten. As such, Mr. Mikitani is deemed to be the beneficial owner of the securities held by Rakuten.
Amount beneficially owned: 31,020,155 shares of Class A Common Stock. Percent of Class: 16.63% Number of shares the Reporting Person has: Sole power to vote or direct the vote: 31,020,155 shares of Class A Common Stock. Each share of Class A Common Stock carries one vote per share. Sole power to dispose or direct the disposition of: 31,020,155 shares of Class A Common Stock
Libuda
: Vodafone and AST SpaceMobile Sign Agreement
Vodafone and AST SpaceMobile Sign Agreement to Create European Direct-To-Device Satellite Service Provider
NEWBURY, England & MIDLAND, Texas, March 03, 2025
Vodafone Group Plc, a leading European and African telecommunications company, and AST SpaceMobile, the company building the first and only space-based cellular broadband network accessible directly by everyday smartphones, designed for both commercial and government application, have signed an agreement to create a jointly-owned European satellite service business ("SatCo") to serve mobile network operators (MNOs) in all European markets.
AST SpaceMobile Provides Business Update and Fourth Quarter and Full Year 2024 Results
"2024 was a milestone year for AST SpaceMobile, and we enter 2025 even better positioned to lead the emerging direct-to-device satellite communications industry that we invented," said Abel Avellan, Founder, Chairman and CEO of AST SpaceMobile. "The many pieces of our plan are rapidly coming into place. We advanced our customer ecosystem, formalized definitive commercial agreements, and expanded our U.S. Government capabilities. Finally, we completed a carefully structured financing transaction with minimal dilution to current shareholders, enabling us to accelerate our manufacturing efforts and start 2025 stronger than ever."
"With nearly $1.0 billion in cash on our balance sheet pro forma for the recent offering of convertible notes, an alliance of industry leading partners, and our proprietary technology, we are well-positioned for continued success," added Avellan. "We are laser-focused on building and deploying satellites and expanding our commercial agreements during 2025, moving toward commercial-scale revenues. Our vision has never been clearer, and we believe we have the resources and capabilities to execute our plans."
Libuda
: Advancement in commercialization of network
Significant advancement in commercialization of SpaceMobile network with new commercial agreements with Vodafone and the U.S. Government
Vodafone definitive commercial agreement through 2034 establishes framework to offer SpaceMobile service in its 20+ countries across Europe and Africa
Secured contract for $43.0 million in expected revenue with the U.S. Space Development Agency (SDA) through a prime contractor, following successful testing on BlueWalker-3
Announced plans to form European distribution entity, jointly owned with Vodafone to accelerate commercialization across European continent
Company has agreements with approximately 50 mobile network operators globally, which have nearly 3.0 billion existing subscribers globally
Libuda
: March was another busy month for AST SpaceMobile
April 15, 2025
March was another busy month for AST SpaceMobile, here’s your full recap.
We’ll cover:
UBS, Deutsche Bank, and Scotiabank raise AST stock targets New satellite design revealed (FM1) with 30m² solar panel AST now has 40 BlueBirds in production & targets 6/month by late 2025 AST forms ‘SatCo’ with Vodafone to serve all of Europe Mission Critical: AST’s emergency services connectivity initiative FCC gateway approvals unlock US operations New MNO partnerships & 3 billion potential users worldwide AST to launch at least 60 satellites before end of 2026
Holder§% of holding Shares Held Date Reported Value (In 1,000s) Rakuten Group, Inc. 13.15% 31,020,155 Apr 17, 2025 818,932 The Vanguard Group, Inc. 6.35% 14,987,351 Dec 31, 2024 395,666 BlackRock, Inc. 4.57% 10,793,056 Dec 31, 2024 284,937 AT&T Inc. 2.65% 6,260,440 Feb 03, 2025 165,276