$NPA initiated shares/W. ATT/Voda + all those cell investors, seems the big boys have chosen horse to ride next gen. 100's tech patents probably why. 2030 projections are wild, but with these partners/investor support, is believable. 16B EBIDTA means like 300B+ MC at least 150x
$NPA, what makes this all possible are companies like SpaceX and Momentus, driving costs down within a few years by 90%. The next few years NPA might be for mobile smartphone connection what Starlink will be for home Wifi. projected 95B SpaceX valuation, 70% of that is Starlink.
$NPA Investors and Partners, some of the largest providers and manufacturers in world
The two main partners already with executed commercial agreements. If these two could do it themselves without $NPA, they would, lots of $ on the line, expect the others with MOU & new players like Verizon/other to be executed soon.
The reason why? $NPA has been working on this for awhile and has 750+ Patents claims, that seems like a lot...
$NPA “SpaceMobile model: wholesaler that will not sell services direct to users but will instead sell use of its LEO network to mobile network operators that then bill customers for ability to connect directly to satellites when their terrestrial network is not available” mithus
$NPA Good video with CEO about how the system works & main target market. Good for low to medium density population, also for emergency or latency network and back up for high population density areas.
$NPA 2 important keys in the video are: The technology sounds like they invented the light bulb or electricity. And have had a satellite up/working since April 2019 which has been proving the technology works! Which is why the major players are investing & partnering with AST
$NPA Biggest operators in the world as partners and investors. https://twitter.com/VodafoneGroup/status/1339191301850488833
$NPA confidence? Earlier in year, "SpaceMobile $110M Series B funding from Rakuten, Vodafone, American Tower, Cisneros, Samsung." New PR "$230M fully committed PIPE, Vodafone, Rakuten, American Tower, & Cisneros all increase their equity" They are doubling down at 10 in size
$NPA "We don’t see anything else out there that is going to allow us to connect the next couple of billion people in the world that we aspire to with this platform,” says Luke Ibbetson, head of group research & development at Vodafone who is leading the collaboration with AST
$NPA "There are over 5 billion mobile phones that move in and out of coverage. Around 51% of the global population does not have mobile broadband, according to the company. AST said it has a built-in customer base “ready to be turned on.”
$NPA Nick Read, CEO, Vodafone, said: “At Vodafone we want to ensure everyone benefits from a digital society – that no-one is left behind. We believe SpaceMobile is uniquely placed to provide universal mobile coverage, further enhancing our leading network across Europe & Africa”
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