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Interview: Ray Dolan, Cohere Technologies Justin Springham speaks with Ray Dolan at Cohere Technologies at MWC26

I pay attention when Ray Dolan talks, especially when he is at a MWC! Cohere is now live in production with Bell Canada and still tuning. I expect them to be deployed in other carriers like AT&T and Vodafone later in 2026. Pulsone is the future!
www.mobileworldlive.com/old_latest-s...

Clear Street maintains a buy on $ASTS with a $137 price target.

Additional update on $ASTS post earnings call. BofA is sticking with a $100 price target but others are higher. Look to see increases in the estimated revenue for 2028, 2029 and 2030.

TELUS and AST SpaceMobile Partner to Bring Space-Based Cellular Broadband Connectivity to Every Corner of Canada

www.businesswire.com/news/home/20...

Oh Canada 🇨🇦 ❤️🎉!!!! $ASTS

I anticipate continued market weekness in March / April but plenty of zigging and zagging along the way. I'll look for a better entry to buy more puts. Still have some active but not as much.

a 6 monthly daily chart of $SPY showing a selloff that touched below $670.

Looks like $SPY officially traded below my $670 prediction. I closed some of my puts earlier this morning. I used put spreads (buying higher strike puts and selling lower strike ones) and I got lucky to have closed out some of the low strike sales yesterday after markets had rallied.

Hourly chart of $PCT showing a great buying setup. oversold condition.

Markets love to give you buying and selling opportunities. $PCT. I was obviously buying too soon. Love the current setup. Lower low on a higher hourly RSI that is also oversold. Two new gaps in the chart. Might fill a gap from April 2025 (crazy).

Echostar only requires a 5x5 Mhz allocation of spectrum for their current services despire having a 15x15 allocation.

The big $ is often made in following the details that come in various regulatory filings. $SATS, $ASTS. What is at stake is the MSS allocation in Europe for D2D services and Satellite Connect Europe seems poised to get a healthy allocation (at Echostar's loss perhaps?). More MNO's would benefit.

It was definitely good to have some $SPY puts in place. My $PCT should actually benefit from higher oil prices (and volatility) as plastic waste is cheap and far less volatile. $ASTS had an amazing quarterly update with 2027 guidance of $1B in revenue and many new MNO agreements.

Schrödinger’s War.

Roth Capital raised price target of ASTS to $108

First raise in price target for $ASTS that I have seen today. I suspect more are coming.

Revenue forecast for 2027 of $1B with likely operating margins over 85%. Potential for multi billion / year revenue streams from government services. No more convertible debt. $ASTS is going to be an incredible free cash flow machine one day.

As the court becomes obviously and openly partisan activists they have little choice but to attempt to tip the electoral scales to prevent change in legislative power that might threaten their political power. I’m sure they have a pseudo intellectual justification but it’s obviously 💩

Kevin Chen @Defiantclient2 $ASTS: Full year revenue past and future 👇 2024: $4.4M 2025: $70.9M + 1,611% YoY 2026: $150M to $200M guided + 111.57% to 282.09% YoY 2027: $1B guided + 566.67% to 400% YoY Thank you @scottwisniews !

Fantastic quarterly call from $ASTS @ast-science.com just now. @defiantclient.bsky.social saving me some typing! 🚀🎉. Will be really fun to meet the #SpaceMob crew again for the next launch in March!

Screenshot highlighing speed to "greatly exceed the 120 Mbps peak data rate"

$ASTS press release is out!
feeds.issuerdirect.com/news-release...

This is why we cannot have nice things...

We need propaganda to convince people this military spending is essential to protecting them. Meanwhile rural hospitals will be closing big time in the next 2 years...

Unlocking high capacity by combining MNO low band and midband spectrum with MSS band spectrum.

Love this slide. $ASTS

YouTube video by SpaceMobile Now @ASTSpaceMobile @Nokia 1/2

Here is a link to an $ASTS @ast-science.com presentation at MWC 2026 in the Nokia booth.
www.youtube.com/watch?v=9u0l...

$ASTS: 🚨A lot of huge names on this map here. The asterisk at the bottom says includes commercial contracts and MOUs, but we all know these MOUs are turning into DAs. A list of major MNOs here that we haven't heard of working with AST before as well as continued relationships that we've been waiting for. + America Movil (Carlos Slim) + @MTNGroup + @TELUS + @Singtel and more!

Tons of new information coming out of MWC 2026. $ASTS. Photo shows several new MNO partners. It is both MOU's and agreements but I would expect the vast majority of MOU's to convert if they allowed their name to be shown.

he’s a drapist

Seems clear there will be a duopoly in the direct to device market and SpaceX can play a role. That said, competing with the MNO's to offer home internet via LEO BB is not a great way to do business. $ASTS's wholesale only business model is superior IMO. In addition, supporting low band spectrum is🗝️

Satellite Connect Europe launches to deliver direct-to-device broadband satellite connectivity for European Mobile Network Operators | Satellite Connect Europe New company name, leadership team and European ground infrastructure investment mark next phase in direct-to-device satellite services Luxembourg – 27 February 2026 – Satellite Con

SpaceX needed at least one major European MNO if they had any chance of retaining the Echostar MSS spectrum allocation for 2027. Four of the top 5 European MNO's will be working with the @ast-science.com @vodafonegroup.bsky.social joint venture. www.satelliteconnecteurope.com/news/launch-...

Someone shared this $ASTS presentation on reducing the impact on astronomy. Some very good content here.
cps.iau.org/documents/43...

I agree that it doesn't get any better than the Opening Keynote speech at MWC. Awesome to see FIVE European MNO's working in partnership with $ASTS @ast-science.com and @vodafonegroup.bsky.social joint venture company Satellite Connect Europe.

Sunrise commences demonstration with Satellite Connect Europe | Satellite Connect Europe Demonstration will focus on the integration of satellite functionality with existing 4G and 5G networks March 2 2026 – Sunrise is working with Satellite Connect Europe to determine

And another www.satelliteconnecteurope.com/news/satco-s...

Taiwan Mobile and AST SpaceMobile Sign Low-Earth Orbit Satellite Communication Services Strategic Cooperation Memorandum｜中央社財經訊息平台 Taiwan Mobile announced today that it has signed a

And here is an agreement between $ASTS and Taiwan Mobile www.cna.com.tw/business/eng...

Image of the current natural gas futures prices for Henry Hub. Very modest increase in most months.

In theory European LNG prices affect US ng prices but the current ng futures curve shows minimal impact.

Orange partners with AST SpaceMobile and Satellite Connect Europe on Direct-to-Device (D2D) satellite connectivity, starting with demonstrations in Romania Orange partners with AST SpaceMobile and Satellite Connect Europe on Direct-to-Device (D2D) satellite connectivity, starting with demonstrations in Romania

The MWC 2026 press releases are coming in all over. Here is one for $ASTS and Orange. www.orange.com/en/press-rel...

People want to earn 10x-20x returns but can't generally stomach the volatility of public markets. I think the company has a huge moat as they are the only company that can support 50% PCR content in BOPP film and the government mandates are in force and more on the way.

Investors are not happy about the delays in ramping commercial sales but from my perspective very little about the fundamental business has changed other than the delays. In a different set of circumstances, a company like $PCT would be a VC / Private Equity company without a daily MTM.