So amusing. Narrow-minded call our Hycroft investment… “stupid”…“idiotic.” AMC so understands how to raise cash and stretch out debt. Eric Sprott understands gold & silver. Add in a very low price for our shares/warrants. Tons of crow eating ahead, and it won’t be by me! #HaHa

Wow you are a moron. There is literally zero chance of $2 per share.

$ASTS | Deutsche Bank: We are upgrading ASTS to Buy and maintaining our $93 PT. The stock is down ~65% from its all-time high in May. We had downgraded the stock in May after the New Glenn launchpad explosion that introduced a material delay in ASTS’ launch plans, combined with valuation concerns. However, we believe now is an opportune time to become more constructive given the recent stock-price weakness, a number of positive developments/catalysts that we think have gone under the radar, and spectrum value that we estimate now comprises all but $10 per share in ASTS’ EV. Furthermore, we think the -10% move on Friday was misguided since the 800 MHz spectrum SpaceX will be acquiring doesn’t make SpaceX more competitive with ASTS as an MNO partner for D2D, and ASTS isn’t targeting direct-to-consumer (for which SpaceX will primarily use the 800 MHz). We see a number of positive developments/catalysts for ASTS in the near term: We believe it is increasingly likely that T-Mobile will switch from Starlink to ASTS as its D2D partner (through the JV). Roughly coincident with the timing of the announcement that AT&T, Verizon, and T-Mobile reached a definitive agreement to form a D2D JV on Oct. 1; T-Mobile appears to have removed many (but not all) references to Starlink from its website. Furthermore, SpaceX’s efforts to compete with the Big 3 MNOs in mobile continues to antagonize the Big 3 (and shrink their market capitalizations), pushing them even closer to ASTS. SpaceX’s announced purchase of 14 MHz of 800 MHz spectrum from Grain Management on October 8 was the latest shot across the bows of the Big 3, leading to a 10-13% decline in their stock prices on Friday (just the latest SpaceX-driven market-cap destruction for the telcos). The Space Development Agency (SDA) sent a letter to the National Telecommunications and Information Administration (to be then forwarded to the FCC) in September expressing support for ASTS’ request for Temporary Authority to conduct testing of pulsed radiolocation capabilities in the 902–928 MHz band using its in-orbit BlueBird satellites. The letter names ASTS as a subcontractor and stresses the national security importance of testing these capabilities (which appear to be sensing related). We believe this is indicative of continued progress by ASTS in expanding its government contract base, a revenue opportunity that seems to be expanding every day. The preliminary selection of ASTS (along with Rakuten) for the Japan LEO project took a step forward when the October 5 Joint Statement on the U.S.-Japan Technology Prosperity Deal specifically “welcomed Japan’s Rakuten Group and the U.S.-based AST SpaceMobile cooperation for the development and deployment of Low Earth Orbit (LEO) satellite infrastructure”. We view this as a sign that the official J-LEO authorization could be coming soon. If/when approved, it means the Government of Japan will fund up to $1B of capex for ASTS’ satellite constellation in exchange for sovereign use and control of a number of satellites while they are able to provide coverage to Japan. This “up to $1B” is not reflected in our current valuation, even though it would represent essentially free capital, significantly improving ASTS’ liquidity position.

Ursa Major is proud to be selected for @NSTXL's Next Generation Hypersonics for the @DeptofWar! Learn more at: nstxl.org/opportunity/projec…

The @USNavy has awarded Ursa Major $137M to develop and qualify advanced solid rocket motors for the Compact Air-to-Air Missile (CAAM) and Naval Modular Missile (NMM) programs. “Production is the bottleneck in missile programs right now, and that's the part we've been building for.” Jason Meredith, President, Ursa Major. Leveraging our advanced manufacturing approach and growing energetics capacity, Ursa Major is accelerating the development and delivery of tactical motors designed for production at scale. Read the full release at the link in the replies.

Trump in 2011: The president of China came a few months ago and we gave him a state dinner. Now, when people are screwing you, you don't give them state dinners.

If $CCXI takes off, *the* sympathy play is going to be $NTWO which is currently carries max 1% downside risk.

The most entertaining outcome is the most likely, especially if ironic

Ursa Major / Bleichroeder Acquisition III deal overview Aerospace and defense company building hypersonics, solid rocket motors and space mobility systems $1.7 billion enterprise value $350 million PIPE Closing Q1 2027 PR: sec.gov/Archives/edgar/data/… IR deck: sec.gov/Archives/edgar/data/… Disclosure: Long $BCCQ shares + warrants in $ARB.to