Rate Of ReturnCompared to RKLB's moat, I also think ASTS is a bit lacking. Compared to SpaceX's Starlink, although ASTS can't match it, they sell the shovels, serving communication companies and leading the entire communication industry to compete against SpaceX. This also has its advantages. We still need to look at its business scope. The future space communication industry cannot be dominated by a single player. Moreover, SpaceX's direct-to-cell service hasn't been fully established yet, so is ASTS's technical advantage still relatively advanced?
$AST SpaceMobile(ASTS.US) Due to Blue Origin's mistake, the satellite was placed in the wrong orbit. After-hours plunge: 15%. Overall, if you cannot control your own launch capabilities, then in the future, the need for stable, reliable, and sustainable services in space will depend on others. Currently, the only two choices in the rocket market are: SpaceX and $Rocket Lab(RKLB.US) I once bought ASTS, but after much thought, I feel this company's core competitiveness is insufficient to face competition from SpaceX. In the long run, relying on spectrum advantages and binding commercial partnerships to secure a stable future is difficult. Therefore, I got off midway.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
