Jul. 24 at 7:52 AM
$ASTS $FLY $AMZN $SPCX
The game is afoot...
Abel Avellan Secures ASTS's Future & Saves
$2.5B.
ASTS's
$1.15B note explicitly targets launch provider vertical integration. An All-Stock Buyout + Cash Injection of Firefly Aerospace breaks the SpaceX/Amazon bottleneck permanently.
1. The 2-Step Playbook
All-Stock Buyout (~
$4.25B): ASTS buys Firefly 100% via stock swap. Dilution is only ~17.7%, leaving cash untouched. while instantly capturing Firefly's projected
$420M–
$450M FY2026 revenue.
$1B Factory Injection: Post-close, ASTS injects
$1B cash into Firefly’s factory floor, accelerating the heavy-lift Eclipse rocket.
2. The
$2.5 Billion Mega-Savings
Deploying a 248-satellite fleet requires 124 Eclipse flights (2 per rocket):
Paying Retail Fees: 124 launches ×
$55M =
$6.82B
Launching In-House: 124 launches ×
$35M =
$4.34B
NET SAVINGS: ~
$2.48 BILLION.
The path to total launch independence is clear. Abel call Kirk Konert Chairman at Firefly and make it happen! 📱