Feb. 18 at 3:10 PM
$ASTS For us longer term
$ASTS holders this can function as a value chain hedge.
$VSAT via Inmarsat sits upstream in spectrum coordination regulatory standing and settlement payments tied to Ligado. ASTs access to US scale works best if incumbents are solvent paid and cooperative.
Stress at
$VSAT shows up early through objections delays or renegotiations before it shows up in AST execution. Holding both is vertical exposure across the same ecosystem aligning supplier stability with downstream progress rather than relying on a single node.
Just saying
