Thanks for the update, keep up the good work.< Learned a lot from my market journey, especially the importance of living within one's means. With Loraine Souvenir’s guidance, my nest egg has grown to a 7-figure sum. My advice - get an analyst for better financial trade decisions and peace of mind
Having access to reliable information is crucial for us as investors to succeed both financially and in life. This is valuable, I've just looked up her full name on my browser and found her webpage without sweat, very much appreciate this
Surprised to see her mentioned here! She tailors trading courses to suit beginners’ needs and really knows her stuff. Her advice has been invaluable to my trading journey-definitely worth it!
Wealth building and financial freedom are attainable with the right knowledge and tools. Using proper financial strategies and products is essential to growing and sustaining long-term wealth.. glad to know you want others to succeed
It's truly refreshing to see a comment about Loraine Souvenir. I've also had the pleasure of working with her for several months after discovering more about her online. She has a knack for simplifying complex issues, whether it's a market surge or decline. Her approach consistently keeps you ahead of the curve. I'd call her a guru, for sure
Your front runner analysis tips are usually spot on. I slowly shadowed you on LUNR and I'm up 50% on that one. Will start doing my own research on GSAT now.
Hell yeah, Dave. I have 1,200 at $1.92 and will be adding more. The new contract with Apple, the fact that Apple owns 20% of them, and the announcement of GSAT capable iMessenger text on the next Apple Watch Ultra gets me excited for them. I look forward to seeing just what kind of movement will occur if they execute the reverse split and move to NASDAQ this year. I don't disagree with you in terms of those emergency devices being replaced by smart phones, but I will argue that that business will not be as effected by smart phones due to battery life and ruggedness of the device for the fields in which they're used.
Thank you, learned a lot from your video. I was shocked to hear that people still listen to the radio in 2025. Last time I listened to the radio in my car or home was probably 2012 or 2013.
Holding 2k shares around $2 and 20 jan 27 calls. I think Apple would not invest if there were not bigger plans. Also its a feature that they can sell rightnow. I see $4-5 in the next 2 years
Been researching GSAT a lot and can't bring myself to buy it. Management is uninspiring, valuation is rich, their basically leasing their capacity to Apple with very little in the way of a roadmap for developing the business. The tech is good for IoT which Apple seems to be implementing into all their devices but the revenue roadmap for GSAT looks extremely poor compared to ASTS for example. ASTS by contrast has a huge revenue potential from a much wider range of sources with a much more developed and capable product that. Still waiting for yourself Matt Money, ScottO and Vince to catch onto the full potential of ASTS. Many of the same strengths as RKLB, such as being lead by a genius technical founder. Abel is the Venezuelan Peter Beck!
the implied $500M annual revenue, growing revenue nearly 100% in aprox 2 years, with perhaps more than 1/2 of that revenue having margins close to 100% could be a roadmap worth investing in, IMO. I'm interested to see and learn more.
@@RandallAmes their roadmap seems to be to let Apple find a use for their bandwidth. They don't have any other strategy to monetize it thenselves. Their other business units, N53 etc have all been around a long time and they haven't monetized them yet which doesn't give me confidence they can in the future. I'm sure they'll remain successful with Apple as supplementary IoT connectivity but it seems to be adding more value to Apple than it is to GSAT.
Doesn’t have really any of the strengths of RKLB, such as operational profitability, diversified business strength that all still amplify one another, military, government, and civil customers, etc. etc. - Dave Huntsman
@@dphuntsman RKLB is more diversified which is why I hold 2x RKLB than ASTS. However, 1) Yes, ASTS is pre-revenue 2) ASTS is a prime contractor for SDA (military/government) with contracts in place. Also has ties to the FirstNet system (emergency services) further announcements there expected soon. ASTS CEO says military was one of the reasons he started ASTS and he has a lot of previous experience selling satellite services to the military. Other similar strengths to RKLB 1) Lead by a technical founder 2) 95% vertically integrated 3) Strong moat (RKLBs is a bit stronger) 4) Market leading technology
Great video, another Christmas present from Dave! Does the "Launch' of the ' Expanded Satellite Service' complete in 2025, or is this a multi year build out of a constellation ? The first 'annual period following' a successful 'April-September 2025' 'launch' of the ' Expanded Satellite Service' is 2026? How long is the Apple contract? Apple is sidestepping the carriers on this one, with Apple racing ahead by adding this service to and revenue from as many as 2.2 Billion active devices?
Thanks for the update, keep up the good work.< Learned a lot from my market journey, especially the importance of living within one's means. With Loraine Souvenir’s guidance, my nest egg has grown to a 7-figure sum. My advice - get an analyst for better financial trade decisions and peace of mind
Having access to reliable information is crucial for us as investors to succeed both financially and in life. This is valuable, I've just looked up her full name on my browser and found her webpage without sweat, very much appreciate this
Surprised to see her mentioned here! She tailors trading courses to suit beginners’ needs and really knows her stuff. Her advice has been invaluable to my trading journey-definitely worth it!
Wealth building and financial freedom are attainable with the right knowledge and tools. Using proper financial strategies and products is essential to growing and sustaining long-term wealth.. glad to know you want others to succeed
It's truly refreshing to see a comment about Loraine Souvenir. I've also had the pleasure of working with her for several months after discovering more about her online. She has a knack for simplifying complex issues, whether it's a market surge or decline. Her approach consistently keeps you ahead of the curve. I'd call her a guru, for sure
She's really good in studying the market and making a strategy and i am learning so much from her already...
Your front runner analysis tips are usually spot on. I slowly shadowed you on LUNR and I'm up 50% on that one. Will start doing my own research on GSAT now.
Hell yeah, Dave. I have 1,200 at $1.92 and will be adding more. The new contract with Apple, the fact that Apple owns 20% of them, and the announcement of GSAT capable iMessenger text on the next Apple Watch Ultra gets me excited for them. I look forward to seeing just what kind of movement will occur if they execute the reverse split and move to NASDAQ this year.
I don't disagree with you in terms of those emergency devices being replaced by smart phones, but I will argue that that business will not be as effected by smart phones due to battery life and ruggedness of the device for the fields in which they're used.
First! Here is to a further growth of the space industry in the new year and beyond!
Yay! First grader on YT! 🥳
Thank you, learned a lot from your video. I was shocked to hear that people still listen to the radio in 2025. Last time I listened to the radio in my car or home was probably 2012 or 2013.
Happy New Year. Looking forward to 2025
@@nickfutter6544 happy new year :)
What do you think they have a reverse split coming?
Aye David I will like to learn about fundamental analysis.
Where did you learn?
Regards from NZ
Dave I like how you are thinking. We always thinking the same thing. I’ve been adding a lot of GSAT by the way
Calls bought for 2025/26. A few really good catalysts here.
Looks like you're in the dog house on this one ;)
Waiting for your nxt vdo on Gloabal star
could you make a video covering Lantronix? good work by the way , keep up with the good content!
I would also love to hear your views on Lantronix
Looks like the Betamax or BlackBerry for satellite communication. Starlink or AstMobile will just eat them up
is there an ETF stock out there for space stocks
@@TheRbspace not one I'm a big fan of.
There is ARK, MOON, pretty lame ones.
The Apple deal is the only reason to buy. 9% rev growth? Meh. It’s expensive unless the analysts have it wrong. It’s not a fat pitch.
Holding 2k shares around $2 and 20 jan 27 calls. I think Apple would not invest if there were not bigger plans. Also its a feature that they can sell rightnow. I see $4-5 in the next 2 years
I lile GSAT
Been researching GSAT a lot and can't bring myself to buy it.
Management is uninspiring, valuation is rich, their basically leasing their capacity to Apple with very little in the way of a roadmap for developing the business.
The tech is good for IoT which Apple seems to be implementing into all their devices but the revenue roadmap for GSAT looks extremely poor compared to ASTS for example.
ASTS by contrast has a huge revenue potential from a much wider range of sources with a much more developed and capable product that.
Still waiting for yourself Matt Money, ScottO and Vince to catch onto the full potential of ASTS. Many of the same strengths as RKLB, such as being lead by a genius technical founder. Abel is the Venezuelan Peter Beck!
the implied $500M annual revenue, growing revenue nearly 100% in aprox 2 years, with perhaps more than 1/2 of that revenue having margins close to 100% could be a roadmap worth investing in, IMO. I'm interested to see and learn more.
@@RandallAmes their roadmap seems to be to let Apple find a use for their bandwidth. They don't have any other strategy to monetize it thenselves. Their other business units, N53 etc have all been around a long time and they haven't monetized them yet which doesn't give me confidence they can in the future.
I'm sure they'll remain successful with Apple as supplementary IoT connectivity but it seems to be adding more value to Apple than it is to GSAT.
Doesn’t have really any of the strengths of RKLB, such as operational profitability, diversified business strength that all still amplify one another, military, government, and civil customers, etc. etc. - Dave Huntsman
@@dphuntsman RKLB is more diversified which is why I hold 2x RKLB than ASTS. However,
1) Yes, ASTS is pre-revenue
2) ASTS is a prime contractor for SDA (military/government) with contracts in place. Also has ties to the FirstNet system (emergency services) further announcements there expected soon. ASTS CEO says military was one of the reasons he started ASTS and he has a lot of previous experience selling satellite services to the military.
Other similar strengths to RKLB
1) Lead by a technical founder
2) 95% vertically integrated
3) Strong moat (RKLBs is a bit stronger)
4) Market leading technology
Agreed AST has a lot more going for it
New room and new hair?
@@vinceisbullish new hair? I just need a haircut lol!
Great video, another Christmas present from Dave! Does the "Launch' of the ' Expanded Satellite Service' complete in 2025, or is this a multi year build out of a constellation ? The first 'annual period following' a successful 'April-September 2025' 'launch' of the ' Expanded Satellite Service' is 2026? How long is the Apple contract? Apple is sidestepping the carriers on this one, with Apple racing ahead by adding this service to and revenue from as many as 2.2 Billion active devices?
i don't think it is a buy. Too much competition with companies such as starlink.
Ehh it’s 2 bucks every time you get some fast food skip the drink and fries and buy a couple shares. If it goes bust at least you’re not fat 🤷♂️
If Apple makes it’s own network, Globalstar is getting bought out by apple.
@@GB-os5yy would not surprise me!