Joined April 2020
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JerryHuling🅰️ retweeted
$ASTS: AST SPACEMOBILE CATALYST SEASON A review of what has been and what is to come Upcoming Catalysts: ☑️$1B J-LEO Japan Project Decision ☑️BB11 - BB13 Delivery to Florida and Launch on Falcon 9 ☑️BB8 - BB10 Deployment and Confirmation of Operations ☑️Achievement of ~200Mbps Performance for Block-2 Sats ☑️BB14 - BB16 Delivery to Florida and Launch on Falcon 9 ☑️BB17 - BB19 Delivery to Florida and Launch on Falcon 9 ☑️BB20 - BB22 Delivery to Florida and Launch on ULA Vulcan Centaur or Falcon 9 ☑️FCC STA to Test 900MHz Military Applications with US Space Development Agency ☑️T-Mobile Definitive Commercial Agreement ☑️Block-2 BlueBird batch launches every month ☑️Executing MLAs w/ United Launch Alliance, Ariane, Mitsubishi, Relativity and others ☑️Golden Dome (SHIELD Awarded, NOBLE Up Next) ☑️Execution of other DoW, SDA, DIU, and other Military Awards ☑️FirstNet Investment and Definitive Commercial Agreement ☑️FCC Approval of Ligado Modification Application ☑️Execution of more Definitive Commercial Agmts w/ Prepaid Revenue and/or Investment w/ More ~60 global MNOs ☑️Beta Testing w/ AT&T and FirstNet in 2H 2026 ☑️Updates on Google Services Agmt Partnership ☑️Initiation of Research Coverage by JP Morgan, Morgan Stanley, Goldman Sachs, others ☑️Expansion of 13x contracts w/ Department of Defense, Space Development Agency, Defense Innovation Unit, Missile Defense Agency and more ☑️FCC 5G Fund grant ☑️Progress on 12 to 37x Block-2 BlueBirds in currently in Production ☑️Proposal for PNT Service Accepted by FCC as Alternative to GPS ☑️Initial Commercial Service w/ AT&T, Rakuten, Verizon, Vodafone in early 2027 ☑️Securing $500M of EXIM and IFC non-dilutive Funding ☑️Pursuit of L- and S-Band Spectrum Licenses Globally ☑️Pursuit of Additional Lowband Spectrum in US ☑️EU Allocation of 2GHz MSS Spectrum to SatCo JV ☑️Strategic Partnerships and Investments to Focus on AI Data Center Opportunity ☑️Catalysts the SpaceMob have yet to Contemplate Recently Completed Milestones: ✅BB8 - BB10 Launch on Falcon 9 🚨Brazilian Regulator Anatel Approved AST SpaceMoble for Commercial Service and Allocated 10MHz x 10MHz of S-Band Spectrum ✅Reached 3,900 Patent & Patent pending Claims ✅AT&T, Verizon and T-Mobile Joint Venture Formation ✅Achieved 99Mbps performance with Block-1 BlueBird 🚨 FCC Approval for Full US SCS Commercial Service ✅$45M Verizon Commercial Prepayment Unlocked ✅BB7 💐 Launch on Blue Origin New Glenn-3 ✅Demonstrated 150mbps Peak Speed w/ Block-2 BlueBird ✅7x New Design Composite Rings Delivered to Midland ✅Acquisition of New Manufacturing Space in Midland, TX focused exclusively on Micron production ✅Telus Definitive Commercial Agreement w Strategic Investment and $200M Committed Revenue (speculated) ✅Partnership with Orange ✅Partnership with Taiwan Mobile ✅Partnership with AXIAN Telecom ✅Satellite Connect Europe Partnership (“SCE”) with Telefonica ✅SCE Partnership with Orange ✅SCE Partnership with CK Hutchinson ✅SCE Partnership with Sunrise Switzerland ✅SCE Partnership with Vodafone Romania ✅SCE Partnership with VodafoneThree UK ✅SCE Partnership with Vodafone Ireland ✅AST Awarded $30M Prime Contract by US SDA for Halo Europa Program ✅Development of AI Engine to Dynamically Manage Satellite Capacity and Spectrum Efficiency = Seeking 3-10x Capacity Improvement ✅Disclosed over $1.2 billion in Aggregate Contracted Revenue Commitments from Commercial Partners ✅Raised $1.08B 2.25% Convertible Note resulting in $4B of Pro Forma Cash ✅BB6 Unfolding Phased Array ✅AST Awarded Prime Contract Position on US Missile Defense Agency SHIELD Program ✅Filed w/ FCC to modify Existing License to use S-Band spectrum outside of the US ✅$175M Saudi Telecom prepayment to be made by 2025YE ✅BB6 Launched from India on ISRO LVM3 ✅Micron Production to Support 6x a Month by End of Q3 2025 ✅Expanded Manufacturing Floor Space to 500,000 Square Feet ✅2,000 Global Workforce ✅Established Germany as SatCo JV operations center, filed constellation with ITU ✅Closed $420M bridge financing to support Ligado spectrum transaction ✅Saudi Telecom 10-Year Definitive Commercial Agreement w/ $175M prepayment and over $1.8B value ✅Confirmed L- and S- band Spectrum to be Incorporated into Next 3GPP release ✅Verizon Definitive Commercial Agreement ✅Raised $1.15B 2.0% Convertible Note resulting in $3.2B of Pro Forma Cash and Liquidity ✅Successful Video and Voice Testing with Bell Canada ✅US Bankruptcy Court confirms AST and Ligado L-band spectrum transaction transaction, deal now only subject to FCC appoval ✅Acquired Global S-Band Spectrum Priority Rights held Under International Telecommunication Union ✅Successfully Completed the First-ever Native Voice Call (VoLTE) and Rext (SMS) with a Standard Cell Phone using AT&T Spectrum and Core Network ✅Hired JR Wilson as Chief of Networks and Spectrum, formerly AT&T VP of Tower Strategy, Roaming & In-Building Solutions ✅Raised $575M 2.375% Convertible Note w/ Capped Call struck at $120, resulting in $1.5B of Pro Forma Cash on Balance Sheet ✅Repurchased $360M of $460M 4.25% Convertible Note ✅Entered into $550M of Non-Recourse Senior Secured Term Loan to fund Ligado Transaction ✅Secured $100M Equipment Loan Facility ✅Moved to Russell 1000 from Russell 2000 Index ✅Demonstrated World's First Tactical NTN Connectivity over Standard Mobile Devices with Defense Prime Fairwinds Technologies ✅Announced Latest MNO Partnership with Vodafone Idea of India ✅Hired Jennifer Manner as SVP of Regulatory Affairs and International Strategy, Former NTIA Senior Advisor of Space and Policy and EchoStar SVP of Regulatory Affairs ✅FCC Accepts AST’s Application for US Commercial Service ✅FCC Chair Brendan Carr and Senator Ted Cruz visit HQ in support of AST ✅Verizon and AT&T Spectrum Lease Agreements filed w/ FCC ✅FCC grants STA for beta testing w/ AT&T, Verizon, Vodafone, Bell Canada, and Rakuten ✅FCC grants STA for Firstnet Evaluation on Public Safety Band 14 ✅AST SpaceMobile Forms SatCo Joint Venture w/ Vodafone to Better Serve European market, Selects Luxembourg as HQ and Germany for NOC ✅Secured $43M and $20M Contracts w/ US Space Development Agency and Defense Innovation Unit ✅AST5000 ASIC Development Finished and Integration into Block-2 Sats in Q2 2026 ✅Successful Video Calls Completed w/ AT&T, Verizon, Vodafone and Rakuten ✅Exercised Multi-launch Agmts w/ SpaceX, Blue Origin and ISRO ✅Initiation of Research Coverage by Bank of America, Clear Street, Roth Capital, Cantor Fitzgerald, Oppenheimer and William Blair ✅Established Coordination Agmt w/ US National Science Foundation Covering Satellite and Ground-based Astronomy Operations ✅Closed $460M 4.25% Convertible Debt Funding ✅Opened European Research Center w/ Vodafone and University of Malaga in Spain ✅Signed Deal w/ Singapore’s Defense Science and Technology Agency ✅Joined 5G Automotive Association, which Develops and Promotes 5G-based Solutions for Connected Autonomous Vehicles

ALT

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In orbit again with 3 more of the largest phased arrays ever deployed in LEO 🚀🚀🚀
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JerryHuling🅰️ retweeted
In orbit again with 3 more of the largest phased arrays ever deployed in LEO 🚀🚀🚀
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Successful launch!🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 All satellites were captured within minutes and already orbiting Earth with all systems nominal. Congratulations to the incredible AST SpaceMobile team! 250Y U.S.A. 🌎📶 🤠
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JerryHuling🅰️ retweeted
Successful launch!🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 All satellites were captured within minutes and already orbiting Earth with all systems nominal. Congratulations to the incredible AST SpaceMobile team! 250Y U.S.A. 🌎📶 🤠
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JerryHuling🅰️ retweeted
According to the company, the technology could support secure military communications, next-generation radar systems, satellite links, and future 5G and 6G wireless networks. JCAS /ISAC also in W band. 👀 $ASTS interestingengineering.com/m…
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$ASTS See you in LEO.
Encapsulation complete. BlueBirds 8, 9, and 10 are now secured inside Falcon 9's fairing ahead of launch. A stacked configuration powered by advanced carbon fiber structures, engineered to withstand ascent forces comparable to carrying a fully loaded space shuttle orbiter during launch. 💪 Next stop: launch. 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱 #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
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JerryHuling🅰️ retweeted
$ASTS: 🚨 SPACEX AST SPACEMOBILE BLUEBIRD 8-10 MISSION PAGE IS LIVE SpaceX is targeting Wednesday, June 17 for launch of AST SpaceMobile’s BlueBird 8-10 mission to orbit from Space Launch Complex 40 (SLC-40) at Cape Canaveral Space Force Station in Florida. Liftoff is targeted for 2:39 a.m. ET with additional opportunities available 4:15 a.m. ET. If needed, a backup launch opportunity is available on Thursday, June 18 during a launch window that opens at 2:19 a.m. ET. A live webcast of this mission will begin about 15 minutes prior to liftoff, which you can watch here and on X @SpaceX. This will be the 29th flight for the Falcon 9 first stage booster supporting this mission, which previously launched Crew-5, GPS III Space Vehicle 06, Inmarsat I6-F2, CRS-28, Intelsat G-37, NG-20, TD7, and 21 Starlink missions. After stage separation, the first stage will land on the A Shortfall of Gravitas droneship, which will be stationed in the Atlantic Ocean. Launch, Landing, and Deployment All Times Approximate 00:01:13 Max Q (moment of peak mechanical stress on the rocket) 00:02:27 1st stage main engine cutoff (MECO) 00:02:31 1st and 2nd stages separate 00:02:39 2nd stage engine starts (SES-1) 00:03:22 Fairing deployment 00:06:16 1st stage entry burn begins 00:06:39 1st stage entry burn ends 00:08:02 1st stage landing burn begins 00:08:30 2nd stage engine cutoff (SECO-1) 00:08:32 1st stage landing 00:46:00 2nd stage engine starts (SES-2) 00:46:06 2nd stage engine cutoff (SECO-2) 00:54:27 BlueBird 8 deploys 00:59:47 BlueBird 9 deploys 01:05:07 BlueBird 10 deploys Website: spacex.com/launches/bluebird…
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Its been awhile.
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All good, just some high winds and heavy rain.
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JerryHuling🅰️ retweeted
$ASTS: Batch-2 loading SOON™️ BlueBird 11 BlueBird 12 BlueBird 13
$ASTS found in Huntsville, TX heading north on I-45. Bluebird 11 is that you?
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Newest addition $HAWK Thanks @spacanpanman
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JerryHuling🅰️ retweeted
$TE: ☀️ A Section 232 ruling on polysilicon and solar derivatives is expected by late June 2026, with any tariffs or restrictions potentially effective in early July It matters for T1 Energy because a broad ruling covering wafers, cells, or modules would raise the value of US made, non-FEOC solar supply, support pricing for T1’s Dallas module plant and Austin cell strategy, improve offtake demand, and potentially become a major 2026 EBITDA catalyst

ALT You Stay Focused Mr Miyagi GIF

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China is pouring billions into AI research and racing to dominate the technology globally, yet somehow the instruction manual for a $12 gadget from Shenzhen remains four cryptic diagrams and a sentence that says "Please to insert battery correct way for good using.
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$MRLN Stock Soars On Acing Key Design Review for Autonomous Planes 🚨Completing CDR clears the runway to test its AI autonomy stack on the C-130J military transport aircraft 🚨The advanced flight automation integration is part of a high-stakes USSOCOM contract carrying a ceiling value of over $100 million 🚨The CDR is part of Merlin’s previously awarded IDIQ contract under its C-130J autonomy program with USSOCOM tradingview.com/news/stocktw…
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JerryHuling🅰️ retweeted
T1 was the first U.S. module manufacturer to offer @NextpowerInc steel frames to our customers. Why? Because durability matters. Domestic content matters. Performance matters. NextPower’s U.S. made steel frames deliver enhanced structural strength for utility-scale solar projects while helping developers advance their domestic content objectives. It's a solution built for long-term performance and built right here in America. We're proud to work alongside NextPower and support the technologies helping strengthen the domestic solar supply chain. Read their latest white paper to learn why steel frames are redefining what's possible for utility-scale solar. bit.ly/3QnDd4p
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$TE: ☀️🚨KORE NRI DEAL IS A HIGHLY ACCRETIVE AND ABSOLUTE GAME CHANGING DEAL FOR T1 ENERGY T1 Energy is acquiring KORE Power's NRI division which is focused on designing, delivering, installing and operating utility-scale storage solutions for only $32M. T1 Energy is NOT getting into the business of battery production, but system design and deployment. This highly accretive deal is a tremendous strategic fit enabling T1 Energy to deliver end-to-end bespoke solar battery system solutions for AI Data Centers and other customers. ✅T1 enters massive BESS market growing from 45 GWh to 143 GWh by 2035 ✅ T1 can now talk to customers about generation, storage, controls, integration, and operations, rather than only modules/cells. That matters for hyperscalers and utilities that want a end-to-end power solution ✅Broadens T1's customer funnel given NRI’s history with government, national labs, utilities, developers, and industrial customers giving T1 cross-sell opportunities into customers that were not accessible previously ✅ $32M Purchase Price of Equity, Cash and Assumed Debt Closing within Q2 w/ $9.6M Earnout ✅ KORE expected to contribute $15-20M of EBITDA in 2027, valuation at 1.6-2.1x EBITDA before earnout or 2.1-2.8x EBITDA w/ full earnout. To give you an idea of the financial impact, the street expects T1 to generate $80M of EBITDA in 2026 and $246M in 2027. ✅ KORE Power NRI division has deployed 1,100 Battery Energy Storage Systems projections worldwide 👉 The announcement of this transaction tells me that the strategic funding package is pretty much a done deal PR Details below: T1 Energy to Enter BESS and Data Center Infrastructure Markets with Acquisition of KORE Power Acquisition Expected to be EBITDA Accretive and Expand T1’s Commercial Reach into Battery Energy Storage Systems Development AUSTIN, Texas and NEW YORK, June 03, 2026 (GLOBE NEWSWIRE) -- T1 Energy Inc. (NYSE: TE) (“T1,” “T1 Energy,” or the “Company”) announced this morning it has entered into a definitive agreement to acquire KORE Power, Inc., an established engineering-focused BESS (Battery Energy Storage Systems) and software solutions provider supporting industrial hyperscaler development. The purchase enterprise value consists of approximately $32 million of equity, cash, and assumption of debt at anticipated closing in Q2 2026. The transaction is expected to provide T1 with an entry point into the energy storage and AI data center infrastructure markets through an expanded potential customer base for solar and storage solutions. The strategic centerpiece of the acquisition is KORE’s NRI division, which is focused on designing, delivering, installing and operating utility-scale energy storage solutions. The NRI team has deployed about 1,100 BESS projects worldwide and has provided solutions to the U.S. Government, National Labs, utilities, developers, and other industrial customers for over 50 years. NRI performs all its software and controls development domestically. T1 plans to rebrand KORE Power as T1 NRI following the expected close of the transaction. The BESS market is expected to expand rapidly to serve growing power demand and AI data centers. According to Rystad Energy, the installed base of 45 GWh of utility-scale BESS in the U.S. is projected to grow to 143 GWh in 2035. T1 expects the transaction will generate positive EBITDA1 in 2026 and contribute approximately $15 million to $20 million of EBITDA in 2027. In addition to the purchase enterprise value of $32 million, the transaction includes a total potential $9.6 million equity-based earn-out for fiscal years 2026 and 2027. The transaction is expected to close in Q2 2026 and is subject to certain customary conditions, including approval by the KORE Power shareholders. Holders of a majority of KORE Power shares have provided undertakings to T1 confirming that they support the transaction and are expected to vote in favor of approving the transaction prior to closing. “We're excited to welcome the NRI team to T1. They possess extraordinary capability, knowledge, and customer relationships in the energy storage and power infrastructure markets,” said Dan Barcelo, Chairman and CEO of T1 Energy. “We believe that NRI’s track record, established customer relationships, and strategic focus on battery energy storage systems will be complementary to T1’s mission of building domestic solar and battery supply chains to invigorate America with scalable, reliable, and low cost energy.” “The combination with T1 Energy is expected to provide customers with a one-stop solution for generation, storage, system design, and ongoing operations,” said Jay Bellows, President and CEO of KORE Power. “We’re thrilled to be joining T1, which shares our commitment to building a secure, domestic energy supply chain.” About T1 Energy T1 Energy Inc. (NYSE: TE) is an energy solutions provider building an integrated U.S. supply chain for solar and batteries. In December 2024, T1 completed a transformative transaction, positioning the Company as one of the leading solar manufacturing companies in the United States, with a complementary solar and battery storage strategy. Based in the United States with plans to expand its operations in America, the Company is also exploring value optimization opportunities across its portfolio of assets in ir.t1energy.com/news-release…
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JerryHuling🅰️ retweeted
$ASTS: Quote from AST SpaceMobile in recent article: “None of the missions planned for the next few months are scheduled with Blue Origin,” the statement said.  “Our satellites are designed to be launcher-agnostic, and we have agreements in place with multiple launch providers, giving us flexibility across our launch program,” AST SpaceMobile added.
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$METC Is the Brook Mine real or is it the "Potemkin Mine" that Wolfpack Research portrayed it to be in 2025? We could have that answer very soon.
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🏗️ New Structure - 3 entities being created: Ramaco Coal, Ramaco Critical Mineral Resources, & Ramaco Refining designed to unlock the REE value the stock price currently ignores. "As a dual-platform company, we're currently seeing very little value in our stock price that reflects our rare earth or other critical mineral assets" — CEO Randall Atkins
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When Wolfpack Research hit $METC with the "Potemkin Mine" short seller report in 2025, alleging the project was a hoax, the stock fell from the $50's down to where it is today. Could the PEA call prove them wrong and send the price back to the $50's or higher?
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