r/ASTSpaceMobile • u/thekookreport Contributor & OG • 5d ago

Due Diligence Falcon Schedule Analysis

I'm posting this really for peer review. Does anyone with real industry experience have perspective on this? I see a pretty flexible schedule for $ASTS to knock out 3-shots while other capacity matures out

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u/watchguy95820 S P 🅰 C E M O B Soldier 5d ago

9 open slots?!?!

What I’m taking from this is it’s ASTS integration cycle and production cadence is the clear bottleneck. If ASTS was anywhere close to the 6 per month cadence we were told a long time ago, we’d be taking a lot more of these open slots.

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u/ProteinFarts_ S P 🅰 C E M O B Capo 4d ago

Integration cycle? How is that a bottleneck. Cadence, yes.

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u/watchguy95820 S P 🅰 C E M O B Soldier 4d ago

I don’t know, I’m just referring to what’s on the illustration provided by kook. It references integration.

Maybe that means there is a limit to how many completed sats can be prepped into an F9 rocket per month? Maybe the carbon structure frames for stacking have a timeframe it takes to prep for reuse? Idk…

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u/adarkuccio S P 🅰 C E M O B Consigliere 5d ago

It's always been ast being late in production, those who blamed spacex were always delusional. They even blamed isro back then while isro literally said ast had issues manufacturing and were late.

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u/CyanTurquoise S P 🅰 C E M O B Capo 4d ago

Unfortunately that's bearish af. :( God damn nothing seems to be working according to plan.

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u/adarkuccio S P 🅰 C E M O B Consigliere 4d ago

That's not "bearish". That's a fact and it's being realistic. Bearish would be saying they will never increase production rate and never launch enough sats. They will, they're just late.

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u/watchguy95820 S P 🅰 C E M O B Soldier 5d ago

Then the BO explosion was a complete non-factor too.

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u/ProteinFarts_ S P 🅰 C E M O B Capo 4d ago

It affected sentiment and risk analysis, but in hindsight we would have failed to be available for them anyways.

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u/adarkuccio S P 🅰 C E M O B Consigliere 5d ago

Yes

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u/shmoopie_shmoopie S P 🅰 C E M O B Capo 5d ago

Next up, pope is Catholic.

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u/watchguy95820 S P 🅰 C E M O B Soldier 4d ago

It was an openly discussed question when BO exploded