$ASTS since the company said on July 31st that BBs 14-16 were to follow right after the prior batch's launch the market has not indicated that the delay/lack of communication has been material enough to trigger under performance. In fact, we've seen consistent mean reversion over the same time period. That leads me to believe there is one of two explanations for this. Either the basket trade/algo has saved us from under performance by constant pinning, or the market does not see the current delay as a real threat to the broader outlook. And maybe a combination of those two. While it's understandable and fair to want clarity on the situation, the stock price has yet to reflect the same concern thus far.
在 X 查看 ↗