AST SpaceMobile, Inc.
ASTS
position
long
Gavin Baker, Atreides Management
Thesis
Vodafone, an early investor in satellite technology, is expected to benefit from the launch of AST Mobile's satellite, positioning it well in a growing sector. This makes Vodafone an attractive investment despite being a consensus short in Europe at the time.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time frame since the pitch, it's difficult to assess whether the thesis has played out. The potential benefits from AST Mobile's satellite launch could still materialize, but without further information, the outcome remains uncertain.
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