AST Space Mobile (ASTS) Aktie: Kaufen oder nicht? — Finanz-YouTuber-Analyse

The YouTuber advises avoiding ASTS due to its extremely high valuation, trading at a 592 price-to-sales ratio and a $50 billion market cap on only $60-80 million in annual revenue. He notes the company is unprofitable, relies on dilution and debt, and its stock price has run far ahead of its business fundamentals, increasing investor risk significantly.

“But for me, it always comes back to, okay, what is actually a fair price to pay for this business? Because a $50 billion market cap for a company doing anywhere between 60 to $80 million in revenue seems just too far out there, man.” — ▶ 20:40

The YouTuber sees AST Space Mobile as a high-risk, high-reward play, building satellites to beam cell signals directly to phones. He acknowledges its innovative technology and FCC clearance for many satellites but cautions that it's currently a 'vision' rather than a fully operational business. He anticipates a significant price drop to the low $80s due to its direct competition with Starlink and reliance on SpaceX for launches, making that a more appealing entry point.

“like to get the chance to go in at around the low 80s which I think is a lot closer to reality given how tight it is to SpaceX on both sides.” — ▶ 01:06:43:06