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AST Spacemobile. (ASTS, Market Capitalisation $26.65bn, $91.7 per share). 2.9% of JIC Portfolio Apologies for enlisting the help of Gemini Pro AI, but I'm pressed for time. ASTS published Q4 numbers yesterday. My conclusion: It's pleasing to see the share price up 5.2% in a heavy down day. It had, though, come back from a recent high of over $120. It seems that the market is focusing more on the revenue opportunity as it launches satellites and its coverage expands. I think t

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So far, this has been a good investment, with the share price up 20%. The contract outline below is short of numbers, but I think it's probably a pretty big deal. With further satellite launches to come in the next few months, I think the news flow continues to be positive. With the share price at new highs, I expect further share price appreciation.

I think a theme for 2026 will be space.   The IPO of SpaceX is expected later this year, which I think will focus investor attention on the sector.       To that end, I have added a 4.0% position in JEDG (VanEck Vectors Space Innovators ETF) to the Funds’ Portfolio.   For more information on JEDG, click HERE   Its top holdings are:       For the JIC Portfolio, I am risking 2.0% of my capital in JEDG’s largest position, AST Spacemobile. (ASTS, Market Capitalisation $23.5bn, $8