AST SpaceMobile Has $3B Cash and Funding for 100 Satellites
AST SpaceMobile (ASTS) dipped under $40 on margin calls. Anpanman breaks down the macro, leverage, and why the thesis hasn't changed.Anpanman walks through a brutal week for ASTS stock and the wider s...
15 Okt 49min
AST SpaceMobile vs SpaceX Spectrum
ASTS stock sold off after SpaceX bought spectrum. Kook explains why it may be good news for AST SpaceMobile's direct-to-cell plan.Kook breaks down a brutal week for ASTS stock, where leveraged traders...
12 Okt 53min
SpaceX Buys Grain Management Spectrum Explained
SpaceX buys Grain Management spectrum - why Anpanman says it's bullish for AST SpaceMobile ($ASTS) and locks in the carriers.In this episode, Anpanman reacts to the news that SpaceX is acquiring Grain...
8 Okt 48min
AST SpaceMobile Just Got US State Department Backing
T-Mobile scrubbed Starlink from its T-Satellite site. AST SpaceMobile (ASTS) news: Canada, the State Dept and Japan's $1B J-LEO.In this episode, Anpanman breaks down why T-Mobile removing Starlink ref...
6 Okt 41min
Why T-Mobile Is Scrubbing Starlink Before an ASTS Deal
AST SpaceMobile's BlueBird 11 came in nominal and batch 3 is in orbit. Kook breaks down the ASTS T-Mobile deal bet and more.Kook opens by reacting to the news that BlueBird 11 was nominal, walking thr...
5 Okt 42min
$ASTS: Why the Telco JV Is Really Aimed at Starlink
AST SpaceMobile ASTS: Anpanman breaks down the AT&T, Verizon, T-Mobile telco JV and B. Riley's $85 to $65 downgrade.Anpanman digs into the newly announced joint venture between AT&T, Verizon and T-Mob...
2 Okt 1h 27min
AST SpaceMobile BB14-16 Shipped, Bluebird 11 Unfolds
AST SpaceMobile's Bluebirds 14-16 are shipped and Bluebird 11 unfolded. Anpanman breaks down the ASTS news and launch window.In this episode, Anpanman covers confirmation that the Bluebird 14, 15 and ...
1 Okt 52min
AST SpaceMobile 8-K: Change of Control Severance Explained
AST SpaceMobile's new 8-K adds change-of-control severance. Anpanman breaks down what it means for ASTS stock and a possible deal.In this episode, Anpanman digs into the AST SpaceMobile 8-K filed afte...
29 Sep 1h 6min
