Anpanman - The SpaceMobile Grind: Production Ramps and Regulatory Wins

Anpanman provides a comprehensive update on the current state of SpaceMobile amidst a broader pullback in the space and tech sectors. The discussion centers on the resilience of the SpaceMob during periods of high volatility and the historical price patterns that suggest a significant rally could be triggered by upcoming catalysts in May.

The episode dives deep into the technical and operational milestones for SpaceMobile, including the transition to ASIC-based microns and the goal of achieving a production cadence of twelve satellites per month. Anpanman explains why the consistency of satellite batches is a more critical metric for long-term success than hitting specific short-term deployment numbers.

Regulatory developments take center stage as Anpanman parses recent FCC orders regarding S-band and L-band spectrum. The analysis highlights how SpaceMobile and its partner Ligado are positioned for global priority in L-band usage, creating a significant strategic advantage over competitors like Viasat and Starlink who face different regulatory constraints.

Finally, the conversation covers the evolving launch landscape, featuring updates on Blue Origin's New Glenn and SpaceX's Falcon 9 manifest. Anpanman provides clarity on how launch mishaps affect the overall deployment timeline and why the internal manufacturing model of SpaceMobile allows the company to remain nimble compared to traditional aerospace primes.

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Jaksot(224)

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 Loka 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 Loka 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 Loka 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 Loka 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 Syys 1h 6min

The Space Industry's Next Mag-7 Moment

AST SpaceMobile's BB11 satellite may be stuck or deployed - Kook digs into TLE data, maxed-out shorts, and AT&T's direct-to-cell push.Kook returns from being off the grid straight into fresh TLE data ...

28 Syys 28min

The Setup Before AST SpaceMobile's Next Big Rerating

AST SpaceMobile ($ASTS) sentiment is near all-time lows while short interest hits record highs - Anpanman breaks down what's next.Anpanman opens with the setup: implied volatility near all-time lows, ...

27 Syys 57min

Why Was $ASTS Dead Silent at the Paris Conference?

AST SpaceMobile ($ASTS) went strangely quiet at the Paris satellite conference this week - Kook breaks down why, plus the Bluebird 11 mystery.Kook opens with a candid look at retail sentiment hitting ...

21 Syys 44min