Anpanman - Space is Hard: The New Glenn Anomaly and the SpaceMobile Pivot

Anpanman and Jacob discuss the recent anomaly involving Blue Origin's New Glenn-4 booster during a static fire test. The explosion resulted in significant damage to launch pad SLC-36, likely putting it out of commission for months. This event serves as a stark reminder of the inherent risks in the aerospace industry and the “𝘴𝘱𝘢𝘤𝘦 𝘪𝘴 𝘩𝘢𝘳𝘥” reality that all major players, including SpaceX and Blue Origin, must navigate.

The conversation shifts to the direct impact on AST SpaceMobile. While New Glenn was a primary component of the launch plan, Anpanman emphasizes that the company is launch agnostic. With four to five Falcon 9 launches already booked and the potential for more, AST SpaceMobile is prepared to pivot. Jacob highlights that having payloads ready allows the company to potentially buy out launch capacity from other missions or utilize providers like ULA and Ariane.

Anpanman addresses the market reaction and the speculation circulating online. Despite a temporary dip in the stock price, the fundamental value of AST SpaceMobile remains tied to its production cadence and the deployment of the Bluebird satellites. The SpaceMob is encouraged to ignore unreliable reports and focus instead on official company updates and the long-term goal of global connectivity.

Finally, the episode explores the broader macro environment of the space sector. With the upcoming SpaceX IPO and the ongoing space race with China, the pressure on the FAA and NASA to expedite recovery and testing is at an all-time high. Anpanman and Jacob conclude that while this is a setback for the industry, it is a temporary blip in the multi-year trajectory of the first space-based cellular broadband network.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(223)

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

Why Hasn't AST SpaceMobile Shipped Satellites Yet?

AST SpaceMobile ($ASTS) rallies post-Fed as 48 Bluebirds sit in production. Anpanman breaks down the real story behind the delays.In this episode, Anpanman discusses the Fed's quarter-point rate hike ...

17 Syys 36min