AST SpaceMobile: T-Mobile Deal Coming Next

AST SpaceMobile ($ASTS) stock dipped near $64 before rebounding this week.

Anpanman explains why a T-Mobile deal could be the next major catalyst.

Anpanman opens this space by addressing the recent AST SpaceMobile stock volatility, noting ASTS has essentially chopped between $53 and $73 since June despite continued execution. He compares the muted reaction to Moderna's 177% single-day rally, arguing ASTS has pulled off similarly explosive moves before, like the Verizon-driven run from $5 to $39.

He dives into why he's confident in an eventual T-Mobile agreement, pointing to FCC filings referencing agreements tied to Grain Management spectrum testing on 800 MHz, and explains how the AT&T-Verizon joint venture pools resources without breaking AST's exclusive commercial agreements. He also breaks down why Wall Street analysts like Goldman Sachs give more airtime to Starlink and Amazon's direct-to-cell ambitions than to AST SpaceMobile.

The conversation closes with a broader macro view, covering China Landspace's reusable rocket landing, the strategic importance of earth observation highlighted by the Iran conflict, a possible US government equity stake in space companies, and why Anpanman remains fully bullish on satellite connectivity despite the drawdown.

00:00 Introduction

01:00 Crashing out over stock price swings

01:28 ASTS flat since June despite volatility

03:05 Moderna's 177% rally vs ASTS history

04:38 Why trust in management matters

07:09 T-Mobile talks and Grain Management testing

08:02 AT&T-Verizon joint venture explained

10:33 Wall Street favors Starlink and Amazon

13:17 August lull and staying focused

15:33 Twitter, sentiment, and investor therapy

17:36 Macro rotation: Moderna, Treasury, crypto

19:07 China's rocket landing and the space race

21:26 Iran conflict proves earth observation stakes

23:51 Could the US take equity stakes in space firms

28:44 Why AST isn't hyping PR yet

30:11 T-Mobile and Starlink MVNO risk

31:52 Wrap up

🎙️ Catch all episodes on Spotify: https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk

👋 Connect with the host on X: https://x.com/spacanpanman

👕 Get the Gear: https://spacemob.printify.me/

📩 AST SpaceMobile Podcast Newsletter: https://ast-spacemobile-podcast.beehiiv.com/

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