The Antonov Just Landed - Here's What It Means for ASTS

AST SpaceMobile ($ASTS) craters to $58 as Fed rate fears crush high-beta stocks.

New Antonov delivery hints at a Q4 production surge.

Anpanman breaks down a brutal day for the market after Fed's Worsh turned hawkish, sparking September rate hike fears that hammered high-beta names across the board. AST SpaceMobile stock got caught in the sector-wide selloff alongside crypto, quantum, and neo-cloud names, even as SpaceX held up better thanks to its growing neo-cloud leasing revenue with Google and Anthropic.

On the fundamentals side, Anpanman digs into why Bluebird 14, 15, and 16 got delayed, tying it to testing issues the team likely caught and fixed before shipment. He covers the latest satellite due diligence, including new boxes spotted at the Odessa facility and an Antonov delivery carrying 7-8 composite rings from India, both signs that AST SpaceMobile is pushing to ramp production and launch cadence into the end of the year now that SpaceX's Falcon 9 manifest has freed up.

The episode also covers AST's famously conservative PR approach, the $125 million in military awards disclosed quietly on the Q2 call, the $1.3 billion contracted backlog, and speculation on a fourth US MNO tied to the AT&T-Verizon-T-Mobile joint venture. Anpanman closes with a heartfelt warning about margin and options trading in volatile markets, plus a reminder to protect your mental health through the drawdown.

00:00 Introduction

00:46 Fed's Worsh Goes Hawkish - Rate Hike Fears

02:38 True Inflation Data vs Fed Narrative

04:03 Market Selloff: High-Beta Sectors Get Crushed

06:16 Venezuela Oil and Strait of Hormuz Update

07:35 Why AST SpaceMobile Isn't the Reason Space Stocks Are Down

10:46 SpaceX's Resilience: Neo-Cloud Revenue Breakdown

17:50 Bluebird 14-16 Delay Explained

21:50 5 Boxes Spotted at Odessa Facility

22:41 AST's Conservative PR Philosophy

25:16 $125M in Military Awards - No PR Needed

31:39 Comparing AST's Fundamentals Today vs 2023

36:41 Antonov Lands With 7-8 Composite Rings

40:39 Falcon 9 Manifest Opens Up for More Launches

53:34 Q&A: Citadel's Heavy Trading Activity

1:01:18 Troll Comment and Company Rebuttal

1:04:16 Margin and Options: A Warning to Investors

1:09:29 Closing Thoughts and Mental Health

🎙️ 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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