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AST SpaceMobile Q2 - Anpanman Bullish
AST SpaceMobile's Q2 call revealed a $1.3B backlog, 100 MHz of US spectrum, and a shocking Wall Street hire.
In this episode, Anpanman breaks down AST SpaceMobile's Q2 earnings call and explains why the market's negative reaction misses the real story. He opens with the surprise hire of Ozzy Ramos, a longtime vice chair of investment banking at UBS and Barclays, calling it a huge vote of confidence in ASTS stock and a signal of major strategic moves ahead.
Anpanman digs into the spectrum disclosures, including C-band capability built into mid-band Bluebird satellites, the ASIC chip's ability…
The skinny
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