AST SpaceMobile Podcast Kook's Weekly - November 30
5 snips
Dec 1, 2025 The discussion kicks off with the impact of recent retail sentiment and investor emotions. Confidence grows around satellite deliveries, particularly FM8–13. Blue Origin's key role is highlighted alongside a celebration of the upcoming FM1 launch. The conversation shifts to potential partnerships, including Vodafone's commitment to European services. Speculation about revenue models, including relationships with Apple, adds intrigue. With defense opportunities and the potential for AI data centers in focus, the outlook for ASTS remains dynamic and promising.
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Episode notes
Short-Term Hysteria Vs. Verifiable Milestones
- Market panic often ignores verifiable milestones like upcoming satellite press releases and visible production progress.
- The host argues fundamentals (satellites built, composites delivered) make short-term hysteria misplaced.
Spectrum Is The Core Asset
- Spectrum capture is the core upstream asset and will drive long-term value beyond satellites as the monetization vehicle.
- Winning global MSS/S-band rights materially improves ASTS's economic thesis and upside.
Europe Moves Signal Bigger Plans
- ASTS's global spectrum moves and EU partnerships suggest strategic intent beyond ITU filings.
- The host believes Vodafone and SATCO work points to deeper spectrum positioning in Europe.