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The Space Investor 🚀

@SpaceInvestor_

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Your Source for NewSpace Investment News, Research & Analysis | Public & Private Markets

New York, NY
Joined August 2018
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@SpaceInvestor_
The Space Investor 🚀
5 months
We write a weekly newsletter covering all things investing in the NewSpace industry — Space Stocks, SPACs, ETFs, IPOs, Capital Raises, etc. — and deliver it to your inbox every Friday after U.S. markets close. Subscribe below to get caught up 👇
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@SpaceInvestor_
The Space Investor 🚀
18 days
Chart: Rocket Lab $RKLB Historical Revenue by Segment Through Q2 2024 • Q2 2020: Launch 100%, Space Systems 0% • Q2 2024: Launch 27%, Space Systems 73%
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@SpaceInvestor_
The Space Investor 🚀
2 years
News: Yesterday @ARKInvest Acquired 109,495 Shares of $RKLB, or 0.1711% of the $ARKX ETF. This Is the First Official Purchase of a Space SPAC for @CathieDWood 's Space ETF
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@SpaceInvestor_
The Space Investor 🚀
1 month
News: @RocketLab Completes Successful First Hot Fire of Archimedes Engine for Neutron Reaching 102% Power $RKLB
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@SpaceInvestor_
The Space Investor 🚀
24 days
News: @AST_SpaceMobile $ASTS Q2 2024 Earnings • Cash & Equivalents: $287.6M • Revenue: $900k vs. $0 YoY • OpEx: $63.9M, +10% YoY • Gross Capitalized Costs: $347.5M • Net Loss: $(72.5)M vs. $(18.4)M
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@SpaceInvestor_
The Space Investor 🚀
29 days
News: @RocketLab Finish Trading Day +12.6% Higher Following Release of Q2 Earnings $RKLB
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@SpaceInvestor_
The Space Investor 🚀
2 years
News: @Astra and @SaxaVord_Space Announce Partnership To Increase Access to Space With Dedicated Orbital Launch Services. Launches Are Expected To Begin in 2023 $ASTR
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@SpaceInvestor_
The Space Investor 🚀
3 years
Update: @RelativitySpace 's Terran 1 Rocket Gets A New Look 🔥
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@SpaceInvestor_
The Space Investor 🚀
1 month
$RKLB Q2 2024 Earnings Analyst Q&A: "What should we look for as the next big milestones with Neutron launch next year?" • Infrastructure buildout - launch pad, tanks and structures, stage separation and fairing tests, etc. Every component is in production or some form of
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@SpaceInvestor_
The Space Investor 🚀
2 years
News: @VirginOrbit Raises $20M Through Senior Secured Convertible Note to Virgin Investments Limited $VORB
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@SpaceInvestor_
The Space Investor 🚀
2 years
News: FCC Grants Experimental License to @AST_SpaceMobile for BlueWalker 3 Satellite Direct-to-Cell Phone Connectivity $ASTS
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@SpaceInvestor_
The Space Investor 🚀
8 months
@astrobotic Really awesome and transparent updates. Thank you
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@SpaceInvestor_
The Space Investor 🚀
4 months
News: @ARKInvest Acquires 186,297 Shares of @RocketLab Over the Last Two Trading Days $RKLB $ARKX $ARKQ
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@SpaceInvestor_
The Space Investor 🚀
4 months
News: @RedwireSpace Selected Among Leading Companies to Conduct Mars Surface-Imaging Study For NASA $RDW
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@SpaceInvestor_
The Space Investor 🚀
4 months
News: @RocketLab $RKLB Selects 6 Subcontractors to Support SDA Satellite Constellation Development • CesiumAstro • Mynaric $MYNA • SEAKR Engineering • Collins Aerospace $RTX • Redwire Space $RDW • Parsons Corporation $PSN
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@SpaceInvestor_
The Space Investor 🚀
9 months
News: @RocketLab Has Entered Into $515M Agreement with U.S. Government Customer to Design, Manufacture, Deliver, and Operate 18 Space Vehicles $RKLB
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@SpaceInvestor_
The Space Investor 🚀
4 months
News: @AST_SpaceMobile $ASTS Q1 2024 Earnings • Cash & Equivalents: $212.4M • Revenue: $500k vs. $0 YoY • OpEx: $56.0M, +26% YoY • Gross Capitalized Costs: $326.4M • Net Loss: $(19.7)M vs. $(16.3)M
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@SpaceInvestor_
The Space Investor 🚀
2 years
News: @AST_SpaceMobile SpaceMobile Announces Teaming Agreement with @Fairwinds_Tech for Military Applications $ASTS
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@SpaceInvestor_
The Space Investor 🚀
23 days
Chart: Rocket Lab $RKLB Historical Financial Highlights Through Q2 2024
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@SpaceInvestor_
The Space Investor 🚀
3 years
News: @Venture_Orbital , a Start-Up Specializing in the Development of Micro Launchers and Rocket Engines, Yesterday Announced Their First Production Site in France
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@SpaceInvestor_
The Space Investor 🚀
5 months
News: @ARKInvest Acquired 126,318 Shares of Rocket Lab Today $RKLB
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@SpaceInvestor_
The Space Investor 🚀
2 years
News: @AST_SpaceMobile Confirms Engineers Have Established Communication, Stabilized and Taken Control of the BlueWalker 3 Test Satellite $ASTS
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@SpaceInvestor_
The Space Investor 🚀
2 years
🛰️ What Happened in Space This Week 🛰️ • @SpaceX Tender Offer at $140B • @Maxar Acquired for $6.4B • $PL, $ARQQ & $SATL Earnings • $ASTS Joint Agreement with @NASA • Deep Space Acq. SPAC Withdraws IPO • @QuantumSpace_US $15M Series A
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@SpaceInvestor_
The Space Investor 🚀
1 month
$RKLB
@Peter_J_Beck
Peter Beck
1 month
Archimedes has been breathing fire! Started at low power and now cranking it up.
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@SpaceInvestor_
The Space Investor 🚀
23 days
@Marcbell Why the decision not sell at $1.00 looking back?
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@SpaceInvestor_
The Space Investor 🚀
3 months
News: @RedwireSpace Breaks Ground on New Microgravity Payload Development & Space Operations Facility $RDW
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@SpaceInvestor_
The Space Investor 🚀
2 years
🛰️What Happened in Space This Week? • @TerranOrbital NYSE Debut $LLAP • @PixxelSpace $25M Series A • @Synspective $100M Series B • @GoToImpulse $20M Seed • @HadrianSpace $90M Series A • @VirginOrbit , @Astra , @Planet , @AST_SpaceMobile & @RedwireSpace Reported FY Earnings
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@SpaceInvestor_
The Space Investor 🚀
2 years
Further Details on @AST_SpaceMobile and @ATTBusiness ’s Partnership $ASTS $T
@AST_SpaceMobile
AST SpaceMobile
2 years
Watch the President of Network @ATT , Chris Sambar, discuss the opportunity of integrating with AST SpaceMobile's space-based cellular technology in our new #PartnerProfile video. 🎥 #5G
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@SpaceInvestor_
The Space Investor 🚀
1 month
July 2024 Space Stock Performance Outperform: • AST SpaceMobile +78% $ASTS • Planet +37% $PL • Spire +29% $SPIR Underperform: • Terran Orbital -12% $LLAP • Virgin Galactic -16% $SPCE $MNTS $ASTR $RKLB $BKSY $RDW $MYNA $SATL $MYNA $SIDU $LUNR
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@SpaceInvestor_
The Space Investor 🚀
2 years
News: @Astra $ASTR Reports First Quarter 2022 Financial Results. Highlights Include: • Cash & Equivalents: $161.5M • Revenue: $3.9M • Operating Loss: ($86.2)M vs. ($24.7)M YoY • Adj. EBITDA: ($47.5)M vs. ($13.4)M YoY
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@SpaceInvestor_
The Space Investor 🚀
1 month
News: @RedwireSpace Signs MOU with Consolidated Safety Services to Support @Space_Station Services Contract $RDW
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@SpaceInvestor_
The Space Investor 🚀
7 months
News: “We can confirm without a doubt is that our equipment is on the surface of the moon.” $LUNR
@SpaceInvestor_
The Space Investor 🚀
7 months
Awaiting @Int_Machines Nova-C Lunar Landing Confirmation.. $LUNR
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@SpaceInvestor_
The Space Investor 🚀
3 years
News: @Satellogic and @PalantirTech Announce Five Year Partnership To Build on Existing Technology Collaboration, Unlocking Advanced Image and Geospatial Products, and Tailored AI Insights for Customers $SATL $PLTR
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@SpaceInvestor_
The Space Investor 🚀
2 months
News: @Planet Announces Plan to Reduce Global Headcount by ~180 Employees, or roughly 17% of Total Workforce $PL
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@SpaceInvestor_
The Space Investor 🚀
1 month
News: @RedwireSpace $RDW Q2 2024 Earnings • Available Liquidity: $55.8M • Revenue: $78.1M, +30% YoY • Net Loss: $(18.1)M vs. $(5.5)M YoY • Adj. EBITDA: $1.6M, -63% YoY • FCF: $(11.2)M vs. $1.1M YoY • Backlog: $354M, +30% YoY
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@SpaceInvestor_
The Space Investor 🚀
1 year
🛰️ What Happened in Space This Week 🛰️ • @VirginOrbit Sells Assets & Winds Down • $ASTS To Join Russell 2000 / 3000 Indexes • $LLAP Downgraded to Underperform • @SkyfiApp $7M Seed • @Trl11_Inc $3M Pre-Seed • @FleetSpace AU$50M Series C • @SatelliteVu £12.7M Series A2
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@SpaceInvestor_
The Space Investor 🚀
7 months
News: @ARKInvest Acquires ~1,174,000 Shares of $RKLB During The 2/1/2024 Trading Session
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@SpaceInvestor_
The Space Investor 🚀
6 months
News: @LockheedMartin Files Schedule 13D For $600M Bid to Acquire @TerranOrbital at $1.00 per Share $LMT $LLAP
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@thesheetztweetz
Michael Sheetz
6 months
Lockheed Martin $LMT submits nearly $600 million bid to acquire spacecraft maker Terran Orbital $LLAP
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@SpaceInvestor_
The Space Investor 🚀
6 months
News: @SpireGlobal Announces Collaboration with @NVIDIA to Enhance AI-Driven Weather Prediction $SPIR $NVDA
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@SpaceInvestor_
The Space Investor 🚀
24 days
News: @RedwireSpace to Acquire Spacecraft Developer Hera Systems, Inc. $RDW • Financed with Balance Sheet Liquidity • Transaction Expected to Close Q3 • Adjusting FY 2024 Revenue Guidance from $300M to $310M
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@SpaceInvestor_
The Space Investor 🚀
2 years
🛰️ What Happened in Space This Week? • @AerojetRdyne RL10 Contract for @ULALaunch @RocketLab Begins Neutron Facility • @Planet Launches 'Planetary Variable' • @ConstellR Acquires @ScanWorld2 @Axiom_Space and @MitsuiandCo JV • @Astra Engine Contract with @LeoStellaLLC
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@SpaceInvestor_
The Space Investor 🚀
2 years
$ASTS
@AST_SpaceMobile
AST SpaceMobile
2 years
We've successfully controlled our #BlueWalker3 test satellite in orbit for 3 weeks via several ground stations. 📡 We plan to unfold the array in the second half of October during optimal conditions. On-board cameras are now operational — look at the view! 📷🌏☀️ Stay tuned...
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@SpaceInvestor_
The Space Investor 🚀
1 year
News: @AST_SpaceMobile $ASTS Reports Q1 2023 Earnings. Highlights include: • Cash & Equivalents: $185.7M • Revenue: $0 vs. $2.3M YoY • OpEx: $44.5M vs. $42.6M • BW3 Capitalized Costs: $92.5M • Net Loss: $(16.3)M vs. $(10.7)M
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@SpaceInvestor_
The Space Investor 🚀
2 years
News: @VirginGalactic $SPCE Reports First Quarter 2022 Financial Results. Highlights Include: • Cash & Equivalents: $601.5k • Revenue: $319k • Operating Loss: ($91.4)M vs. ($81.3)M YoY • Adj. EBITDA: ($76.8)M vs. ($55.9)M YoY
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@SpaceInvestor_
The Space Investor 🚀
1 year
News: @ARKInvest Buys 73,742 Shares of $RKLB Yesterday for ~$350k on the Dip $ARKX
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@SpaceInvestor_
The Space Investor 🚀
8 months
2023 Space Stock Performance Outperform: • Rocket Lab +47% $RKLB • Redwire +44% $RDW • Mynaric +38% $MYNA • AST SpaceMobile +25% $ASTS Underperform: • Sidus -92% $SIDU • SatixFy -95% $SATX • Momentus -96% $MNTS Neutral: $SPCE $ASTR $BKSY $PL $LLAP $SATL $LUNR $SLAM
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@SpaceInvestor_
The Space Investor 🚀
2 years
News: @AST_SpaceMobile Announces MOU with @ZainKSA To Collaborate Towards New Telecom Solutions and Satellite-Based Digital Services $ASTS
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@SpaceInvestor_
The Space Investor 🚀
1 year
News: @RedwireSpace $RDW Reports Q2 2023 Earnings. Highlights include: • Total Available Liquidity: $36.2M • Revenue: $60.1M, +64% YoY • Net Loss: $(5.5)M vs. $(77.0)M • Adj. EBITDA: $4.4M vs. $(4.1)M • Backlog: $272.8M, +68% YoY
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@SpaceInvestor_
The Space Investor 🚀
2 years
7 Important Quotes from @Planet 's CEO During Yesterday's FY2022 Earnings Call $PL 🧵
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@SpaceInvestor_
The Space Investor 🚀
3 years
Projected Space SPAC Revenue 2021E vs. 2024E USDMillion per . @Avascent @Jefferies $ASTS $CENH $GNPK $RDW $SPIR $CFV $DMYQ $SFTW $BKSY $VACQ $RKLB $ASTR $MNTS $NGCA $SPCE
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@SpaceInvestor_
The Space Investor 🚀
11 days
News: @RedwireSpace Selected to Provide Advanced RF Payloads to European Defense Contractor $RDW
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@SpaceInvestor_
The Space Investor 🚀
4 months
News: @LockheedMartin Withdraws Takeover Bid of @TerranOrbital . Shares Fall -23% in After Market Trading $LMT $LLAP
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