Tracking Cash Flow Through the 2024 Space Stocks Rally
Hockeystick SPAC charts. Wallstreetbets Reddit page buzz. Short squeezes. Everything to the Moon euphoria.
Capital Markets
Three VC Investors Weigh in on the State of Investing in Space
Space is a nascent market with vast, unbounded potential, where an early-stage startup can become a dominant business integral to the very infrastructure of the space economy for decades to come.
DoD’s Big Bet on 1 Hour Space Cargo Delivery
If the last decade marked a revolution in sending mass to space, the next decade will center on bringing mass back to Earth.
The Starliner Investment Case and Potential Buyers
First, a ULA sale process, now Starliner.
Comtech Looks to Sell Half its Business, Go All-in on Space
Comtech ($CMTL) announced last week that it is looking to sell its terrestrial 911 emergency call infrastructure business to go all-in on space comms.
Charts Defining the Space Industry in Q3
Astranis, a startup building small GEO broadband satellites for targeted service, led the way this quarter with its $200M monster Series D round, by far the largest US space raise so far in 2024.
The Playbook Behind Lockheed’s Acquisition of Terran Orbital
The seasoned prime outwits the SPAC investors.
Detailing Launch Startup Funding Part 2 (Firefly Aerospace)
Last week, we covered ABL, Relativity, and Stoke funding, three launch startups that have yet to reach orbit. This week, we are focusing on a business that has hit its orbit proof point, Firefly Aerospace.
Detailing Launch Startup Funding
The next few years are make or break for launch startups—either achieve orbit and scale or go the way of Astra and Virgin Orbit.
Blue Origin’s ULA Investment Case
ULA is up for sale, and all signs point to Blue Origin as the buyer.
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LATEST REPORT
Rocket Lab Report
Rocket Lab’s thesis centers on becoming a fully integrated space infrastructure company, controlling every step from satellite production and launch to space-based data services
