Space

Planet Labs Stock: Competency and Growth

No two themes attract more retail investor interest than space and cannabis. Who doesn’t like watching science fiction movies and taking bong rips? If that’s not your cup of tea, then there’s the potential for alpha on offer, provided you can stomach all the volatility. Recently, we posed the question, Just How Low Can Space […]

Just How Low Can Space Stocks Go?

More than half of Chinese children want to be astronauts when they grow up. That’s not just because the CCP is telling them what to say and how to say it. China is an amazing country where work ethic and family values are reminiscent of the U.S. in the 50s (though they’ve started copying America’s […]

Iridium Stock and the Starlink Threat

Of the 99 disruptive tech special purpose acquisition companies (SPACs) we’ve covered, 65% of them have lost half their value. That dismal performance pales in comparison to space SPACs of which none of the twelve we have covered trade above the offering price of $10 a share and ten have lost at least half their […]

Sidus Space Stock: A Tiny Geospatial Intelligence Stock

Just like market reports, reliable business statistics are hard to come by. Somewhere between 0.00006% and 2.5% of companies reach the billion-dollar milestone. There’s an order of magnitude or two between those two numbers, but the message is clear nonetheless: The odds of becoming a billion-dollar success are pretty darn high. Of course, there are […]

Is Astra Space Stock Ready to Launch Real Revenues?

What a catch! No, we’re not talking about our staff of MBAs. Earlier this week, Rocket Lab (RKLB) snatched a booster stage out of mid-air with a helicopter. The launch company is following the SpaceX model by developing reusable rocket boosters, which many see as the best way to make access to space cheaper and […]

Redwire Space Stock is Pure Play on Space Infrastructure

It’s part of human nature to want to put a label on something, even when we don’t quite know how to categorize it. One of the best examples out there is Gonzo the Great, the Muppet with an unhealthy fetish for chickens. People have been asking for decades: What the hell is Gonzo? Maybe a […]

Planet Labs Stock After the Dust Has Settled

The biggest problem with SPACs wasn’t that they were structured to give retail investors the short end of the stick, it was that they didn’t provide enough information to make an informed investment decision. When Planet Labs (PL) filed their year-end results, requests came pouring in for us to revisit the company following our piece […]

Rocket Lab Stock Falls Back Down to Earth

Kids who want to be astronauts epitomize the primal desire we all have to discover the unknown. Now that our small planet can be explored by generally anyone with resources, space is truly the final frontier. Investors seem to find the NewSpace thesis particularly alluring because it’s filled with excitement and exploration of the unknown. […]

D-Orbit Stock for Space Logistics and Last-Mile Delivery

Last year, we profiled a publicly traded firm that offers the only pure-play fund for investing in public and private space companies. Seraphim Space Investment Trust (SSIT.L) basically acquired the assets from Seraphim Capital’s Seraphim Space Fund, which is focused on NewSpace. At the time of the IPO in July 2021, SSIT was still in […]

BlackSky Stock is a Risky Play on Geospatial Intelligence

Space: The final frontier … probably because it’s the last place you want to invest your money right now. Special purpose acquisition companies (SPACs) have bred faster than tribbles over the last couple of years, absorbing every tech company with a pipe dream and a pipeline that promised billions in projected revenues. These blank check […]