(Space) Case Taylor @spacecasetayl0r Twitter profile

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(Space) Case Taylor

5 months

Its important to separate sci-fi from sci-fact when investing in the space industry I started Space Case 3yrs ago because there was too much fake news space stock analysis YouTubers and Reddit-ers saying “this stock is LITERALLY going to the moon” + people getting caught up in

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(Space) Case Taylor

@spacecasetayl0r

1 year

R/spacexmasterrace already brainstorming combined SpinOrbit/VirginLaunch spacecraft designs (credit u/zlynn1990)

Michael Sheetz

@thesheetztweetz

1 year

Virgin Orbit received a "stalking horse" bid from Stratolaunch to buy its modified 747 jet Cosmic Girl and other aircraft assets for $17 million, the latest in the company's bankruptcy court proceedings:

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(Space) Case Taylor

@spacecasetayl0r

2 years

1/ The earth observation SPACs put my brain in a pretzel for almost all of April I spent the month reading + re-reading >1k pages of presentations, SEC filings and transcripts I also spent more time on their product websites than I ever thought I would Here's what I learned 👇

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(Space) Case Taylor

@spacecasetayl0r

4 months

I just want to download this book into my brain Instead I have to read it—like a caveman!

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(Space) Case Taylor

@spacecasetayl0r

3 years

1 of 16/ Observing the Earth Observation SPACs Part 2 - Satellites & Constellations Over the past few weeks I've read >3k pages of EO SPAC SEC filings + investor presentations Here is a summary of what I learned 👇 $BKSY $PL $SATL $SPIR $LLAP $TWNT $PTOC $TMW

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(Space) Case Taylor

@spacecasetayl0r

9 months

@somefoundersalt “The TAM is out of this world” (Zooms in on the $27 quintillion asteroid)

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(Space) Case Taylor

@spacecasetayl0r

2 years

1/ Winter is Here—Which Space SPACs will Survive? A 4-part framework to identify space companies that will survive a macroeconomic winter👇

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(Space) Case Taylor

@spacecasetayl0r

1 year

Regulation is a bottleneck for innovation in the space industry - SpaceX is waiting on a launch license for Starship - Varda is waiting on a re-entry license - even the SDA is waiting for authorization to test T0 satellites We need updated processes for the modern space era

Varda Space Industries

@VardaSpace

1 year

As a quick update, we're pleased to report that our spacecraft is healthy across all systems It was originally designed for a full year on orbit if needed We look forward to continuing to collaborate w/ our gov partners to bring our capsule back to Earth as soon as possible

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(Space) Case Taylor

@spacecasetayl0r

1 month

@rmcentush The spirit of 1960s-era NASA lives on in SpaceX

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(Space) Case Taylor

@spacecasetayl0r

15 days

Great news for $LUNR, but after hours stock movement showing us people don’t know an IDIQ contract is An IDIQ is a flexible contract vehicle used by the USG when they’re not sure how much of a product or service they’ll need. Instead of setting a fixed amount, they can place

Intuitive Machines

@Int_Machines

15 days

NASA has awarded Intuitive Machines a Near Space Network Contract with a maximum potential value of $4.82 billion. As part of the contract, Intuitive Machines will deploy lunar relay satellites and provide communication & navigation services that play an essential role in NASA’s

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(Space) Case Taylor

@spacecasetayl0r

20 days

The 🅰️ gang’s energy today from the Block 1 launch + irl meetups at the Cape to watch are so awesome This Reddit comment has to be my favorite thing I’ve seen to date😂😂😂 (Picture is $ASTS CEO @AbelAvellan )

AST SpaceMobile

@AST_SpaceMobile

20 days

We did it! 🚀 The BlueBird satellites have successfully launched into orbit. This is a historic moment for AST SpaceMobile and a major step forward in our mission to provide space-based cellular connectivity globally. Thank you to everyone who supported us on this journey.

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(Space) Case Taylor

@spacecasetayl0r

3 years

1 of 13/ This earnings cycle I decided to actually read $SPCE @virgingalactic ’s earnings materials and dig into their business and outlook for the first Here is what I learned:

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(Space) Case Taylor

@spacecasetayl0r

3 years

1 of 14/ $RKLB 4Q21 Earnings Review I listened to @RocketLab 's earnings call, reviewed the transcript, and analyzed the financials Here is what you need to know 👇

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(Space) Case Taylor

@spacecasetayl0r

9 months

Is $RKLB a launch company or a space prime? After the company's $515M @SemperCitiusSDA contract, I think we can officially say it is the latter The chart below illustrates how in classic prime contractor fashion, $RKLB has used acquisitions to drive revenue growth--since 2020,

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(Space) Case Taylor

@spacecasetayl0r

5 months

For all you $RKLB fans - NASA is forecasting roughly 5 Neutron and 5 Electron launches/yr from Wallops by 2030

Aria Alamalhodaei

@breadfrom

5 months

New: Officials are kicking off an environmental analysis of Wallops Flight Facility to greenlight huge changes incl increasing the # of annual launches from 18 to 52, according to slides & a recording of a nonpublic NASA meeting

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(Space) Case Taylor

@spacecasetayl0r

2 years

1/ In my latest substack post, I wrote over 3k words about space startups building next-gen position/navigation/timing (PNT) technology Let's look at why I'm excited about the outlook for this type of space tech👇

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(Space) Case Taylor

@spacecasetayl0r

5 months

1/ So $ASTS is up >40% after-hours following its 1Q24 earnings release + commercial agreement with $T Here are my thoughts post-call

Anp🅰️nman

@spacanpanman

5 months

$ASTS: Bloomberg out with story on AT&T commercial agmt "AT&T Strikes Space Broadband Deal in Challenge to Musk's SpaceX"

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(Space) Case Taylor

@spacecasetayl0r

2 years

1/ $PL traded down -11% today after its earnings report yesterday evening Here’s why 👇

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(Space) Case Taylor

@spacecasetayl0r

2 years

1/ Ahead of $ASTR's investor day on Thursday, here is what you need to know from the company's 1Q22 earnings call last week 👇

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(Space) Case Taylor

@spacecasetayl0r

2 years

Just gave notice at my job—very bittersweet moment I’m excited for the next chapter, but telling my manager I was leaving felt like a breakup😭 I’ll share details about my plans later, but long story short is that it’s time to see what Space Case is made of as an investor😤

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(Space) Case Taylor

@spacecasetayl0r

1 year

Finished @ashleevance ’s new book yesterday, and I would highly recommend it! As someone who has spent a lot of time analyzing $PL $RKLB $ASTR (and @Firefly_Space ), but primarily from the business perspective + really only since 2021, I found the behind the scene stories

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(Space) Case Taylor

@spacecasetayl0r

3 years

🧵1 of 8/ 2022 Space Industry Key Themes - Part 3 Next-Gen Rockets There are many rockets attempting orbital launches this yr To track the most important ones I made some cheat sheets + I analyzed small launcher valuations and found some clear themes

2022 Space Industry Key Themes - Part 3

Next-Gen Rockets

caseclosed.substack.com

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(Space) Case Taylor

@spacecasetayl0r

2 years

1/ January 2023 Space Stock Review This month's review covers: 🤔 A Look Back at 2022 💡 Going Forward in 2023 📈 Topic of Interest: New Year, New Analysis Tools

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(Space) Case Taylor

@spacecasetayl0r

2 years

1/ 6 months down, 6 to go In this month's space stock review, I made 6 charts to help you better understand space stock performance + valuation trends in June AND through 2022 YTD 👇

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(Space) Case Taylor

@spacecasetayl0r

1 year

$PL investors who are still long after the stock declined -30% today

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(Space) Case Taylor

@spacecasetayl0r

1 year

Love or hate $SPCE, you have to respect their game The co raised another $241M of capital in 2Q, bringing them to a total of $2.3B(!) raised from their SPAC debut in 2019 through 2Q23 🤯 I bet this is most capital raised by any space company not named SpaceX over that timeframe

Michael Sheetz

@thesheetztweetz

1 year

Virgin Galactic $SPCE Q2 results Net loss: $134 million Revenue: $2 million Cash & securities: $980 million Second commercial spaceflight (Galactic 02) remains on track for Aug. 10

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(Space) Case Taylor

@spacecasetayl0r

3 years

1 of 23/ The $ASTS #spacemob is a juggernaut of retail-driven research; the community of shareholders on #fintwit + @Reddit is truly impressive Below is my contribution—a summary of AST’s 3Q21 biz update This concludes my individual company reviews of 3Q21 new space earnings

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(Space) Case Taylor

@spacecasetayl0r

2 years

1/ SpaceX vs SpaceMobile? 3 Reasons Why the $TMUS / @SpaceX Announcement Matters for $ASTS Investors + 3 Reasons Why the Announcement is a Net-Positive for $ASTS Shares

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(Space) Case Taylor

@spacecasetayl0r

2 years

Either the social media intern at AT&T is part of the 🅰️gang, or BW3 testing is going well We’ll find out the truth when $ASTS reports in late Feb/early March!

AT&T

@ATT

2 years

🌕 ☁️ 🛰 📡 🧑🤳

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(Space) Case Taylor

@spacecasetayl0r

3 months

@DJSnM I’m not sure it means bringing the Hawthorne labor force to Brownsville vs changing the legal HQ to Starbase (for tax purposes?) But who knows

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(Space) Case Taylor

@spacecasetayl0r

8 months

My next newsletter post will actually address the idea of "is this time different?" comparing the LEO satcom boom of the 90s to that of today I recently finished "Eccentric Orbits" and found the similarities between that story and what is playing out today with Starlink and

Tren Griffin

@trengriffin

8 months

Starlink offers broadband service to antennas located outdoors using millimeter wave spectrum. SpaceX is vertically integrated. They aren't like Iridium, which is a narrowband system that uses uses L-band frequencies. I wrote about why it initially failed:

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(Space) Case Taylor

@spacecasetayl0r

8 months

Stars⭐️, Stripes🇺🇸, and Satellites🛰️ The US military has a long history of utilizing space tech for intelligence/surveillance/reconnaissance, satcom, and position/navigation/timing However, as space has transitioned from a purely peaceful sanctuary of science and exploration to

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(Space) Case Taylor

@spacecasetayl0r

2 years

@ballmatthew Left: you Right: BCG

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(Space) Case Taylor

@spacecasetayl0r

2 years

🔥Hot take🔥 SpaceX isn’t as overvalued as you’d think $137B valuation on $11.6B 2023E rev suggests an 11.9x multiple This was significantly worse last year—the co’s $1.7B series F was raised at a 28.2x forward revenue multiple Given that SpaceX still has to overcome a MAJOR

Eric Berger

@SciGuySpace

2 years

If @itsmoislam is correct, SpaceX is now more of a satellite company than a launch company. At least on a revenue basis.

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(Space) Case Taylor

@spacecasetayl0r

2 years

@netcapgirl We need more kids going into STEM

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(Space) Case Taylor

@spacecasetayl0r

2 years

1/ Last week my newsletter crossed the 500 subscriber threshold This is a relatively small milestone, but one I'm proud to have reached Thank you to everyone who has subscribed! The logos in the image below illustrate just a fraction of the organizations that subs represent

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(Space) Case Taylor

@spacecasetayl0r

1 year

1/ Who is buying @ulalaunch ? My analysis suggests the answer is clear... It's not Blue Origin Instead, I think $BA is selling its 50% stake of ULA to $LMT Check out my March Space Stock Review for more insights on the latest potential mega-merger in the space industry 👇

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(Space) Case Taylor

@spacecasetayl0r

2 months

There have been 6 serious LEO satcom attempts: Iridium ORBCOMM Teledesic Globalstar OneWeb Starlink Only Starlink hasn’t failed at first In my newsletter post tomorrow, we will examine if this time is truly different for Starlink Sign up via the link in my bio to read 🛰️

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(Space) Case Taylor

@spacecasetayl0r

3 years

1/ $MNTS Company Overview + 4Q21 Earnings Review Beginning of a “Momentus” Comeback, or Still Fake News?

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(Space) Case Taylor

@spacecasetayl0r

2 years

1/ I realize most people following me don't know anything about me In honor of having crossed the 1,000 followers mark, here's the elevator pitch of my story

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(Space) Case Taylor

@spacecasetayl0r

2 months

My reaction to the 🅰️ gang commenters who think I forgot to mention their object of obsession

(Space) Case Taylor

@spacecasetayl0r

2 months

There have been 6 serious LEO satcom attempts: Iridium ORBCOMM Teledesic Globalstar OneWeb Starlink Only Starlink hasn’t failed at first In my newsletter post tomorrow, we will examine if this time is truly different for Starlink Sign up via the link in my bio to read 🛰️

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(Space) Case Taylor

@spacecasetayl0r

5 months

1/ Show me the money! $PL went public with a vision for serving commercial customers with EO data and analytics However, the reality is that most of its revenue growth since going public has come from government customers (mainly defense & intelligence, but also civil)

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(Space) Case Taylor

@spacecasetayl0r

6 months

SpaceX Announces SPAC Combination Agreement; Starlink to be Spun-Off at $420B ($69/sh) by Merging with SpaceCase, Inc. Philadelphia, PA; April Fool's, 2024 – Space Exploration Technologies Corp. (“SpaceX”), the leading designer, manufacturer, and launcher of the world’s most

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(Space) Case Taylor

@spacecasetayl0r

1 year

@ashleevance In a way, yes 85% of $GSAT capacity goes to $AAPL for their emergency text service. So for all intensive purposes, Globalstar = Apple’s LEO constellation

Globalstar picks SpaceX to refresh LEO constellation

Globalstar has contracted SpaceX to launch Apple-backed satellites in 2025 to replenish its low Earth orbit connectivity constellation.

spacenews.com

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(Space) Case Taylor

@spacecasetayl0r

10 months

Wow this $515M US gov contract is a huge sign of validation that $RKLB can scale beyond providing components into building satellites (which are obviously higher value) with its manufacturing business

Space Stocks

@SpaceEquities

10 months

$RKLB just signed a HUGE contract! Rocket Lab National Security, entered into an agreement with a United States government customer (“Customer”) to design, manufacture, deliver, and operate 18 space vehicles. The contract with the Customer has a total

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(Space) Case Taylor

@spacecasetayl0r

2 years

This is a big deal Data fusion is a key to unlocking actionable insights from EO data I’m not sure we’ve seen this kind of partnership before—major EO satellite operators partnering to facilitate data fusion 🤔 (optical/SAR to start, passive radar likely added in the future)

SpaceNews

@SpaceNews_Inc

2 years

Maxar signs agreement with Umbra for direct access to radar imaging satellites

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(Space) Case Taylor

@spacecasetayl0r

3 years

While there are obvious unanswered questions regarding $ASTS tech, I have a hard time believing strategic investors like $VOD didn’t receive satisfactory answers during their due diligence It doesn’t mean $ASTS is a sure thing, but it’s certainly a vote of confidence

AST SpaceMobile

@AST_SpaceMobile

3 years

We're teaming up with leading mobile network operators to work to provide cellular broadband coverage all over the world. Hear @VodafoneGroup CTO @JohanWibergh on how AST SpaceMobile could help Vodafone’s 300+ million subscribers. 🎬🚀 #ASTSpaceMobile

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(Space) Case Taylor

@spacecasetayl0r

2 years

1/ GPS For Dummies 👇 I've always known GPS is space tech, but I never bothered to know the details This week I decided to do my homework + learn the basics of GPS to better understand how it benefits life on Earth

You're Welcome Wednesday #2: GPS and Global Navigation Satellite Systems

How Space-Based Technology Benefits Life on Earth

caseclosed.substack.com

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(Space) Case Taylor

@spacecasetayl0r

9 months

Translating this $RKLB filing to English Rocket Lab refinanced $105M of debt that it had due for repayment in <1yr The restructuring alleviated near-term debt repayments + provided an additional $30M of debt capital if $RKLB wants to draw upon it This is a good sign of

Space Stocks

@SpaceEquities

9 months

Rocket Lab $RKLB has just entered into a loan agreement with Trinity Capital for $120m in equipment financing. Rate factor is 0.022266 and will be repaid in monthly payments ending January 2029.

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(Space) Case Taylor

@spacecasetayl0r

2 years

Would you tailgate a rocket launch? If this isn’t a thing, it should be Once $RKLB starts operations from @NASA_Wallops I am going to start doing this

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(Space) Case Taylor

@spacecasetayl0r

2 years

Really solid earnings report from $PL Here’s why the stock is up +11% after hours: -- beat revenue guidance -- beat EBITDA margin guidance -- increased full-year revenue guidance -- decreased full-year EBITDA loss guidance

MNT on X

@MNTonX

2 years

$PL - @Planet Planet Releases Q2 FY23 Financial Results Revenue = $48.5M Gross Profit/Loss = $23.5M Net Income/Loss = ($39.4M) Adj EBITDA = ($10.5M) Cash & Equivalents = $458M Increases revenue guidance to $182M - $190M

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(Space) Case Taylor

@spacecasetayl0r

1 year

Not to be a hater, but I question how binding the contracts are for a rocket that won’t launch until 2026

Relativity Space

@relativityspace

1 year

🤝 The deal marks the latest announcement of our #TerranR launch contracts, which total more than $1.8 billion across nine customers.

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(Space) Case Taylor

@spacecasetayl0r

3 months

This is the kind of info I was hoping to hear at some point—MNO studies on $ASTS SpaceMobile uptake potential 30-40% penetration of $T subscriber base would be absolutely wild

Only6inches 🅰️

@Only6inches

3 months

(3) After market research, John Stankey thinks 30-40% of their customers would sign-up to SpaceMobile. That's 60 to 90m subscribers, only for AT&T. That's a $1.4bn to $2.1bn opportunity at a $2 ARPU/month. AST has about 3bn subs under MOU 🤯

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(Space) Case Taylor

@spacecasetayl0r

2 years

Do you guys prefer using a ‘space industry’ or a ‘space economy’ framework for keeping track of what’s happening in space? Space industry seems helpful for sorting out different types of companies vs Space economy seems useful for tracking sources of revenue

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(Space) Case Taylor

@spacecasetayl0r

2 years

1/ Space stocks still sucked in April 👇

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(Space) Case Taylor

@spacecasetayl0r

11 months

Can the SDA's Proliferated Warfighter Space Architecture (PWSA) constellation be both over-discussed, and yet under-analyzed? I think yes In my next newsletter post I plan to share an analysis of the SDA's procurement strategy + how the agency's planned LEO satcom +

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(Space) Case Taylor

@spacecasetayl0r

9 months

@somefoundersalt I once heard a VC describe space as the only infinite market But that was when interest rates were 0% Which means space’s TAM is only 50% of infinity now

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(Space) Case Taylor

@spacecasetayl0r

1 year

The NRO is making hype videos… What is going on?!

NRO

@NatReconOfc

1 year

Stay tuned… 🎬

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(Space) Case Taylor

@spacecasetayl0r

2 years

1/ November Space Stock Review This month's review covers a wide variety of topics: 🔊 Update from Case / Space Case Origin Story 📈 November Market Overview ✍️ Space SPAC Performance + Valuation 🗣️ 3Q22 Space SPAC Earnings Report Card (its a tie for 1st place)

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(Space) Case Taylor

@spacecasetayl0r

2 months

I’ll take this opportunity to say I have a great newsletter post coming out next week showing how much cheaper Starlink’s launch costs are vs other SpaceX customers (+many other Starlink datapoints) Analysts, biz dev folks + real space nerds will love the data/charts in this one

Ryan McEntush

@rmcentush

2 months

reality check: launch costs are not the same as launch prices. spacex launch costs are declining, but customer prices are increasing. there’s no real competition; it’s all margin for spacex. starship might be able to launch at $10/kg, but there’s little reason to undercut

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(Space) Case Taylor

@spacecasetayl0r

5 months

10/ Overall, this was one of the more constructive $ASTS earnings calls that I've listened to Hopefully this is a sign that management is going to continue communicating with the investing community better than it has in the past

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(Space) Case Taylor

@spacecasetayl0r

2 years

CFO of every space SPAC: “And here you can see our long-term revenue projections” #hockeystick

Christopher Becke

@BeckePhysics

2 years

@LMSpace Not sure I count here, but I was particularly fond of this composite of a launch from Wallops.

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(Space) Case Taylor

@spacecasetayl0r

4 months

The current $ASTS run up is absolutely wild While the recent funding + (potential) regulatory de-risking is real I can't help but think of this scene from Silicon Valley now that the company’s next milestone is involves generating real revenue

Silicon Valley No Revenue | Radio On Internet

Pied Piper team meeting with the money guy offering advice

www.youtube.com

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(Space) Case Taylor

@spacecasetayl0r

8 months

SDA recognizing my post about them is a good way to end the week

Space Development Agency

@SemperCitiusSDA

8 months

This is a great (and fun) explainer piece on Case Closed about SDA and what we're up to! Thanks @spacecasetayl0r ! #SemperCitius

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@spacecasetayl0r

2 years

🚨New Collaboration Alert🚨 @aravind_raves and I are teaming up on a new podcast 7-Things Space Below is a teaser; 1st episode drops next Sunday We will discuss top developments in the space industry from May for 30min Pls retweet to spread the word!

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(Space) Case Taylor

@spacecasetayl0r

3 years

1/ Observing the Earth Observation SPACs I’ve been putting this off for awhile, but I can’t ignore it anymore... I need to better understand the differences and similarities between the 6 #earthobservation #SPACs ! $BKSY $SPIR $SATL $PL $LLAP $TWNT $TMW $PTOC

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(Space) Case Taylor

@spacecasetayl0r

1 year

Solid 2Q report from $RKLB The co grew revenues, improved EBITDA margins, reduced FCF burn, extended capital runway, and provided an outlook for these trends to likely continue New launch contract agreements + signs of Neutron anchor customer partnership were the 🍒 on top

Michael Sheetz

@thesheetztweetz

1 year

Rocket Lab $RKLB Q2 results Revenue: $62m (vs. $61.8m expected) Net loss: $45.9m ($0.10/share, vs. $0.09/share expected) Backlog: $534.3m Cash & securities: $419 million Added contracts for 10 Electron launches in Q2, anticipate 4 launches in Q3

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(Space) Case Taylor

@spacecasetayl0r

5 months

The GEO satcom mergers will continue until Starlink competition improves

Intelsat

@INTELSAT

5 months

Intelsat to be acquired by @SES_Satellites in compelling transaction. Creating stronger multi-orbit operator, greater coverage, improved resiliency, expanded solutions, enhanced resources benefiting from talent, expertise, and histories of both companies.

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(Space) Case Taylor

@spacecasetayl0r

3 years

1 of 14/ @BlackSky_Inc $BKSY 3Q21 Earnings Recap 1 - Lowered FY21 Rev Guide Due to Supply Chain Delays 2 - Mgmt Sees Continued Strong Demand from US Gov, Int’l, Commercial Custs 3 - Reiterated Plans to 2x Constellation by EOY (6 sats➡️12) 4 - Exec hires bolster mgmt. team

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(Space) Case Taylor

@spacecasetayl0r

10 months

Just when we thought the space SPAC craze was over… @LynkTheWorld to go public + be valued at $800M! Given that we’ve seen some recent SPAC announcements fall apart before closing (ex. @WorldViewSpace ), it’s TBD if this ever makes it to the finish line

Bloomberg

@business

10 months

Former New York Yankees all-star Alex Rodriguez's SPAC is planning to merge with satellite communications provider Lynk Global

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(Space) Case Taylor

@spacecasetayl0r

3 years

With $LLAP de-SPACing I decided it's time to revisit the topic of dissecting the EO SPACs Next up: comparing TAM estimates + the verticals each co is targeting I'm not finished yet, so here's an updated table from my last EO post to tide you over in the meantime (Δs are in red)

(Space) Case Taylor

@spacecasetayl0r

3 years

1 of 16/ Observing the Earth Observation SPACs Part 2 - Satellites & Constellations Over the past few weeks I've read >3k pages of EO SPAC SEC filings + investor presentations Here is a summary of what I learned 👇 $BKSY $PL $SATL $SPIR $LLAP $TWNT $PTOC $TMW

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(Space) Case Taylor

@spacecasetayl0r

26 days

Most interesting comment from the $PL call (a positive datapoint for onboard compute + ISL value-add): "The Pelican-2 design incorporates NVIDIA's latest Jetson GPU module. With this GPU, Planet plans to enable edge compute allowing us to run AI onboard the satellite. When

The Space Investor 🚀

@SpaceInvestor_

27 days

News: @Planet $PL Q2 2025 Earnings • Cash & Equivalents: $249M • Revenue: $61.1M, +14%YoY • Net Loss: $(38.7)M vs. $(38.0)M • Adj. EBITDA: $(4.4)M vs. $(14.5)M

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(Space) Case Taylor

@spacecasetayl0r

2 years

So far I’ve seen $ASTS mentioned in 3 of 7 analyst notes commenting on last night’s event + Google trends shows that the search of “ASTS” is currently at an all time high

(Space) Case Taylor

@spacecasetayl0r

2 years

7/ ...likely drive increased analyst and media coverage of the space-based mobile connectivity opportunity, which will undoubtedly include coverage of ASTS, including its compelling risk-reward profile and multiple...

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(Space) Case Taylor

@spacecasetayl0r

2 years

A few add'l details on $PL's Pelican sats - Demand for high res is coming from D&I, civil gov, software cos - These sats will have onboard computing - Will also have inter-sat data links to reduce reaction time/latency (satcom partner not yet annc'd)

Planet Pelicans to offer high resolution and revisit rates

spacenews.com

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(Space) Case Taylor

@spacecasetayl0r

1 year

I know I’m a finance nerd bc I’ve been reading 10Ks after work for fun On a related note, I’m working on a deep dive of Maxar / DigitalGlobe—stay tuned

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(Space) Case Taylor

@spacecasetayl0r

9 months

The Space Development Agency has now awarded over $10B to build satellites for its Proliferated Warfighter Space Architecture Not only is the SDA spending more per Tranche as the number of satellites in each Tranche grows (28 in T0-->183 in T1-->244 in T2), but cost per

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(Space) Case Taylor

@spacecasetayl0r

2 years

1/ Intuitive Machines wants to take over the moon Not in the literal sense But the company's SPAC deal announcement with $IPAX is a signal that IM is attempting to dominate the lunar economy Here are my top takeaways from reviewing the SPAC presentation👇

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(Space) Case Taylor

@spacecasetayl0r

5 months

Oh I forgot to add a meme TL;DR:

(Space) Case Taylor

@spacecasetayl0r

5 months

1/ Show me the money! $PL went public with a vision for serving commercial customers with EO data and analytics However, the reality is that most of its revenue growth since going public has come from government customers (mainly defense & intelligence, but also civil)

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(Space) Case Taylor

@spacecasetayl0r

5 months

@dieworkwear Can you please do a thread on this topic? I love your threads bc they pair the concepts you explain with visuals illustrating your point The blog format is a little harder to follow I promise I will share with my space nerd audience 🙏

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(Space) Case Taylor

@spacecasetayl0r

1 year

For satellite companies, one of the most important points from the $RKLB call last night was the outlook for continued price increases for Electron rides Given the lack of reliable launch providers, suppliers in the market (it’s literally only $RKLB + SpaceX in the US right now)

Joe Morrison

@mouthofmorrison

1 year

You hear a lot about launch costs declining, but that trend hasn’t been true for the last couple of years. And at first when SpaceX has a monopoly on that segment, I don’t see what incentive they would have to drop prices much lower than they are today

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(Space) Case Taylor

@spacecasetayl0r

6 months

Seeing a lot of grumbling today about this offering + dilution with $SPIR down -35% on the news You’re missing the big picture here if that’s your reaction—this announcement is good news, not bad news 1) the $NVDA partnership share price bump was artificial—if you’re feeling

The Space Investor 🚀

@SpaceInvestor_

6 months

News: @SpireGlobal Announces Registered Direct Offering of $30M at $14.00 per Share $SPIR

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(Space) Case Taylor

@spacecasetayl0r

2 years

Reminder that $PL report earnings after market close today The webcast will start at 5pm Eastern time Even if you don’t care about their financials, it’s one of the biggest/most influential EO companies and mgmt will provide insights into market trends Webcast link below

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(Space) Case Taylor

@spacecasetayl0r

2 years

1/ August Space Stock Review In the spirit of US schools starting back up, this month's space stock review is "Back-to-School" themed Complete with a special topic of interest: 2Q22 Space SPAC Earnings Report Card👇 (the company with the best grade will surprise you)

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(Space) Case Taylor

@spacecasetayl0r

2 years

If all goes well, this sets up $ASTS to have a momentous 3Q earnings call in early November

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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(Space) Case Taylor

@spacecasetayl0r

2 years

It usually takes me a little over a month to read a book But I read “Project Hail Mary” by @andyweirauthor in just 6 days I laughed! I (almost) cried! I didn’t want the story to end! There’s nothing like the thrill of a great book, and this one really hit the spot

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(Space) Case Taylor

@spacecasetayl0r

2 years

This FCC experimental license was one of the primary remaining regulatory hurdles ahead of $ASTS's "summer" BW3 launch Not an insignificant deal to receive this ahead of launch...BW3 wouldn't have been able to test w/ US ground stations otherwise $ASTS up +12% after-hours

AST SpaceMobile

@AST_SpaceMobile

2 years

The FCC has granted an experimental license allowing #ASTSpaceMobile to test BlueWalker 3 satellite direct-to-cell phone connectivity in the United States. Read more: #5G

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(Space) Case Taylor

@spacecasetayl0r

26 days

Oh and if you’re wondering why $PL is down -25% today, it’s bc their contracted backlog declined materially q/q + management still won’t give annual guidance despite being 8mo through 2024

(Space) Case Taylor

@spacecasetayl0r

26 days

Most interesting comment from the $PL call (a positive datapoint for onboard compute + ISL value-add): "The Pelican-2 design incorporates NVIDIA's latest Jetson GPU module. With this GPU, Planet plans to enable edge compute allowing us to run AI onboard the satellite. When

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(Space) Case Taylor

@spacecasetayl0r

2 years

Using 2021 revenue, this deal values @NanoAvionics at 5.4x NanoAvionics grew revenue >100% y/y in 2021, so that seems fair $ASTS can’t cut cash burn rate, so asset divestiture for additional cash it is—the new CFO came in and this was likely one of his first orders of business

Payload 🚀

@payloadspace

2 years

This morning, @KOGDefence , a Norwegian tech company, announced it has entered into an agreement to acquire a majority stake in @NanoAvionics . The deal values the Lithuanian smallsat manufacturer at €65M ($67M).

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(Space) Case Taylor

@spacecasetayl0r

2 years

Very collaborative funding round @VardaSpace “The $60 million agreement includes $15 million from Air Force and NASA customers, $15 million from the AFWERX organization that sponsors the STRATFI program, and $30 million in private funding from Varda’s venture investors.”

SpaceNews

@SpaceNews_Inc

2 years

U.S. Air Force to test hardware at hypersonic speeds on Varda’s space capsules

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(Space) Case Taylor

@spacecasetayl0r

9 months

Love seeing another launch company successfully scale its business! Time between Alpha rocket launches: • 1st launch: 4yrs 6mo • 2nd launch: 1yr 1mo • 3rd launch: 11mo • 4th launch: 3mo

Firefly Aerospace

@Firefly_Space

9 months

Beautiful picture-perfect view of our Alpha rocket as we lifted off from @vandenberg_sfb at 9:32 a.m. PST this morning. Next, our second-stage engine will place the @lockheedmartin payload in its final orbit! Photo credit: Firefly Aerospace/Trevor Mahlmann

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(Space) Case Taylor

@spacecasetayl0r

2 years

@jordanschnyc Whatr your thoughts on a retaliatory move from China that would be equally devastating for the US?

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(Space) Case Taylor

@spacecasetayl0r

2 years

1/ I analyzed every 1Q22 space SPAC earnings report so you don't have to In this month's space stock review: 📊 My usual monthly overview and charts + ✍️ BONUS: 1Q22 Space SPAC Earnings Review - Key Themes and New News

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(Space) Case Taylor

@spacecasetayl0r

2 years

1/ Reader Feedback from "SpaceX vs SpaceMobile?" 3 Themes $ASTS Shareholders Need to Consider

(Space) Case Taylor

@spacecasetayl0r

2 years

2/ SpaceX’s disruption of the satcom industry began a new chapter last night following its announced partnership w $TMUS Rather than summarize the event, I wrote about why the announcement matters for $ASTS investors + why it was a net-positive for $ASTS

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(Space) Case Taylor

@spacecasetayl0r

2 months

LinkedIn 🤗 vs X 🥴

Space Development Agency

@SemperCitiusSDA

2 months

Today, SDA announced awards of firm-fixed-price OTA agreements worth approx. $424M to build and operate 20 T2TL - Gamma variant prototype #satellites . We are excited to work with @YorkSpaceSystem and @TerranOrbital to deliver! #TeamSDA #SemperCitius #Space

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(Space) Case Taylor

@spacecasetayl0r

8 months

This is good news (+was expected) $RKLB mgmt has always been very specific that SPACing gave them enough $ "to get Neutron to the pad" That statement has implied they'd need need to raise $ again before reaching FCF breakeven in 25/26 Rather than wait, mgmt is proactively

The Space Investor 🚀

@SpaceInvestor_

8 months

News: @RocketLab Announces Proposed Offering of $275M Convertible Senior Notes Due 2029 $RKLB

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(Space) Case Taylor

@spacecasetayl0r

1 year

RIP $VORB

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(Space) Case Taylor

@spacecasetayl0r

1 year

Looks like I was wrong about this one $RKLB +14% today after its latest successful launch, which also included a successful ocean splashdown + recovery of an Electron 1st stage Does this really warrant an additional $450M of market cap? I’m not sure, but what I think doesn’t

(Space) Case Taylor

@spacecasetayl0r

1 year

So the WSB ape in question seems to be making bets on $RKLB ‘s upcoming 7/14 launch where the co will attempt to recover its 1st stage For what it’s worth, I’ve found there’s not much correlation between $RKLB having a successful launch + share price movement the next day But

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(Space) Case Taylor

@spacecasetayl0r

11 months

So $SPCE is “having a harder time accessing capital” all of a sudden? Was a $400M raise in June of this year not enough?? How are capital markets just waking up $SPCE having a bad business model?? Did it take the company launching a handful of times and seeing <$1M of revenue

Michael Sheetz

@thesheetztweetz

11 months

Confirmed: Virgin Galactic $SPCE is laying off a yet-undefined number of employees in "a strategic realignment" of resources. Company reports Q3 results tomorrow after hours, with "additional details" to come. Memo from CEO Michael Colglazier:

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(Space) Case Taylor

@spacecasetayl0r

2 years

$PL earnings are strong at first glance Beat almost all 3Q guidance, and raised FY figures across the board Stock is up +4% AH

(Space) Case Taylor

@spacecasetayl0r

2 years

Reminder that $PL report earnings after market close today The webcast will start at 5pm Eastern time Even if you don’t care about their financials, it’s one of the biggest/most influential EO companies and mgmt will provide insights into market trends Webcast link below

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(Space) Case Taylor

@spacecasetayl0r

2 years

There are 2 clear sources of demand for @planet ’s prods/services based on recent wins: gov + agriculture $PL Recent Contracts - NOAA (civil) - Organic Valley (agriculture) - German federal agencies (civil) - Bayer (agriculture) - NRO (military+intelligence) - Leaf (agriculture)

Planet

@planet

2 years

Excited to share that @NOAA is leveraging both our PlanetScope and SkySat products to monitor oil spills, identify plastic debris, and track humpback whales!🐳Read how our satellites helped them combat the longest running oil spill in U.S. history:

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