The Space Investor - 🚀 Virgin Galactic Expands To Arizona

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The Space Scoop
Week Ended 07.15.2022
Happy Friday! And a warm welcome to our newest readers. The biggest item of the week (unrelated to investment) was the first release of James Webb Space Telescope images. How freakin' cool are these? Things we're really put into perspective for us this week.. Lets dive in.

*Note: Next Friday a newsletter will (most likely) not be hitting your inbox. Due to travel plans, we cannot promise our usual weekly diligence efforts. As always, you can still find us on Twitter.*

📈 Market Max-Q

S&P 500: 3,863.17 -0.9%
NASDAQ: 11,452.43 -1.6%


UFO: 20.11 -2.0%
ROKT: 35.14 -2.0%
ARKX: 13.55 -2.0%
SSIT: 49.80 -3.5%


MYNA: 8.06 +10.3%
BKSY: 1.17 -7.9%
LLAP: 4.57 -12.5%
SIDU: 2.82 -15.6%


1W return as of 4:00pm EDT.

🚀 Top Stories

1) BlackSky ($BKSY) received a $4.4M award from the Intelligence Advanced Research Projects Activity to provide advanced artificial intelligence for Space-Based dynamic monitoring.
  • The award will support the second phase of the multi-year Space-based Machine Automated Recognition Technique Program (SMART). The machine learning operations will accelerate their development of analyzing the immense volume and complexity of space-based image data.
     
  • The company also announced a partnership with Esri to offer on-demand satellite tasking to the millions of global ArcGIS online user base.
2) Planet ($PL) signed a contract with the German Federal Agency for Cartography and Geodesy to provide daily satellite data.
  • The data applications will range from crisis management, civil and public safety support to environmental and nature conservation such as forest and agricultural monitoring.
3) Virgin Galactic ($SPCE) announced a new Spaceship manufacturing facility located in Mesa, Arizona.
  • This future new facility will produce up to six Delta class spaceships per year and is expected to be fully operational by late 2023. The facility is crucial to Virgin's hopes for accelerated manufacturing production and increased flight capacity goals.
4) Bonus: Quilty Analytics released their June 2022 Satellite & Space market monitor.

🔭 Image of the Week

We're taking a break from a financial chart this week to share our favorite JWST telescope image. If you read this newsletter, you probably like space at least a little bit and we'd be shocked if you haven't seen these... but if not, you can check them all out here

🔗 Links

Private Investment in Space Companies Dropped During Q2

• Rocket Lab ($RKLB) Successfully Launches First of Two Responsive Space Missions for NRO

• Virgin Atlantic Selects Viasat ($VSAT) for In-Flight Connectivity on Airbus A330-900 Fleet

• MDA ($MDA) Awarded Contract by York Space Systems as Part of Space Security Program

• Terran Orbital ($LLAP) Executes CAPSTONE’s Second TCM Burn

• Viasat ($VSAT) Delivers Second ViaSat-3 Satellite Payload to Boeing ($BA)

• KBR ($KBR) To Partner With Axiom Space on NASA xEVAS Contract

• Rocket Lab ($RKLB) Supports Significant Milestone for DARPA and SDA on the Mandrake-2 Mission

• Rocket Lab’s ($RKLB) MAX Flight Software Surpasses 50th Mission Milestone

🗣️ Opinion

• Space and America’s Future

• Space Race Dollars Slow One Year After Branson and Bezos Launches

• AST SpaceMobile ($ASTS): Possibly the Most Asymmetric Risk vs. Reward on the Market

• Funding the Final Frontier: A Look at the FY23 National Security Space Budget

• Virgin Galactic ($SPCE) Looks Interesting Now That the Focus Is Back on Space

• Five Space Investments To Buy As Conflicts Extend Beyond the Sky

📅 Earnings Calendar

• $LMT:  July 19 - Before Market Open
• $IRDM:  July 26 - Before Market Open
• $BA:  July 27 - Before Market Open
• $GD:  July 27 - Before Market Open
• $NOC:  July 28 - Before Market Open
• $SPCE: August 4 - After Market Close
• $SPIR: August 10 - After Market Close
• $RKLB: August 11 - After Market Close
• $MDA: August 12 - Before Market Open


*Company confirmed dates only.
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TheSpaceInvestor
400 E 20th St
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Disclaimer: The Space Investor ("TSI") does not provide financial advice. All content is for informational purposes only and is not a solicitation to buy or sell any assets. TSI is not a registered investment, legal, or tax advisor or a broker/dealer.

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