The Space Investor - 🚀 SpaceX Unveils Starshield

View this email in your browser
The Space Scoop
Week Ended 12.09.2022
Happy Friday! There was some big news out of SpaceX, some aerospace beef and a handful of capital raises this week. Rumor has it that it's also your editor's birthday today.. 🎉 Lets dive in.

📈 Market Max-Q

S&P 500: 3,934.39 -3.4%
NASDAQ: 11,004.63 -4.0%


UFO: 19.38 -4.7%
ROKT: 38.53 -4.4%
ARKX: 12.76 -5.5%
SSIT: 45.40 -7.0%


BKSY: 2.06 +15.7%
MYNA: 3.65 -18.3%
LLAP: 1.63 -23.8%
ASTS: 4.27 -26.6%


1W return as of 4:00pm EDT.

🚀 Top Stories

1) SpaceX announced Starshield, the military version of Starlink.
  • "Starshield leverages SpaceX's Starlink technology and launch capability to support national security efforts. While Starlink is designed for consumer and commercial use, Starshield is designed for government use, with an initial focus on three areas: earth observation, communications and hosted payloads," the company writes.
     
  • Many details remain to be uncovered with the new service as this was introduced to the public via a new webpage. One would imagine SpaceX is targeting their largest government customer: the Pentagon.
2) Accenture ($ACN) and Planet ($PL) announced a collaboration on AI-powered geospatial intelligence tools.
  • Accenture, through its Accenture Ventures Project Spotlight initiative, and Planet will help drive decision-making at organizations across various industries, such as agriculture, consumer packaged goods, energy, forestry and government.
     
  • The two will collaborate on an array of sustainability and impact initiatives, including measurement, traceable supply chain strategy and data-based climate risk assessments to mitigate disruption across global value chains.
3) Raytheon ($RTX) called out Aerojet Rocketdyne ($AJRD) for struggling to deliver engines. 
  • Amidst rumors that the company is evaluating bids to sell themself, Aerojet is reportedly struggling to deliver quality rocket motors and has become “the weak link” in Raytheon's supply chain.
     
  • Raytheon's CEO said their “supply chain has at least stabilized with the exception of our rocket-motor supplier. In fact, that is the only supplier that's getting worse…from a performance standpoint, as opposed to better.” He continued “we need some adult supervision there to actually help these guys.” Ouch..

🛰️ In Other News

Slingshot Aerospace Raises $40.9M Series A2 (BusinessWire)
The space data and analytics startup announced the oversubscribed round to drive global expansion. Slingshot last raised its $25M Series A1 in March. The round was led by Sway Ventures with participation from C16 Ventures, ATX Venture Partners, Lockheed Martin Ventures, Valor Equity Partners and Draper Associates. In addition to equity funding, Horizon Technology Finance ($HRZN) provided a venture loan to accelerate growth.

Dawn Aerospace Raises $20M (Company)
The New Zealand-based integrated space-transportation network startup looks to use the capital to expand its offering of satellite propulsion systems and spaceplane development. Icehouse Ventures led the round with participation from GD1 and Movac. 

E-Space To Acquire CommAgility For $14.5M (PRNewswire)
The company entered into a definitive agreement to acquire CommAgility from the Wireless Telecom Group ($WTT). CA is the largest stand-alone developer of embedded signal processing and Radio Frequency (RF) modules. The transaction will provide proven 5G source code and dedicated in-house hardware and software development team.

📊 Chart of the Week

It was a rough week for the 🅰️-Mob with $ASTS shares falling -27% in a continued negative reaction to last week's share offering. AST has been one of the few space SPACs that hasn't fully decimated shareholder value since 2021. Eyes will be on the stock next week.

🔗 Links

• Maxar ($MAXR) Secures NOAA Approval To Provide Non-Earth Imaging Services

• Sierra Space Selected by Maxar ($MAXR) To Provide Solar Power Solutions

• Momentus ($MNTS) To Fly JINJUSat-1 for CONTEC Co.

• Sidus ($SIDU) Successfully Conducts LizzieSat-1 Mission Critical Design Review

• Globalstar ($GSAT) Signs Commercial Agreement With Wiagro

• Iridium ($IRDM) Announces Quarterly Dividend Program

• Terran Orbital ($LLAP) Creates New Optical Solutions Group

• Sidus ($SIDU) Announces International Expansion

• Virgin Orbit ($VORB) Targeting December 14th for Cornwall Launch

• Arqit ($ARQQ) Announces QuantumCloud, Powered by AWS

• Aerojet Rocketdyne ($AJRD) Awarded $98.5M To Produce Joint Economical Sled Track Rockets

• Sidus ($SIDU) Selects Exolaunch for Deployment During SpaceX Rideshare Missions

🗣️ Opinion

• Space Moonshots, Pure Play Stocks and Defense Picks To Watch

• What Space Investors Are Saying Behind Closed Doors

• Rocket Lab ($RKLB): What Is the Price Tag for a Ride to the Moon?

• Analyzing the Deployment of BlueWalker 3 ($ASTS)

📅 Calendar

$ARQQ: December 14 - Before Market Open
$PL: December 14 - After Market Close
$SATL: December 15 - Business Update


*Company confirmed dates only.
Tweet Tweet
Share Share
Forward Forward
Questions? Feedback? Just 'Reply' to this email.
Copyright © 2022

TheSpaceInvestor
400 E 20th St
New York, NY 10009-8101

Add us to your address book!

Unsubscribe

Email Marketing Powered by Mailchimp
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.

Older messages

🚀 Aerojet Seeks Acquisition

Friday, December 2, 2022

Plus: AST SpaceMobile ($ASTS) Completes $75M Stock Offering View this email in your browser The Space Scoop Week Ended 12.02.2022 Happy Friday! AST SpaceMobile underwent a securities offering, Bank of

🚀 RKLB Readies Launch Complex 2

Friday, November 25, 2022

Plus: Virgin Orbit Scrapped a Securities Offering View this email in your browser The Space Scoop Week Ended 11.25.2022 Happy Friday! And we hope our US readers had a Happy Thanksgiving! 🦃 It was a

🚀 AST SpaceMobile Deploys BW3

Friday, November 18, 2022

Plus: SpaceX Eyeing A $150B Valuation View this email in your browser The Space Scoop Week Ended 11.18.2022 Happy Friday! It was a quieter week that included remaining Q3 earnings, an ASTS BW3 success,

🚀 Q3'22 NewSpace Earnings

Saturday, November 12, 2022

Plus: Wall Street Banks Get Bullish on Certain Space SPACs View this email in your browser The Space Scoop Week Ended 11.11.2022 Happy Friday! And a big Thank You to all our Veterans today. This week

🚀 Lockheed Invests $100M in LLAP

Saturday, November 5, 2022

Plus: Q3'22 NewSpace Earnings Roll In View this email in your browser The Space Scoop Week Ended 11.04.2022 Happy Friday! NewSpace Q3 earnings kicked off this week with Maxar, Virgin Galactic and

You Might Also Like

⏰ Final day to join MicroConf Connect (Applications close at midnight)

Wednesday, January 15, 2025

MicroConf Hey Rob! Don't let another year go by figuring things out alone. Today is your final chance to join hundreds of SaaS founders who are already working together to make 2025 their

How I give high-quality feedback quickly

Wednesday, January 15, 2025

If you're not regularly giving feedback, you're missing a chance to scale your judgment. Here's how to give high-quality feedback in as little as 1-2 hours per week. ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏

💥 Being Vague is Costing You Money - CreatorBoom

Wednesday, January 15, 2025

The Best ChatGPT Prompt I've Ever Created, Get More People to Buy Your Course, Using AI Generated Videos on Social Media, Make Super Realistic AI Images of Yourself, Build an in-email streak

Enter: A new unicorn

Wednesday, January 15, 2025

+ French AI startup investment doubles; Klarna partners with Stripe; Bavaria overtakes Berlin View in browser Leonard_Flagship Good morning there, France is strengthening its position as one of the

Meta just flipped the switch that prevents misinformation from spreading in the United States

Wednesday, January 15, 2025

The company built effective systems to reduce the reach of fake news. Last week, it shut them down Platformer Platformer Meta just flipped the switch that prevents misinformation from spreading in the

Ok... we're now REALLY live Friend !

Tuesday, January 14, 2025

Join Jackie Damelian to learn how to validate your product and make your first sales. Hi Friend , Apologies, we experienced some technical difficulties but now We're LIVE for Day 3 of the Make Your

Building GTM for AI : Office Hours with Maggie Hott

Tuesday, January 14, 2025

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​Building GTM for AI : Office Hours with Maggie Hott ​ On

ICYMI: Musk's TikTok, AI's future, films for founders

Tuesday, January 14, 2025

A recap of the last week ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏

🚨 [LIVE IN 1 HOUR] Day 3 of the Challenge with Jackie Damelian

Tuesday, January 14, 2025

Join Jackie Damelian to learn how to validate your product and make your first sales. Hi Friend , Day 3 of the Make Your First Shopify Sale 5-Day Challenge is just ONE HOUR away! ⌛ Here's the link

The Broken Ladder & The Missing Manager 🪜

Tuesday, January 14, 2025

And rolling through work on a coaster͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌ ͏‌