1. Home
  2. Discover
  3. Startup
  4. The Space Investor

The Space Investor - 🚀 Boeing's New CEO

View this email in your browser
The Space Scoop
Week Ended 08.02.2024
Happy Friday! In a generally quiet week Electron had its 51st launch, Redwire continues forward toward testing space organ 3D printing, and $ASTS closed out July as the best performer. Lets dive in.

Market Max-Q
Forward Forward

Top Stories
 1) Q2 space earnings season continued this week with the final Prime reporting. The calendar has filled up as we await Space SPACs next week. Highlights below:
  • $BA Defense, Space & Security
    • Revenue: $6B, -2% YoY
    • Oper. Earnings: $(913)M vs. $(527)M YoY
    • Oper. Margin: (15)% vs. (9)% YoY
    • Backlog: $59B
    • New CEO: Kelly Ortberg
    • $125M Charge on Starliner due to CFT delays
    • Shares: +2.0% 

In Other News
Lodestar Space Raises $2.5M Pre-Seed (TechCrunch)
The London-based inspection and repair space robotic startup will use the new capital to build the technology to safeguard space infrastructure. The round was co-led by Inflection.xyz and Lunar Ventures, with participation from Charlie Songhurst, Zehan Wang, Mehdi Ghissassi, and non-dilutive funding from the UK Space Agency.

Chart of the Week
Last Month's Stock Performance: With July behind us, AST SpaceMobile ($ASTS) led the pack trading up +78% followed by Planet ($PL) and Spire ($SPIR) up +37% and +29% respectively. Terran Orbital ($LLAP) and Virgin Galactic ($SPCE) lagged falling -12% and -16%.

Links
• Redwire ($RDW) Signs MOU With Consolidated Safety Services To Support ISS Services Contract

• Rocket Lab ($RKLB) Completes Integration and Testing of Twin Spacecraft for NASA Mars Mission

• Hughes ($SATS) Launches Small Business Cybersecurity Solution

• Redwire ($RDW) to Analyze the Effects of Microgravity on Tissue Bioprinting and Culturing

• Viasat ($VSAT) Introduces Wearable Secure Wireless Hub for Advanced Network and Edge Communications

Opinion
• The Space Industry Is Uncorrelated to Other Investment Opportunities

• Is the U.S. Doing Enough To Engage With China on Space Policy?

• Investors Share Vision of Space Industry’s Future

• Is Planet Labs ($PL) a Defense Contractor Now?

• AST SpaceMobile ($ASTS): Why I’m All In

• AST SpaceMobile ($ASTS): A Chat With President Scott Wisniewski

Earnings Calendar
• $SPCE: Aug 7 - After Market Close
• $RDW: Aug 7 - After Market Close
• $VSAT: Aug 7 - After Market Close
• $BKSY: Aug 8 - Before Market Open
• $MDA: Aug 8 - Before Market Open
• $GSAT: Aug 8 - Before Market Open
• $RKLB: Aug 8 - After Market Close
• $LUNR: Aug 13 - Before Market Open
• $ASTS: Aug 14 - After Market Close
• $SPIR: Aug 14 - After Market Close

*Company confirmed dates only.
X
LinkedIn
Questions? Feedback? Just 'Reply' to this email.
Copyright © 2024

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

Add us to your address book!

Unsubscribe
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

🚀 The $570B Space Economy

Saturday, July 27, 2024

Plus Q2 space earnings kickoff, $ASTS shares soar, Astranis' $200M Series B, $LLAP $89M offering and more! The latest space investing news and updates View this email in your browser The Space

🚀 Astra ($ASTR) Goes Private

Saturday, July 20, 2024

Plus Airbus & Thales Alenia rumored merger, KBR acquires LinQuest for $737M, $RKLB downgraded, and more! The latest space investing news and updates. View this email in your browser The Space Scoop

🚀 $4B Invested in Space in Q2

Friday, July 12, 2024

Plus AE Industrial raises $1.3B new fund, $SPCE completes new Spaceship manufacturing facility, and more! The latest space investing news and updates. View this email in your browser The Space Scoop

🚀 Innospace Goes Public

Wednesday, July 3, 2024

Plus $BA acquires $SPR, $LUNR 'Buy' rating and $8 price target, $MNTS board lends $500k, and more! The latest space investing news and updates. View this email in your browser The Space Scoop

🚀 SpaceX Seeks $210B Valuation

Friday, June 28, 2024

Plus Jefferies Space Summit notes, Airbus' €900M loss, $PL lays off 17% of workforce, and more! The latest space investing news and updates. View this email in your browser The Space Scoop Week

You Might Also Like

I'm blue

Saturday, November 23, 2024

Hey, ​ ​ tl;dr – I've decided to delete all my Twitter posts, lock down my account, and leave the platform. And I'm going all-in on Bluesky, which (in the last month) has become 1000x more fun

🚀 Globalstar to the Nasdaq

Saturday, November 23, 2024

Plus $RKLB CEO becomes a billionaire, DIRECTV $SATS debt deal called off, TEC's $160M Series B, and more! The latest space investing news and updates. View this email in your browser The Space

Theory Two

Friday, November 22, 2024

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​Theory Two​ Today, we're announcing our second fund of $450

🗞 What's New: AI creators may be coming to TikTok

Friday, November 22, 2024

Also: Microsoft's AI updates are helpful for founders ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏

behind the scenes of the 2024 digital health 50

Friday, November 22, 2024

the expert behind the list is unpacking this year's winners. don't miss it. Hi there, Get an inside look at the world's most promising private digital health companies. Join the analyst

How to get set up on Bluesky

Friday, November 22, 2024

Plus, Instagram personal profiles are now in Buffer! ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏

10words: Top picks from this week

Friday, November 22, 2024

Today's projects: Remote Nursing Jobs • CopyPartner • Fable Fiesta • IndexCheckr • itsmy.page • Yumestudios • Limecube • WolfSnap • Randomtimer • Fabrik • Upp • iAmAgile 10words Discover new apps

Issue #131: Building $1K-$10K MRR Micro SaaS Products around AI Search Optimisation, Fine-Tuning Image Models, AI-…

Friday, November 22, 2024

Build Profitable SaaS products!! ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏

(Free) Trial & Error— The Bootstrapped Founder 357

Friday, November 22, 2024

Today, I'll dive into the difference between a trial user and a trial abuser and what you can do to invite the former and prevent the latter. ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏

💎 Specially for you - will never be repeated again!

Friday, November 22, 2024

The biggest Black Friday sale in Foundr history...but it won't last forever! Black Friday_Header_2 Hey Friend , We knew our Black Friday deal was amazing—but wow, the response has been so unreal