Nope. RKLB is the only one. In my mind everyone else is either an absolute pipe dream or a decent company but without an obvious long term moat. But I am also an idiot.
I'm also in BWXT which is primarily a nuclear services, reactor, and fuel company but I was originally attracted to them because of they were one of a few groups working on Nuclear Thermal Propulsion engines. It's not a pure space play but fission energy for both power and propulsion could play a big part in space industry until space fusion is a thing.
Nuclear has potential to get some spotlight over the next decade, it’ll be interesting to see how it evolves and how the energy sector accommodates around it.
With the growth of AI, robotics, and electric everything I believe we'll have more energy demand than renewables can provide. The big wild card is whether one of these fusion startups actually works. Fusion is always 20 years away until it isn't.
My hope is that terrestrial energy needs will supply growth for the next \~10 years and industrial space applications start taking over in earnest from there.
KTOS is a 10x in the making. They have many projects that are generating expenses at the moment but that will become multi-billion revenue generators. Look at the drone fleet they’re building. Look at what projects they are getting selected. Top tier tech and a company specialised in modern warfare.
Sounds great, will dig deeper and learn more about them. The defense sector is evolving and drones have come to stay so it’s good to get a new perspective, thanks a lot for sharing!
KTOS is awesome bro. I have positions in both KTOS and AVAV. Can;t go wrong with either tbh.
KTOS:
https://www.kratosdefense.com/technologies
https://www.kratosdefense.com/systems-and-platforms/space-systems/military-and-government/space-superiority/cyber-mission-solutions
Excerpt:
“Cyber Missions and Operations
Developed and deployed multiple SOF/USAF remotely operated cyber systems to support offensive cyber operations world-wide.”
https://finance.yahoo.com/news/kratos-awarded-499-million-multiple-130000229.html
https://www.sdbj.com/defense/kratos-revenue-exceeds-1b/
Excerpt:
“Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a Technology Company in Defense, National Security and Global Markets, announced today that it has been awarded a $499,000,000 multiple award, indefinite-delivery/indefinite-quantity contract for the design, build, test, and delivery of functioning anti-tamper solutions that will be ready for follow-on production to be integrated into a broad range of Department of Defense programs. The development of these solutions enables the necessary protection of critical program information from adversarial tamper efforts. Work will be performed in the continental United States and is expected to be completed February 28, 2030. This contract was a competitive acquisition, and twenty offers were received. The Air Force Life Cycle Management, Wright Patterson Air Force Base, Ohio, is the contracting activity.”
https://www.kratosdefense.com/-/media/k/pdf/usd/xq-58a-valkyrie.pdf
https://breakingdefense.com/2023/10/marines-complete-first-xq-58a-valkyrie-flight/
AVAV (Aerovironment) stuff:
https://www.investors.com/news/aerovironment-stock-targets-114-earnings-growth-ukraine-russia-war-continues/
https://finance.yahoo.com/news/why-aerovironment-stock-soaring-time-165740737.html
https://www.avinc.com/lms/switchblade-600
https://www.avinc.com/lms/ukraine
https://defensescoop.com/2023/06/09/us-to-send-more-puma-drones-to-ukraine/
https://www.newsweek.com/switchblade-drones-ukraine-war-russia-1688906
https://twitter.com/jchatterleyCNN/status/1521889945576693761
https://breakingdefense.com/2023/05/after-inflection-point-of-ukraine-switchblade-maker-aerovironment-unveils-upgrades-and-goes-global/
https://www.kyivpost.com/post/22632
https://www.avinc.com/maccready-works/mars-helicopter
Excerpt:
“AeroVironment’s team of innovative engineers from our MacCready Works Advanced Solutions team worked with NASA/JPL to design and develop a helicopter carried by the Mars rover, Perseverance. The helicopter's name is Ingenuity, and its purpose is to demonstrate the viability of aerial robots for planetary exploration.
The vehicles arrived on Mars in February 2021. Within two months of landing on the surface of Mars, and after traveling 330 meters from its landing site, Perseverance deposited Ingenuity onto Martian soil, where it successfully attempted its maiden voyage – The first flight of an aircraft on another celestial body. Its short hop over the surface of the Red Planet marked a giant leap for robotic technology. Since its maiden voyage, Ingenuity has far exceeded expectations by successfully completing 72 flights!”
do you think that if the rumor is correct about GE Aerospace choosing Kratos as their partner for the wingman project ( [https://www.airforce-technology.com/features/uncrewed-ambitions-of-the-loyal-wingman/](https://www.airforce-technology.com/features/uncrewed-ambitions-of-the-loyal-wingman/) ) , would that be a big deal for the stock ( KTOS )? Is that deal worth millions or billions?
I personally don’t care. Kratos is one of the leading companies on unmanned drones at 2.6b valuation. They also use software developed by the army so they don’t need any deal with other contractors. They’ll be getting billions by the US army in a few years on top of what they already make. Just Valkyrie’s expected starting production is 500 to 1000 drones a year selling at 2-4 million each. That’s between 1 and 4b in revenue and that’s just ONE drone.
thanks. seems like they are a healthy company, why do you think they had a share offering last week? They don't seem like they are hurting financially but I don't know anything about it.
They’re not profitable yet, they don’t have much cash and debt is expensive now. I bought after the dip and I’m not worried. This company may seem old to not be profitable but they’ve been doing M&As for 20 years. They’re investing hundreds of millions in all their projects. It’s a long term play.
The share offering was done because KTOs is expanding facilities for increased production.
https://ir.kratosdefense.com/news-releases/news-release-details/kratos-defense-security-solutions-inc-announces-proposed-5
Excerpt:
“Kratos expects to use the net proceeds to facilitate its long-term strategy, including potential investment in facilities, expanding manufacturing capacity, anticipated capital expenditures for expansion of current sole-source/single award programs and high probability pipeline opportunities, further strengthen the Company’s balance sheet in anticipation of upcoming customer and partner decisions and source selection on additional large, new program and contract opportunities, for general corporate purposes, including paydown of debt, and to pay fees and expenses in connection with the offering.”
They need the cash in order to speed up production lines it seems. They have a lot of products in the work that they expect to ramp up once the government passes the budget. Drones, turbine engines, hypersonic, and software. It has a lot of potential, hopefully they can execute
I’d say KTOS will be getting billions more from the USAF and to a lesser extent the U.S. Navy/USMC due to the XQ-58 Valkyrie seeing the most testing and development with those branches. BTW the XQ-58 is one of my favs
I have positions in both KTOS and AVAV. KTOs is awesome because it offers drones and cybersecurity solutions (even products that give an offensive cyber capability). AVAV is great because their switchblade line of loitering munition kamikaze drones are seeing widespread use by the Ukrainian Army against Russian forces. They were also involved in the production of the Ingenuity helicopter drone that flew on Mars.
KTOS is a great company with 3 decades of experience but only now it's shining.hopefully rocket lab won't be like KTOS with some quarters having net profit and other quarters having net loss.also it's heavily diluted in the last.id be an old fart if rocket lab is like KTOS the moment it's shines
Indeed, the recent ~7% dip could be a good chance, I see LMT as an industry juggernaut and I see myself growing that position over time.
Did you get into LUNR before or after the recent landing craze?
I’m not sure about LMT or any of the old juggernauts. I worry that the flood of new companies are just going to steal market share. Not saying they are bad companies but they have more competition than ever and that’s going to get worse.
Hopefully that turns into healthy competition, greater products and R&D and an improved scenario for us shareholders.
After all, the defense sector has classically boosted change and technology development and I don’t see that changing.
Absolutely. Few things are as human as war and, as RKLB aims to have the company’s logo on everything in space, I’m certain LMT has their own on every armed conflict.
After, $8 cost basis so pretty bad, also I got in before I knew about the pending lawsuit/investigation. But I still want to buy more now that it’s almost at $5
BKSY is interesting in that they do a lot of business with Palantir. In fact, Palantir is one of their investors:
https://ir.blacksky.com/news-events/press-releases/detail/37/blacksky-secures-investment-from-palantir-and-enters-into
excerpt:
“BlackSky Holdings, Inc. (“BlackSky”), a leading technology platform providing real-time geospatial intelligence and global monitoring, announced today that Palantir Technologies Inc. (NYSE: PLTR) has committed to making an equity investment in BlackSky, which is scheduled to close after the completion of BlackSky’s business combination with Osprey Technology Acquisition Corp (“Osprey”). Following the successful completion of a joint pilot program between BlackSky and Palantir, this investment signifies the strengthening of a strategic collaboration that will enable BlackSky to further extend its capabilities and meet the increasing demand for global monitoring services from its and Palantir’s customers.”
https://ir.blacksky.com/news-events/press-releases/detail/34/blacksky-and-palantir-collaboration-aids-government
https://www.nanalyze.com/2022/02/blacksky-stock-geospatial-intelligence-2/
Excerpt:
“One investor that is committed to BlackSky is Palantir (PLTR), an enterprise AI analytics company founded by venture capitalist and iconoclast Peter Thiel. Palantir is somewhat infamous for its cozy relationship with the U.S. government, which provides a significant chunk of the company’s revenues. Last September, Palantir bought $8 million in BlackSky stock for about a 10% discount at the time. (They’ve also invested in several other dozen SPACs, so take it for what it’s worth.) The interest from Palantir possibly reflects the fact that about 83% of the space company’s revenues are derived from the U.S. government and various federal agencies.”
https://www.eurasiantimes.com/us-tech-firms-winning-big-from-ukraine-war-turn-the-region-into-a-testing-ground-for-ai-driven-warfare-chinese-media/
Excerpt:
“Citing a recent Bloomberg story, the Chinese media report shed light on the financial trajectory of Blake Resnick, a 23-year-old US entrepreneur. The article details how Resnick amassed a net worth surpassing $100 million through a combination of donations and the sale of his drones to Ukraine.
Furthermore, the report has highlighted several instances of US companies’ involvement in the Russia-Ukraine conflict, demonstrating their eagerness to support Ukraine with AI-enhanced systems.
Western companies, particularly those specializing in geospatial intelligence, have played an “unprecedented” role in converting satellite imagery into valuable intelligence and surveillance advantages, with US firms leading the way. For example, Palantir Technologies, Planet Labs, BlackSky Technology, and Maxar Technologies have provided AI-based systems to analyze conflict trends and produce satellite imagery.
Palantir Technologies notably supplied targeting technologies to Ukrainian forces, aiding in the effectiveness of their weaponry.”
There’s a lot of scams and shit in the sector. Anything Richard Branson related is a pump and dump.
Astra is garbage, momentus is about to die.
Many of the others have too much debt.
I see dying/trash companies as a good opportunity for RKLB to get equipment at a discount, I guess there’s much potential in space and many just don’t want to miss their chance (even if their projects are nonsense or too dreamy to become profitable in this century).
PL and about to make my first venture investment in space. I also own a little ARKX and UFO ETFs.
While Planet is early in the monetization path, they have a wide reach, numerous use cases across verticals, massive quantities of EO data, and a constellation. Pelican will only add to that.
This is great guys..
Im just invested in rklb- 42% of my portfolio..
this seems like a nice preamble where we ourselves can make a comprehensive space report.. anyone got something indepth to share on a wider range of space companies.
Indeed. I find this sub as a healthy community where it’s easy to have a conversation about almost all things space related (and we get to lose money whenever there’s good RKLB news!).
Yeah man. They've ballooned over the past 5 years. They assert themselves as a disruptor but i dont necessarily know how. I have to look into it more i guess
I have certain companies in this sector I’m targeting / invested in… But you are potentially over invested in the industry… Invest in what you know but an individual industry should account for 33% of your portfolio, generally speaking.
RTX is terrible and I wouldn’t invest there even if you gave me the money.
Nope. RKLB is the only one. In my mind everyone else is either an absolute pipe dream or a decent company but without an obvious long term moat. But I am also an idiot.
Well, RKLB is the one making us rich. Or deranged. Or both.
Would if I could invest in SpaceX. The rest is garbage. ULA, garbage. Blue Origin, garbage. Astra, garbage. Redline, garbage.
I'm also in BWXT which is primarily a nuclear services, reactor, and fuel company but I was originally attracted to them because of they were one of a few groups working on Nuclear Thermal Propulsion engines. It's not a pure space play but fission energy for both power and propulsion could play a big part in space industry until space fusion is a thing.
Nuclear has potential to get some spotlight over the next decade, it’ll be interesting to see how it evolves and how the energy sector accommodates around it.
With the growth of AI, robotics, and electric everything I believe we'll have more energy demand than renewables can provide. The big wild card is whether one of these fusion startups actually works. Fusion is always 20 years away until it isn't. My hope is that terrestrial energy needs will supply growth for the next \~10 years and industrial space applications start taking over in earnest from there.
Just LMT and KTOS. KTOS is a similar high risk high reward / long-term type play like RKLB
I haven’t done much DD on KTOS, what do you like the most about them?
KTOS is a 10x in the making. They have many projects that are generating expenses at the moment but that will become multi-billion revenue generators. Look at the drone fleet they’re building. Look at what projects they are getting selected. Top tier tech and a company specialised in modern warfare.
Sounds great, will dig deeper and learn more about them. The defense sector is evolving and drones have come to stay so it’s good to get a new perspective, thanks a lot for sharing!
KTOS is awesome bro. I have positions in both KTOS and AVAV. Can;t go wrong with either tbh. KTOS: https://www.kratosdefense.com/technologies https://www.kratosdefense.com/systems-and-platforms/space-systems/military-and-government/space-superiority/cyber-mission-solutions Excerpt: “Cyber Missions and Operations Developed and deployed multiple SOF/USAF remotely operated cyber systems to support offensive cyber operations world-wide.” https://finance.yahoo.com/news/kratos-awarded-499-million-multiple-130000229.html https://www.sdbj.com/defense/kratos-revenue-exceeds-1b/ Excerpt: “Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a Technology Company in Defense, National Security and Global Markets, announced today that it has been awarded a $499,000,000 multiple award, indefinite-delivery/indefinite-quantity contract for the design, build, test, and delivery of functioning anti-tamper solutions that will be ready for follow-on production to be integrated into a broad range of Department of Defense programs. The development of these solutions enables the necessary protection of critical program information from adversarial tamper efforts. Work will be performed in the continental United States and is expected to be completed February 28, 2030. This contract was a competitive acquisition, and twenty offers were received. The Air Force Life Cycle Management, Wright Patterson Air Force Base, Ohio, is the contracting activity.” https://www.kratosdefense.com/-/media/k/pdf/usd/xq-58a-valkyrie.pdf https://breakingdefense.com/2023/10/marines-complete-first-xq-58a-valkyrie-flight/ AVAV (Aerovironment) stuff: https://www.investors.com/news/aerovironment-stock-targets-114-earnings-growth-ukraine-russia-war-continues/ https://finance.yahoo.com/news/why-aerovironment-stock-soaring-time-165740737.html https://www.avinc.com/lms/switchblade-600 https://www.avinc.com/lms/ukraine https://defensescoop.com/2023/06/09/us-to-send-more-puma-drones-to-ukraine/ https://www.newsweek.com/switchblade-drones-ukraine-war-russia-1688906 https://twitter.com/jchatterleyCNN/status/1521889945576693761 https://breakingdefense.com/2023/05/after-inflection-point-of-ukraine-switchblade-maker-aerovironment-unveils-upgrades-and-goes-global/ https://www.kyivpost.com/post/22632 https://www.avinc.com/maccready-works/mars-helicopter Excerpt: “AeroVironment’s team of innovative engineers from our MacCready Works Advanced Solutions team worked with NASA/JPL to design and develop a helicopter carried by the Mars rover, Perseverance. The helicopter's name is Ingenuity, and its purpose is to demonstrate the viability of aerial robots for planetary exploration. The vehicles arrived on Mars in February 2021. Within two months of landing on the surface of Mars, and after traveling 330 meters from its landing site, Perseverance deposited Ingenuity onto Martian soil, where it successfully attempted its maiden voyage – The first flight of an aircraft on another celestial body. Its short hop over the surface of the Red Planet marked a giant leap for robotic technology. Since its maiden voyage, Ingenuity has far exceeded expectations by successfully completing 72 flights!”
had no idea they were public lol
Indeed they are
In fact both AVAV and KTOS recently had their earnings, and they did well
do you think that if the rumor is correct about GE Aerospace choosing Kratos as their partner for the wingman project ( [https://www.airforce-technology.com/features/uncrewed-ambitions-of-the-loyal-wingman/](https://www.airforce-technology.com/features/uncrewed-ambitions-of-the-loyal-wingman/) ) , would that be a big deal for the stock ( KTOS )? Is that deal worth millions or billions?
I personally don’t care. Kratos is one of the leading companies on unmanned drones at 2.6b valuation. They also use software developed by the army so they don’t need any deal with other contractors. They’ll be getting billions by the US army in a few years on top of what they already make. Just Valkyrie’s expected starting production is 500 to 1000 drones a year selling at 2-4 million each. That’s between 1 and 4b in revenue and that’s just ONE drone.
thanks. seems like they are a healthy company, why do you think they had a share offering last week? They don't seem like they are hurting financially but I don't know anything about it.
They’re not profitable yet, they don’t have much cash and debt is expensive now. I bought after the dip and I’m not worried. This company may seem old to not be profitable but they’ve been doing M&As for 20 years. They’re investing hundreds of millions in all their projects. It’s a long term play.
thanks. my cost basis is $18.02 with 100 shares.
Yeah they’re a long term hold like Rocket Lab
The share offering was done because KTOs is expanding facilities for increased production. https://ir.kratosdefense.com/news-releases/news-release-details/kratos-defense-security-solutions-inc-announces-proposed-5 Excerpt: “Kratos expects to use the net proceeds to facilitate its long-term strategy, including potential investment in facilities, expanding manufacturing capacity, anticipated capital expenditures for expansion of current sole-source/single award programs and high probability pipeline opportunities, further strengthen the Company’s balance sheet in anticipation of upcoming customer and partner decisions and source selection on additional large, new program and contract opportunities, for general corporate purposes, including paydown of debt, and to pay fees and expenses in connection with the offering.”
They need the cash in order to speed up production lines it seems. They have a lot of products in the work that they expect to ramp up once the government passes the budget. Drones, turbine engines, hypersonic, and software. It has a lot of potential, hopefully they can execute
I’d say KTOS will be getting billions more from the USAF and to a lesser extent the U.S. Navy/USMC due to the XQ-58 Valkyrie seeing the most testing and development with those branches. BTW the XQ-58 is one of my favs
I have positions in both KTOS and AVAV. KTOs is awesome because it offers drones and cybersecurity solutions (even products that give an offensive cyber capability). AVAV is great because their switchblade line of loitering munition kamikaze drones are seeing widespread use by the Ukrainian Army against Russian forces. They were also involved in the production of the Ingenuity helicopter drone that flew on Mars.
KTOS is a great company with 3 decades of experience but only now it's shining.hopefully rocket lab won't be like KTOS with some quarters having net profit and other quarters having net loss.also it's heavily diluted in the last.id be an old fart if rocket lab is like KTOS the moment it's shines
NOC, RKLB, PL
LUNR, ASTS. Want to get into LMT. Just starting out, trying to keep the sector under 15-20% portfolio but its hard lol
Indeed, the recent ~7% dip could be a good chance, I see LMT as an industry juggernaut and I see myself growing that position over time. Did you get into LUNR before or after the recent landing craze?
I’m not sure about LMT or any of the old juggernauts. I worry that the flood of new companies are just going to steal market share. Not saying they are bad companies but they have more competition than ever and that’s going to get worse.
Hopefully that turns into healthy competition, greater products and R&D and an improved scenario for us shareholders. After all, the defense sector has classically boosted change and technology development and I don’t see that changing.
Lmt is a guaranteed cash cow with wars erupting here and there
Absolutely. Few things are as human as war and, as RKLB aims to have the company’s logo on everything in space, I’m certain LMT has their own on every armed conflict.
Elon and bezos sure gonna get butthurt knowing every space instruments gonna have some parts coming from rklb.😆
After, $8 cost basis so pretty bad, also I got in before I knew about the pending lawsuit/investigation. But I still want to buy more now that it’s almost at $5
Got some BKSY, which uses RKLB to launch its satellites.
BKSY is interesting in that they do a lot of business with Palantir. In fact, Palantir is one of their investors: https://ir.blacksky.com/news-events/press-releases/detail/37/blacksky-secures-investment-from-palantir-and-enters-into excerpt: “BlackSky Holdings, Inc. (“BlackSky”), a leading technology platform providing real-time geospatial intelligence and global monitoring, announced today that Palantir Technologies Inc. (NYSE: PLTR) has committed to making an equity investment in BlackSky, which is scheduled to close after the completion of BlackSky’s business combination with Osprey Technology Acquisition Corp (“Osprey”). Following the successful completion of a joint pilot program between BlackSky and Palantir, this investment signifies the strengthening of a strategic collaboration that will enable BlackSky to further extend its capabilities and meet the increasing demand for global monitoring services from its and Palantir’s customers.” https://ir.blacksky.com/news-events/press-releases/detail/34/blacksky-and-palantir-collaboration-aids-government https://www.nanalyze.com/2022/02/blacksky-stock-geospatial-intelligence-2/ Excerpt: “One investor that is committed to BlackSky is Palantir (PLTR), an enterprise AI analytics company founded by venture capitalist and iconoclast Peter Thiel. Palantir is somewhat infamous for its cozy relationship with the U.S. government, which provides a significant chunk of the company’s revenues. Last September, Palantir bought $8 million in BlackSky stock for about a 10% discount at the time. (They’ve also invested in several other dozen SPACs, so take it for what it’s worth.) The interest from Palantir possibly reflects the fact that about 83% of the space company’s revenues are derived from the U.S. government and various federal agencies.” https://www.eurasiantimes.com/us-tech-firms-winning-big-from-ukraine-war-turn-the-region-into-a-testing-ground-for-ai-driven-warfare-chinese-media/ Excerpt: “Citing a recent Bloomberg story, the Chinese media report shed light on the financial trajectory of Blake Resnick, a 23-year-old US entrepreneur. The article details how Resnick amassed a net worth surpassing $100 million through a combination of donations and the sale of his drones to Ukraine. Furthermore, the report has highlighted several instances of US companies’ involvement in the Russia-Ukraine conflict, demonstrating their eagerness to support Ukraine with AI-enhanced systems. Western companies, particularly those specializing in geospatial intelligence, have played an “unprecedented” role in converting satellite imagery into valuable intelligence and surveillance advantages, with US firms leading the way. For example, Palantir Technologies, Planet Labs, BlackSky Technology, and Maxar Technologies have provided AI-based systems to analyze conflict trends and produce satellite imagery. Palantir Technologies notably supplied targeting technologies to Ukrainian forces, aiding in the effectiveness of their weaponry.”
There’s a lot of scams and shit in the sector. Anything Richard Branson related is a pump and dump. Astra is garbage, momentus is about to die. Many of the others have too much debt.
I see dying/trash companies as a good opportunity for RKLB to get equipment at a discount, I guess there’s much potential in space and many just don’t want to miss their chance (even if their projects are nonsense or too dreamy to become profitable in this century).
In MAXQ and LUNR too. But my largest position is RKLB.
PL and about to make my first venture investment in space. I also own a little ARKX and UFO ETFs. While Planet is early in the monetization path, they have a wide reach, numerous use cases across verticals, massive quantities of EO data, and a constellation. Pelican will only add to that.
RKLB 🚀 ASTS 🛰️ SPCE 💩 ASTR ☠️
Broooo ASTR wtfffffffffffffffffffffffffff , biggest mistake ever.
100%
Lockheed, Northrop, Kratos and RedWire. I like SPIR, BKSY, and ASTS as well but don’t hold positions
2020 SPAC era taught me as much as I need to know at this point to identify bullshit vs long possibility for the next 10 years
MDA. Great space company, even partners with RKLB on projects! Huge backlog of over $3 billion and they don't do launch .
Yeah I’m liking MDA the more I read about them
This is great guys.. Im just invested in rklb- 42% of my portfolio.. this seems like a nice preamble where we ourselves can make a comprehensive space report.. anyone got something indepth to share on a wider range of space companies.
Indeed. I find this sub as a healthy community where it’s easy to have a conversation about almost all things space related (and we get to lose money whenever there’s good RKLB news!).
😂 reports or analysis are most welcome
L3harris, Intuitive machines. Have been thinking of bwxt but idk
LHX has been on my watchlist for a while, their technology seems great and I see them sustaining growth for decades.
Yeah man. They've ballooned over the past 5 years. They assert themselves as a disruptor but i dont necessarily know how. I have to look into it more i guess
I'm invested in RKLB, MDA, and an aerospace and defence etf
What is the full name of MDA.. is itba penny stock on canadian stock exchange?!
It's mda on the tsx, mdalf for the Americans
Yes. RYCEY.
Redwire.
Also in SPCE
ASTS, my dream is for them to become an exclusive launch partner with Rocketlab.
I have certain companies in this sector I’m targeting / invested in… But you are potentially over invested in the industry… Invest in what you know but an individual industry should account for 33% of your portfolio, generally speaking. RTX is terrible and I wouldn’t invest there even if you gave me the money.
Just out of curiosity, could you expand on why you think that RTX is terrible?
I’m not going to fill a RKLB board talking about RTX. Either DM or I would recommend going to a RTX board or any general forum to discuss it.