r/IntuitiveMachines

Daily Discussion Thread for July 06, 2026

This is the only thread that any stock-related or financial information can be posted. As the sub continues to grow and traffic increasing with Intuitive Machines and LUNR getting more and more in the spotlight, please remember to:

  1. Be civil and respectful to others. No personal attacks.

  2. Keep Spam and FUD off r/IntuitiveMachines. Repeated offenders will be banned.

  3. Please refrain from one word or silly WSB style comments. We want to keep the board informative and helpful to ALL readers.

  4. The mod team tries their best to monitor discussions, but we can always use your help in flagging those violating the rules.

Please see the Wiki that includes FAQs, Upcoming Catalysts, and Active Contracts to answer common questions and requests for information.

reddit.com
u/AutoModerator — 13 hours ago

Daily Discussion Thread for July 05, 2026

This is the only thread that any stock-related or financial information can be posted. As the sub continues to grow and traffic increasing with Intuitive Machines and LUNR getting more and more in the spotlight, please remember to:

  1. Be civil and respectful to others. No personal attacks.

  2. Keep Spam and FUD off r/IntuitiveMachines. Repeated offenders will be banned.

  3. Please refrain from one word or silly WSB style comments. We want to keep the board informative and helpful to ALL readers.

  4. The mod team tries their best to monitor discussions, but we can always use your help in flagging those violating the rules.

Please see the Wiki that includes FAQs, Upcoming Catalysts, and Active Contracts to answer common questions and requests for information.

reddit.com
u/AutoModerator — 1 day ago

Daily Discussion Thread for July 04, 2026

This is the only thread that any stock-related or financial information can be posted. As the sub continues to grow and traffic increasing with Intuitive Machines and LUNR getting more and more in the spotlight, please remember to:

  1. Be civil and respectful to others. No personal attacks.

  2. Keep Spam and FUD off r/IntuitiveMachines. Repeated offenders will be banned.

  3. Please refrain from one word or silly WSB style comments. We want to keep the board informative and helpful to ALL readers.

  4. The mod team tries their best to monitor discussions, but we can always use your help in flagging those violating the rules.

Please see the Wiki that includes FAQs, Upcoming Catalysts, and Active Contracts to answer common questions and requests for information.

reddit.com
u/AutoModerator — 3 days ago

Inventory of Contracts (Active & Completed)

I'm updating my investment thesis to incorporate material active and completed contracts, which I'll be adding to the Wiki. Sharing more broadly since the group has had questions about contracts recently. Feel free to flag anything I missed.

Active Contracts

Contract / Award Name Award Date Description Amount
CS-8 Commercial Lunar Payload Services ("CLPS") – IM6 Jun 2026 Deliver a production-line-qualified Nova-C lander by no later than 2028 carrying SCALPSS, LRA, and LETS payloads. Establishes high-volume, repeatable lunar transport for NASA’s moon base / Artemis $148.3M
Two Prime Lunar Reconnaissance Contracts – LROC & ShadowCam (NASA) May 2026 Prime contractor for operations of the Lunar Reconnaissance Orbiter Camera (LROC) aboard NASA’s LRO and the ShadowCam instrument on the Korean Pathfinder Lunar Orbiter. $20.0M
Commercial Lunar Payload Services ("CLPS") – IM5 Nova-D Mar 2026 Deliver seven science and technology payloads to the Lunar South Pole region (Mons Malapert), plus an Australian Space Agency rover and Honeybee Robotics (Blue Origin) technologies. $180.4M
SDA Tranche 3 Tracking Layer – Spacecraft Platforms (Sub-Contract) Mar 2026 Selected by L3Harris to design, build and deliver 18 spacecraft platforms for the Space Development Agency (SDA) Tranche 3 Tracking Layer of the Proliferated Warfighter Space Architecture (Missile Tracking) Undisclosed
AFRL Contract Extension to Advance In-Space Nuclear Power Technology Oct 2025 Develop next-generation nuclear power systems for spacecraft and lunar infrastructure. Accelerate readiness of compact nuclear power conversion technology that overcomes solar power limitations and enables lengthier missions on the Moon and in deep space. $8.2M
Phase 2 Government Contract to Advance Orbital Transfer Vehicle ("OTV") through Critical Design Review Jul 2025 Advance its Orbital Transfer Vehicle (“OTV”) through Critical Design Review (“CDR”)—the final engineering milestone on a previously disclosed contract, before manufacturing begins. $9.8M
EchoStar XXVI High-Power GEO Communications Satellite (Lanteris) Jun 2025 Selected to build one high-power GEO communications satellite based on 1300 satellite bus to serve DISH TV across all 50 US states and Puerto Rico. Delivery expected in 2028. Undisclosed
Reentry and Microgravity Biomanufacturing Spacecraft - Texas Space Commission - SEARF Apr 2025 Development of an Earth reentry vehicle and orbital fabrication lab designed to enable microgravity biomanufacturing and is intended to serve as a critical risk-reduction platform for the Company’s future lunar sample return missions. $10.0M
GEO High-Power Communication Satellite – Undisclosed Commercial Customer (Lanteris) Mar 2025 Order for one GEO high-power communications satellite on the 1300 bus for an undisclosed private commercial customer. Undisclosed
Near Space Network ("NSN") Services - Subcategory 1.2 Dec 2024 DTE Geostationary ("GEO") to Cislunar DTE Services, offering enhanced data transmission capabilities and autonomous operations. Included within NSN
Near Space Network ("NSN") Services - Subcategory 1.3 Dec 2024 Cislunar Direct-to-Earth Services, addressing mission needs of highly elliptical orbits and deep space operations Included within NSN
Near Space Network ("NSN") Services - Subcategory 2.2 Sept 2024 Geostationary Orbit to Cislunar Relay Services. Communication and navigation services for missions in the near space region, which extends from Earth’s surface to beyond the Moon. Firm-Fixed-Price, Multiple Award, Indefinite-Delivery/Indefinite-Quantity (“IDIQ”) Task Order Contract. Maximum Potential Value of $4.82B
Commercial Lunar Payload Services ("CLPS") - IM4 Aug 2024 Deliver six science and technology payloads, including one European Space Agency-led drill suite to the Moon’s South Pole. $116.9M
SDA Tranche 2 Tracking Layer – Spacecraft Platforms (Sub-Contract – Lanteris) 2024 Selected by L3Harris to design, build and deliver 18 spacecraft platforms for the Space Development Agency (SDA) Tranche 2 Tracking Layer of the Proliferated Warfighter Space Architecture (Missile Tracking) Awarded to Lanteris prior to acquisition. Undisclosed
Zeno Power Survive the Night Radioisotope Power System - NASA Jul 2023 Development of a Radioisotope Power System (RPS) that may enable lunar assets to survive and operate during the lunar night and in permanently shadowed regions of the Moon. $2.4M
OMES III Contract - NASA Apr 2023 The NASA OMES III contract’s principal purpose is to support the NASA GSFC Engineering and Technology Directorate (ETD). ETD is an end-to-end science mission operation that is instrumental in designing missions, building satellites and instruments, operating and controlling spacecraft, and acquiring and distributing data to the worldwide science community. $719.0M
SiriusXM SXM-12 Digital Audio Radio Satellites Nov 2022 Build a high-power digital audio radio satellite on the Lanteris 1300 bus. This supports SiriusXM’s constellation refresh. Undisclosed
SDA Tranche 1 Tracking Layer – Spacecraft Platforms (Sub-Contract – Lanteris) Aug 2022 Selected by L3Harris to design, build and deliver 16 spacecraft platforms for the Space Development Agency (SDA) Tranche 1 Tracking Layer of the Proliferated Warfighter Space Architecture (Missile Tracking) Awarded to Lanteris prior to acquisition. Undisclosed
Commercial Lunar Payload Services ("CLPS") - IM3 Nov 2021 Deliver four payloads to the moon in 2024. It's the company's third contract with NASA. IM-3 now targets 2H 2026. $77.5M
NASA Gateway Power and Propulsion Element (PPE) (Lanteris) May 2019 NASA firm-fixed-price prime contract to design and build the foundational module providing power, propulsion, and communications for NASA’s Lunar Gateway. Based on 1300 satellite bus. Later repurposed for Space Reactor-1 Freedom. $375.0M

 

Completed Contracts

Contract / Award Name Award Date Description Amount
Lunar Logistics, Cargo and Mobility Solutions - NextSTEP Appendix R - NASA Jan 2025 A study contract to advance lunar logistics handling and offloading; and surface cargo and mobility under the agency’s Next Space Technologies for Exploration Partnership (NextSTEP) Appendix R. $2.5M
Lunar Terrain Vehicle Services Feasibility Assessment Apr 2024 Creating a feasibility roadmap to develop and deploy a Lunar Terrain Vehicle (“LTV”) on the Moon using Intuitive Machines’ Nova-D cargo-class lunar lander. The first phase award marks the Company’s entrance into human spaceflight operations within NASA’s $4.6 billion LTV Services project. $30.0M
Joint Energy Technology Supplying On-Orbit Nuclear Power (JETSON) - AFRL Nov 2023 Develop technical solutions for satellite positioning and maneuverability using Radioisotope Power Systems (“RPS”) in support of NASA’s GATEWAY – a multi-purpose outpost orbiting the Moon. $9.5M
EchoStar XXV High-Power GEO Communications Satellite (Lanteris) 2023 EchoStar ordered EchoStar XXV, a high-powered GEO communications satellite on the 1300 platform. Launched in 2026 and highlights a decade long manufacturing relationship between EchoStar and Lanteris Undisclosed
SiriusXM SXM-11 Digital Audio Radio Satellites Nov 2022 Build a high-power digital audio radio satellite on the Lanteris 1300 bus. Launched in June 2026. This supports SiriusXM’s constellation refresh. Undisclosed
IX Fission Surface Power Solution - NASA & DoE Jun 2022 Study to mature the design of a Fission Surface Power (FSP) solution that will deliver at least 40 kWe power flight system to the Moon by 2028. $5.0M
Micro-Nova Extreme Lunar Mobility Spacecraft Jul 2021 Develop, fly, and operate a deployable “hopper lander” on the Moon. For this mission design, Micro-Nova can carry a 1-kilogram payload more than 2.5 kilometers to access lunar craters and enable high-resolution surveying of the lunar surface under the flight path. $41.6M
Commercial Lunar Payload Services ("CLPS") - IM2 PRIME-1 Oct 2020 PRIME-1 task order to deliver NASA's Polar Resources Ice Mining Experiment-1 (drill + mass spectrometer) and other payloads to the lunar South Pole. Nova-C lander "Athena" launched and landed 3/6/2025 but came to rest on its side, ending the surface mission early (~13 hours); partial data returned. $47.0M Initial
Commercial Lunar Payload Services ("CLPS") - IM1 May 2019 Intuitive Machines' first CLPS task order. Nova-C lander "Odysseus" delivered NASA and commercial payloads to the lunar South Pole region (near Malapert A). Landed 2/22/2024 — the first U.S. soft lunar landing since Apollo and the first ever by a commercial company; leaned at an angle but returned data for ~7 days (deemed successful). $77.0M Initial

Note: Completed contracts from legacy Lanteris / Maxar Space Systems are included only if completed (delivered/launched) after the acquisition closed in January 2026. Active legacy contracts are included regardless of award date, as they remain in IM's backlog.

reddit.com
u/thespacecpa — 3 days ago

Daily Discussion Thread for July 03, 2026

This is the only thread that any stock-related or financial information can be posted. As the sub continues to grow and traffic increasing with Intuitive Machines and LUNR getting more and more in the spotlight, please remember to:

  1. Be civil and respectful to others. No personal attacks.

  2. Keep Spam and FUD off r/IntuitiveMachines. Repeated offenders will be banned.

  3. Please refrain from one word or silly WSB style comments. We want to keep the board informative and helpful to ALL readers.

  4. The mod team tries their best to monitor discussions, but we can always use your help in flagging those violating the rules.

Please see the Wiki that includes FAQs, Upcoming Catalysts, and Active Contracts to answer common questions and requests for information.

reddit.com
u/AutoModerator — 4 days ago

Daily Discussion Thread for July 02, 2026

This is the only thread that any stock-related or financial information can be posted. As the sub continues to grow and traffic increasing with Intuitive Machines and LUNR getting more and more in the spotlight, please remember to:

  1. Be civil and respectful to others. No personal attacks.

  2. Keep Spam and FUD off r/IntuitiveMachines. Repeated offenders will be banned.

  3. Please refrain from one word or silly WSB style comments. We want to keep the board informative and helpful to ALL readers.

  4. The mod team tries their best to monitor discussions, but we can always use your help in flagging those violating the rules.

Please see the Wiki that includes FAQs, Upcoming Catalysts, and Active Contracts to answer common questions and requests for information.

reddit.com
u/AutoModerator — 5 days ago

Daily Discussion Thread for July 01, 2026

This is the only thread that any stock-related or financial information can be posted. As the sub continues to grow and traffic increasing with Intuitive Machines and LUNR getting more and more in the spotlight, please remember to:

  1. Be civil and respectful to others. No personal attacks.

  2. Keep Spam and FUD off r/IntuitiveMachines. Repeated offenders will be banned.

  3. Please refrain from one word or silly WSB style comments. We want to keep the board informative and helpful to ALL readers.

  4. The mod team tries their best to monitor discussions, but we can always use your help in flagging those violating the rules.

Please see the Wiki that includes FAQs, Upcoming Catalysts, and Active Contracts to answer common questions and requests for information.

reddit.com
u/AutoModerator — 6 days ago

Discussion - NASA Moon Base Update June 30, 2026 @ 2:30pm

NASA Administrator Jared Isaacman will host a virtual conversation at 2:30 p.m. EDT, Tuesday, June 30, to share updates to NASA’s plans to build a Moon Base on the lunar surface.

Administrator Isaacman and Carlos García-Galán, Moon Base program manager, will discuss the next set of awards for new lunar lander missions and preview upcoming opportunities as the agency works toward building a sustained presence on the Moon.

The discussion will stream on NASA’s YouTube channel. An instant replay will be available online. Learn how to watch NASA content on a variety of platforms, including social media.

To ask a question virtually during the event, media must RSVP no later than 12:30 p.m., June 30 to: hq-media@mail.nasa.gov. NASA’s media accreditation policy is available online.

NASA is advancing development of the Moon Base, a long-term lunar exploration and infrastructure initiative designed to enable sustained human presence and expanded scientific and commercial activity on the lunar surface.
As part of the Golden Age of innovation and exploration, NASA will send astronauts on increasingly difficult missions to explore more of the Moon for scientific discovery, economic benefits, and to build on our foundation for the first crewed missions to Mars.

For more information about NASA’s Moon Base plans, visit:
https://www.nasa.gov/moonbase

u/thespacecpa — 6 days ago

CLPS 2.0: the $10B opportunity this September - contract details

I use a lot of screenshots from the contract to make it more readable, but I don't know if I succeeded in that objective. Hold on because this will be a long one. First comes the contract, then the Q&A (mostly). Let's dive into it:

TOC:

  1. Contract type and $$$ amount
  2. How to bid on the contract
  3. Contract services
    1. Services
    2. Security Clearance
    3. CLIN1
  4. How NASA selects award winners
  5. Interesting Question & Answers

1. Contract type and $$$ amount

This doesn't differ from CLPS 1.0: it's IndefiniteDelivery/Indefinite-Quantity (IDIQ). The Government will issue Firm-Fixed-Price (FFP) delivery/task orders (DOs/TOs).

Despite every article reporting $6B for CLPS 2.0, the real amount is $10 billion:

This is for a 10 year time period, from 2026-2036

And it's possible this is extended, summarised - a $5B extension for an extra 5 years:

https://preview.redd.it/c2h7rxmoqlah1.png?width=816&format=png&auto=webp&s=65d953f648590709411a03c36e137ceb0cf68c3f

https://preview.redd.it/pdsa8r0qqlah1.png?width=751&format=png&auto=webp&s=a5fe5d2f70d5d882e3685e07620a3996e87797e2

The FFP contract amount is "to be disclosed" and it's normal that this isn't set yet. It will depend on the task order itself.

2. How to bid on the contract?

To better understand what comes next I put this section here first. Companies can bid through 1 of 3 pathways:

https://preview.redd.it/3vjirqcnylah1.png?width=785&format=png&auto=webp&s=2beaf9d963351eaa42c85df51547112290fea9d2

  • Pathway 1: you must have operated at least 1 robust (min. 10kg) payload on the moon and can scale to 150kg payloads
  • Pathway 2: you must show that they have designed, integrated, and built a lander (including Structural Testing, Thermal Vacuum (TVAC) Testing, Shock Testing, EMI/EMC Testing)
  • Pathway 2: you must show that you have met the flight-proven technical baseline, meaning that they have designed, integrated, built, and operated a high-thrust (90 pound-force) spacecraft in space and conducted a mission with a lifetime longer than 24 (continuous) hours

Besides that there will be an on-ramp so that new offerers can compete every year starting from 2027 and an of-ramp for underperformers:

The on-ramp specifications

The off ramp option 1

Option 2 and 3

3. Contract services

3.1 Services

CLIN=contract line item number, SoW=Statement of Work

  • CLIN 1: The contractor transports NASA payloads to space using its own vehicles and equipment.
  • CLIN 2: The contractor delivers lander hardware or equipment directly to NASA.
  • CLIN 3: The contractor provides data from research, testing, or other studies as defined in task orders.

Nasa can ask you to show more information about how ready you are for a certain task order (contractor documentation, formal briefings, design reviews, documented processes, facility readiness, quality assurance, etc). Also NASA is still in charge:

These are all defined further in the contract but that would bring us too deep into the details

3.2 Security Clearance

Very interesting that you also need to be able to have a TOP SECRET security clearance for certain task orders. This plays well into the narrative that the USSF wants to be active in the cis-lunar domain:

Under Part 1 The Schedule - 3.0 General Tasks

3.3 CLIN 1

I won't go over CLIN2&3 because it doesn't apply to IM. It's exciting that the payload delivery isn't only for Lunar Surface but also for "other destinations, such as asteroids adn planets". This immediately makes me think of Mars, but as NASA specifies in the Q&A, there will only be task orders for the Lunar Surface in the immediate term.8 But plans can change fast.

https://preview.redd.it/adtx9wb95mah1.png?width=745&format=png&auto=webp&s=0106e0eabe9515b6cf025ce0ba180190b42381dd

Q&A 6.12.2026 question 112

And to end CLIN1, the following is close to what was shown on screen during the Moon Base update yesterday (June 30):

https://preview.redd.it/cfi49zif5mah1.png?width=739&format=png&auto=webp&s=e30ce4a3f1eab24e15426e11c22e71d6fa6417a8

4. How NASA selects awards winners

It's section M of the contract and might be too much info if I paste the screenshots here. Basically they check with an initial screening and if you are Unacceptable then you're out. After that they check against the technical criteria, which are defined in the pathway you choose to bid. They rate proposals as either “Acceptable” “Potentially Acceptable”, or “Unacceptable.” The potential ones can deliver more information to get accepted. After that all acceptable ones go to the SSA (Source Selection Authority) who may award one, none, or multiple IDIQ contracts if it is in the Government’s best interest.

Lastly to include it somewher, NASA defined a mission failure:2

From Attachment J-6

5. Interesting Questions & Answers

CLPS providers are still responsible to procure their own launch

Mission failure definition for missions with 1 payload

No restricition on nuclear payloads for any CLIN

Another confirmation that CLPS2.0 starts as for lunar landers only

I have a hard time figuring out which company sent in this question lol

2 questions bundled because I have hit the 20 image limit

With the image limit, the following in table form and I will have to forego my short summary in the description because reddit formatting sucks:

Question Answer
155) Do you recommend a certain pathway for delivering a nuclear payload to the lunar surface No, NASA does not recommend any specific regulatory pathway.
158) What restrictions, if any, are placed on the lander proposed by an IDIQ on-ramped team for a give task order Are task orders expected to require prior performance of the proposed lander or key subsystems Future task orders under the CLPS2 master contract may require prior performance of landing systems, depending on the risk tier of the payload(s).
160) From Q&A and Pathway 3 - It looks like companies who have no intension to build Landers will qualify and can get on CLPS 2 whereas new space companies who have made real progress and investments in maturing Lander designs but haven't yet build one do not qualify. Can you clarify In CLPS2 there is an emphasis on companies with higher maturity levels than were required for CLPS 1.0.
167) Will there be coordination with other NASA programs (i.e. NextSTEP) for which CLIN 3 tasks will be requested at CLPS 2.0 task order level vs. those programs NASA will coordinate internally as appropriate.
169) how do you anticipate future year on-ramps working will you issue a solicitation, or should companies proactively submit proposals The onramp clause H6(c) specifies that proposals should only be submitted "when requested".
185) Can you clarify if non-Lander providers can bid as a prime contractor if we meet all other requirements. Does the response to CLPS2 have to include a Lander or just a plan to convert our bus to a lander works Yes, non-lander offerors can bid as a prime if capable of satisfying the criteria posed in Pathways 1, 2, or 3. Specific vehicle designs and architectures to accomplish future task orders will be evaluated with each task order.
191) Slide 12 Will Task Orders be evaluated against an expected price range. And will that be provided beforehand to on-ramped IDIQ participants, or provided publicly It is anticipated that future task orders will use price analysis for evaluation. Future task orders under CLPS2 master contract may include a government cost estimate.
195) The solicitation indicates there will be an overlap between CLPS 1.0 and CLPS2.0 ordering periods. - Once CLPS2.0 awards are made and the CLPS2 pool is established, does NASA anticipate that new landing task orders will be placed primarily on CLPS2, or will new landing task orders continue to be issued under CLPS throughout the overlap period? Once CLPS2 awards are made and the new provider pool is established, NASA expects some overlap with task orders already in progress. New task orders that begin formulation after the CLPS2 pool is established are anticipated to be issued under CLPS2. Existing CLPS task orders will continue through completion, but NASA does not anticipate initiating new task orders under CLPS during the overlap period.

Although it's nothing game changing, there are interesting tidbits of information here. My main takeaway from the Q&A is from "In CLPS2 there is an emphasis on companies with higher maturity levels than were required for CLPS 1.0.". This means that we won't have a situation like CLPS 1.0 where out of the 13 providers selected we only have 4 actively delivering lunar landers (which is about 30% of selected companies). It wouldn't surprise me if that number is closer to 75% in CLPS 2.0. The second half of 2026 will be interesting.

reddit.com
u/PE_crafter — 5 days ago

Daily Discussion Thread for June 30, 2026

This is the only thread that any stock-related or financial information can be posted. As the sub continues to grow and traffic increasing with Intuitive Machines and LUNR getting more and more in the spotlight, please remember to:

  1. Be civil and respectful to others. No personal attacks.

  2. Keep Spam and FUD off r/IntuitiveMachines. Repeated offenders will be banned.

  3. Please refrain from one word or silly WSB style comments. We want to keep the board informative and helpful to ALL readers.

  4. The mod team tries their best to monitor discussions, but we can always use your help in flagging those violating the rules.

Please see the Wiki that includes FAQs, Upcoming Catalysts, and Active Contracts to answer common questions and requests for information.

reddit.com
u/AutoModerator — 7 days ago

Intuitive Machines Secures Sixth NASA CLPS Award to Establish High-Volume Lunar Utility Pipeline

Not that this award should be a market mover, but to me it just reinforces NASA's commitment to using IM consistently to support the building of the moon base.

  • A $68.6 million base contract for mission execution utilizing a lander with proven lunar flight heritage.
  • An $79.7 million performance incentive for the successful demonstration of product-line qualification, guaranteeing a steady, rapid-turnaround supply of landers.
intuitivemachines.com
u/creatively41 — 6 days ago

Daily Discussion Thread for June 29, 2026

This is the only thread that any stock-related or financial information can be posted. As the sub continues to grow and traffic increasing with Intuitive Machines and LUNR getting more and more in the spotlight, please remember to:

  1. Be civil and respectful to others. No personal attacks.

  2. Keep Spam and FUD off r/IntuitiveMachines. Repeated offenders will be banned.

  3. Please refrain from one word or silly WSB style comments. We want to keep the board informative and helpful to ALL readers.

  4. The mod team tries their best to monitor discussions, but we can always use your help in flagging those violating the rules.

Please see the Wiki that includes FAQs, Upcoming Catalysts, and Active Contracts to answer common questions and requests for information.

reddit.com
u/AutoModerator — 8 days ago

A rough thought on CS-8

私の理解だと、CLPS 1.0の上限(ceiling)は$2.6Bから$4.2Bに引き上げられていて、つまり発注能力が追加で$1.6B分増えたってことだと思う。

最近発表されたCX-2のベース・アワード(約$188M)を差し引くと、それで残るのはだいたい$1.41B。

残りの 月基地(Moon Base)関連のデリバリー枠が11あるとして、もしNASAがそれを全部CS-8で発注することに決めたなら、単純平均だと1回のミッションあたり約$128Mくらいになる。

もちろん、これはあくまで上限ベースのざっくり計算であって、NASAの実際の予算計画そのものじゃない。CX-2のオプション価値も入れると、平均はもう少し$103M前後のミッションあたりに近づく。

それでも、拡大されたCLPS 1.0の上限の中にCS-8のタスクオーダーが複数入る余地はありそうで、1つか2つ、せいぜい3つだけ…って感じではないように思える。

それと、その11個残ってる枠のうちの1つは、まだ中型カーゴのデリバリーミッションにつながってる可能性もあるんだろうか、って気になってる。(Super NOVA)

もともとNASAはLTVの提供者を3社選ぶ予定だったけど、実際に選ばれたのは2社だけだった。だから、その変更のせいで空いた枠がまだ残ってるのかもしれない。あるいはNASAが、その機会を「小さめの月基地(Moon Base)向けペイロードのデリバリー」に振り替えた可能性もある。

これはあくまで私のざっくりした見立てで、残ってる月基地デリバリー枠について、他の人たちがどう考えてるのかぜひ聞いてみたい。

u/Yakiniku1010 — 7 days ago

Daily Discussion Thread for June 28, 2026

This is the only thread that any stock-related or financial information can be posted. As the sub continues to grow and traffic increasing with Intuitive Machines and LUNR getting more and more in the spotlight, please remember to:

  1. Be civil and respectful to others. No personal attacks.

  2. Keep Spam and FUD off r/IntuitiveMachines. Repeated offenders will be banned.

  3. Please refrain from one word or silly WSB style comments. We want to keep the board informative and helpful to ALL readers.

  4. The mod team tries their best to monitor discussions, but we can always use your help in flagging those violating the rules.

Please see the Wiki that includes FAQs, Upcoming Catalysts, and Active Contracts to answer common questions and requests for information.

reddit.com
u/AutoModerator — 9 days ago

Daily Discussion Thread for June 26, 2026

This is the only thread that any stock-related or financial information can be posted. As the sub continues to grow and traffic increasing with Intuitive Machines and LUNR getting more and more in the spotlight, please remember to:

  1. Be civil and respectful to others. No personal attacks.

  2. Keep Spam and FUD off r/IntuitiveMachines. Repeated offenders will be banned.

  3. Please refrain from one word or silly WSB style comments. We want to keep the board informative and helpful to ALL readers.

  4. The mod team tries their best to monitor discussions, but we can always use your help in flagging those violating the rules.

Please see the Wiki that includes FAQs, Upcoming Catalysts, and Active Contracts to answer common questions and requests for information.

reddit.com
u/AutoModerator — 11 days ago

Daily Discussion Thread for June 25, 2026

This is the only thread that any stock-related or financial information can be posted. As the sub continues to grow and traffic increasing with Intuitive Machines and LUNR getting more and more in the spotlight, please remember to:

  1. Be civil and respectful to others. No personal attacks.

  2. Keep Spam and FUD off r/IntuitiveMachines. Repeated offenders will be banned.

  3. Please refrain from one word or silly WSB style comments. We want to keep the board informative and helpful to ALL readers.

  4. The mod team tries their best to monitor discussions, but we can always use your help in flagging those violating the rules.

Please see the Wiki that includes FAQs, Upcoming Catalysts, and Active Contracts to answer common questions and requests for information.

reddit.com
u/AutoModerator — 12 days ago

Daily Discussion Thread for June 24, 2026

This is the only thread that any stock-related or financial information can be posted. As the sub continues to grow and traffic increasing with Intuitive Machines and LUNR getting more and more in the spotlight, please remember to:

  1. Be civil and respectful to others. No personal attacks.

  2. Keep Spam and FUD off r/IntuitiveMachines. Repeated offenders will be banned.

  3. Please refrain from one word or silly WSB style comments. We want to keep the board informative and helpful to ALL readers.

  4. The mod team tries their best to monitor discussions, but we can always use your help in flagging those violating the rules.

Please see the Wiki that includes FAQs, Upcoming Catalysts, and Active Contracts to answer common questions and requests for information.

reddit.com
u/AutoModerator — 13 days ago

Optimism for the 30th

I'm sure this info has already been raised often, but I think it's worth restating there's a LOT of reasons to be optimistic about the NASA meeting on the 30th. This is the event description:

>NASA Administrator Jared Isaacman will host a virtual conversation at 2:30 p.m. EDT, Tuesday, June 30, to share updates to NASA’s plans to build a Moon Base on the lunar surface.

>Administrator Isaacman and Carlos García-Galán, Moon Base program manager, will discuss the next set of awards for new lunar lander missions and preview upcoming opportunities as the agency works toward building a sustained presence on the Moon.

Now, looking up Carlos, and his linkedin, you find details of his trip to IM two weeks ago, and his post which says:

>Very impressive visit to Intuitive Machines in Houston. Currently building Landers, Comms, Satellites and maybe more for NASA's Moon Base.

So, clearly there's something brewing. To what extent the 30th will be "sell the news" (if it even gives us any) I can't say, but I know that I'm happy with the company's overall direction and I will continue accumulating at these prices.

reddit.com
u/Thoughtful_Tortoise — 10 days ago

Daily Discussion Thread for June 27, 2026

This is the only thread that any stock-related or financial information can be posted. As the sub continues to grow and traffic increasing with Intuitive Machines and LUNR getting more and more in the spotlight, please remember to:

  1. Be civil and respectful to others. No personal attacks.

  2. Keep Spam and FUD off r/IntuitiveMachines. Repeated offenders will be banned.

  3. Please refrain from one word or silly WSB style comments. We want to keep the board informative and helpful to ALL readers.

  4. The mod team tries their best to monitor discussions, but we can always use your help in flagging those violating the rules.

Please see the Wiki that includes FAQs, Upcoming Catalysts, and Active Contracts to answer common questions and requests for information.

reddit.com
u/AutoModerator — 10 days ago

Moon Base Update on June 30, 2026 at 2:20 pm ET

NASA Administrator Jared Isaacman will host a virtual conversation at 2:30 p.m. EDT, Tuesday, June 30, to share updates to NASA’s plans to build a Moon Base on the lunar surface.
Administrator Isaacman and Carlos García-Galán, Moon Base program manager, will discuss the next set of awards for new lunar lander missions and preview upcoming opportunities as the agency works toward building a sustained presence on the Moon.

https://www.nasa.gov/news-release/nasa-to-share-latest-moon-base-mission-progress/?utm_source=TWITTER&utm_medium=NASA&utm_campaign=NASASocial&linkId=968351790

—-

I think we can expect CS-8 award announcement!

u/aerothony — 12 days ago