r/SpaceInvestorsDaily

It's all fun and games, until we don't have an ozone layer. Too bad it's not good business to preserve it. SpaceX is just the example, since there are a lot of other satellite manufacturers and operators.

We need a space company that collects decommisioned satellites, so they don't need to be burned in our atmosphere.

Anyone else concerned what happens when US, China and others 10x their constellation sizes in the near future?

How much will it pop. With such a small float will the ETFs drive a huge run? Will this start Monday as people anticipate it? Or will it be a non-issue?

Rklb bought a constellation, could Asts buy launch? Firefly is the only one that comes to mind that is cheap and close to a working MLV.

Just look how they just locked up the Japanese market and consider they are doing the same thing with joint ventures in the US, Europe and the rest of the world, Starlink didn't even apply for the 1B J-LEO grant because they knew they'd be humiliated once again by ASTS, like when they got ditched by T-mobile.

Going forward, ASTS will build out its constellation and acquire billions of customers thorough its MNO partnerships. Launch costs will decrease so much that sat service will become increasingly competitive in high density regions. Direct to cell sat service will become the largest segment of the global communications market and ASTS will become one of the largest companies in the world.

ASTS created this market. The tech is proven and the service is launching. They will provide higher speeds, with far fewer sats per user than any other constellation, they can launch on any medium or heavy lift vehicle, their service will work seamlessly with unmodified phones, they get spectrum and customers for free though partnerships and governments love them because they can support native launch services and offer sovereign control.

I expect 50x from here. 30BN market cap is a joke, the market does not understand this opportunity, but they will.

Why ASTS competitors are cooked

SpaceX direct to cell sats are too big for falcon 9 so they need Starship to become reliably reusable to launch the service. This will not happen for many, many years. The whole reason SpaceX IPO'ed is because they realised Starship was going to take way longer than anticipated to become fully reusable and they wanted the financial runway to push through years of additional delays to follow (heat shield problems, engine problems etc.) Even if Starship did work out tomorrow, their service won't start launching till 2028, won't work indoors and will require new (as of today non-existent) handsets to use. By the time Elon realised they were way behind the curve and fired the whole team, it was too late.

Rocket lab is way behind on D2C. It will need neutron to launch its own direct to cell service (electron is tiny and useless for this purpose), however it's becoming obvious that carbon fibre was the wrong choice, their flight articles keep breaking during testing so this rocket will also be significantly delayed and may never be competitive with Falcon 9 in terms of reusability. Iridium barely does texting so they're really stuck in the dark ages unless they decide to launch on other rockets and somehow develop a D2C sat overnight.

Amazon direct to cell sats will be smaller than SpaceX's so will fit on medium lift rockets but they are not slated to start launching until ASTS already has global coverage, their tech is also inferior so it's expected to be painfully slow by comparison. Like SpaceX, they intend to compete directly with MNO's but this is the wrong strategy because you need to spend huge sums of money on spectrum, regulators from other countries will hate you and people won't want to have two subscriptions, one for city and one for dead zones.

Right now launch seems like a bottleneck but there are so many medium lift rockets coming online over the next years, just in the USA alone (firefly, relativity, stoke etc). Launch will no longer be a bottleneck soon. The bottleneck will be spectrum access, MNO partnerships and regulatory approval and ASTS has already won this race.

For those who believe launch providers will refuse ASTS:

They have too many options already. Run the game theory. Understand why SpaceX already launches their sats. They do it because the alternative is to watch ASTS launch with other providers and get ZERO dollars instead of billions, whilst delaying them only slightly.

WASHINGTON, June 30 (Reuters) - NASA administrator Jared Isaacman on ‌Tuesday said three companies — Astrobotic, Firefly Aerospace (FLY.O), opens new tab and Intuitive Machines (LUNR.O), opens new tab — were awarded contracts ⁠to send more uncrewed lunar landers to the moon's surface under the agency's Artemis moonbase project. The contracts for Firefly and Intuitive ‌Machines ⁠each involve sending another one of their landers to the moon at ⁠a value of $144 million each. Astrobotic's contract is ⁠for two lander missions and worth ⁠a total of $280 million.

https://www.reuters.com/science/nasa-awards-astrobotic-firefly-intuitive-machines-lunar-lander-contracts-moon-2026-06-30/

I am 19 and new to investing. ASTS was between 95-100 a month ago. I saw it was falling below 90$ and I thought it was a great buying opportunity. I couldn’t dca because I ran out of money and couldn’t buy at the dip when it was 70$… also I bought PL at 32$. I am looking for years to invest in these two stocks. I have put in both stocks 1000$.

We seem to be stuck in the 80s. When do you think we will reach 100?

https://investors.rocketlabcorp.com/node/12841/pdf

What’s stoping Amazon & Jeff Bezos from acquiring BO? Essentially pulling a Rocket Lab. As we saw in RKLBs presentation today the main value of Iridium is spectrum. SpaceX has Echostar for their spectrum and Amazon has Globalstar for theirs. Wouldn’t it make sense for Amazon to vertically integrate themselves?

Now one thing that jumps out at me is that for Amazon LEO to work, they actually need to launch their satellites to space (which they are far behind schedule in doing so), and we know BO isn’t going to be launching much very soon. So Amazon, in the near term, is stuck with using SpaceX for launch. Would be weird for Amazon to own a launch company and use a competitors. That’s like Warren Buffet drinking Pepsi!

What do you guys think? In the future, maybe 5 years from now, could Amazon and BO merge?

According to Gemini and Chat GPT these are the next probable acquisition targets (ranked):

1. Redwire
2. Planet Labs
3. BlackSky
4. Sidus Space
5. Firefly Aerospace
6. AST SpaceMobile
7. Spire Global
8. Mynaric
9. Firan Technology Group
10. D-Orbit
11. AAC Clyde Space

Do you agree?