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Space Equities Quantitative Investing [Concept]
The article explores how alternative data streams (such as satellite telemetry, radio frequency monitoring, and government procurement filings) could be…
Feb 18
•
Mandeep Metharu
1
Filtronic ($FTC.L) [Investing]
The company specializes in mission-critical communication subsystems for the space, aerospace, defense, and telecommunications infrastructure sectors.
Feb 10
•
Mandeep Metharu
1
Velo3D ($VELO) [Investing]
Velo3D is a leading metal additive manufacturing (3D printing) technology company focused on mission-critical components for the aerospace, defense, and…
Feb 5
•
Mandeep Metharu
3
1
ispace ($9348.T) [Investing]
Institutional investors are balancing the company’s technical progress (achieving stable lunar orbit) against the persistent “execution risk” of landing…
Jan 31
•
Mandeep Metharu
1
Viasat ($VSAT) [Investing]
Valuation models are currently weighing the “synergy realization” of the Inmarsat merger against the competitive pressure from Low Earth Orbit (LEO…
Jan 31
•
Mandeep Metharu
1
Firefly Aerospace ($FLY) [Investing]
Its financial resilience is increasingly built on a diversified revenue engine that spans from small-lift launch to high-margin defense software.
Jan 27
•
Mandeep Metharu
2
AST SpaceMobile ($ASTS) [Investing]
With its “Space-to-Smartphone” technology now verified by early-stage launches, the company is attempting to prove it can scale its multi-tenant…
Jan 26
•
Mandeep Metharu
2
1
Voyager Technologies ($VOYG) [Investing]
Its financial resilience is increasingly built on the Starlab joint venture (Space Station) which coud be viewed as a diversified revenue engine backed…
Jan 25
•
Mandeep Metharu
3
Intuitive Machines ($LUNR) [Investing]
Intuitive Machines (LUNR) is attempting to transition from a “lumpy” lunar mission provider to a steady-state space services and satellite powerhouse.
Jan 23
•
Mandeep Metharu
1
1
Seraphim Space Investment Trust ($SSIT) [Investing]
With the trust’s “Big Three” (ICEYE, D-Orbit, HawkEye 360) pivoting into “Defense Prime” status, SSIT can be viewed as a proxy for modern electronic…
Jan 22
•
Mandeep Metharu
Planet Labs ($PL) [Investing]
Valuation models have generally migrated from “speculative geospatial startup” to a hybrid of “Defense Prime” and “High-Margin AI SaaS.”
Jan 21
•
Mandeep Metharu
2
Rocket Lab ($RKLB) [Investing]
Analysts are no longer debating whether the company can survive, but rather how quickly it can scale to capture a dominant share of the projected $1…
Jan 20
•
Mandeep Metharu
2
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