LEO

what_could_gowrong

Not denying their existing market but I want to emphasize the impact of Neutron is not nearly significant as their investor hoped. I did a quick comparison between Neutron and F9 in a comment in their sub and got downvoted hard (but no counterargument presented to me) Neutron is 531 launches and 5 iterations behind F9. While it carries a smaller payload 13t vs 18.5t of F9 in reusable case to the LEO, assuming it lives fully to its design expectations. This is like developing an iPhone 7 in year 2025 and try to challenge Apple with it. They only innovation is carbon fiber aerostructure and no fairing jettison on Neutron. Which I think the edge is marginal. Especially with carbon figure, It's going to cost many, many iterations to make it survive the cyclic load and cryogenic temperature of spaceflight. I think it will work eventually, but whether rocket lab can afford this trial and error is another question

HandsomeBoggart

The fact that they have US Military carrying that coffin is a fucking offense as well. Kirk wasn't Military, he wasn't part of the Government. He didn't die in any line of service or duty to the American people. He wasn't a First Responder or LEO. He was a fucking AgitProp Youtuber Shitstirrer. He's done absolutely nothing to help society in any shape to warrant that send off.

More_Advertising_383

Most LEO’s agree spending resources on cannabis is a waste of time and money. Any step towards legalizing allows more resources for real crime. This would be harder for real criminals. Also, this is medical, not recreational. It will still be illegal lol. Objectively dumb take.

virtualbitz2048

Right now the average latency of 5G/LTE and Starlink are approximately on par with one another (\~35ms to a POP), however Starlink's latency is far more stable than cellular, especially under load. Perhaps latency, and latency stability isn't a deciding factor for residential buyers, but it is most certainly a deciding factor for businesses, particularly consistency across all broadband metrics (latency, jitter, packet loss, throughput). WFH and gaming users are going to care about throughput and stability a LOT. Your mom streaming Netflix in the living room and scrolling Facebook on her phone isn't going to notice or care. I'm telling you, the reason SpaceX is going to win this is because of their ability to get payload to orbit. Remember, LEO satellites need propellant to keep them in orbit, they eventually run out and have to deorbit. Of course the higher you are the lesser this effect, however they're going to have to replace these sats eventually. That being said, you're still going to have capacity issues. Spectrum is zero sum, payload to orbit is not. That put's a hard limit on how and how fast they can grow. If you're gonna shoot the king you better not miss, and right now ASTS is armed with a slingshot and pebbles.

WickedFrags

PL to the LEO! wooohooo

AlmightyyGlooo

MDA Space is up quite a bit, but they have a market cap of 5.5 billion CAD with a 6 billion USD backlog. They are profitable and have been around for 50+ years. They are the ones who created the CanadArm and have a great reputation in the space industry and are leaders in LEO satellites. Worth checking out but they trade on the TSX

thwompcopter

Masked LEO without warrants or identification have been snatching people up citizens or not for a while now, camps have already been built lol if youre just closing your eyes to it all its on you, not me. Have they gotten to gassing people yet, no but are we really that far from it considering the language MAGA folks use? Did obama separate families? Did he try to nab children at elementary schools? Wtf are we even talking about anymore? There's a humane way to do these things, ripping parents away from their kids and stuffing them into a place called "alligator alcatraz" is not it. I swear idk why i even bother sometimes. Lets just end it here, this conversation is pointless.

Buy_Sell_Hold

what would it take for AMC to hit LEO?

jfwelll

Mda space to me has pretty good value. It did go up recently but nothing like the other space stocks. And its not pre revenue, its well established, steady contracts, have a pretty decent valuation, a backlog thats worth more than the valuation, are going to see growth with LEO and they are soon going to ramp up production by a lot once their new factory is completed. Supposed to be by end of 2025 and will have a production capacity of 2 sats per day But yeah there are many stocks that went parabolic in the 5 last years so wouldnt be surprised if we got a solid dump.

JustDoc

His goal at the moment is to terrorize minorities and to make his private prison owning donors more money. Yeah, the Epstein files are a thorn in his side, but if he were **truly** worried, he wouldn't have moved Ghislaine Maxwell. Furthermore, keeping cannabis where it is gives him the leverage he needs to send DEA (or any federal LEO) into blue states that dare stand up to him. It's not going anywhere.

you_are_wrong_tho

These sats are at around 300 miles in LEO, so the latency is comparable to a starlink internet connection (I get 20-40 latency on my starlink). They have already demonstrated video calling on two unmodified devices several times, which is the most difficult thing to achieve in terms of latency and packet loss etc.

audionoobi

Chatting over irrelevant data ? People know little of the value of personal data, what you «chat» about tells a lot about you as a person, the things that define you in the modern online world. All things AI needs to have to develop personalities. We also chat an insane amount about weird random facts and fiction and learning to differentiate between them is KEY for AI learning in the future development. Not to mention all the sub reddit’s and discord channels talking about illegal stuff that «LEO» wanna have control over.

nino3227

You absolutely don't know what you are talking about here. AST business model will allow for such margins because they don't have to do marketing or end customers activities, and their marginal cost is incredibly low. They operate a LEO constellation. Very low OPEX business. They'll be printing cash and wouldn't know what to do with it if they are successful

_DoubleBubbler_

I would add EnSilica plc (London: ENSI) as they like Filtronic are involved in RF & communications. They design mixed signal ASICs for use in satellites, satellite terminals, vehicles and global navigation systems for example, and they have received funding from the UK Space Agency’s C-LEO programme and European Space Agency’s GNSS programme. A very interesting company that in time could be worth many multiples of its current share price if they can achieve their anticipated revenue projection… ‘When combined, our anticipated revenue projections could deliver c.£100 million per annum within the medium term.’ Source: Ian Lankshear, 2024 Annual Report; [https://www.ensilica.com/wp-content/uploads/EnSilica-Annual-Report-2024-WEB.](https://www.ensilica.com/wp-content/uploads/EnSilica-Annual-Report-2024-WEB.pdf)

floo82

I have it on high authority space X has filled up LEO so much astronomancers can't see anymore, and it is full. No room for them!

LoudAndCuddly

He bribed LEO orgs. He’s no that dumb. He knew to bully the judiciary because they are a bunch of limp dick book nerds. As long as he has his 40% base and has all of the LEO alphabet agencies in his pocket he is protected

Scary-Ad-9378

Here’s a comprehensive deep dive into DeFi Technologies’ (via Valour) ETP lineup, highlighting their scope, strategy, and future roadmap: --- 🧭 1. Total Suite & Geographic Reach As of early July 2025, Valour offers over 75 digital‑asset ETPs across European exchanges . They’re scaling fast—aiming for 100 ETPs by end of 2025 . Listings span multiple exchanges and currencies: primarily SEK on Sweden’s Spotlight, but also EUR on Börse Frankfurt, plus new Swiss listings and expansion into Asia, Africa, and Türkiye . --- 🧾 2. Recent & Highlighted Launches July 2025 – Sweden (Spotlight Market) 8 new SEK‑denominated ETPs tracking: **Bitcoin Cash (BCH)** **Unus Sed Leo (LEO)** OKB Polygon (POL) Algorand (ALGO) Filecoin (FIL) Arbitrum (ARB) Stacks (STX) June 2025 – Sweden 4 additional SEK ETPs added for: Mantra (OM) Tron (TRX) Stellar (XLM) **Tether Gold (XAUt)** March 2025 – Germany (Börse Frankfurt) 4 EUR‑denominated ETPs launched for: Dogecoin (DOGE) Aptos (APT) Sui (SUI) Render (RENDER) December 2024 – Sweden (Spotlight Market) 20 SEK ETPs, including tokens like Akash (AKT), Worldcoin (WLD), Fetch.ai (FET), Aerodrome (AERO), Arweave (AR), Injective (INJ), Aave (AAVE), Pendle (PENDLE), Fantom (FTM), among others . --- 🌐 3. Asset & Category Diversity Valour’s offerings reflect a broad, diversified digital-assets strategy: 1. Layer‑1 Blockchains (e.g. Polygon, Aptos, Sui, Fantom, Algorand) 2. Layer‑2 Scaling Solutions (e.g. Arbitrum, StarkNet, Metis) 3. DeFi Protocols (e.g. AAVE, Pendle, Aerodrome Finance) 4. Exchange Tokens (e.g. LEO, OKB, JUP) 5. Infrastructure Projects (e.g. Filecoin, Arweave) 6. Metaverse/Gaming & Others (e.g. Dogecoin, Render, Mantra) 7. Tokenized Gold (Tether Gold/XAUt) This illustrates Valour’s strategic goal to offer exposure across blockchain infrastructure, DeFi, and real-world assets, catering to investor appetite for diversification . --- 🌍 4. Expansion Strategy & Market Positioning Nordic stronghold: Spotlight market expansions & multiple SEK ETPs; earlier delisted 19 THEN relisted 23 ETPs in Oct 2024 . European reach: Strategic presence on Frankfurt and Swiss SIX, including first staking ETPs (HBAR and ICP) . Global scaling via MOUs: Agreements to list in Singapore (AsiaNext), Africa (Nairobi Securities Exchange) & Türkiye . --- 🎯 5. Strategic Implications & Opportunities Ambitious rollout: Launches in batches suggest a syndicated strategy—seeding new sensors in investor hubs. Currency tailoring: Products in SEK, EUR, CHF, etc. enhance adoption by local investors via regulated platforms. Product versatility: Including both staking and non-staking ETPs, plus physical asset exposure (gold), signals a full-stack offering. Regulatory foresight: Partnerships with regulated exchanges show strong compliance orientation, appealing to institutions. --- 🚦 Quick Table – Recent ETP Launches Date Exchange / Currency New ETPs (tokens) Total Suite Jul 2, 2025 Spotlight (SEK) BCH, LEO, OKB, POL, ALGO, FIL, ARB, STX >75 Jun 18, 2025 Spotlight (SEK) OM, TRX, XLM, XAUt >70 Mar 3, 2025 Frankfurt (EUR) DOGE, APT, SUI, RENDER — Dec 12, 2024 Spotlight (SEK) 20 tokens including AKT, FET, AR, AAVE, FTM, etc. 60+ --- 🧩 Final Takeaway Valour is executing a high-velocity, diversified ETP rollout, achieving geographical breadth and asset class depth. With 75+ ETPs live and a goal to hit 100 by year-end, their strategy tightly aligns with global demand for regulated digital asset access. Monitoring upcoming launches, especially in Asia and Africa, will be key to understanding how Valour cements its role as a global leader in crypto ETPs.

Historical_Air_8997

Can get better info looking it up. The very basic explanation is that some chemical/physical reactions can occur in LEO that can’t happen on earth due to gravity, or it happens faster without gravity. So some pharma companies pay rocket companies (like RDW) to send up some shit to go through these complex processes and bring down medicine, I think some of these medicine is already used occasionally but it is mostly research at the moment since a lot of it wasn’t possible before we sent it to space. Also while I quickly googled this another thing popped up on daily use tools that NASA made while researching space stuff: ear thermometer, insulin pump, heart defibrillators, mammogram tech, breast biopsy system (made from tech of Hubble telescope), fiber-optic catheters, etc.

IBetYr2DadsRStraight

**🛰️ BlackSky (\$BKSY): The Real-Time Intelligence Platform You’re Not Paying Attention To (Yet)** * **Current Price**: \~\$28.29 * **12-Month Analyst Target**: \~\$24.33 (already surpassed) * **Long-Term Price Target**: \$150–\$200/share * **Investment Horizon**: 5–7 years * **Thesis**: BlackSky is building the infrastructure for real-time Earth intelligence. The market hasn’t fully priced in the scale of what they’re doing — but the upside is massive. --- ### 🧠 What Does BlackSky Actually Do? BlackSky operates a constellation of low Earth orbit (LEO) satellites and combines them with an AI-driven analytics platform (*Spectra AI*) to deliver **real-time geospatial intelligence**. That means: • Monitoring global sites multiple times a day • Detecting changes in activity (e.g., military, shipping, infrastructure) • Delivering actionable insights to customers — not just raw imagery **Key customers include:** • U.S. Department of Defense • National Geospatial-Intelligence Agency (NGA) • Allied governments • Commercial sectors (infrastructure, energy, insurance) This is *not* a speculative space startup. It’s a functional business with real revenue and real contracts. --- ### 💸 Recent Performance & Financials • **Q1 2025 Revenue**: \$29.5M (+22% YoY) • **Backlog**: \$366M (+53% YoY) • **Gross Margin**: 50%+ • **Free Cash Flow**: Positive • **Cash on Hand**: \~\$76M • **Convertible Note Offering**: \$125M (announced July 17, triggered a short-term dip to \~\$22.60 after-hours) Fundamentally, the company is trending in the right direction across every major metric. --- ### 🌍 Market Opportunity #### Total Addressable Market (TAM) • Geospatial intelligence market expected to hit **\$60B+ by 2030** • Applicable to defense, disaster response, energy, insurance, infrastructure, agriculture #### Competitive Moat • **High revisit frequency** (15x/day per location, moving toward 30x) • **Proprietary AI platform (Spectra)** – automated alerts + change detection • **Recurring data-as-a-service model** • **Integrated hardware + analytics** makes them hard to replicate --- ### 📊 How This Could Hit \$150–\$200/Share **Bull Case (5–7 years out):** • *Annual Revenue*: \$1.5B (modest market share) • *Net Margins*: 20% • *Net Income*: \~\$300M • *Valuation Multiple*: 25–30x (AI/data/defense peer range) → Market Cap: \$7.5B–\$9B → Diluted Share Count: \~50M → **Price per Share: \$150–\$180**, with upside to \$200 if margins or market share improve This is a realistic, data-driven path — not a moonshot fantasy. --- ### 🧨 Risks to Monitor • **Execution** – delays in Gen‑3 satellite deployment or customer ramp-up • **Concentration** – heavy reliance on U.S. government clients • **Dilution** – convertible notes could weigh on short-term sentiment • **Competition** – Planet Labs, Maxar, others in the space Each of these is a manageable risk given strong execution and customer stickiness. --- ### ✅ Final Thoughts BlackSky is creating the infrastructure for **persistent, AI-enhanced Earth monitoring** — a capability that will become more essential over time across both defense and commercial sectors. At \~\$28/share, it’s no longer a forgotten microcap. But based on execution so far and the market they’re in, the case for **\$150–\$200/share** is entirely reasonable over a 5–7 year horizon. This is *not* a hype-driven space tourism play. It’s a platform company — delivering real intelligence to real clients — and it’s scaling fast.

anemone_within

Found this post with the search function as I was about to make a similar post. I used to work in Viasat Government Services and bought in heavily with the employee stock program. I have doubled down and invested thousands more after it hit $8. I think it will go to $30-$60 again. Your near-term call was spot on, as we are back up to $15 now. I am not a smart investor, but I know their products, and I continue to be an engineer in the radio/satellite/communications space. Reasons IMO the stock went into the shitter in the 1st place: The first satellite of their V3 constellation failed. One of the solar panels failed to unfold after reaching GEO orbit. This was a setback, but their insurance claim came through for $700 million and they have been soldiering on establishing the V3 network, albeit behind schedule. Each of the 3 planned satellite in this series has an IP throughput of 1.5 tbps. The capacity increase is substantial, and these will be the most powerful communications satellite our government has access to from a per connection bandwidth perspective. They now successfully have the 1st of these three birds up and in service, and I'd bet all three will be up by mid 2026. I think the market overreacted in July 2023 when there was this failure to launch. In anticipation of the deployment, stock had climbed up to $47, and consequently fell to $20 and was creeping downward ever since. They will get these satellites up. Starlink and LEO networks offer better connections for residential use cases, but Viasat has announced partnership with Telesat to bring LEO connectivity to users connected to Viasat GEO sats through crosslinks. Viasat has a cybersecurity history that Starlink cannot match, and the DoD has a longstanding relationship working with the company. Who knows where things go with Musk, but Viasat is certainly going to be worth more next year when it has the most powerful communications satellites around the planet working together to provide global coverage and interconnectivity with Telesat. I'll probably buy more.

jfwelll

While everyone piling on the same prerevenue space stocks (i also do), there is this well established one, MDA Space, that has a relatively small market cap while having multiple billions in backlog, have their new factory that will be able to produce 2 sats per day (suitable for LEO sats), that will be ready by end of this year. On canadian stock exchange, mostly canadian operations, but with a subsidiary in the us. People sleeping on it big time

Ancient_Persimmon

The Electron has a capacity of 320kg to LEO, which isn't enough for even one Starlink. IIRC, the Kuiper sats are comparable in size to Starlink.

Emergency-Rush-7487

Don't they have 3 lizziesats now in LEO? Featherleaf cool.

Critical-Future-292

Not pure penny stocks but small to micro caps $FIP 700M market cap, owns railroads, terminals, power plants and the only LNG port on the Atlantic coast $OPEN 500M market cap US real estate trading firm. Think stand alone RedFin $BKSY 700M sat surveillance $TSAT 300m Australian LEO sat $ESP 140m rugged electronics for military use

Ok_Highway353

$TSAT. LEO competitor to Starlink. Low float mess unfollowed. Company projections have it doing $50/share + of EBITDA in 2031. Heavy short interest. This is because dent trades at $.50. Short thesis is flawed, though. The debt has no recourse or claim to the LEO. Assume a 10x ebitda multiple and you get a $500 target. The LEO (lightspeed) is differentiated because it has inter space links (good for defense applications) and is telco compliant (it’s not IP/ best efforts). Totally under the radar. Trades $2.5 mm on average a day- liquid enough, but not enough for huge sophisticated funds to buy.

UnitBased

Fed LEO is super competitive, very hard to get into. Getting agents isn’t that difficult if you want them bad enough, worst case scenario just start combing through the corrections systems for anybody who isn’t fucking the inmates in exchange for smuggling in contraband. So about 10%-30% of most prison staff would be eligible.

Notonfoodstamps

HOOD & BULL are going straight LEO

qtac

The market doesn't seem to realize that they cannot physically deploy continuous service in ANY non-equatorial region of the world (with 100% uptime) until the entire constellation of \~96 satellites is complete. Complete coverage of the USA/EU does not happen before global coverage is achieved. It's a LEO constellation so you can't just target a specific area of the world, and 45-60 satellites is not sufficient to cover the Earth with a 120 degree FOV. The \~$15B valuation right now is based purely on hype... even with an aggressive DCF model that assumes they can sell a non-continuous service in the next couple years, it's pretty richly valued right now. $40 is about the max that I would pay, personally. Currently selling call credit spreads for a couple months out. I think further launch delays will bring the stock a bit closer back to reality in the near-term.

only_convex

Really glad to see WSB shitting on this stock.. means it's going to do great, and it's been my baby for the last couple years. I'm up 95% on 3.5k shares. Planning to hold for ~5 years to see some action from the LEO business.

ccbmtg

the entire point is to pay them. these decisions don't really mean anything, they're just an excuse to legally give that person this money without attracting much attention from IRS or LEO.

Kaychees

Interesting timing with the French state jumping in. €1.35B is serious money for their LEO expansion. Wonder if this signals they're going all in on competing with Starlink or just trying to keep up with the space race.

drillteam-six

I know, I meant ASTS (a competitor) will have their first commercial LEO satellite launch in July. Starlink says they will be tehere in two years. eutrelsat will be years behind

ComprehensiveRepair5

Yep and the stock is still down 20% from a month ago. 60% of their business is still video services and its organically losing 10/20% YoY. The outlook for LEO is good but it will apparently take years and billions to achieve.

Mdiasrodrigu

Eutelsat acquired OneWeb recently, Eutelsat has currently around 650 LEO satellites and plans to send 100 more in space next year. From their service, but they have also 35 GEO satellites so they can provide traditional broadband services but also provide 5G and military communication services right now. They can at the moment compete with Starlink (perhaps the only ready to compete company at the moment) and on a greater level they are also part of the IRIS constellation project from the EU

HND171

LEO

Pitiful-MobileGamer

The more ballistic missiles that are intercepted in orbit, the more chance that we have future debris strikes on LEO and ESO satellites. Each one of these intercepts is adding tens of thousands of pieces of debris, it has to be cataloged, projected, and possibly accounted for in future days.

Notonfoodstamps

QBTS go for a LEO rocket ride right now

WinningWatchlist

Okay, if they cared about privacy, what is the point where they would stop using Apple products? For me, I would stop using it if the general public were able to look at my entire search history and all the activity on my phone/Mac. That's a very, very low bar for Apple to hurdle over. I think the impact if Apple said they were going to share information on all their users with the government/LEO would frankly be less than expected, half the US population is too entrenched.

Notonfoodstamps

MARA about to go LEO

dekyos

"it could only reach low earth orbit" Homie, Starship isn't even batting 500 on surviving the flight to LEO. "It's not about money...about ambition" Dude, get off Elons cock and go bother someone else living in your fantasy land.

Chilkoot

> but not replacement to what SpaceX does They do intend to compete directly with Falcon 9 in the medium-lift (8t-15t LEO) space with Neutron. Neutron is fully reusable, so total cost per kg to LEO should be lower than Falcon **if** they can make it work. SpaceX's counter is to ditch medium lift altogether (except for crewed missions) in favour of mass lift to reduce per kilo costs. Starship however is about 6 years behind initial plans (BFR was supposed to start operation in 2019), and 3 RUDs in a row now is very sobering. It's not inconceivable that Starship fails to become a functioning platform. Even if/when SS makes it to full reusability, it remains to be seen if Starship will make medium lift obsolete via enormous scale. My money is on Beck to deliver a strong competitor in the medium-lift category, with human rating a couple of years after initial launch success. Whether that market will even exist in 5 years remains to be seen.

GhostOfLaszloJamf

Being early on the space sector was quite a few years ago (at least if we’re talking the younger, pre-profitability growth plays). The winners have started to separate from all the losers and move towards rapid revenue and backlog growth and profitability. The space industry is already $600B and is forecasted to up at $1.8 in a decade. Look at the sheer number of launches and how quickly it’s rising, or the rapidly expanding number of satellites in LEO. I suggest watching a film called Wild Wild Space for a brief overview of what’s happening and about to happen in LEO. Too early is something like the CIS-Lunar economy. LEO has been in explosive growth for a significant amount of time now.

bakeryowner420

Whole lot of research and ASTS doesn’t show up on your radar ? None of the ones you mentioned does anything remotely interesting in LEO. These are mostly legacy space hardware companies that depend on government contracts to pay their execs fat bonuses

LeveragedOblivion

Project Kuiper is definitely worth watching, but Amazon as a whole is too diversified that even a major win in LEO wouldn't move the needle much on its overall balance sheet. I'd be interested if they spun it off or pivoted other divisions to more closely align with Kuiper though!

RadiantMog

Add AMZN, despite program delays, Project Kuiper recently launched it’s first production batch of satellites and could become a second player in large scale LEO-based low latency Internet against Starlink (they had a very successful Protoflight a couple years back too)

AmericanNewt8

Brilliant Pebbles operate in LEO (ICBMs, let alone smaller IRBMs etc, never get close to GSO, which is more expensive to get to anyways). The idea is that you have enough of them in periodic orbits that in any given window you can intercept all enemy missiles. This isn't actually as crazy as it sounds. It was probably technically feasible [but ludicrously expensive] in the 1990s, but SpaceX's Starlink is already near the size of most proposed Brilliant Pebbles schemes and operates in a similar orbital regime. We've also conducted successful exoatmospheric intercepts of IRBMs using ground-based missiles, which is actually a significantly more difficult task. The main problems remaining are sensors [networking is largely taken care of with the evolution of comm lasers] for guidance onto target, and hardening against nuclear EMP and radiation "noise". There's also more exotic schemes, including for stealth UAVs with minaturized YAL-1 style lasers to burn through ballistic missiles in the boost stage [with the idea being that they're constantly orbiting places like North Korea], and for direct energy weapons, and of course old standbys like nuclear-tipped interceptor rockets, but the Brilliant Pebbles themselves are pretty feasible.

FawningDeer37

In times like this I turn to our other great American leader, Pope Leo. “POPE LEO, WE NEED YOU TO DEVELOP SOME STRONG CONVICTIONS ON THE STOCK MARKET!” 

GubytheHuby

They are protected from anyone entering their current LEO area. Only issue is interference from more satellites in the 600 mhz range so wait to see how that pans out.

OrdinaryWeekly7468

Which space x rocket? The one that explodes before it even gets to LEO?

Putrid-Chemical3438

It's objectively true. Tesla has worse tech than BYD. Has lower sales than VW and those sales are falling quarter after quarter. The Cyber Truck is a disaster. It failed to take off as an induatrial car producer either for LEO vehicles or taxis and now has basically lost it's market outside of the US. It has no fundamentals. It's a meme stock.

ApprehensiveStick362

Pope LEO LFG

dirtyvegan

LEO THE NEW AMERICAN POPE first order of business, pump the markets and purge the bears

Broncofan_H

"It’s smaller than Falcon 9 lol." Yeah, and they don't use all of it's capacity anyway. From Grok: "The average cargo capacity used by the Falcon 9 rocket for dedicated customer launches to Low Earth Orbit (LEO) is approximately 3,370 kg (3.37 metric tons), based on data from 20 launches over the past three years with published payload mass numbers. This represents about 19% of the Falcon 9’s maximum LEO capacity of 17,500 kg (17.5 metric tons) in reusable configuration." "Rocket Lab's Neutron rocket can lift 3,370 kg to Low Earth Orbit (LEO). It is designed to deliver up to 13,000 kg to LEO in its partially reusable configuration, which far exceeds 3,370 kg. Even in earlier designs, Neutron was rated for 8,000 kg to LEO with a reusable first stage, still well above the required capacity." "lol"

JustDoc

Ding! Ding! Ding! I can definitely forsee a future in which he directs federal LEO to begin "enforcement actions" in states that have decriminalized on the local level, especially since most of those states are blue.

GreenyWV

I dunno if this is the guy that’s gonna do it. He served under youngkin in VA and they’ve been vetoing the states legalization bills left and right. He was a LEO for like 30 years and has been consistent on his opposition to legalization and decriminalization. I stay hopeful but remain doubtful

IllBuyYourCar

RU is like that neighbor who’s actually pretty chill, but sometimes wanders into your yard uninvited with a gun  Gyna is the dude down the street who you have no idea lives there but he knows everything about you somehow  US is the ex LEO who waves his Blue Lives flag and tries to citizen arrest the neighborhood kids for not wearing a helmet  We all should have a cookout and drink some white claws fr 

mescobar2014

There's plenty of demand that could warrant more satellites. Each satellite has limited bandwidth, if you live in an oversubscribed cell you know the struggle of getting decent speeds during peak hours lol. In a lot of cells, theres money left on the table from users LEO network is unable to serve. Not to mention that demand for more bandwidth is insatiable. If you have a 100mpbs LEO connection, are you really going to turn down 3-10x more bandwidth? Having more satellites is easier than creating a bigger satellite bus (depending on launch vehicle). And it's also easier to ask the FCC for more satellites at your desired spectrum than less. There's no incentive to be conservative on number of satellites during FCC filings.

mescobar2014

Maritime, Aviation, and the military will gladly pay a premium to have unfettered access to these LEO networks. The need for rural customers is to justify the development costs and scale associated with producing custom silicon for modems.

qtac

Comparing Starlink's present-day solution against AST's future design (BB Block 2) is the kind of DD I expected. You are going to be shocked pikachu when Starlink's purpose-built D2C V3 satellites launch on Starship in the next 12 months with antenna gain on par with AST's Block 1 satellites (and eventually a constellation with massively more throughput due to a mesh network design and a constellation 10x in size) Starlink will beat ASTS to global broadband D2C. People deep in the ASTS echo chamber truly believe that the company that revolutionized space transport and LEO comms with dish-based connectivity will just fall on their face and fail because they didn't consider interference. Lol. Lmao, even.

aptget-sudosu

Eutelsat stands out in the satellite industry in several ways but faces significant challenges compared to major players like SpaceX's Starlink: 1. **Hybrid infrastructure**: Eutelsat is the first operator to integrate geostationary orbit (GEO) satellites and low Earth orbit (LEO) satellites through its merger with OneWeb. This allows it to offer low-latency connectivity and solid global coverage. 2. **European positioning**: Unlike Starlink, an American company, Eutelsat is perceived as a strategic European alternative, particularly for reasons related to digital sovereignty. This attracts the support of European governments, such as in **Ukraine, where Eutelsat is used to address uncertainties regarding Starlink.** 3. **Capacity and cost**: Starlink has a much larger constellation, with approximately 6,000 satellites in low Earth orbit compared to Eutelsat's 650 satellites. Additionally, Starlink's terminals are significantly cheaper, making competition challenging on a commercial level. 4. **B2B focus**: Eutelsat focuses more on providing services to businesses and governments, whereas Starlink primarily targets individual consumers with consumer-grade solutions.

b-rad_

No point mentioning Nokia. They're talking about LEO satellite service not terrestrial cell phone networks. Why would they bother with China when there is already a European option with Eutelsat OneWeb.

us1549

If you call any of those numbers, they will send local LEO to come out to talk to you

TopherBrennan

I don't think RKLB is going to the moon, as I understand it they're focused on putting satellites in LEO.

President_Buttman

What's the point of this post lol. Everyone knows disaster is eminent. There's not a damn thing the average American can do about it though. Protests are a waste of time and $ bc nobody cares. And anything more intense than a protest will just get labeled domestic terrorism and crushed by LEO/military. Anybody who voted for this was obviously brainwashed or dumb AF, but at this point it's irrelevant - even if their minds could be changed, there's no going back now. Buckle-up Buttercup, it's about to get wild.

Chocobops

Moon? No. Brief LEO possible.

daedalus_dance

[Starlink not used for a LEO internet defense contract in France.](https://www.thalesgroup.com/en/worldwide/defence-and-security/press_release/thales-provide-hybrid-networking-kits-french-army) So much winning. 

HND71

Or that Tesla that’s slowly losing altitude in LEO

theduderino38

Lots of maga LEO gonna end up on leopards ate my face here - but hopefully good for shrinking the nearly worthless DEA. They should be focusing on purdue Pharma / opioids and fentanyl almost exclusively …..

McFlyParadox

>Elon will be personally fine due to his SpaceX and Starlink govt contracts all over the world but Tesla is cooked. SpaceX is starting to look questionable, too. Scuttlebutt is the reason Starship is having such a spotty track record is the entire system is coming up 40-50 tons short on its designed LEO lift capacity of 100 tons (110,000lbs vs 220,000lbs). And - allegedly - there is no apparent path forward to "recover" the missing payload capacity; the design is just too large and too heavy to be driven by methane-fueled engines. For context, the Saturn 5 (which never had a single launch failure, and only 1 electronics failure due to lightning strike, and some "pogo" issues during early flights), has a LEO lift capacity of over 300,000 pounds So SpaceX has designed a super-heavy rocket that: * Has a lower payload capacity than a ~60 year old system, despite being physically larger * Has a lower reliability than a ~60 year old system * Will only ever be cheaper than the ~60 year old system, and **only** if they can actually reuse both the booster and Starship SpaceX will continue to get contracts for Falcon 9 and Falcon Heavy launches, but they're cooked for super-heavy launches (e.g. anything manned going to the moon or beyond). Starlink is probably the only thing that will survive, and only for its defense version - Starshield - and *only* the US government (because who would trust it now, after the games Elon played over providing services to Ukraine?)

daedalus_dance

Yes - read: >I think whatever decision they do come up with, the EU will basically be subsidizing and keeping Eutelsat on life support because Eutelsat's financials and business model does not look good. And: >the US DoD are entirely funding the subscription fees of providing Starlink services to Ukraine which is the hundreds of millions of dollars. And they're not about to stop either Then, mentally pretend you are in France or the UK (which are both direct share holders in Eutelsat). And remember, LEO internet in warfare is now a thing you would rather have and not need, then need and not have. Both countries are advanced economies, France has been maintaining an independent space program for decades. And you now have the bullish case in a nutshell. This sector is government support, and SpaceX is chasing lots of public contracts, even with NASA.

_DoubleBubbler_

You could be right but the comparison doesn’t account for connection speed, bandwidth available or terminal costs. Both are important factors when selecting satcoms in my opinion. I personally prefer SES A.S. over Eutelsat, as SES following completing the Intelsat acquisition (hopefully) will have GEO & MEO constellations as well as contracted access to OneWeb LEO satellites. SES has also signed an agreement to backhaul data for Lynk Global‘s direct to device (Sat2Phone) service which will hopefully result in healthy future profits (e.g. the U.S. DoD is a customer). Add to that the possibility of $2.94b of C band revenue in 2026…  [https://news.satnews.com/2025/02/11/ses-and-eutelsat-possibly-in-line-for-c-band-bn-bonus/](https://news.satnews.com/2025/02/11/ses-and-eutelsat-possibly-in-line-for-c-band-bn-bonus/)

Rambok01

Edit: The LEO satellites are ofc up and running, not planned

daedalus_dance

Posting same thing I posted on your main WSB thread got removed: I don't know if I'm reading what you wrote wrong but I understood that you think the LEO constellation OneWeb isn't up and running and is planned? Although its unfinished it is running. OneWeb works, and its the only real StarLink alternative LEO constellation they just need to add to it. I suggest you read around the UK / French Sale ( [https://www.gov.uk/government/news/oneweb-merger-with-eutelsat](https://www.gov.uk/government/news/oneweb-merger-with-eutelsat) ), the fact the UK retained a sovereign share, and StarLink's early association with it (Elon Musk was an early business partner, he went away and built his own - read about it on wiki). I don't want to speculate too much on undervalued as there's forward capital needs with sattelites. Market cap is only 3bn and that was the value for OneWeb alone and the UK thought it took a write-down then. Eutelsat was initially valued this year as if there was no real demand for competition against Starlink, based on the flawed assumption that Starlink would be seen as both neutral and sovereign. Many believed Eutelsat would struggle to secure the necessary capital to expand or replace its LEO constellation. Analysts examined its credit rating, revenue trends, and retreat from the consumer market and concluded, “Short it.” Goldman Sachs analyst now humble: [https://www.investing.com/news/stock-market-news/goldman-says-sell-rating-on-eutelsat-stock-was-the-wrong-call-ups-to-neutral-3915514](https://www.investing.com/news/stock-market-news/goldman-says-sell-rating-on-eutelsat-stock-was-the-wrong-call-ups-to-neutral-3915514) That turned out to be a mistake—at least at the price it reached, which dropped well below book value and significantly underperformed competitors in GEO/MEO like SESG. Now, with the stock rebounding to €6, shifting recommendations to neutral or hold is effectively supporting the price. Analysts are now suggesting that the recent uptick might be justified. **And yes, the EU has its own lunch capacity via ESA / ArianeSpace, and its partnering with Rocketlabs for certain things:** [https://www.rocketlabusa.com/updates/airbus-awards-rocket-lab-contract-to-power-next-gen-oneweb-constellation-for-eutelsat/](https://www.rocketlabusa.com/updates/airbus-awards-rocket-lab-contract-to-power-next-gen-oneweb-constellation-for-eutelsat/) \- SpaceX isn't the only launch capacity in town, though it may be cheaper ;) Strong speculative play revealed by many governments now worrying about dependence on one vendor. As they should ;)

daedalus_dance

I don't know if I'm reading what you wrote wrong but I understood that you think the LEO constellation OneWeb isn't up and running and is planned? Although its unfinished it is running. OneWeb works, and its the only real StarLink alternative LEO constellation they just need to add to it. I suggest you read around the UK / French Sale ( [https://www.gov.uk/government/news/oneweb-merger-with-eutelsat](https://www.gov.uk/government/news/oneweb-merger-with-eutelsat) ), the fact the UK retained a sovereign share, and StarLink's early association with it (Elon Musk was an early business partner, he went away and built his own - read about it on wiki). I don't want to speculate too much on undervalued as there's forward capital needs with sattelites. Market cap is only 3bn and that was the value for OneWeb alone and the UK thought it took a write-down then. Eutelsat was initially valued this year as if there was no real demand for competition against Starlink, based on the flawed assumption that Starlink would be seen as both neutral and sovereign. Many believed Eutelsat would struggle to secure the necessary capital to expand or replace its LEO constellation. Analysts examined its credit rating, revenue trends, and retreat from the consumer market and concluded, “Short it.” Goldman Sachs analyst now humble: [https://www.investing.com/news/stock-market-news/goldman-says-sell-rating-on-eutelsat-stock-was-the-wrong-call-ups-to-neutral-3915514](https://www.investing.com/news/stock-market-news/goldman-says-sell-rating-on-eutelsat-stock-was-the-wrong-call-ups-to-neutral-3915514) That turned out to be a mistake—at least at the price it reached, which dropped well below book value and significantly underperformed competitors in GEO/MEO like SESG. Now, with the stock rebounding to €6, shifting recommendations to neutral or hold is effectively supporting the price. Analysts are now suggesting that the recent uptick might be justified. **And yes, the EU has its own lunch capacity via ESA / ArianeSpace, and its partnering with Rocketlabs for certain things:** [https://www.rocketlabusa.com/updates/airbus-awards-rocket-lab-contract-to-power-next-gen-oneweb-constellation-for-eutelsat/](https://www.rocketlabusa.com/updates/airbus-awards-rocket-lab-contract-to-power-next-gen-oneweb-constellation-for-eutelsat/) \- SpaceX isn't the only launch capacity in town, though it may be cheaper ;) Strong speculative play revealed by many governments now worrying about dependence on one vendor. As they should ;)

Rambok01

OneWeb’s higher (//still considered as LEO) orbital altitude (1,200 km vs. Starlink’s 550 km) increases signal latency by 8–12 ms, a marginal difference for most applications but potentially critical for drone swarms requiring sub-30 ms response times. [https://keeptrack.space/deep-dive/eutelsat-in-ukraine/](https://keeptrack.space/deep-dive/eutelsat-in-ukraine/)

Rambok01

Eutelsat has LEO low-latency satelites as well, just fewer

Foreign-Coconut3500

just tell them you're a racist and you support LEO

discgman

This one point is good to know. # Future Growth * **Eutelsat**: * Eutelsat has made efforts to transition into **LEO satellite networks** and has partnerships with companies like **OneWeb** to develop **next-generation satellite broadband**. However, the company still relies heavily on its GEO satellite network. * **Starlink**: * Starlink has ambitious plans to **expand its satellite constellation** and eventually provide **global high-speed internet**, including for mobile and in-flight connections. As more satellites are launched, the service’s coverage and speeds will continue to improve.

discgman

**Eutelsat**: * **Satellite Type**: Geostationary (GEO) satellites, around 35,786 km above Earth. * **Speed**: Up to 100 Mbps, but high latency (600-700 ms). * **Target Audience**: Primarily for **businesses**, **government**, and **telecommunications**. Provides coverage for large areas but not ideal for consumers needing low-latency internet. * **Pricing**: Varies, often more expensive due to enterprise-focused services. **Starlink**: * **Satellite Type**: Low Earth Orbit (LEO) satellites, around 550-1,200 km above Earth. * **Speed**: 100-200 Mbps with low latency (20-40 ms), ideal for real-time applications like gaming, video calls, and streaming. * **Target Audience**: Designed for **consumers** in **rural and remote areas** where traditional broadband is unavailable. * **Pricing**: Affordable, around **$110/month**, with setup costs of around **$549** for equipment. **Summary**: * **Eutelsat** is ideal for **businesses** and **government** users needing satellite services. * **Starlink** is best for **individuals** or **families** in remote areas looking for affordable, high-speed internet. Let me know if you need further details!

raddaddio

Starlink and OneWeb are both LEO. the legacy Eutelsat business is GEO

Marston_vc

I’m not the guy. But the working theory for RL is that neutron will enable them to competitively deploy their own broadband constellation like Starlink. SpaceX’s valuation today is almost entirely a product of Starlink and Falcon 9. Neutron is likely to be more cost competitive than Falcon 9 for a number of engineering decisions RL have made. So, the real basic math people do (me included) is that they ought to be able to capture a portion of the value SpaceX has gotten. And by all accounts, SpaceX is nowhere near the max size of the LEO broadband market. There are still literally billions of people without regular access to internet. Even in the U.S. there are millions. So for all of that, people who know about space/rocket lab/spacex tend to have good feelings about RL’s prospects in the ~5-7 year timeline. Buying them now is potentially the same as buying SpaceX in 2015.

SelectGear3535

it can be as cheap as it wants, but if the payload is tiny then it has a lot less use, from what i can see it only has the ablity to take 320kg to LEO orbit, this is far from at least 10,000 kg to be useful. but i can see how they take this appraoch for sure, start small, proven techn and cost, then scale up the rocket, but at this point, it is at least a decade from basic cabablity of spacex, but there is a high chance they wont' make it,. also this company isn't that unique, there are actually like half dozen chinese private rocket company that are far ahead of this but behind spacex, and they are the ones that would be a compeitor to spacex in the distance future. ps, for your reference, first US manned spaceflight was on a rocket have 1800kg to leo, first Russian was with 4700kg, first Chinese manned rocket was about 8200kg, the current spacex launcing roceket has cababilty to leo about 22,000kg you see how far we have come, and this compnay is working on its own 13000kg to leo rocket that has yet to be test flight.

SelectGear3535

just did a quick search for thier rocket on wikipeida, so far the ones they launch so far, are not even close to be in the same leage of spacex rocket, i always go by rockets payload to LEO for a reference, their next useful rocket which has yet to be launched has a payload of 13000kg to LEO orbet, spacex most used Falcon 9 Block 5 has payload to LEO for over 18500 reusable version and it has been launched hundreds of times. and not to mention spacex other rockets that have 3x more payload and starship if successful will literally have 10x the payload to LEO. so far there is not even close to compare to spacex, it would be in many years, but it woudl also fail. so this is not a alternative to spacex, not even close as of now, im talking about gulf cart vs porsche at this moment

Either-Mud-2669

Starlink is now marked as permanently unreliable. Frankly am just waiting for a viable competitor whether it is Amazon's LEO product or Eutelsat. Musk will never get a red cent from me.

looonatick

Space Norway selects Telesat Lightspeed Low Earth Orbit (LEO) connectivity solution Anyone know much about TSAT? It's up quite a bit on low volume. I'm guessing from the starlink hate.

idorocketscience

Eutelsat OneWeb has a massive constellation of LEO satellites. you may be thinking about pre-merger Eutelsat

autofocus111

Why aim for the MOON when you can aim for LEO? MDA.TO

plu5on3

Honestly a lot of connectivity use cases on the sea or in rural areas don’t need a lot of data. And they also have partners in LEO so they can have a LEO + GEO solution

RedditAddict6942O

No. And I'm too scared of the markets right now lol. If I was, I would be looking at the companies building 5G LEO satellites. We're probably less than 5 years away from flagship phones having a worldwide 5G connection anywhere land or sea. It's gonna be the next "killer feature". And the market is enormous. It could be what finally brings high speed internet to poor areas of the world like subsaharan Africa. Inflatable space habitats are also promising. The one attached to ISS has functioned amiably for years now. It's assumed that future space habitats will all use inflatable sections because you can get 3-5x the space for same launch weight/size.  Interest in space stuff is just a hobby for me. 

onlyasimpleton

Their low altitude spy balloons??? Significantly different than communications satellites in LEO

H3rbert_K0rnfeld

I wonder what SpaceX is gonna do with all those LEO satellites. It won't be routing internet.

_HOG_

# Comparative Analysis: Cost per kg ($/kg) |Rocket|LEO Payload (kg)|Launch Cost ($M)|Cost per kg to LEO ($/kg)| |:-|:-|:-|:-| |**Rocket Lab Electron**|300|$7.5M|$25,000| |**Rocket Lab Neutron**|13,000|$50M|\~$3,800| |**SpaceX Falcon 9** (Reusable)|22,800|$67M|\~$2,900| |**SpaceX Falcon Heavy** (Reusable)|63,800|$97M|\~$1,520| |**SpaceX Starship** (Projected)|100,000+|$10-20M|$100–$200| 1. Rocket Lab is optimized for small payloads, targeting customers who need dedicated launches for small satellites or niche missions. * Electron is costly per kg but serves a unique market. * Neutron is expected to be more competitive with Falcon 9, though at a higher per-kg cost. 2. SpaceX dominates in cost efficiency for large payloads: * Falcon 9 is already one of the cheapest per kg in operation. * Falcon Heavy provides an even lower cost per kg for heavier missions. * Starship, if successful, could disrupt the market with a revolutionary $100–$200 per kg cost, an order of magnitude cheaper than anything else. 3. Pound-for-pound, SpaceX is significantly cheaper for launching large payloads, while Rocket Lab remains relevant for customers who require dedicated small-satellite missions. If cost per kg is the only metric, Starship (when operational) will be 100x cheaper than Electron and 20x cheaper than Neutron. However, Rocket Lab maintains a strong niche in the small launch market where flexibility, rapid turnaround, and mission specificity matter more than raw cost per kg.

RevolutionaryBear534

1) There's water on earth. Lots of it. Most of the surface, actually, and it goes down pretty deep in some places. 2) Satellites orbit the earth. The moon is a satellite as well, but it's too far for most forms of electromagnetic communications to be fast, effective, and economical as opposed to LEO. 3) Rovers? What about them? Are they going to locate the bags of money? Their entire business plan is to lobby congress to fund moon exploration so we can prove our dicks are bigger than China's. Meanwhile we're trying to cut social security so our elderly can die in the street. You're an idiot.

Lukedf9

hey, up 83%, it had a big rally during last 15 days (like other defensive stock LEO, FIncantieri etc)

mdatwood

Yeah, threatening people with a gun will get LEO out in even the reddest of red states.

plu5on3

Not really, when all devices can connect to LEO satellites and partners for connectivity 😂😂😂 you think they would need radio? They can even surf porn if they wanted to

tmssqtch

The ongoing energy cost is separate from initial energy cost. Over time, and regarding global warming, LEO would be significantly more efficient and lower cost to maintain.

brett_baty_is_him

Isn’t thermal regulation just an energy issue? If we have the capability to put them in LEO then surely we have the energy to manage thermals

TriumphITP

or data centers in LEO with satellite.

Expert_Nail3351

1) I'm not worried about that at all. IMO there is a better chance of a falling out between Musk and Trump. 2) Maybe some years down the road. ASTS issue right now is they don't actually have all the tech in LEO. Starlink has the satellites in LEO, but they don't have the right tech. A majority of the sats they have were not designed for D2C communications to unmodified cell phones, they were for Internet. There is a reason FCC won't give them approval even though they keep asking. It is a fact that Starlink is launching more sats with this newer tech on it now...but they are smaller which means they need to launch a WHOLE lot more. Hell, the proof is in the pudding. That commercial they put out during the Super Bowl was super bullish for ASTS for many reasons. 1) Even though starlink says service is talk/text/video..thats a little bit of an embellishment. Take a look at some videos of Starlink performing a text. The shit is back. Even in the disclaimer at the end of the commercial it says *skies must be clear* 2) They came out with a pricing model for after the BETA testing. Noone that follows ASTS ( even analyst ) knew how much ASTS would charge with MNOs. It was always assumed ASTS would split revenue 50/50 with MNOs at a price point between 2$ and 5$. At the 15$ to 20$ price that TMUS and Starlink say they are going to charge...that's a fuckton more. Some analyst expect SP to be around 600$ by 2030, but with these new number that's much higher. Watch some videos of starlink texting, then go watch the video calls ASTS has made. Again, while ASTS has the issue right now of only having 5 sats in LEO, currently BETA testing. Their tech is superior..they will get those birds in the air, it's just gonna take some time. For more technical analysis on how starlink and ASTS tech works check out CatSe and Anpanman on Twitter. They have a wealth of knowledge.