NRO
Neuberger Berman RE Securities IF
Mentions (24Hr)
0.00% Today
Reddit Posts
Analysis of Satellogic (analysis of the latest financial statement with deep insights into activity)
Analysis of BlackSky Technology Inc. (analysis of the latest financial statement with deep insights into activity)
PL will pop on June 14 earnings when they disclose a multi-billion $ contract
PL will pop at June 14 earnings when NRO contract terms are disclosed
(UK) My savings are about to turbo boost - what should I be thinking about doing now?
Comparing satellite imagery companies BKSY, DMYQ / PL, and CFV / SATL
DMYQ - Planet.com - Niccolo de Masi
DMYQ - Planet.com - Niccolo de Masi
Creating The Actual Metaverse: Rockets Fly, Moon Soon
$RKLB Rocket Lab USA - IT COULD BE NICE BEAR TRAP. GREAT LONG TERM INVESTMENT.
NRO Expands BlackSky Commercial Imagery for Security, Defense and Intelligence
BlackSky 4.0 - a deep dive (for Reddit) into BlackSky's history and competitive landscape
Mentions
NASA, NRO, Space Force funding too.
🍈, a potentially illegal alien, is currently responsible for a huge chunk of NRO launches.
he's going to fuck the NRO, Space Force & NASA to be petty
Stop noticing things how dare you care to know who was in positions of power elected and unelected who were trafficking children for sex and blackmail. I also want to know about jfk and how the NRO came up with two spare hubble telescopes that were mothballed in a warehouse. Knowing is half the battle. The other half is violence.
They're spooky but the NRO is hands down the apex of spooky.
Again, we do not know that because right now the only news about it is from the extremely partisan “efficiency” agency coming in with an agenda and a story to tell. Unless you are saying you have no doubts in DOGE even after they leaked NRO confidential information, or stood up a shitty hackable .gov website, or fired nuclear weapons inspectors without realizing what they did? Your point seems similar to that of a manager at some factory wanting to let the “efficiency consultant” continue doing work in a payroll system after randomly flipping switches on some panelboards for the assembly line without care for impact or safety, claiming “cost savings.” To continue defending these fools is a strange choice.
Nope. A sufficiently advanced quantum computer breaks encryption. There's no way a functioning one makes it out of the NRO or other 3 letter agency grasp until the next world war. Whatever company made it, will never die, but you also wont see them in the S&P 500 list.
Right but that network isn’t solely by SpaceX…. From the article: “Reuters was unable to determine when the new network of satellites would come online and could not establish what other companies are part of the program with their own contracts” “The spy satellites will house sensors provided by another company, three of the sources said” My guess is that SpaceX will be providing the transportation to space, not the actual sensors. Planet also has several contract with the NRO. I will also say even if SpaceX is developing an optical imaging network, that takes a long time and is far off. Planet already has a network in place and providing results.
Palantir invested in BlackSky as well, so you know they'll get all the US Space military government contracts. LUNR had a billion+ contract backlog as well and that wasn't priced in until they suddenly shot up 300%. Going to happen to BlackSky any time. For a deeper DD for those who aren't convinced by fancy words **Contractual Revenue Breakdown**: * NRO: $1B / 10 years = **$100M/year** * NGA: $290M / 5 years = **$58M/year** * NASA: $476M / 5 years = **$95M/year** * Intl Defense: **$18M/year** * Space Domain: **$10M/year** * Navy: **$5M/year** * **Total Annualized Revenue = $286M/year** * **Added Services Revenue**: **$50M/year** * **Total Estimated Annual Revenue = $336M/year** **Valuation (P/S Ratios)**: * **Conservative (3x)**: $336M × 3 = **$1B** * **Moderate (5x)**: $336M × 5 = **$1.7B** * **Optimistic (8x)**: $336M × 8 = **$2.7B** **Range**: Should be valued $1B–$2.7B today, which is 300%+ from here.
**BlackSky Space Stock is undervalued. Here's why:** **Contractual Revenue Breakdown**: * NRO: $1B / 10 years = **$100M/year** * NGA: $290M / 5 years = **$58M/year** * NASA: $476M / 5 years = **$95M/year** * Intl Defense: **$18M/year** * Space Domain: **$10M/year** * Navy: **$5M/year** * **Total Annualized Revenue = $286M/year** * **Added Services Revenue**: **$50M/year** * **Total Estimated Annual Revenue = $336M/year** **Valuation (P/S Ratios)**: * **Conservative (3x)**: $336M × 3 = **$1B** * **Moderate (5x)**: $336M × 5 = **$1.7B** * **Optimistic (8x)**: $336M × 8 = **$2.7B** **Range**: $1B–$2.7B (Moderate: **$1.7B today**).
This is just the start... take gains to recoup your investment maybe 2x but hold on long term on this one.. Now that they got the NASA contract the NRO,NSA, and CIA are going to give them money too for side projects discreetly and their budgets are much much bigger. It's how things really work.
this is not remotely the top... NSA, NRO, and CIA still are going to give them money.
So... The thing about $LUNR is not only NASA giving them 5 bil to actually go to the moon. You need to understand this also means the black budget organizations will be doing bis with them. NSA,NRO, CIA have much bigger budgets and are going to have them doing side work non stop. This is where the real money is. Either you know or you don't know about this. They are setting up moon communications.. Get on this rocket while you can ... it's truly going to the moon! I personally have 50C @ $2 for 3/2025
it is true! The goverment is actually paying this stock to go to the moon. The thing that ppl are not talking about is how once NASA gives you a contract the other organizations that can't report it come knocking too... NSA,NRO, and CIA will be having them do big shit on the side that will only show up on the balance sheets. They have endless resources and the cash infusion is going to be huge!
I have 50 ITM contracts so I am bullish on the stock in general. I personally give it a current fair market value of $20. What most are not understanding is once you get Nasa on board, the others come too.. NSA, NRO, CIA... You won't hear about them on the news but will see it on the balance sheets.
So the market cap EOD was 700mill , they get a 4.8 billion dollar contract for 5 years. basically a billion dollar influx of cash each year. This stock should be $20+ easy and that is just this contract. It will take a QE or so to see the rewards of this but once NASA approves you ... so does the black budget and ppl like NSA, NRO , CIA and that's where the real money is.
Yeah, RocketLab has a good relationship with NRO and is starting to build one with SpaceForce, and if Musk continues to be an absolute fucking lunatic who pushes farther and farther into "really not a good idea to trust this guy's company with your national security assets" land I wouldn't surprised to see RKLB become the provider of choice for government earth-orbit stuff.
Its all theatre. Since WW2 and the Soviet Union, we arent allowed to live in peace. We must have a bad-actor nation to justify hugely bloated Pentagon & Intel community budgets. For a long time it was goold ole evil Soviet Union; then Iraq. Now its Iran. The Establishment using its wholly owned mouth piece, corporate media, to keep you in line and in fear of Our Big Enemy® How many live displays of Iron Dome conveniently during prime time TV, with Anderson Cooper standing there commentating as it happens, does it take for you to figure out its all staged? The first time was a ratings super-bonanza for Israel, and yet it just keeps happening over and over and over and over and over and over... Boy, the Big Enemy® is just so damn dumb right? Honed from decades of research by our intelligence agencies (for use on other nations populations of course), the 'news' is a very polished, skillfully constructed, infomercial for the Establishment. If God were to delete in-an-instant the Pentagon, CIA, FBI, DIA, DARPA, NGA, NSA, NRO, & ODNI we could live comfortably in peace as well as saving billions of dollars annually.
Always smart to make your cash out on cultists then once you’ve attracted new bag holders you don’t have to care anymore about them. Doubt he ever did, honestly. He’s out with plenty of money. And the company can’t remain a high P/E ratio growth company without the initial shilling to whoever would buy. The shilling includes the “tech” stuff that never materialized, taking straight from the high P/E tech company vaporware playbook too. It’s been fun to watch, though. Even if he is a nutter narcissist. (Another common tech company playlist item. Ha.) Plus he knows he has at least another decade to milk NRO contracts at privately held SpaceX now. Tesla is an afterthought against that kind of money. And he’s really good at convincing fellow narcissists in Congress to hand him cash. They knew that’s what his early Tesla tax breaks were. (And why they nixed his rural broadband subsidy at Starlink, clearly the technological winner in rural broadband globally. They desperately wish he hadn’t leveraged the SpaceX stuff into that. They would kill for even one of their competitors to be half as effective, just to hand them the subsidy. They aren’t even close. ViaSat? Gimme a break… and definitely not HughesNet. lol. Laughable…) He played them, but they played along. Nowhere really stuck with him. Just the business analysis. Don’t even have to get into the personal life strangeness to see that Tesla was just a stepping stone in a bigger plan. He was always going to Mars, remember? lol lol lol. Launching a car as permanent space junk was just to seal the NRO deal. “I can lift your heavy ass toys to orbit… and you have no other viable option… watch. And I’ll make it look like it was some space exploration BS…”
Layoffs at Northrop Grumman ($NOC). A thousand employees at their Space Park in California, likely connected to the cancellation of a big NRO satellite contract. Comes on the heels of similar cuts at Lockheed and Raytheon. I expect there will be more coming at the Aero division after the B-21 program ran over budget.
Do you really want to invest in something with Elon at the helm? It is only a matter of time before US government forces the sale of Starlink to NRO.
The issue is what qualifies as evidence for you. Perhaps one day they could take very high resolution pictures of UFOs and some people would say it is a hoax. And then if one day there is a 4K video of an UFO an its pilot, then some probably will still say that it is doctored or refuse to believe it. Even if they were to show a part of a spaceship and I guarantee you some say that it is not real. Just look at the mess with something as significative and as real as the CoVid-19 that affected all countries on the planet. There is a plethora of versions of what happened and to this day there are inconclusive (or so they say) of what really happened. Part of the problem with the UFOs is that there has been an active campaign to ridicule them and make a joke about these events or even the idea that it is possible. Governments keep these events confidential and there are hundreds of witness accounts stating that they are told to stay quiet. They are not open about these events. Grusch was a decorated combat officer within the USAF during the War in Afghanistan and is a veteran of the National Geospatial-Intelligence Agency (NGA) and the National Reconnaissance Office (NRO). He has excellent credentials because he worked in relevant agencies like NRO. I think that groups of 62 or 300 people telling a story is worth considering, particularly if there is no gain from the part. And there are hundreds of accounts telling similar stories. Too many to just dismiss the whole thing as "people making up stories" or a hoax. And the fact that the government is not open about it raises even more questions. Something is going on.
I have regular Bank account in India, not NRI or NRO. Who is US broker in this case? I thought citibank is broker and we have to work directly with citibank and Indian DR-Demat account providing company which in your case is AnandRathi. Are there any one time charges also which AnandRathi has charged?
So, Apple revenue has more than 1% of the entire GDP of the USA? That's tremendous. Its revenue was $394B in 2022. That's slightly more than the entire budget of the U.S. Navy plus all of the US intelligence community, which includes overseas bases, millions of people, building and operation of nuclear powered carriers and submarines, health care for all of them, maintenance, civilian R&D infrastructure, and construction and operations of dozens of very expensive satellites, and overseas intelligence operations across NRO, NGIA, NSA, CIA, and DIA.
Another Indian here, living in the US -- did some research and decided not go invest directly via Indian brokers. The NRO account is a good option, but be careful about the PFIC rules of the IRS. Broadly speaking the IRS charges taxes on unrealized gains of pooled investments (ie. mutual funds and ETFs, but individual stocks are fine). This is a major blocker when investing as a non-resident Indian. If you can spend time to select stocks then going down this route is okay. Of course, this is not tax advice, and you should consult a CPA specializing in these matters.
Yes she currently does use Russel investment app to invest in etfs Will surely look into NRO account and the tax implications of it Thanks a ton for your reply :)
You can’t invest directly, ofc. Unless she has an NRO account, in which case she can open a brokerage account in India and deal directly. I’m not in that position, and therefore only invest via US listed ETFs.
https://video.twimg.com/ext_tw_video/1581369488666071041/pu/vid/1080x1080/V9PQzZ8NRO22wmYl.mp4?tag=14
The worst for me on this was Kudlow. He was writing in NRO about how everyone was wrong, the economy would not crash and peddling some “Goldilocks 2.0” horseshit. It astounds me to see him respected or even brought in to advise the government. He’s a fool.
BKSY. 182m market cap. 49% YoY growth PLTR partner Govt contracts *The National Reconnaissance Office announced May 25 it awarded BlackSky, Maxar Technologies and Planet Labs 10-year contracts to provide satellite imagery for U.S. intelligence, defense and federal civil agencies. The NRO called these awards the agency’s “largest-ever commercial imagery contracting effort.” Maxar’s deal is worth more than $3.2 billion over the decade. BlackSky’s contract has options worth up to $1 billion.* (https://spacenews.com/blacksky-maxar-planet-win-10-year-nro-contracts-for-satellite-imagery/)
Simple: Invest in INDA. The ETF tracks the MSCI index for India. Involved: There are 8 mutual fund houses which allow American investors. You would need to open an NRE or NRO account with an Indian bank to get started
I went with RKLB over this one. Purely speculative play. If their Neutron rocket is able to successfully be returned and refurbished, their launch costs for medium lift and human rated flight will make them a competitor to SpaceX (aside from Falcon Heavy). They’ve already successfully launched NRO satellites.
I am a bot from /r/wallstreetbets. You submitted one or more banned tickers: NGA NRO. Message /u/zjz if they're above 500 million-ish market cap and not related to crypto/pennies/OTC.
I am a bot from /r/wallstreetbets. You submitted one or more banned tickers: NRO NGA. Message /u/zjz if they're above 500 million-ish market cap and not related to crypto/pennies/OTC.
I am a bot from /r/wallstreetbets. You submitted one or more banned tickers: NRO. Message /u/zjz if they're above 1.5 billion-ish market cap and not related to crypto/pennies/OTC.
I am a bot from /r/wallstreetbets. You submitted one or more banned tickers: NRO. Message /u/zjz if they're above 1.5 billion-ish market cap and not related to crypto/pennies/OTC.
Wondering if anyone had some DD they would be willing to share on which company you think is most likely to succeed in the space/planet imagine sector? Maxar($MAXR) - seems like the front runner from my little research. Terran Orbital($LLAP) - I know they have secured military contracts, specifically with LMT Blacksky Technology($BKSY) - Secured a contract with NRO over 10 years for 1billion Planet Labs($PL) - unknown I'm wondering if anyone has done proper DD or can provide some input on any of those companies. I feel like one of them is going to be huge 5-10 years from now, just a matter of figuring out who :P
Wondering if anyone had some DD they would be willing to share on which company you think is most likely to succeed in the space/planet imagine sector? Maxar($MAXR) - seems like the front runner from my little research. Terran Orbital($LLAP) - I know they have secured military contracts, specifically with LMT Blacksky Technology($BKSY) - Secured a contract with NRO over 10 years for 1billion Planet Labs($PL) - unknown I'm wondering if anyone has done proper DD or can provide some input on any of those companies. I feel like one of them is going to be huge 5-10 years from now, just a matter of figuring out who :P
Sorry if this was mentioned already $BKSY is trading at $2.30 a share and a 278 million market cap. They were awarded a (up to $241 million) dod contact for joint artificial intelligence center contact readiness A 10 year NRO electro optical commercial layer contract worth up to 1.02 billion And a few other contacts for smaller amounts like a 30 million 5 year for the NGA. I feel it’s way undervalued for the amount of contracts they have and considering they are a growth company.
Doubt he ever will. Too many NRO contracts. It’ll be another Sierra Nevada Corp. Which I’d also love to buy…
Eh, BKSY is getting contracts but I think the announcements are a little misleading because they are reporting the maximum value and not the floor value. The NRO deal is worth up to $1B only if BKSY gets every option and hits all their milestones which isnt guaranteed considering they are still building their constellation.
Noooo I don't buy anything that's getting hyped on WSB I'm retarded not stupid. Planet Labs were reporting with a massive new NRO contract but it's already priced into their revenue forecasts so the stock didn't fly as expected, they still had a solid earnings call but it was muted because there was hype.
PL finishing just a barely red today. Earnings tomorrow AM and the first details on the NRO contract.
Planet Labs is a screaming buy Monday imo, they report on Tuesday and they haven't declared the NRO contract value yet imo it's gonna break 7 but tbd
I’m hoping so since planet currently has a unique capability today that no one has, including the NRO itself.
Dang it. I want In on juicy NRO launch money. His lock on those will be fading in 4 years.
Planet labs ($pl) has earnings in the 14th and the NRO (government satellite people) just issued a multi billion dollar contract for them,acar, and blacksky. Something to keep an eye on.
u/loose-ventures. I brought it up yesterday but no one said shit. $PL. They just got a contract with the NRO
Way overdone for the size of the contract they got from NRO.
Planet is a great company, and their market has a tailwind. However, compare market cap and financials of Planet to Blacksky. A multi billion contract over a decade will not close the revenue gap, yet current market caps are comparable. PL needs a lot more than an ambiguous NRO contact to sustain growth. I’ll be a spectator for this one.
I am a bot from /r/wallstreetbets. You submitted one or more banned tickers: NRO. Message /u/zjz if they're above 1.5 billion-ish market cap and not related to crypto/pennies/OTC.
I am a bot from /r/wallstreetbets. You submitted one or more banned tickers: NRO. Message /u/zjz if they're above 1.5 billion-ish market cap and not related to crypto/pennies/OTC.
I am a bot from /r/wallstreetbets. You submitted one or more banned tickers: NRO. Message /u/zjz if they're above 1.5 billion-ish market cap and not related to crypto/pennies/OTC.
I am a bot from /r/wallstreetbets. You submitted one or more banned tickers: NRO. Message /u/zjz if they're above 1.5 billion-ish market cap and not related to crypto/pennies/OTC.
PL. If you don't already have a position, you missed the bottom (unless a recession takes everything with it) but it's on its way up, with likely jumps at earnings (June 14, they'll announce the amount of their new NRO contract), next earnings (when new NRO contract is reportable), and Q1 2023 when they expect to launch their new wave of satellites aimed at beating Maxar's (biggest competitor) capabilities. They already surpass their competition in other areas, but 30cm resolution will be a huge leg to stand on in competing for contacts against Maxar.
MAXR won a 3.24 🅱️ contract from NRO, over a 10 year period. MAXR market cap: 2.13 🅱️ 🚀🚀🌙🌙🌙
[Satellite imagery firms Maxar, Planet and BlackSky awarded ‘billions of dollars’ in government contracts](https://www.cnbc.com/2022/05/25/nro-announces-satellite-imagery-contracts-to-maxar-planet-blacksky.html) \- PL PL.WS & BKSY BKSY.WS "The NRO award comes under its Electro-Optical Commercial Layer (EOCL) program, which the intelligence agency says will support over half-a-million federal users over the next decade. The EOCL deal has been long-awaited, **with Maxar previously serving as the NRO’s sole provider of commercially-acquired satellite imagery. While Maxar may be losing a lucrative monopoly**, Wall Street analysts do not expect the new competition to hurt the company – with the total addressable market for satellite imagery having grown. **Maxar, in a securities filing, noted its 10-year EOCL contract is worth up to $3.24 billion – with a five year base contract of $1.5 billion and optional contracts worth up to $1.74 billion.**"
MAXR halted after winning a 10 year multibillion deal from the NRO. LETS FUCKIN GOOOOOO
To be fair, NASA doesn’t launch military assets. The NRO & “Space Force” do.
Lol omg muh beaten down extremely early space SPAC I was sharing insights on because I work in the industry... sorry WSB I'll get back to shilling muh conspiracy theory based on an incomplete understanding of financial markets and the general feeling that the world is against me! After all it must be else I'd obviously be rich :( Buy Planet n BlackSky and thank me when the NRO contracts come out in the next few months ya fuckin dweeb
Dude, if you’re mad SpaceX took funding support from the US military and CIA/NRO/NSA to build themselves up, well I have some really shocking news for you about how the Apollo Program and the Space Shuttle came to be. And come on, it’s not like they were choosing between funding SpaceX or giving the money to humanitarian missions in Africa, unfortunately. If SpaceX didn’t get the contracts, they would’ve just gone to the likes of Boeing and Lockheed Martin, who would’ve accomplished far less with the funds as they had no real push to compete with themselves.
It would be. The military isn’t responsible for domestic security and does paltry little surveillance outside of what NRO does. The heavy-hitters in the anti-insurgency space are the CIA and NSA, with the FBI doing a decent job domestically. The cost of that of course is that you’re being spied on continuously through electronics and basically have no privacy, but it’s cool since you can’t really see the panopticon.
SpaceX public requires a large amount of bureaucracy to create black and open books due to the fact that it’s going to be super heavy in NRO business. He’d rather keep that private for as long as possible, forever if he can. It’s also incredible leverage over the politicians that few think of very often.
U.S. doesn’t ever want to be single sourced for NRO needs. It’s just like defense contracting. They’ll find anybody with a dick rocket to make sure they have multiple options.
It's worth pointing out that I'm not defending the SEC But CIA, FBI, DHS, CBP, NRO all easily beat the pants off the IRS any day of the week and that's just off the top of my head. Hell, I'd even put Department of Education ahead of them
I'm just thinking Space Force + SDA + NRO + NGA + allies + Lockheed should be worth well more than half of their projections. Without a big classic PIPE they should avoid a pipe dump to the basement. Shouldn't warrants at .45 be a great deal? Maybe sponsor should give up some promote to encourage lower redemptions. They would get their money back from higher share price. But, the deal should be all but guaranteed to go through, so maybe sponsors don't care.
They sell data, and more recently they sell information. The biggest market right now is agriculture, over the next 2-3 years it looks like their planet fusion product will become the defacto standard for CAP monitoring in the EU. Otherwise they sell monitoring products that allow farmers to optimise harvest timing and better target water/fertiliser etc. Beyond that they have contracts with Google to provide data + info for Google maps (lead-follow model, so their global every day data detects if there was a change and then a very high resolution satellite gets tasked to keep imagery up to date). They sell alot to governments for monitoring, including recently to Canada for national level vegetation monitoring, and are going to pick up a big contract from the US NRO this year (national reconnaissance office). With the CAP stuff they're going to pick up alot of business in the EU. They also have a big contract with Norway via NICFI for a multiyear data set spanning the tropics that's made freely available as a monthly 5m resolution composite for forest monitoring. Noone else can get consistently cloud free imagery in the tropics because no-one else images it frequently enough. With Sentinel-2/Landsat you can have gaps of 6 months. Their revenue is about $136m for 2021 and growing 15% annually and looking at what's going on they're on track with some massive new revenue sources. They're also diversifying with VanderSat to become a central source for all things vegetation. There will be contracts with multinationals in the future for supply chain work this is all starting up last year. They're currently losing ($40m this year) but the cost of revenue is going down and every new customer and income stream they develop using their existing infrastructure is a massive swing to reducing the cost of income as they are already paying out on the expensive stuff (satellites and data streaming/storage). These guys are smart AF, they are ex NASA engineers and they are well respected in the EO space they know how to launch and maintain satellites. US is encouraging commercial space tech, just as with SpaceX, look at NASAs recently launched commercial small sat strategy. I'm fairly certain their predictions for revenue growth are based on real projections of their business, they know who's interested and they know what they need to do to get the business.
Terran Orbital's PredaSAR was one of five companies awarded funding for SAR evaluation by the NRO. Probably not a ton of money in the scheme of things. But, it's a step in the right direction.http://www.spaceref.com/news/viewpr.html?pid=59234
NRO, ORC, OXSQ pays monthly
Seems the National Reconnoissance Office (NRO) has an open study contract with them. Per Wikipedia, their congressional budget allocation is estimated to be many billions. If the DoD is on their side, I bet any FCC regulatory is rubber-stamped.
I am a bot. You submitted a picture of a banned ticker, NRO. This check will fire if you included unnecessary pictures that have bad phrases or a bad crop with news about cryptocoins, for example. Repost with the useless pictures omitted if you did that. Yell at /u/zjz if it's above 1.5 billion-ish market cap and not related to crypto/pennies/OTC/SPACs.
I am a bot from /r/wallstreetbets. You submitted one or more banned tickers: NRO. Message /u/zjz if they're above 1.5 billion-ish market cap and not related to crypto/pennies/OTC.
I am a bot from /r/wallstreetbets. You submitted one or more banned tickers: NGA NRO BKSY. Message /u/zjz if they're above 1.5 billion-ish market cap and not related to crypto/pennies/OTC.
Well… Rocket Lab has done 21 launches so far, including multiple missions for the US DoD (DARPA, USAF, NRO, Space Force, and others), and NASA, plus for a multitude of commercial customers (Black Sky $BKSY, Planet Labs, Spire, and more). They’ve got a contract with NASA for a mission to the moon (Capstone), and another with NASA for two of their Photon spacecraft to go to Mars (Escapade). They’ve also sold Photons to in-space manufacturing startup Varda. A little unfair to say “there are no sales”
I am a bot from /r/wallstreetbets. You submitted one or more banned tickers: NRO. Message /u/zjz if they're above 1.5 billion-ish market cap and not related to crypto/pennies/OTC/SPACs.
I bought a small position once NRO gave BKSY a grant for automatically labelling satellite data. That means BKSY are getting better at selling data analytics and not just imagery. With integration into PLTR’s megaconstellation and the PLTR investment they now have a chance to reach more clients more easily. I like the idea of the Head of Revenue living near DC - seems that BKSY is heavily focusing on govt. clients. Once they add more sats, I will progressively add to my position.
Hey man, nice post. Been reading up on BKSY since despacs are all the rage these days and found this old post. Any thoughts on how BKSY is doing? I’m looking at this one as a longer term play and have been nibbling on 10Ps since the IV spike and premiums shot up last week. Looks like BKSY has been receiving some contracts from NRO and NGA, although they are IDIQs so nothing guaranteed there if you understand that contract structure. Anyway, would appreciate any thoughts you might offer here now that it’s been a while since this post.
I am a bot from /r/wallstreetbets. You submitted one or more banned tickers: NGA NRO SFTW. Message /u/zjz if they're above 1.5 billion-ish market cap and not related to crypto/pennies/OTC/SPACs.
BlackSky won the NRO contract. Now I'm biased, coz I do own commons and warrants of BlackSky. However, I see that BlackSky will be eating Maxar's lunch right in front of them because BlackSky's cost is way much lower. Just like SpaceX was able to cut costs by reusing the same rockets, and being a more efficiently run company. BlackSky, utilizes RocketLab's much cheaper rockets, and shoots multiple satellites in each launch. I'm no rocket scientist. I'm a sales man. Whenever my cost is way lower than my competitors', there is no door I can't ring, no customer that won't return my calls. Cost is everything guys. As per the technology goes. Coupling SAT images with AI is something unique. In the past you needed a human eye to make sense of the sat images. BlackSky's technology can answer questions like "how many ships are passing through Suez Canal? What is their average size? How many container ships vs. oil tankers? Is the canal traffic getting busier, or quieter?" Imagine doing all that with a software. The information can be utilized to make supply chain decisions, commodities trading, and dynamic insurance pricing. The possibilities are endless. Needless to say, I'm bullish :)
NRO has one year options to extend thru FY23. They exercised a one year option thru FY22, and have another thru FY23. Exercising option years one at a time is standard practice.
I did quite a bit of research on Blacksky previously, but ultimately decided not to invest. They probably aren't a slam dunk in their sector (most de-SPACs aren’t tbh), but there is a decent investment thesis here that gives them a path to success. It entirely revolves around whether they can take away Maxar's NRO contract. Some necessary background on the industry - * Blacksky competes in the satellite imaging space with Maxar and Planet labs, along with countless smaller startups. * The whole sector is being disrupted by smaller, cheaper satellites (cubesats, smallsats, microsats, etc.) and rapidly falling rocket launch costs (thanks to SpaceX). * Maxar is the legacy player here that operates high-resolution imaging satellites. They have 4 satellites that cost roughly half a billion dollars each to build and launch. **They are a 2.3B market cap company with around 2.1B in debt**. Debt reduction is basically their only strategy right now. To hammer home how screwed this company is, 3 of their half-billion satellites are approaching the 15-year mark and will be replaced in the future by 6 satellites that will cost $100 million apiece. Maxar makes $300M per year from a US government contract with the National Reconnaissance Office (NRO) that will expire in Aug 2022. This contract is the prize that Blacksky is aiming for. Right now, there is every indication that the NRO is trying to end its contract with Maxar and will move to a more flexible arrangement that includes Blacksky, Planet Labs and Maxar. * Blacksky and Planet labs received study contracts from the NRO in 2019 to set them up as alternatives. * Planet’s study contract was extended in July 2021 * Blacksky’s study contract was amended in August 2021 to bring it formally into the NRO’s EOCL program. * Interestingly, the NRO had the option to extend their Maxar contract to 2023 but chose that same month to only extend to 2022.
I bought a small position when NRO gave them a contract to automatically label data. Palantir is also investing based on this automatic labelling of data. I also like that Black Sky are creating a marketplace for third parties data analtyics and other services rather than simply selling imagery direct. The new (2019) CEO has experience in that field.
Every US launch company has DoD contracts. And Astra’s is just one that lets them bid on future missions, it’s not tied to actual revenue. Looking at Rocket Lab, they’ve *actually delivered* DoD payloads to orbit for: Space Force, US Air Force, US Army Space and Missile Defense Command, DARPA, and NRO. I guess what I’m saying is: don’t get too sucked in by companies saying “we have a contract with the DoD”, because that so-called unlimited DoD cash isn’t going to be spread evenly between the providers. Those who can deliver will get the bulk of it (ULA and SpaceX are the real big fish here. Small launch is a smaller slice of the pie, and so far Rocket Lab is eating most of it)
According to the actions and investments of their big telcom partners, it is safe to assume they're legit. But frustratingly, they play it very close to the chest with regards to demonstrating the tech. They claim it's to prevent China from stealing the tech (and since China recently established a company to do 5G satellites, maybe they're right to do so.). There's also a theory that they're involved with the US military, as the NRO redacted certain parts of their patents, and their latest satellite (BW3) has some "additional mission" besides testing that they can't talk about. Additionally, their tweets are constantly taken down and reposted with slight edits, as if someone requested it due to leaking information. Either way, there's definitely some uncertainty as an outsider with regard to how legit it is. But its not like satellite phones are new tech.
On the off-chance that my *several* earlier replies which have included the answer you’re after are for some reason not coming through to you - perhaps because of the included links - here it is once again in plain text. NASA’s payload Andesite was carried to orbit by Rocket Lab’s Electron on their 12th mission, named “Don’t Stop Me Now”, launched at 05:12 UTC, 13 June 2020. Also on the launch was a satellite from the NRO, and another from Australia.
[Yet again](https://www.reddit.com/r/wallstreetbets/comments/p83xwm/astr_given_regulatory_green_light_for_its_first/h9vx9sc/): “NASA flew Andesite, along with another NRO payload and an Australian Air Force satellite on [Rocket Lab’s June 2020 launch](https://www.rocketlabusa.com/missions/completed-missions/dont-stop-me-now/).“
Since it seems you didn’t follow [the link above to my earlier reply where I already spelled it out](https://www.reddit.com/r/wallstreetbets/comments/p83xwm/astr_given_regulatory_green_light_for_its_first/h9rm0bx/), here it is again, with some bold text to help: “**NASA flew Andesite**, along with another NRO payload and an Australian Air Force satellite **on [Rocket Lab’s June 2020 launch](https://www.rocketlabusa.com/missions/completed-missions/dont-stop-me-now/)**. “
NASA flew Andesite, along with another NRO payload and an Australian Air Force satellite on [their June 2020 launch](https://www.rocketlabusa.com/missions/completed-missions/dont-stop-me-now/). The’ve announced they’re contracted for two more for NASA, too: CAPSTONE (to the moon) and EscaPADE (to Mars). To be precise, the Mars mission is to fly two of their Photons to Mars. I don’t believe the launch vehicle has been chosen yet. So it might be Rocket Lab spacecraft flying on someone else’s rocket - perhaps ULA or SpaceX.
Rocket Lab has *already* flown for (single examples linked, but for many it’s already multiple): * [US Space Force](https://www.rocketlabusa.com/missions/completed-missions/its-a-little-chile-up-here/) * [DARPA](https://www.rocketlabusa.com/missions/completed-missions/darpa-r3d2/) * [US Army Space and Missile Defense Command (SMDC) ](https://www.rocketlabusa.com/missions/completed-missions/they-go-up-so-fast/) * [US Air Force](https://www.rocketlabusa.com/missions/completed-missions/stp-27rd/) * [NRO](https://www.rocketlabusa.com/missions/completed-missions/birds-of-a-feather/) Plus several for NASA I’m not sure you’re as well informed about the sector as you maybe think you are
I have NRO and AGNC, both about 7-8%. NRO has also had it stock price go up significantly. AGNC has been Meh which I dont understand as their earnings and profits have been very good.
Many, including: * NASA * Spire * DARPA (Defense Advanced Research Projects Agency) * Planet ($DMYQ) * USAF (US Air Force Space Command) * BlackSky ($SFTW) * Auckland University * Fleet Space Systems * Tyvak * TriSept * Unseenlabs * Swarm * Valve (yes, the game company behind Steam) * Canon ($CAJ) * Capella Space * NRO (National Reconnaissance Office) * Myriota * Care Weather Technologies * SMDC (US Army Space and Missile Defense Command) * Rocket Lab ($VACQ/$RKLB: they build their own satellites, “Photon”, and have launched at least two so far) And others. All up they say they’ve launched 104 satellites so far. Source: https://www.rocketlabusa.com/missions/completed-missions/
Most of their satellites are launched into low earth orbit with orbital decay occurring in months to a few years without station keeping, so Kessler syndrome isn’t really a concern. Their customers are the usual suspects, NASA, NRO, Space Force. They currently have a multi launch contract with blacksky(sftw) which was their customer on the last mission that failed. And a number of other small companies. The nice thing about being a launch provider is that no matter how viable the company your launching satellites for is, you get payed either way. There is a very large amount of money being spent on earth imaging and swarm satellite systems right now, many will fail, but all will pay to get their satellites up there.
> They have whatever is on the pad which is supposed to be this month My speculation: the next mission will be for BlackSky (possibly a redo of the last one). STP-27RM from Wallops before/around merger vote would be super nice. Don't really see the dual NRO launch happening anytime soon.
I'm guessing we're going to see a minimum of two launches prior to the merger vote, maybe 3-4 depending on if they do the dual NRO launch. They have whatever is on the pad which is supposed to be this month, and assuming that goes well they have at least 3 launches queued up that we know about, and a bunch of Electrons sitting in their manufacturing facility.
I think space SPACs will get a sector lift from Bezos & Branson's suborbital dick-measuring contest next month. Starship's orbital flight test is going to be huge as well. And then Rocket Lab will be coming back online with a string of launches (first U.S. launch from Virginia for USAF + back-to-back NRO launches, one of which will be from a [new pad](https://twitter.com/RocketLab/status/1408193459555508224))
Whether the OP intended to or not, they definitely made the satellite system sound like the easy part. Their risks are about things like cell phone battery life, for example. I'm extremely curious to read those notes, I think especially getting to a good understanding of how they plan to steer beams and cover large areas of the world would be really important. As it stands, the satellites just seem to me to have too small of a spot size, too low of a per-sat bandwidth, and too few of them to get to an effective global coverage system without a ton of beam hopping or defocused coverage (and consequential loss of latency and/or throughput). I'm happy to be proven wrong! Obviously there are smart people working at that company, and they have chosen their system design for a reason. The deployables development is always going to be technically possible, as long as atoms can exist in that shape there's some way to get them there. The primary question for me is how long the development slog to design a refolding aperture is going to take. GEO systems typically fold 2-6m apertures, which fit into existing fairings and just basically have a hinge off of the bus. The really fancy ones fold down the middle. For a 17m system, the active aperture needs to have oragami-style folds in it, which need to pop into really defined spots with a ton of repeatability and low snag risk. The only place I'm "aware" of this (and I don't have a clearance so it's just rumors) are the NRO spooky sats which are probably made from carbon fiber/$100 bill honeycomb.
Not for REITs this year. Even slow moving NRO, which pays 7.5% yield monthly, is beating SPY by 10% so far this year (and more if you go back into 2020).
They have a future because 1) they have an extensive pedigree launching top secret payloads with minimal losses (41.75/42). 2) They are the only rocket launcher certified to carry nuclear payloads. 3) NASA, NRO, and Space Force split contracts if possible to ensure they always have some flights reserved if one of their launch providers goes under. 4) Dream Chaser is going to be coming on line soon, and that is launching on Vulcan. So in a roundabout way they will be launching crew eventually. 5) Not building rocket engines is not a negative in my column, if you can source them from other people, designing and testing your own rocket engines is a pain in the ass. 6) Smart reuse is about as good as it can get for ULA with retooling their entire production process. They use a metal that is thinner than a dime for their fuel tanks, and they require pressure to maintain rigidity. Dropping the engines by parachute and catching them out of the air is a pretty "smart" compromise between expendable and reuse given there situation. *Tory* Bruno hates Elon Musk, more news at 11. Of course he considers SpaceX competition in the broad sense of they are taking some customers from them. But if they can still launch rockets as quick as they can make them, I wouldn't be concerned about competition either. If you want to talk about a joke though. Blue Origin is now equivalent in my eyes to Virgin Galactic. I would be surprised if New Glenn actually ever launches. All I hear is them having a terrible work culture and the designers not sharing a cohesive vision. In fact I wouldn't be surprised if New Shepard got spun off and Blue Origin get's sold to ULA for the engine production. But they are so far behind that I think SLS has a better chance of becoming an everyday launcher than New Glenn. At least I've seen SLS do a full duration engine test and it's actually in the high bay ready to be stacked. New Glenn is still just a twinkle in Blue Origins eye.