NRO

Independent_Vast9279

Nonsense. According to rather a lot of public documentation and reporting, it’s about $38B in active government contracts like NRO and starshield, then almost half of the starlink revenue is government contracts, plus another $8B in “super intelligence”.  Their profits would implode instantly if that revenue dried up. They’re walking away from that about as fast as Elon’s orbital data centers start being a good idea. Never.  Which also how much you should trust the BS Elon says. Can someone even point to anything he predicted that ended being true? Anything? 

ConcentrateIcy2226

4.6 billion for the new target indicator program 2.3 billion for the data constellation program 6.3 billion with reflectionAI 30 billion google cloud 7 billion with NASA 1.8 billion NRO 4 billion with Palantir 17 billion DTC service agreement More are coming and more are present but I do not have time to go through the contract vehicle databases at the moment. I would hope it’s a slightly positive view for you at least. I’m trying my best.

BusinessCarob2612

Why? Their Pelican satellites were supposed to have 50cm resolution but the optics design is so poor that the ground resolved distance (diffraction limited resolution) is way above a meter, which is bad for defense and many commercial apps. That’s why NRO pays Vantor and BKSY way more. The PL story is high temporal resolution, low spatial resolution. Not sure if that really wins over higher resolution long term.

454k30

You're seeing the same things that SpaceX alumni have been getting bashed over the head about for years in those SpaceX cult threads. Falcon, Dragon, and Starlink and Starshield are legitimately good/money making products. They have had a bunch of lucrative government launches (NSA, USSF, NRO, etc) because unlike the other aerospace companies they can actually meet a flight schedule. They essentially had a monopoly on ISS missions as Russia can't launch Soyuz near as quickly. Starshield alone is going to keep that part of the company in the black for a long time. However, Falcon isn't as lucrative as the gov has to spread the launches across the other rocket companies and starship doesn't do anything but inhale cash. 11 launches for starship are in the books but they haven't even completed a single orbit. It's a cool machine to watch fly, but it has zero practical uses so far.

BernoulliCat

PL’s thesis was never high-res imagery. It’s always been revisit frequency at scale, meaning 30 minute cycles, globally. That’s not a bug, that’s the entire product. Comparing them to Vantor on resolution is like saying a smoke detector sucks because it’s not a fire extinguisher. The ‘AI destroys raw data’ criticism is valid in one narrow context: academic remote sensing. Outside that? Defense, agriculture, maritime tracking, logistics - nobody needs pristine raw spectral data. They need ‘what changed, where, and when.’ PL answers that faster than anyone on earth. In terms of the customers being AI companies who ‘don’t know what they’re doing with the data’? That’s cope. The NRO, NATO partners, and commercial logistics firms signing contracts aren’t confused about what they’re buying. The actual bear case on PL is their path to profitability and whether defense contracts scale fast enough. That’s worth discussing. Instead you wrote a LUNR ad​​, lol.

ai-moderator

#TLDR --- Ticker: PL (Planet Labs) Direction: Up 🚀 Prognosis: Buy Shares, load up on 2027/2028 LEAPs ($15C, $20C, $45C), and sell cash-secured puts if you're feeling spicy. Catalyst: Earnings call in 5 days. Listen for FY2027 revenue guidance of $380M+ and CEO Will Marshall dropping his signature catchphrase, "the business is humming." Thesis in a Nutshell: Wall Street is mistakenly pricing $PL as a speculative space hardware/SaaS company. In reality, it has quietly transitioned into an indispensable defense data infrastructure platform with massive sovereign military contracts (NRO, NATO, SHIELD) and a potential massive Anduril partnership. Once the market realizes this, it re-rates from 1x to 25x multiples. Ghostwriter: Claude AI (but the $1.42M diamond balls are 100% OP's)

ai-moderator

#TLDR --- Ticker: PL (Planet Labs) Direction: Up Prognosis: Buy Jan 2027 & Jan 2028 LEAP Calls ($15, $20, $45) / Sell Cash Secured Puts OP's Skin in the Game: $1.42 Million Ape Level: Claude-Assisted Quant Whale **Summary:** The guy who successfully called the Micron supercycle is back and throwing $1.42M at Planet Labs ($PL). The core thesis is a massive valuation re-rating: Wall Street currently prices PL as a speculative commercial space/hardware company, but it has quietly transformed into an indispensable defense and military data platform (with major contracts from the NRO, NATO, Germany, Japan, and Sweden). If the market starts pricing PL with a defense AI/data multiple (similar to Palantir or Rocket Lab), the stock will soar. The catalyst is this coming Thursday's earnings call, where the CEO *must* formally announce FY2027 guidance. Thanks to a massive $734M backlog, OP calculates a mathematically funded revenue floor of $380M. Anything above that, or any mention of integration with Anduril’s recent $20B Army AI contract, and the stock could launch from its current ~$24 price to the $35–$48 range.

petohauki

NRO.PA it's a French stock.

petohauki

That's just American defaultism. NRO is the right ticker and my post clearly said "French firm" so I guess it would be listed in Paris. Maybe try reading the info you are given?

TimeTravelingChris

Hey OP, a good first step is to post the actual ticker. NRO ain't it.

petohauki

Are you sure you are looking at the right stock? (NRO.PA) The have 282 million in cash and FCF of 74 million. FCF-yield is around 14% (FCF/EV) and if you check their previous financial report from january, that FCF will probably be over 80 million now

tinydisaster

Trump tweeted out satellite pictures in his first term that disclosed the existence of generationally better optics than what was previously known. Blowing out a multi billion dollar satellite program for a tweet. NRO lost decades of advantage in satellite reconnaissance, so he could get likes on Twitter on Irans failed missile program. And here we are, with carriers off the coast. It was all for nothing.

hammeredtrout1

SpaceX currently launches (and manufactures!) satellites for the DOD, NRO, and the Milnet stuff

TheWhyOfFry

Catching up to falcon or starship? NASA and NRO have reason to want / fund multiple providers and I’d love multiple as well but there were lots of qualifications in your statement and space launch is hard. I’ll believe it when I see it.

Scared_Step4051

I've been pivoting into Firefly Aerospace, luckily (or maybe not) caught some around $18 * SciTec acquisition = $164M revs, Space Force/NRO/MDA customers, going after Golden Dome awards * Northrop Grumman is literally building the first stage architecture with them and dropped in another $50M in May, you would hope that is validation * Miranda engine will work imo - as above on top of 60+ hot fires, full-duration tests, and 170 odd open roles mainly focused on scale for manufacturing not fixing broken shit imo * Blue Ghost landed, NASA committed to multiple follow on missions, Elytra is interesting * Asymmetric AF $4B cap, 1/10 RKLB valuation Maybe I'm dumb

the_Q_spice

Black sky isn’t just the newest in the game. They aren’t remotely the best or have a competitive network. That would be GlobalEye/Maxar/Lanteris, which was bought out by LUNR in November; and Capella, which was bought out by IONQ in July. Capella is hard to value though. All of their federal contracts are black budget and classified. Lanteris has significant unclassified contracts, but as a bus supplier of intelligence satellites, a huge amount of their work and income is classified as well. That being said; both have been the poster children of emerging US satellite intelligence sector businesses, and no one is remotely close to being competitive with either. Unlike RKLB or BKSY now, both LUNR and IONQ now have access to secure classified manufacturing facilities that satisfy the requirements for working on TS/SCI systems. Also a massive point for anyone drooling over BKSY’s promises of resolution: resolution is considered a controlled material in the US. The easiest way to tell an imagery company is failing at finding federal contracts with organizations like the NRO and NGA - is if they publish their imagery metadata. In most cases, if under an IDIQ, that information is *highly* classified.

your_grandmas_FUPA

So i work in this sector and am extremely bullish on all things space. I have over 100k in space stocks and know that in 5-10 years time we are going to be launching multiple rockets EVERY single day from our spaceports. Lots of $$ to go around. That being said, I wouldnt buy ULA shares if they were offered. Vulcan is a very reliable vehicle but wont be able to compete with all the rest of them on cost. Four atlas missions this year but its just to launch Kuiper sats. Amzn will be launching those exclusively on New Glenn soon. So nobody besides NRO is going to use Vulcan.

No-Surprise9411

Recent Musk tweet: While I have great fondness for NASA, they will constitute less than 5% of our revenue next year. Commercial Starlink is by far our largest contributor to revenue. Some people have claimed that SpaceX gets “subsidized” by NASA. This is absolutely false. The SpaceX team won the NASA contracts because we offered the best product at the lowest price. BOTH best product AND lowest cost. With regard to astronaut transport, SpaceX is currently the only option that passes NASA safety standards. NASA contracts make up 5%, and because the NRO launches are valued at about the same as the commerical NASA launches, the other 5% come together for th 10% is said

TechnicalBee1331

# Government Contracts and Geopolitical Influence The defense and intelligence community represents a critical and lucrative customer base for Rocket Lab. The company's ability to secure contracts with agencies like the DoD and NRO is a significant growth driver and a testament to its reliability. * **DoD Reliance on SpaceX:** The original post highlights the DoD's realization of over-reliance on SpaceX. This sentiment could directly benefit RKLB as it seeks to position Neutron as a viable, independent alternative for national security space missions. * **Key Potential Contracts:** The post mentions several significant potential contracts: * **SDA (different layers) worth $500M+:** Space Development Agency contracts are crucial for building proliferated low-Earth orbit satellite constellations for defense applications. * **Mars Telecom Orbiter ($700M) and Mars Sample Return ($4B):** These NASA missions represent large-scale, high-profile opportunities that Neutron would be well-suited to handle. * **Golden Dome contracts ($175B+):** This likely refers to broad national security space programs where RKLB could secure component or launch contracts over an extended period. * **NSSL Program:** Rocket Lab is competing for NSSL Phase 2 contracts, which are crucial for government launch market access. Winning these contracts would validate Neutron's capabilities and provide a stable revenue stream. # Financial Performance and Catalysts Rocket Lab's financial trajectory is intrinsically linked to the successful execution of its development roadmap and the acquisition of new contracts. * **Current Financials:** For the full year 2023, Rocket Lab reported total revenue of $292.8 million, an increase of 15% year-over-year. Gross profit was $45.7 million, with a gross margin of 15.6%. The company reported a net loss of $66.6 million. EBITDA was negative, as expected for a growth-stage company investing heavily in new capabilities. * **Path to Profitability:** The company's path to profitability relies on scaling revenue through Neutron launches and increased Space Systems sales, while managing operational costs. Achieving positive EBITDA is a key short-to-medium term financial milestone, as mentioned in the original post. * **Catalysts:** * **Neutron First Launch:** This is the most significant near-term catalyst, proving the rocket's viability and opening up new market segments. * **Neutron Commercial Contracts:** Securing commercial contracts for Neutron flights, beyond initial government demonstrations, will demonstrate market demand and revenue generation potential. * **SDA/NSSL Contract Awards:** Winning significant government launch contracts would de-risk the future and provide substantial revenue. * **Space Systems Growth:** Continued expansion and integration of acquired space systems businesses, demonstrating cross-selling opportunities. * **Electron Reusability Improvements:** Further advancements in Electron recovery and refurbishment could enhance profitability for existing operations.

TechnicalBee1331

Big brain research analysis on RKLB, leveraging OP's gracious insights and comments below. Generated instantly with Wisp, [https://ai-wisp.web.app/](https://ai-wisp.web.app/) # Executive Overview Rocket Lab (RKLB) is poised to capture significant market share in the burgeoning space economy, driven by its expanding launch capabilities and diversified space systems business. The successful development and deployment of its Neutron rocket are critical inflection points, promising to unlock access to larger satellite constellations and crewed missions, thereby fundamentally altering RKLB's revenue potential and strategic positioning. With a confluence of potential government contracts and private sector demand, RKLB's ability to execute on its ambitious roadmap will determine its ascent from a niche launch provider to a major player in the multi-billion dollar space sector. # Comprehensive Analysis # The Evolving Space Launch Landscape and RKLB's Position The global space launch market is experiencing unprecedented growth, fueled by increasing demand for satellite constellations (e.g., Starlink, Project Kuiper), government and defense applications, and the nascent space tourism industry. This expansion has led to a diversification of launch needs, ranging from small satellite deployment to heavy-lift capabilities for larger payloads and human spaceflight. * **Market Size & Growth:** The global space economy was valued at approximately $469 billion in 2021 and is projected to reach $1 trillion by 2040, with the launch segment representing a significant portion of this growth. Mordor Intelligence projects the global space launch services market to grow from $15.06 billion in 2023 to $33.73 billion by 2028, at a CAGR of 17.57%. * **Competitive Dynamics:** The market historically dominated by a few large players is now seeing increased competition from established entities like SpaceX, and emerging players like Blue Origin, Arianespace, and a host of smaller launch providers. * **RKLB's Niche:** Rocket Lab has carved out a strong position in the small satellite launch market with its Electron rocket, achieving a high cadence and reliability. However, to compete for larger, more lucrative contracts, the development of its medium-lift Neutron rocket is paramount. # Electron's Success and the Foundation for Growth Rocket Lab's Electron rocket has been the bedrock of its current success, establishing the company as a reliable and frequent provider of small satellite launch services. This success has provided crucial revenue, operational experience, and market validation. * **Electron Performance:** As of early 2024, Electron has completed over 40 successful missions, deploying hundreds of satellites for commercial, civil, and defense customers. Its typical payload capacity is around 300 kg to Low Earth Orbit (LEO). * **Launch Cadence:** Rocket Lab has demonstrated a remarkable launch cadence, averaging multiple launches per quarter, a feat unmatched by most competitors in the small satellite domain. This operational efficiency is a key differentiator. * **Reusability Efforts:** The company has made strides in Electron reusability through mid-air helicopter recovery of the first stage, aiming to reduce costs and increase launch frequency. This initiative, while still maturing, indicates a focus on cost optimization. * **Customer Base:** RKLB serves a diverse client base including NASA, the US Space Force, the National Reconnaissance Office (NRO), and numerous private companies. This broad appeal mitigates customer concentration risk.

Any-Video4464

No way. They are just getting started. They are slowly but surely making their way into tons of gov agencies. # Summary Table |Agency|Area of Use| |:-|:-| |DoD (Army, Air Force, SOCOM, etc.)|Military logistics & intelligence| |CIA / NSA|Classified intelligence analysis| |DHS (ICE, CBP, FEMA)|Immigration, border, disaster response| |FBI / DEA / Marshals|Law enforcement & investigations| |HHS / CDC / VA|Healthcare, pandemic response| |DOE / IRS / Treasury|Energy, tax fraud, cybersecurity| |NASA / NGA / NRO|Space and satellite intelligence|

Bacardiownd

Planet has been scooping up a crap ton of defense and intelligence contracts for the US and other countries. They are sitting on about 4-5 years worth of cash at their current burn down and have stated they will not be issuing anymore shares. Their vessel tracking is untouchable(first link below). They care more about shareholder value(instead of reverse splitting and then diluting like blacksky, couple years back planet trimmed a good amount of fat(layoffs) and directed their efforts to defense and intelligence. They could have just diluted but that spoke volumes to me. Optical data growing - The NGA, NRO and Space Force have been busy issuing out $3+ billion in new contracts for optical waves the last 24 months. https://govtribe.com/opportunity/federal-contract-opportunity/n66001-25-q-6238-notice-of-intent-to-sole-source-award-to-planet-labs-federal-inc-dot-n6600125q6238 The government intends to negotiate exclusively with Planet Labs Federal, Inc. under FAR 13.106-1(b), citing that this vendor is the ONLY source capable of meeting their specific requirements. The procurement involves PlanetScope Vessel Detection services, including area of interest (AOI) bundles and operational support analytics. In addition, Planet’s existing Hybrid Space Architecture (HSA) contract with the Defense Innovation Unit (DIU), part of the U.S. Department of Defense, was recently expanded in support of the U.S. Indo-Pacific Command (INDOPACOM). It provides AI-enabled solutions focused on delivering vital indications and warnings for national security. Japan pelican contract for 230 million, planet won’t have to pay to have these built but instead are making 20-30% margin on the contract while retaining the image data for the passes these sats make. Helps them scale even faster. Planet will start recognizing this revenue this quarter https://www.cnbc.com/amp/2025/01/29/planet-lands-230-million-contract-for-pelican-imagery-satellites.html Carbon mapping https://carbonmapper.org/articles/carbon-mapper-data-from-tanager1-satellite-reveals-methane-and-co2-super-emitters Exxon ceo wants carbon tracking. https://corporate.exxonmobil.com/news/corporate-news/a-big-idea-to-tackle-climate-change-at-cop29 They provide hyperspectral data: Beyond offering methane and CO2 signatures, planets commercial hyperspectral offering provides customers with data for dozens of other environmental applications and indicators that are needed to closely monitor the health of the planet. The satellites’ hyperspectral sensor technology, pioneered by NASA Jet Propulsion Laboratory (NASA JPL) provides 30m resolution and a full spectral range of shortwave infrared and high-precision 5nm wide bands. Tangear 2 launch is est 2027. One of their newest board members with HUGE influence: Gen. John W. "Jay" Raymond was the 1st Chief of Space Operations of the U.S. Space Force. As Chief, he served as the senior uniformed Space Force officer responsible for the organization, training and equipping of all organic and assigned space forces serving in the United States and overseas. As a member of the Joint Chiefs of Staff, the Chief of Space Operations and other service chiefs function as military advisers to the Secretary of Defense, National Security Council and the President.

Bacardiownd

Planet has been scooping up a crap ton of defense and intelligence contracts for the US and other countries. They are sitting on about 4-5 years worth of cash at their current burn down and have stated they will not be issuing anymore shares. Their vessel tracking is untouchable(first link below). They care more about shareholder value(instead of reverse splitting and then diluting like blacksky, couple years back planet trimmed a good amount of fat(layoffs) and directed their efforts to defense and intelligence. They could have just diluted but that spoke volumes to me. Optical data growing - The NGA, NRO and Space Force have been busy issuing out $3+ billion in new contracts for optical waves the last 24 months. https://govtribe.com/opportunity/federal-contract-opportunity/n66001-25-q-6238-notice-of-intent-to-sole-source-award-to-planet-labs-federal-inc-dot-n6600125q6238 The government intends to negotiate exclusively with Planet Labs Federal, Inc. under FAR 13.106-1(b), citing that this vendor is the ONLY source capable of meeting their specific requirements. The procurement involves PlanetScope Vessel Detection services, including area of interest (AOI) bundles and operational support analytics. In addition, Planet’s existing Hybrid Space Architecture (HSA) contract with the Defense Innovation Unit (DIU), part of the U.S. Department of Defense, was recently expanded in support of the U.S. Indo-Pacific Command (INDOPACOM). It will provide AI-enabled solutions focused on delivering vital indications and warnings for national security. Japan pelican contract for 230 million, planet won’t have to pay to have these built but instead are making 20-30% margin on the contract while retaining the image data for the passes these sats make. Helps them scale even faster. Planet will start recognizing this revenue this quarter https://www.cnbc.com/amp/2025/01/29/planet-lands-230-million-contract-for-pelican-imagery-satellites.html Carbon mapping https://carbonmapper.org/articles/carbon-mapper-data-from-tanager1-satellite-reveals-methane-and-co2-super-emitters Exxon ceo wants carbon tracking. https://corporate.exxonmobil.com/news/corporate-news/a-big-idea-to-tackle-climate-change-at-cop29 They provide hyperspectral data: Beyond offering methane and CO2 signatures, planets commercial hyperspectral offering provides customers with data for dozens of other environmental applications and indicators that are needed to closely monitor the health of the planet. The satellites’ hyperspectral sensor technology, pioneered by NASA Jet Propulsion Laboratory (NASA JPL) provides 30m resolution and a full spectral range of shortwave infrared and high-precision 5nm wide bands.

SunsetNYC

>optical waves lol >the need for optical data is declining I guess no one told the NGA, NRO and Space Force this because they've been busy pissing away $3+ billion in **new** contracts for *optical waves* the last 24 months. Planet clearly didn't know this either because they accidentally signed two contracts in the last 5 months valued at half a billion dollars combined, 2x their annual revenue. Silly Planet, why are they signing record contracts in a declining industry?!

rriggsco

NASA, NRO, Space Force funding too.

rriggsco

🍈, a potentially illegal alien, is currently responsible for a huge chunk of NRO launches.

Lunch_Sack

he's going to fuck the NRO, Space Force & NASA to be petty

Famous_Log9349

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. 

Famous_Log9349

They're spooky but the NRO is hands down the apex of spooky. 

fonistoastes

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.

PeregrineThe

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.

UnderstandingThis285

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.

wokuhambasj

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.

wokuhambasj

**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**).

slayez06

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.

slayez06

this is not remotely the top... NSA, NRO, and CIA still are going to give them money.

slayez06

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

slayez06

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!

slayez06

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.

slayez06

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.

EpiscopalPerch

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.

BirthHole

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.

denverpilot

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…”

Angry_Citizen_CoH

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.

xguang163

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.

Which-Occasion-9246

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.

VickyKakkar

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?

DrXaos

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.

sankha93

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.

ShreyasBhaskar

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 :)

jovian_moon

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.

Lyndon-Gains-Johnson

https://video.twimg.com/ext_tw_video/1581369488666071041/pu/vid/1080x1080/V9PQzZ8NRO22wmYl.mp4?tag=14

snowboards99

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.

jonfromdelocated

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/)

conanmack

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

Ablir13

Invest in NRO

PRNbourbon

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.

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TakeADab

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

TakeADab

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

Mjzzjm654456

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.

denverpilot

Doubt he ever will. Too many NRO contracts. It’ll be another Sierra Nevada Corp. Which I’d also love to buy…

epyonxero

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.

squirdelmouse

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.

epyonxero

PL finishing just a barely red today. Earnings tomorrow AM and the first details on the NRO contract.

squirdelmouse

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

FinndBors

I’m hoping so since planet currently has a unique capability today that no one has, including the NRO itself.

denverpilot

Dang it. I want In on juicy NRO launch money. His lock on those will be fading in 4 years.

Toyotomi-Hideyoshii

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.

supersimpleusername

u/loose-ventures. I brought it up yesterday but no one said shit. $PL. They just got a contract with the NRO

epyonxero

Way overdone for the size of the contract they got from NRO.

SF977

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.

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hilesai

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.

bjenks2011

MAXR won a 3.24 🅱️ contract from NRO, over a 10 year period. MAXR market cap: 2.13 🅱️ 🚀🚀🌙🌙🌙

SPAC_Time

[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.**"

bjenks2011

MAXR halted after winning a 10 year multibillion deal from the NRO. LETS FUCKIN GOOOOOO

epyonxero

NRO contract awards

ReferentiallySeethru

To be fair, NASA doesn’t launch military assets. The NRO & “Space Force” do.

squirdelmouse

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

Engineer_Ninja

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.

hidude398

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.

denverpilot

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.

denverpilot

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.

MsPenguinette

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

callsmeal

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.

squirdelmouse

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.

callsmeal

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

winnythep00p

NRO, ORC, OXSQ pays monthly

Downtown_Eye_572

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.

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ascendingnode

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”