“I dunno if $SPIR is a good investment but it’s a good example of how surprisingly investable the Space industry is. 2x sales for a satellite constellation that has plausible leading data position in weather & tracking ships/planes. It’s shocking how low their break-even point will be. Less than a ty”
“Last year Spire Global $SPIR was basically trading for the cash on the balance sheet. It's up about 200% since then and is now trading at 2.5X ARR.
Thats a Saas company but uses proprietary data from it's own satalites and I know you like the pure Saas's.”
“. @SpireGlobal is a provider of space-based data, analytics, & services🛰️ $SPIR CEO Peter Platzer details what the company’s deal with $NVDA means for space data advancement: “This partnership is really about bringing next generation weather prediction capabilities to the world.””
“Spire Global $SPIR has been awarded a $14m contract award by the US Air Force Research Laboratory (AFRL) to do phased array research.
Under the contract, Spire "will develop and deploy a multi-satellite, multi-phenomenology, intelligence/surveillance/reconnaissance space mission that leverages high”
“Not true for the space SPACs 😎 $RDW $ASTS $SPIR $LUNR are all beating the market this year
Check out my latest newsletter post (link in bio) for more info”
“My 5 microcaps that made the Russell 2000 end of June are up 5-24% so far month to date. All rallied today. $AMTX $SPIR $AMSC $AAOI $QUIK I'm still buying 4 of them. Find out at fundamentaltrends.com use code Freedom24 for 76% off your first year. piped.video/oODI8ll9wKM”
“No news from Ginkgo. No one posting about it. This is where I'm loading the boat while they reconfigure their business strategy. I suspect they are working through the backlog while they reorganize.
Look at $SPIR for a price action comparison. Removed from IWM and RS in 2023.”