Solid analysis. Here I was thinking no one had the focus and patience for hard analysis like this. On the question of markets, my tracking of commercial launches over time seems to indicate the "new space" uptick may not be from an elastic bump given Falcon pricing (a drop compared to previous) but something else, technology readiness, and investment environment? This would make for curious analysis, as it might reflect on the staying power of this cycle of businesses pending further launch price drops.
I still track Satellogic, but they don't report quarterly earnings the way the other SPACs do given their foreign domicile, so I couldn't do the same analysis with their results to date. This will change soon though, as the company plans to re-domicile in the US and begin reporting results on a quarterly basis
Thank you for that header graphic, which was perfect, and of course the analysis.
Good job!
Solid analysis. Here I was thinking no one had the focus and patience for hard analysis like this. On the question of markets, my tracking of commercial launches over time seems to indicate the "new space" uptick may not be from an elastic bump given Falcon pricing (a drop compared to previous) but something else, technology readiness, and investment environment? This would make for curious analysis, as it might reflect on the staying power of this cycle of businesses pending further launch price drops.
Hi Case - have you stopped tracking Satellogic? Thx, great analysis.
Thanks Steve
I still track Satellogic, but they don't report quarterly earnings the way the other SPACs do given their foreign domicile, so I couldn't do the same analysis with their results to date. This will change soon though, as the company plans to re-domicile in the US and begin reporting results on a quarterly basis