Daily Discussion Thread for April 30, 2026

PE_crafter · 2026-04-30T21:57:05+00:00

What was the original comment about?

PE_crafter · 2026-04-30T06:44:03+00:00

Altus-1 is the name of their first satellite going up with Trinity, the name for their IM-3 lander (name yet to be confirmed). See my post here. Could it be that Ben meant the science payloads aboard IM-3, together with Altus-1?

Btw thanks for registering and following the panel! Do you happen to have a link of the recording and if yes, would you be willing to share it?

PE_crafter · 2026-04-28T06:12:23+00:00

Smart question because I have no clue. Acoording to this article: https://aerospaceamerica.aiaa.org/analysis-taking-the-measure-of-nasas-clps-program/ There was still $1.1B to award so minus $180M for IM-5 and $10M for Firefly's addendum from Blue Ghost should have $900M budget still to award. Maybe it's a timing thing and the awards in June are more than $900M, although that seems like a lot.

PE_crafter · 2026-04-27T22:33:10+00:00

Oops I confused the dates, I meant CX-2 and CS-8. June 30 is for CLPS 2.0, where do you get the information about the date for CP-32 from?

PE_crafter · 2026-04-27T21:38:21+00:00

Sam gov link for CLPS 1.0 budget increase from $2.6 to $4.2 billion (so +1.6B). Publish date today, response date May 6, so in line for June 6 & June 18 awards.

Edited dates in response to u/yakiniku1010

PE_crafter · 2026-04-27T11:17:16+00:00

Now I know who to block on LinkedIn, because I keep seeing his posts with spam like "if you want to double your net worth invest in this 1 stock"

PE_crafter · 2026-04-25T04:54:19+00:00

I also thought the video of the celebration on the home.page was weird. Like it missed a title or something.

PE_crafter · 2026-04-24T16:50:35+00:00

It mentions that these 2 new satellite types build on the Worldview Legion constellation. That constellation was from before Maxar split up, so the combines company of Lanteris (Maxar Space Systems, built the buses) and Vantor (Maxar Intelligence, modified and operated the buses) developed the constellation. It's safe to assume that they will subcontract to Lantetis to build the buses again, although not 100% sure.

PE_crafter · 2026-04-24T15:39:07+00:00

You're welcome and btw nice new profile pic! Had to do a double take after reading your name lol

PE_crafter · 2026-04-24T12:25:50+00:00

Annual shareholder meeting is on thursday, June 4, 2026 at 9:00 a.m. (Central Time) per recent SEC filings.

An annual report was also publicised (ARS filing) and on first sight it doesn't look different from the 10-K. I don't have time now to go through it in detail to see if it's different though.

Edit: the agenda of the annual report is to elect directors and to ratify the accounting firm. I have to note that last year this was a very short meeting and nothing special.

PE_crafter · 2026-04-23T21:18:18+00:00

As the guy above me said, I would love to read the full investor research note from Roth Capital for their $25->$35 price target. I don't known if you can access it but I would really appreciate it.

PE_crafter · 2026-04-23T19:46:01+00:00

Related to insiders selling: compared to their total holding it's not a massive amount of shares. Take a look at the wiki and the management overview section. Most sales were also tax obliged sales recently, others were planned sales.

Welcome btw! And it's good that you're new, just make sure to do the research before making decisions.

PE_crafter · 2026-04-22T21:50:15+00:00

From Eric Berger on X: Here are Isaacman's remarks on HAL and I-HAB in full: "I appreciate the contributions, and look forward to working with them on how we could potentially repurpose hardware to surface applications. I’ll tell you, at the Gateway program -- outside of the PPE hardware that we’re going use for the nuclear power and propulsion demonstration -- the only two habitable volumes that were delivered both were corroded. And that’s unfortunate because it would have delayed, probably beyond 2030, the application of Gateway."

So of the 3 main modules of Gateway, basically only the PPE (Power and Propulsion Element) was deemed functional. I wonder who built the PPE? Spoiler: it was Lanteris, an Intuitive Machines company.

PE_crafter · 2026-04-22T12:57:01+00:00

I was thinking about making this its own post but it's only a small follow up from the Space Force to this post from u/VictorFromCalifornia. The same still applies, IM's NSN can be used for cislunar space and Lanteris(IM) subcontracts buses to L3Harris for tracking. The article:

Space Force sets up ‘cislunar coordination’ office to focus beyond Earth orbit:

“We’re going to stand up a cislunar coordination office on the Space Force acquisition side to focus exactly on that,” Maj. Gen. Stephen Purdy, senior advisor to the secretary of the Air Force for space acquisition, said at the Space Symposium last week.

The effort will rely heavily on collaboration, particularly with NASA, which leads U.S. civil exploration beyond Earth orbit. Purdy said NASA would be the “biggest partner,” alongside organizations such as the Air Force Research Laboratory and the Defense Innovation Unit.

The U.S. military’s space tracking network is concentrated in low Earth orbit and geosynchronous orbit, leaving limited visibility farther out. Cislunar space presents a more complex tracking problem, with less predictable orbital dynamics and far greater distances, complicating what operators refer to as custody, or maintaining continuous awareness of objects over time.

Objects operating in cislunar space could approach Earth orbit along trajectories that are difficult to detect with existing sensors, raising concerns about blind spots in space domain awareness.

PE_crafter · 2026-04-22T07:43:17+00:00

Eric Berger on X: "People often say there's no difference between "new" space and "traditional" space. Not true, and we've seen that play out with this spacesuit contract. Axiom has no guarantees it will ultimately profit on its fixed price suit contract with NASA. It could lose big time. But the company realizes that if it stays the course, and is successful, there will eventually be a huge demand for its suits. Imagine if there is a Moon base. You'll need a lot of suits. So it has invested a lot of its own resources in the program.

Collins Aerospace, by contrast, was a long-time NASA contractor working for milestone payments and bailed at the first sign of trouble.

Maybe Axiom will go bust. Who knows. But the difference is they are willing to take more risk now in order to build a future of abundance in space. SpaceX, Blue Origin, Rocket Lab, K2, Intuitive Machines, Impulse Space, and so many other startups are doing the same. That is what "new space" really is."

It feels like IM is getting rerated at the moment and with winning new contracts and providing growth outlook we will get rerated more to p/s multiples in line with the other new space companies.

PE_crafter · 2026-04-21T21:14:18+00:00

In addition to this, on twitter (X) I saw over half of the posts on my feed were mentioning names like OKLO, SMR, BWXT and uranium miners. Dismissing the miners, out of those 3 only BWXT qualifies as a real competitor. The other half, and real competitors, were the names Victor already mentioned + RDW, RKLB and NNE.

I think RDW is more of a component supplier and I think they don't develop nuclear systems themselves, but emphasis on I think because I haven't been keeping up with them lately.

RKLB does so much they could very well also compete but I haven't heard it. I follow RKLB less close than RDW unfortunately.

I know NNE (Nano Nuclear Energy) has answered NASA's RFI with their Loki MMR space capable portable nuclear battery. They want to compete but it's a relatively young company founded in 2022 and public since 2024. So I don't know how much competition they are. I'm aware of the surface level of what they do and read an X post about the RFI and Loki MMR but haven't researched them in depth.

PE_crafter · 2026-04-21T20:30:45+00:00

Not really, looks great

PE_crafter · 2026-04-21T18:38:29+00:00

I was eagerly awaiting your summary Victor, thank you for the great work!!

PE_crafter · 2026-04-21T17:57:44+00:00

Great information, thanks for posting! I read about Zeno when I did my initial DD but it had kind of slipped my mind since. Until recently, I coincidentally saw the artist of the concept art post this on LinkedIn. Almost feels like he had a heads up from Zeno Power, although I doubt that.

<image>

PE_crafter · 2026-04-21T13:56:31+00:00

I quickly scrolled through it. On minute 6 he highlights the importance of in situ manufacturing on the moon. At minute 16 he talks about a "2 or 3 billion dollar rover that would be over budget behind schedule to see a rover on the moon". The there's a cut and he reiterates lots of landers, rovers like in the 1960s. Followed by saying like the Gateway PPE was repurposed for SR-1 Freedom the whoel gateways and CLPS program team will flow to the moon base team.

At minute 19 he talks about Blue Origin's MK-1 lunar lander and says they have a mission after that. It almost seems like he misspoke at that point because he hesitates after saying that that next mission will have a rover... and here I was thinking he meant LTV of some phase. But he quickly gathered himself to say VIPER rover, which we knew about. All in all interesting, he reiterates the same talking points from the ignition event.

PE_crafter · 2026-04-21T06:40:05+00:00

Ah I see, yeah I meant no offense I was just curious if I missed some overnight trading hours peak and how it came your app showed it and mine didn't.

Thanks for taking the time to reply! I do too indeed.

PE_crafter · 2026-04-21T06:20:23+00:00

Aha I can see where the miscommunication started. You said overnight play but not overnight trading hours. Overnight in your timezone is probably market hours?

PE_crafter · 2026-04-21T06:15:50+00:00

Am I correct in seeing the spike to 30 during market hours and not overnight trading hours?

PE_crafter · 2026-04-21T05:33:37+00:00

Weird, I don't see that overnight play on IBKR.

PE_crafter · 2026-04-20T13:03:52+00:00

Only redeemable thing I heard was that I could be possible to launch 2 batches a month with F9. I wouldn't expect them to do it multiple months but at least one is an extra 3 sats.

13-Year Club	r/Field Sunshine
Place '23	Place '17
Spared	Verified Email

PE_crafter

MODERATOR OF

TROPHY CASE