(Space) Case Taylor

Case Closed | Space Case | Substack Analyzing the business of space. Click to read Case Closed, by Space Case, a Substack publication with thousands of subscribers.

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Feb 2025 Space Stock Review goes live tomorrow

Topics of interest include:
- $RKLB $PL $RDW $LUNR vibe checked
- $SPIR + Kpler go to court
- Starlink Super Bowl ad boosts $ASTS + $43M SDA deal
- Boardroom drama spoils $ETL.PA earnings
- Potential C-band sales drive $SESG.PA

This chart was from my October 2023 Space Stock Review

For the full post + more insights on space stocks (including $SPCE joining the 'Negative Enterprise Value Club' and 3Q SPAC Earnings Reviews) sign up for my newsletter below

open.substack.com/pub/caseclos...

Defense stocks have jumped +12% since the 10/7 escalation of the Israel-Hamas conflict

However, these gains aren't likely to last if they follow the same pattern that happened after the start of the Russia-Ukraine war

$LMT $NOC $RTX $GD

My September review includes commentary on $ASTS, $LLAP, $VSAT, $BA, and $RTX

caseclosed.substack.com/p/september-...

Is Rocket Lab overvalued, or undervalued? What is it’s Launch business worth vs it’s Space Systems business?

Find out the answers to these Qs + more in this month’s Space Stock Review

https://open.substack.com/pub/caseclosed/p/july-2023-space-stock-review?r=117wsm&utm_campaign=post&utm_medium=web

Check out my June Space Stock review for public/private market + space stock commentary, including my work that suggests investors might now prefer BlackSky stock over Planet Labs’

caseclosed.substack.com/p/jun…

Ayo, good to see another familiar face on here

I still have no clue how this app works lol

The Pope has a satellite

Who reaches Mars 1st—the Catholic Church or SpaceX?

https://investors.terranorbital.com/news/news-details/2023/Terran-Orbital-supervises-Italian-students-building-satellite-for-first-Vatican-space-mission/default.aspx

New book I’m reading describes the 1st computers as “moth-ridden monstrosities” + “de-bugging” meant literally cleaning bugs out of hardware bc they were attracted to light from vacuum tubes used for logic circuitry

Almost coughed up my coffee reading that 😂

How far we’ve come!

I don’t mean this in a condescending way—I actually love explaining this in more detail to my friends and family who are patient enough to let me ramble

I’m not sure it really matters that people know + appreciate this tho

Since no one on BSKY is talking about space I’ll start us off:

Genpop has no idea how much of day-to-day life is dependent upon space tech

From navigation services to the financial system, the world would come to sudden halt without space tech

And yet most people don’t know or think about this

One of the things about Bluesky vs the other app is there’s apparently no space industry ppl on BSKY and the other app is owned by the main space industry guy

I’m a little weirded out by everyone having “bsky” in their usernames—a quick glance makes it seem like this is app for BlackSky Space (stock ticker $BKSY) investors