Author Topic: Ursa Major Technologies  (Read 90220 times)

Online trimeta

  • Full Member
  • ****
  • Posts: 1665
  • Kansas City, MO
  • Liked: 2127
  • Likes Given: 57
Re: Ursa Major Technologies
« Reply #220 on: 11/21/2023 04:49 pm »
This is a good move, why compete in the tiny launch market against super competitive new space companies, when you can compete in the much more lucrative defense market against old dinosaurs?
Ursa Major was never competing directly against "super competitive new space companies," since they only built the engines. Their concept was "during a gold rush, sell shovels": all these companies proposing small launchers need engines, and if they can buy them from Ursa Major, that gets them to market faster while also putting money in Ursa Major's pockets.

Of course, the collapse of the small launch race put that business model into question, so it certainly makes sense for Ursa Major to pivot to solid rocket motors, which may have a more reliable customer base.

Offline Asteroza

  • Senior Member
  • *****
  • Posts: 2808
  • Liked: 1062
  • Likes Given: 32
Re: Ursa Major Technologies
« Reply #221 on: 11/21/2023 09:31 pm »
This is a good move, why compete in the tiny launch market against super competitive new space companies, when you can compete in the much more lucrative defense market against old dinosaurs?
Ursa Major was never competing directly against "super competitive new space companies," since they only built the engines. Their concept was "during a gold rush, sell shovels": all these companies proposing small launchers need engines, and if they can buy them from Ursa Major, that gets them to market faster while also putting money in Ursa Major's pockets.

Of course, the collapse of the small launch race put that business model into question, so it certainly makes sense for Ursa Major to pivot to solid rocket motors, which may have a more reliable customer base.

I wouldn't necessarily characterize the defense market as more reliable. The peace dividend post cold war hollowed out much of the SRM industrial base. It's only the recent conflict in ukraine that has pushed defense organizations to suddenly accelerate existing replacement programs for small to medium SRM's, to backfill stocks of existing low rate production ATGM's and rocket artillery, as well as accelerating the progress on brand new weapon programs intended to replace legacy systems no longer being produced with roughly equivalent drop-in replacements. The immense consumption of munitions substantially accelerated the system replacement schedules and the production schedule for those replacements. If that conflict hadn't started up, the defense market would still be in low rate "peace mode" production and system replacement, and Ursa would have a much harder time wedging themselves into the supply chain. Defense procurement is very conservative, so getting buy-in for new production methods would have been difficult, especially with increased insensitive munition standards. But, now that production capability is right now totally insufficient, any new production player that can step in is warmly welcomed.

That said, are they 3D printing SRM casings and propellant molds? Will the casings be metal or composite? Seems like a 3D printing rocket company like Relativity might be better experienced here, though Relativity might not be so well suited due to the rather small dimensions involved. If the majority of your value is that you happen to have a lot of additive printers in the correct sizes and materials types, then what's stopping the old boys from just ordering up a load of Stratasys printers and doing the exact same thing?

Online FutureSpaceTourist

  • Global Moderator
  • Senior Member
  • *****
  • Posts: 47508
  • UK
    • Plan 28
  • Liked: 80379
  • Likes Given: 36361
Re: Ursa Major Technologies
« Reply #222 on: 12/01/2023 06:21 pm »
https://twitter.com/ursamajortech/status/1730667616815956467

Quote
We're thrilled to have raised $138 million in Series D funding to help the U.S. scale its missile arsenal. Read more from @Forbes:

https://www.forbes.com/sites/jeremybogaisky/2023/11/30/ursa-major-ukraine-pentagon-missiles/

Offline TrevorMonty

Re: Ursa Major Technologies
« Reply #223 on: 12/03/2023 02:52 am »
https://twitter.com/ursamajortech/status/1730667616815956467

Quote
We're thrilled to have raised $138 million in Series D funding to help the U.S. scale its missile arsenal. Read more from @Forbes:

https://www.forbes.com/sites/jeremybogaisky/2023/11/30/ursa-major-ukraine-pentagon-missiles/
In other words stuff launch vehicle engines, the real money is in SRMs for missiles.

Offline edzieba

  • Virtual Realist
  • Senior Member
  • *****
  • Posts: 5993
  • United Kingdom
  • Liked: 9165
  • Likes Given: 38
Re: Ursa Major Technologies
« Reply #224 on: 12/12/2023 01:17 pm »
https://twitter.com/ursamajortech/status/1730667616815956467

Quote
We're thrilled to have raised $138 million in Series D funding to help the U.S. scale its missile arsenal. Read more from @Forbes:

https://www.forbes.com/sites/jeremybogaisky/2023/11/30/ursa-major-ukraine-pentagon-missiles/
In other words stuff launch vehicle engines, the real money is in SRMs for missiles.
Or use one to fund the other. Or do both. The 'Dual-use' street goes both ways.

Offline Robotbeat

  • Senior Member
  • *****
  • Posts: 39255
  • Minnesota
  • Liked: 25206
  • Likes Given: 12104
Re: Ursa Major Technologies
« Reply #225 on: 12/12/2023 01:47 pm »
This is a long tradition. Von Braun had dreams of space travel while proposing and pursuing the V-2 (hoping that by selling out to the German/Nazi war machine, he could further his space goals). The N-1 Moon rocket was absurdly proposed as an ICBM launcher in order to get more traction with Soviet leaders.
Chris  Whoever loves correction loves knowledge, but he who hates reproof is stupid.

To the maximum extent practicable, the Federal Government shall plan missions to accommodate the space transportation services capabilities of United States commercial providers. US law http://goo.gl/YZYNt0

Tags:
 

Advertisement NovaTech
Advertisement Northrop Grumman
Advertisement
Advertisement Margaritaville Beach Resort South Padre Island
Advertisement Brady Kenniston
Advertisement NextSpaceflight
Advertisement Nathan Barker Photography
1