Space inversion is the future...

[Tywin]

Left this thread to talk about space investments, and future space spacs, as well as space ETFs ... and their future ...

[Asteroza]

For regular folks, it appears to be ARKX is the most accessible space related ETF for personal private investment, but there's a lot of not-space in that one too...


The coming meltdown in small/medium launchers, especially the SPAC'd ones that can't get to an anchor customer, is going to make a lot of losers. There's wayyyy too much dumb money flowing into newspace right now (and it really isn't going to the right places in the face of what the market can or could sustain reasonably). It will be interesting to see which ones survive due to government largess (or domestic technology retention/industrial base sustainment), and what kinds of niches they will carve out to break even without profit, even if they are general market losers.


I'd watch all the shovel makers;


All the companies providing either vertical services

- Rocket Labs with their full launch and payload integration via Photon
- Surrey Space Labs with their amazon order page style satellite parts and and full assembly services for payloads)
- Arkisys with their persistent platform/space corral type on-orbit shared bus services

infrastructure guys
- on-orbit assembly by Redwire/Made In Space's Archinaut or Tethers Unlimited's Spiderfab
- assembly docks and propellant depots like OrbitFab
- relay constellation providing RF/lasercomm services to sats/constellations on orbit, so those customers can avoid space-to-ground licensing and high 24/7 bandwidth via optical downlink aggregation at moderate latency (might be a persistent platform play?)

EDIT: forgot an obvious one

tugs/servicers/mission extenders
- rideshare tugs like Momentus Vigoride
- mission extension/service like the MEV
- earth escape assist tugs that return to earth