20+ yrs Equity/Commodity Hedge Fund Trader | Come join us and beat the markets at: https://xitter.cf/t.co/oA0xRY6IsY
I Climb Mountains 🏔
Joined May 2012
- Tweets33.7K
- Following302
- Followers62.8K
- Likes30.1K
$ASTS - 🚨 Could be the reason why we haven't seen a launch date yet for BB14-16
SpaceX pauses Florida rocket launches for 6 weeks.
Floridians have long been accustomed to rockets regularly thundering off the ground and soaring overhead.
But 2026 has seen a notable drought in spaceflight from the Sunshine State following a record year with 109 launches.
And now, get ready for the drought to go completely dry for the foreseeable future. That's right, it could be days turning into weeks before another rocket of any kind gets off the ground from either the Kennedy Space Center or Cape Canaveral Space Force Station.
After SpaceX last launched its Falcon 9 rocket Oct. 20 on just the 60th mission of the year, it could be awhile until another one climbs into the sky. A SpaceX vice president recently indicated that tech mogul Elon Musk's commercial spaceflight company won't be conducting launches for at least six weeks in Florida amid preparations to introduce its larger Starship.
With no other companies yet setting firm target launch dates to fill the gap, that means it could be a quiet month-and-a-half for spaceflight fans
floridatoday.com/story/tech/…
$ASTS - If launch cadence starts ramping into year-end, AST should see a massive re-rating higher.
Not a matter of if but when.
AST is currently trading below spectrum value. Even the most bearish analysts (Scotia) are turning bullish now that shares have corrected more than 70%.
Oh days like today with no news and AST up 10% goes to show that a lot of the recent moves lower are macro related.
Today is a risk on day! 😎
$ASTS - Blue Origin to resume operations in Novemeber is insane!
More launch options coming soon for AST!
$ASTS: 🚨BLUE ORIGIN ON TRACK TO RESUME NEW GLENN PAD OPS IN NOVEMBER
@outerspacetoday: Jeff Bezos' Blue Origin is targeting a return to New Glenn launch-pad operations in November, following a catastrophic rocket explosion that damaged its Cape Canaveral launch complex in May.
According to Aviation Week, Blue Origin has completed reconstruction of its 430-foot Vehicle Access Tower at Launch Complex 36, a major milestone toward resuming launches.
The May 28 explosion occurred during a preflight engine test, destroying the rocket and damaging critical ground infrastructure. Blue Origin subsequently traced the failure to an oxygen-valve issue in one of its BE-4 engines.
Rather than rebuilding the original launch configuration, the company is introducing a new system that integrates rocket stages horizontally before lifting the vehicle onto the launch pad.
Blue Origin is still targeting a return to flight before the end of 2026, although no launch date has been confirmed.
The recovery is critical to New Glenn's growing commercial and government launch commitments, including NASA's Artemis lunar program.
Original Paywalled article: aviationweek.com/space/launc…
$RKLB - If you believe in the massive growth in the space sector over the next decade, you'll want to be buying Rocket Lab at long-term support in the low $50's.
The leader in small launch. Their Neutron delay is giving investors another opportunity to get in for cheap for the long-run!
$RKLB - Rocket Lab also mirroring many other rate sensitive names and getting to extreme short-term oversold territory. It has now fallen to a major support area.
Last week the RSI hit 26. The last 3 instances where the RSI was in the 30's or below we've seen significant rallies:
$37 -> $100 (+170%)
$56 -> $151 (+170%)
$58 -> $87 (+50%)
$49 -> ??
Neutron's delay was dissapointing for Rocket Lab but it's not a game changer. Electron continues to see ever increasing demand in a launch constrained sector while the $IRDM acquisition will transform the company into cash flow positive machine capable of self funding growth into the next decade. One of the very few space companies that can say this.
Peter Beck also has many more growth avenues up his sleeve that he can't reveal until after the Iridium acquistion closes mid-2027.
"The time to buy is when there's blood in the streets"
