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The Looming Constraint of the Space Industry
· 24 min
Episode The Looming Constraint of the Space Industry
Space, the final (investing) frontier? Space stocks have garnered copious amounts of investor attention as of late, and much of the success of the space economy hinges on a small handful of rocket companies bringing down the cost of launch. That could get much more complicated if SpaceX sunsets its falcon 9 rocket by 2028 as has been announced. Matt, Lou, and Tyler discuss how the industry can respond to such a change and what opportunities or risks is poses. Plus, the rate of dividend cuts is rising and listener questions
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Tyler Crowe, Lou Whiteman, and Matt Frankel discuss:
- SpaceX’s plan to sunset the falcon 9 by 2028
- Who’s ready to step up in the industry
- navigating the minefields of the space industry
- Look out for dividend cuts
- Mailbag: European AI Infrastructure stocks?
Companies discussed: SPCX, RKLB, VOYG, FLY, KRMN, CPB, AMCR, CC, GPMT, ONL, UPS, ASML, SIEGY, SBGSY, PRYMY, CRWV, NBIS
Host: Tyler Crowe
Guests: Lou Whiteman, Matt Frankel
Engineer: Dan Boyd
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