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ErickSpace369 18/09/24 01:39
Ha respondido al tema Intuitive Machines...
Aquí se puede descargar la infografía lunar...https://brycetech.com/reports/report-documents/emerging-industrial-base-lunar-2024/BryceTech_Emerging-Industrial-Base-for-Lunar-Activities.png
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ErickSpace369 18/09/24 00:05
Ha respondido al tema Intuitive Machines...
BOOOMM!!!!!!!!!!Y yo que pensaba que este era el contrato del Lunar Rover...pues no es de la red lunar...https://www.intuitivemachines.com/post/nasa-awards-intuitive-machines-near-space-network-contract-with-a-maximum-potential-value-of-4-82-bDisparada en el after hours...como también gane el contrato del rover...
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ErickSpace369 16/09/24 23:24
Ha respondido al tema 5N Plus
Se ha doblado en el último año, no para de subir...
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ErickSpace369 16/09/24 22:51
Ha respondido al tema Gilat Satellite Networks Ltd (GILT)
Buenos contratos...https://spacenews.com/want-to-challenge-starlink-in-the-satcom-market/https://seekingalpha.com/news/4149893-gilat-satellite-networks-secures-over-5m-contract-for-us-department-of-defense
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ErickSpace369 13/09/24 23:52
Ha respondido al tema Rocket Lab...
Resumen de la última conferencia de Spice...$8.2 million ASP for electron currently-36 electrons in the backlog-"Haste is the fastest growing part of electron's launch portfolio"-“it’s not hard to squint and see 20 plus, 30 plus launches per year for electron “-“our non GAAP and GAAP gross margin (for electron) were actually pretty close, call it the low 30s, we see a path to it being a 45% to 50% gross margin business “-“if we get to 2 launches per month that the sweet spot for electron, where we’re really get north of that 40% gross margin “-“ I think we can get there (50% gross margin) without reusablity, before I had my doubts, but if we’re doing 30 launches a year I think we can pretty safely get their without reuseable “-“I think reuseable probably add about 5% of margin improvements “-“recover actually takes about 40kg worth of payload “https://x.com/SpaceEquities/status/1834144892987084810
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