More from @thesheetztweetz

Michael Sheetz

@thesheetztweetz

17 Dec

Morgan Stanley published a lengthy research report on quantum communications — using the properties of light and sub-atomic particles to transmit information — and its possible implications for SpaceX.

Thread:

MS: Quantum communications is a "a sub discipline of Quantum Information Science which uses the properties of light and sub-atomic particles (i.e. photons) to transmit information."

"Quantum communications is different from quantum computing…although the advancements in quantum computing may help enable the
development and security of quantum communication networks"

Read 11 tweets

Michael Sheetz

@thesheetztweetz

16 Dec

NASA awards Blue Origin with a launch service contract for its New Glenn rocket, "with an ordering period through June 2025 and an overall period of performance through December 2027."

The contract makes New Glenn available to NASA's Launch Services Program for future missions, essentially making Blue Origin an NLS II launch service provider.
nasa.gov/press-release/…

Blue Origin senior vice president Jarrett Jones: “We are proud to be in NASA’s launch services catalog and look forward to providing reliable launches for future NASA missions aboard New Glenn for years to come."
blueorigin.com/news/nasa-sele…

Read 4 tweets

Michael Sheetz

@thesheetztweetz

16 Dec

@CNBC

There's another space stock coming: $ASTS

New Providence SPAC $NPA is taking satellite-to-smartphone broadband company AST & Science public at a $1.8 billion valuation.

Exclusive for @CNBC: cnbc.com/2020/12/16/ast…

AST "is launching a space-based satellite network that allows any phone – without any modification of hardware, software, apps, nothing – to be able to connect directly to satellites," CEO Abel Avellan said.

"This will support true 5G broadband speed."
cnbc.com/2020/12/16/ast…

@AST_SpaceMobile

@AST_SpaceMobile @AvellanAbel AST plans to launch the first 20 satellites of its SpaceMobile constellation in late 2022, in a first phase it expects will cost $510 million (with $259 million to build & launch the satellites.)

AST has yet to announce SpaceMobile launch provider(s).
cnbc.com/2020/12/16/ast…

Read 5 tweets

Michael Sheetz

@thesheetztweetz

15 Dec

Astra CEO Chris Kemp is providing an update on the Rocket 3.2 launch:

@Astra

@Astra @Kemp Rocket 3.2 reached Max Q at about T+00:57 seconds.
MECO at T+02:22
Stage sep at T+02:29
Upper stage shutdown at about T+06:00

@Astra

@Astra @Kemp Kemp: Rocket 3.2 reached "an altitude of 390 kilometers, which is our nominal orbital altitude," but it was "just a half a kilometer per second short of the orbital velocity of 7.68 km/s," so "we were just a few short seconds from" getting into orbit.

Read 5 tweets

Michael Sheetz

@thesheetztweetz

14 Dec

Credit Suisse: "The successful triggering of fail-safe scenario should help quell some investor concerns over the risk of a catastrophic event as $SPCE begins commercial operations."
cnbc.com/2020/12/14/vir…

Morgan Stanley: “Many investors we have spoken with just want to see a string of successful test flights and do not seem to be putting too much emphasis on the exact timing of Branson’s launch," which was most recently planned for first quarter 2021. $SPCE cnbc.com/2020/12/14/vir…

Bank of America:

"Test flight programs are not designed to be flawless ... We maintain our Buy rating on unchanged investment thesis that $SPCE's growth potential is unparalleled vs. our coverage."
cnbc.com/2020/12/14/vir…

Read 4 tweets