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4 Aug, 4 tweets, 2 min read
Blue Origin releases another comparison infographic, this one focused on the HLS program and the company's lunar lander versus the "immensely complex & high risk" approach NASA is taking with SpaceX's Starship: blueorigin.com/blue-moon/nati…
Blue Origin emphasizes that SpaceX "has never conducted an orbital launch" from Boca Chica with Starship "and must demonstrate the ability to do so 7-11 times within 1-week increments," as well as perform a "never been done" before cryogenic fuel transfer.
In a one pager, Blue Origin says NASA's decision to pick only Starship is "wrong for America's leadership in space" and again repeats that NASA "ran a flawed acquisition."
blueorigin.com/assets/blue-or…
In another one pager, Blue Origin says NASA's approach of adding HLS contracts through the Lunar Exploration Transportation Services award "won't work" and "is tantamount to NASA starting over."
blueorigin.com/assets/blue-or…

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More from @thesheetztweetz

Michael Sheetz Profile picture
5 Aug
Virgin Galactic $SPCE begins its Q2 2021 call, with CEO Michael Colglazier and CFO Doug Ahrens.
cnbc.com/2021/08/05/vir…
CEO Colglazier confirms that private astronauts sales will begin at $450,000 per seat, while microgravity research and professional astronaut training flights are priced at $600,000 $SPCE
Colglazier: Over 125,000 people have donated and entered the Omaze lottery to win one of two seats on a future spaceflight. $SPCE
Read 17 tweets
Michael Sheetz Profile picture
5 Aug
Exclusive — Astra is in final preparations for its first launch of 2021, carrying a Space Force satellite, and is targeting a window of Aug. 27 to Sept. 11.

The company remains "on track" for 3 launches this year, CEO @Kemp told CNBC. $ASTR
cnbc.com/2021/08/05/ast…
@Kemp The launch from the Pacific Spaceport Complex on Kodiak Island, Alaska is the first of two Astra has under contract from the U.S. Space Force’s Space Test Program, with the latter planned for later this year. $ASTR
cnbc.com/2021/08/05/ast…
@Kemp $ASTR initially climbed after its Nasdaq debut but has since slid, dropping down near $8 a share.

Kemp: “We appreciate shareholders patience with us as we build and launch rockets so we can start to begin recognizing revenue."
cnbc.com/2021/08/05/ast… Image
Read 4 tweets
Michael Sheetz Profile picture
3 Aug
News — SpaceX continues to add Starlink subscribers, with the company "currently serving ~90,000 users in 12 countries."

That's up from ~70,000 users in June. cnbc.com/2021/08/03/spa… Image
Starlink leadership gave FCC officials an update during a call on July 29, largely focused on the company's next generation satellites:
cnbc.com/2021/08/03/spa… ImageImageImage
SpaceX also highlighted Starship again as key to accelerating Starlink deployments, with company leaders previously saying the rocket will be able to carry 400 of the satellites per launch, up from 60 per Falcon 9 launch.
cnbc.com/2021/08/03/spa… Image
Read 4 tweets
Michael Sheetz Profile picture
18 Jul
Blue Origin is hosting a briefing from its facility in Texas:

—CEO Bob Smith
—Flight director Steve Lanius
—VP of New Shepard operations Audrey Powers
—New Shepard chief engineer Chris Jaeger
—Director of astronaut sales Ariane Cornell

Thread: Image
Lanius: Weather forecast shows "a slight chance of rain and thunderstorms in the early morning hours" but should "clear in time" for the launch window "with light winds expected."

"The upper level wind forecast is favorable for launch."
Powers highlights Blue Origin's work with the FAA throughout the New Shepard development program:

"We've collaborated with them very closely ... the whole commercial space team at the FAA has been with us through every step of this program."
Read 11 tweets
Michael Sheetz Profile picture
7 Jul
I'm taking a walk through Planet's investor presentation (planet.com/investors/pres…), so here is a thread on some notable details:

Story: cnbc.com/2021/07/07/spa…
@planet @Will4Planet @schingler @kevinweil @ro_saccone @bhernacki @NiccoloDeMasi @dfjgrowth @SpaceCapital @Lux_Capital Planet has more than 600 customers across a variety of sectors, with this slide giving a look at a number of those names – from Bayer to NASA to Google and more:
@planet @Will4Planet @schingler @kevinweil @ro_saccone @bhernacki @NiccoloDeMasi @dfjgrowth @SpaceCapital @Lux_Capital Planet's revenue – rising from $43m to $113m, a 27% compound annual growth rate, over the past five years – largely comes from recurring subscription deals that are more than a year in length.
Read 9 tweets
Michael Sheetz Profile picture
6 Jul
There's another space stock coming: $SATL

Earth imagery specialist @Satellogic, with investors including Tencent and SoftBank, is merging with Cantor Fitzgerald SPAC $CFV at a $1.1 billion valuation to list on the Nasdaq in early Q4.
cnbc.com/2021/07/06/spa…
@Satellogic Here is how Satellogic compares itself to competitors like BlackSky $SFTW, Planet, Maxar $MAXR and more: cnbc.com/2021/07/06/spa…

Link to Satellogic's investor deck: satellogic.com/wp-content/the…
@Satellogic I also asked Satellogic CEO Emiliano Kargieman @earlkman, given the company's work in Beijing, about if he's worried about state ownership of corporations:

"In China we're selling to commercial players in the market ... so we don't see any concerns." cnbc.com/2021/07/06/spa…
Read 4 tweets

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