Tag: New Space

Blue Origin Wants to Go Public. Its Real Challenge Is Proving It Can Scale.

Jeff Bezos has spent 26 years building a space company with the financial patience of a billionaire and the ambitions of a national space program. Now Blue Origin is preparing for something that could fundamentally change how the business operates: outside shareholders. On October 8, Bezos confirmed that Blue Origin had completed its first external […]

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Rocket Lab’s $8 Billion Iridium Deal Is Really About Escaping SpaceX’s Gravity

Rocket Lab has spent years building rockets, spacecraft, satellite components and the infrastructure required to put things into orbit. Now it wants something arguably more valuable: the recurring revenue generated after those things get there. That is the strategic logic behind Rocket Lab’s proposed acquisition of Iridium Communications, an approximately $8 billion enterprise-value transaction announced […]

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SpaceX Doesn’t Just Need Wall Street Anymore. It Needs Gas.

SpaceX spent June proving that Wall Street was willing to fund Elon Musk’s next act. Now comes the harder part: building the industrial machine behind it. The company’s new $100 billion Starbase Louisiana project is designed to operate on a scale that looks less like a conventional launch site and more like a vertically integrated […]

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The “SpaceX Halo” Is Fading for Smaller Space Stocks

Space has become one of the market’s easiest stories to sell. Rockets land themselves. Satellite constellations multiply. Governments want more orbital infrastructure. And above it all sits SpaceX, the company that turned reusable launch vehicles from science-fiction wallpaper into something approaching industrial routine. The problem starts when investors confuse a great industry story with a […]

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