1755
01/07/25 20:16
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Gilat Satellite Networks Ltd (GILT)
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1755
01/07/25 18:24
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Techtronic Industries Company Limited (TTNDY)
Gracias Erick, que le daré un vistazo.Según este youtuber, el USD se va a ir a la baja entre un 10-15% en breve.https://youtube.com/shorts/ofjSGi8SFwE?si=1m9dp4INN3LxdZc5Es decir, como inversor en dólares, quizás te puede interesar pasar dólares a euros o Francos suizos.En mi caso, al disponer de euros, me interesará incorporar todo lo posible acciones del área dólar, idealmente del área dólar USA.X otro lado, si el USD cae, el precio de las materias primas (oil, gas, cobre, plata, oro, aluminio, etc.) se irá al alza.
1755
30/06/25 23:29
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Sidus Space (SIDU)...
Revisando la web, Vorago es una empresa no cotizada dedicada a la fabricación de MCUs y CPUs, Memorias de Programa, etc. de propósito militar y espacial.https://www.voragotech.com/products/va7230-edge-computing-microprocessorEstaba pensando que sus chips encajarían muy bien con los chips MRAM de EverSpin Tech para cualquier placa base de un microsatélite de Sidus 😀.El sector de chips de propósito militar-espacial es complicado x las elevadas que inversiones que requiere en litografía (maquinaria de impresión de chips) y x lo corto de las producciones que realizan. Además, las empresas que operan en el mismo están obligadas a invertir constantemente en investigación y desarrollo de nuevos chips para no quedarse atrás, con lo que a priori es complicado ganar dinero en este sector.
1755
26/06/25 17:28
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Invertir en el Sector Espacial: La última frontera
Seguro que sí. Pasar del 2 al 5% del PIB en gasto en defensa en 10 años supone una barbaridad de pasta para las empresas que operan en el sector defensa.Y no hay defensa posible particularmente sin satélites (xq la curvatura de la tierra hace que los rádares sean inútiles para distancias superiores a 50-75 km; Ej: el rádar de un avión a 10.000 m. de altura cubre un máximo de 350 km a la redonda)
1755
23/06/25 17:16
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Sidus Space (SIDU)...
Revisando su web, Atomic 6 es una empresa privada dedicada a materiales compuestos (resinas), estructuras, aislamientos, arrays solares, etc.https://www.atomic-6.com/En cuanto a que indican que "proporcionan un rendimiento de 200 W x kilo", profundizando en su web, al contrario de RedWire, que usa células solares de Spectrolab, la filial de Boeing, aquí no dan detalle del tipo o proveedor de células solares que montan en sus arrays.https://static1.squarespace.com/static/672cdb4aed581c6b2b62b261/t/67b76884ab95ca53efbf6f6a/1740073093624/Atomic-6+Light+Wing+Flyer.pdf
1755
23/06/25 15:54
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Sidus Space (SIDU)...
https://www.businesswire.com/news/home/20250623700280/en/Sidus-Space-Advances-%24120M-Agreement-with-Lonestar-Selects-Atomic-6-as-Solar-Array-Partner-for-Cislunar-Data-Satellite-Mission
1755
22/06/25 23:08
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BWX Technologies (BWXT)...
Ontario anuncia 10.000 MW en nucleares y SRMshttps://oilprice.com/Alternative-Energy/Nuclear-Power/Ontario-Doubles-Down-on-Nuclear-Power.htmlNota1: BWX Technologies (a través de su subsidiaria BWXT Canada en Cambridge, Ontario) no posee participación accionaria en las centrales nucleares de Ontario. Su rol es como proveedor industrial clave, no como operador ni socio de las plantas. Por ejemplo:Ha firmado contratos por más de 1 000 M$ CAD para:-Fabricar 48 generadores de vapor destinados al programa de extensión de vida de la central de Pickering B .-Suministrar el vaso de presión del reactor (RPV) para el primer SMR BWRX-300 en Darlington .Además, ha producido alimentadores y cambiadores de calor para el programa de renovación de Bruce Power .Estos contratos implican fabricación, ingeniería y suministro de componentes críticos, pero sin propiedad ni control sobre las plantas. El operador y propietario de Pickering y Darlington es Ontario Power Generation (OPG); Bruce Power opera la central de Bruce.Son embargo cabe esperar que haya contratos de mnto. y posiblemente de suministro de combustibleNota 2: El SMR (Small Modular Reactor) que está desarrollando Ontario Power Generation (OPG) en Darlington, Ontario, está siendo construido por GE Hitachi Nuclear Energy (GEH). Específicamente, el diseño seleccionado es el BWRX-300, un reactor modular pequeño de tipo boiling water reactor (reactor de agua en ebullición). Este será el primer SMR a escala comercial en construcción en América del Norte y uno de los primeros en el mundo. Actores clave en el proyecto: GE Hitachi Nuclear Energy: Diseñador y proveedor de tecnología del BWRX-300.SNC-Lavalin (ahora parte de AtkinsRéalis) y Aecon: Socios en ingeniería, adquisiciones y construcción (EPC).Ontario Power Generation (OPG): Propietario y operador del futuro SMR en el sitio de Darlington.El proyecto está en fase de preparación del sitio y construcción temprana, con la entrada en operación comercial prevista para 2030.
1755
22/06/25 14:49
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MDA Ltd (MDLF) La compañía espacial de Canadá...
Si se concreta ese contrato será un catalizador enorme.🫰
1755
21/06/25 23:42
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BlackSky...
De una publicación canadiense:Articles@AnalyticaInvestor/-the-most-strategic-space-tech-stock-youre-not-watchingchannel2 onlineTodayThis weekby @AnalyticaInvestor on 11 Jun 2025, 23:04🛰️ The Most Strategic Space Tech Stock You’re Not Watching
Welcome Investors,The AI boom is exploding. Governments are racing for real-time intelligence. But who’s solving the satellite bottleneck few are watching?Meet BlackSky Technology Inc. (NYSE: BKSY), a company quietly emerging as a key player in AI-powered space intelligence.On May 8, 2025, BlackSky reported a 22 percent year-over-year jump in Q1 revenue and more than $130 million in new contract bookings. The company’s backlog swelled to $366 million. But behind the headlines, a more important story is unfolding. BlackSky is transforming global situational awareness with a fast-expanding Gen-3 satellite network and a growing portfolio of AI-driven analytics trusted by governments and enterprises alike.Here’s why $BKSY could be undervalued relative to peers in the satellite data economy:🛰 Real-Time Insight Engine – BlackSky’s Gen-3 constellation delivers some of the fastest revisit rates and lowest latency in the industry, now reaching NIIRS-6 quality imagery with advanced AI overlays.📊 $29.5M Q1 Revenue – Up 22 percent year-over-year, fueled by $130 million in new bookings, a 40 percent increase in backlog, and stronger demand from defense and commercial customers.🌍 Scaling Global Contracts – A $100 million-plus seven-year subscription with an international customer, multi-year satellite and imagery agreements in India, and new U.S. government wins are expanding BlackSky’s strategic footprint.📡 Next Catalyst: Gen-3 Expansion – One Gen-3 satellite is fully operational and exceeding expectations. A second is prepped for launch in Q2, with additional deployments scheduled through year-end to expand capacity and drive new revenue.Let’s look deeper at why BlackSky’s momentum is building and why investors should be watching closely.
Q1 2025 Snapshot: Revenue Climbing, Bookings SurgingIn Q1 2025, BlackSky delivered $29.5 million in revenue, up from $24.2 million in Q1 2024. This growth was largely driven by milestone-based revenues from a major Earth observation contract with India and other recent international wins.Key financial highlights include:Backlog rose to $366 million, a 40 percent increase from Q4Over $130 million in new bookings, including a multiyear Gen-3 imagery dealCash and short-term investments increased to $77 million, up 43 percent from the previous quarterThe company also received a $32 million customer prepayment that improved near-term liquidity and supports ongoing investment in satellite expansion.Gen-3 and Spectra AI: Intelligence at SpeedBlackSky’s growing Gen-3 constellation is already proving its value:The first satellite is commissioned and delivering very-high resolution imagery to global clientsA second Gen-3 is on track to launch in Q2, with more to follow in 2025Customers are evaluating NIIRS-6 imagery, and feedback has been overwhelmingly positiveAI-enhanced analytics through Spectra AI are enabling real-time detection, classification, and alertingThese satellites are built not just to collect data, but to enable faster decisions with AI-augmented workflows across defense, disaster monitoring, infrastructure, and economic surveillance.Financial Model: High-Growth Revenue, Streamlined OperationsBlackSky operates two main revenue lines:Imagery and Analytics – $16.8 million in Q1Professional and Engineering Services – $12.7 million in Q1While imagery revenue dipped slightly due to contract timing, services more than doubled year-over-year, reflecting growth in satellite integration and Earth observation projects. Operating expenses were held in check despite new satellite development, while net loss improved to $12.8 million, down from $15.8 million a year ago.Cash operating expenses increased to $18.9 million, mainly from integrating LeoStella operations, but remained manageable within guidance.📉 Adjusted EBITDA came in at negative $0.6 million, down from $1.4 million in Q1 2024. Management continues to guide toward positive adjusted EBITDA for full-year 2025, suggesting this Q1 result reflects temporary integration and launch cycle costs.
Strategic Positioning: Trusted, Fast, and GlobalBlackSky stands out in a crowded satellite sector for its:Ultra-fast tasking-to-insight deliveryReal-time, AI-enabled analyticsTrusted partnerships with defense and intelligence communitiesExpanding presence in Asia, Europe, and the Middle EastOnline marketplace for on-demand commercial imageryRecent wins across India, the U.S., and global defense clients indicate rising international confidence in BlackSky’s capabilities.Valuation and OpportunityAt a $355 million market cap and with 2025 guidance of $125 million to $142 million in revenue, BlackSky trades at approximately 2.5x to 2.8x forward sales as of this writing.That is nearly half the valuation multiple of Planet Labs (NYSE: PL), which trades at ~4.3x to 4.5x forward sales based on a $1 billion market cap and expected $220 million to $230 million in 2025 revenue. While Planet serves a broader commercial base with a larger satellite fleet, it remains EBITDA-negative, whereas BlackSky is guiding toward profitability.BlackSky offers:A growing mix of multiyear, high-margin subscription contractsPositive adjusted EBITDA expected in 2025Expanding Gen-3 constellation with NIIRS-6 resolutionTrusted relationships with U.S. and international defense agenciesActive use of AI in commercial offerings through Spectra AIIn short, BlackSky is delivering on both growth and profitability targets while still trading at a discount to its larger peer.The Intelligence Platform for a Real-Time WorldAs global tensions rise and decision-making timelines shrink, BlackSky is positioned to deliver what customers truly need: speed, insight, and confidence.This is not just satellite imagery. It’s a strategic infrastructure play for defense, logistics, disaster response, and global monitoring.Spectra AI doesn’t just capture the world. It deciphers it.Earnings are in. Gen-3 is live. Contracts are growing. The next satellite is ready to launch.Our TakeBlackSky is operating in a moment where speed of insight is national currency, and the company is building the tech stack that makes it possible. While the market remains fixated on consumer AI or legacy satellite firms, BlackSky is becoming an edge intelligence infrastructure quietly embedded in the workflows of some of the most demanding global institutions.At under 3x forward sales, with improving margins, rising international traction, and government-backed contracts stretching out seven years, this is a story of a small cap preparing to punch far above its weight.If Gen-3 continues to outperform and Spectra AI gains broader commercial adoption, BlackSky won’t stay under the radar for long
1755
20/06/25 00:24
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MDA Ltd (MDLF) La compañía espacial de Canadá...
Las cuentas del H1 seguro que validan esos ATH y cotizaciones mayores.