While the price per launch certainly varies depending on Space Force demands and ULA's performance package, the above gives a sense that it is selling Vulcan for $100m-$120m per launch.

Interesting update on last week's Space Force assignments of NSSL Phase 2 missions here from SSC. SpaceX's 6 missions average out to $90.2 million per launch, while ULA's 6 average out to $105.5 million.

Terran Orbital $LLAP hires Tony Gingiss as COO, who previously served in that role for Virgin Orbit:

$PGY Looking forward to hearing @KevinLMak preach 🫡

New low in @truflation real-time inflation…probably nothin’ Wen big flip?

Re-pinning this: Congressional Budget Office analysis of satellite constellations in GEO/MEO/LEO relative pros&cons. "GEO and MEO satellites cost more individually, but (...) their constellation costs are lower over the long run."

I'd assume this is for a Transporter mission, but we'll see.

few things elicit an anguished cry out of me more often than hearing "3...2..." and then seeing this

NASA awards SpaceX with a contract to launch four cube satellites no earlier than 2025 on a Falcon 9, under the agency's VADR program:

Pope Francis has a satellite:

For the unfamiliar, HASTE (Hypersonic Accelerator Suborbital Test Electron) will not be going to orbit, and this inaugural launch is for an unnamed, confidential customer:

Looks like the first of Rocket Lab's HASTE missions is on deck:

In the end, the market doesn't know sh*t. Stay agile. From Jefferies:

$ASTS

@SpecialSitsNews Probably nothin…

For more on how SpaceX's workhorse Falcon fleet changed the competitive landscape:

And here we are in 2023, with SpaceX launching an average of every 4 days so far:

I remember this time well, as near the end of 2020 was the first time I heard someone describe a Falcon 9 launch as "boring"

SpaceX animation visualizing all of the company’s orbital rocket launches and landings to date:

Deployment of a @DARPA Blackjack satellite completes today's Transporter-8 mission

There goes the @VardaSpace Winnebago-1, powered by Rocket Lab's Photon:

It's amazing to watch these satellites drift off one-by-one into orbit above Earth

@ICEYEfi Better view of another ICEYE satellite deploying

An @ICEYEfi satellite deploying

The many satellites are now deploying:

"Your Uber is arriving now."

SpaceX just landed an orbital rocket booster for the 200th time:

Max-Q

Liftoff for Falcon 9, launching the Transporter-8 rideshare mission:

If successful, today would mark SpaceX's 200th landing of an orbital rocket booster. A topic I got into a bit in last week's newsletter:

If you like rocket launches with lots of stats, tonight's mission is for you. —SpaceX's 41st launch this year, and 2nd today —9th launch for this Falcon 9 booster —72 satellites on board Watch live:

Contrary to popular belief, Space cooperation historically is a consequence of improving diplomatic relations, hardly a catalyst for it. A good read.

3/ $PGY: forgot to clarify that the black scholes value of American capped call occurs when at least 30% or more of the buyout consideration is cash.

2/ Fintech bros: if consolidation happens in AI lending, who would be the most logical buyers of $PGY and $UPST?

1/ $PGY: Here are the $PGYWW warrant valuations in the event of an all cash buyout using American capped call black scholes @ 90% historical volatility: Takeout / Warrant Px $3 / $0.72 $4 / $1.06 $5 / $1.42 $6 / $1.78

Oil supercycle secured

The @notboringco deep dive into Varda this morning is awesome. Love the detail on using reentry services to underwrite the in-space manufacturing costs. And if you want to read more on the co., I recently interviewed Varda CEO Will Bruey for SpaceDotBiz:

OG short seller @AlderLaneEggs knows scum when he sees it.

$CVNA bought a small position earlier so I can enjoy this.

$PGY: Pagaya announces closing of $541 asset backed securitization, its 7th in 2023 and 39th since 2018 - solidifying its lead as the number one issuer of personal loan ABS in the US. #ai #ailending

Whem we get to the Q2 update of our Launch events database LEAT we will also estimate the total mass at launch for this. Probably confirming the very low fill rate.

Super interesting view of Transporter-8 stack with identifcation of payloads. Also worth noting how de-optimised transporter missions are (in terms of fill ratio), as they are leaving so much empty space under fairing. I still believe that SpaceX is not maing any profit on these.

😂

Have a great weekend all

Love this

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