Investing in the Moon and Space 🌖

[Mr_PBH]

A big bump.

[volv1992]

Allegedly the NASA Moon Base (hidden cancellation of Gateway) was one of the factors for today’s big bull push. See what happens tomorrow, my guess would be slight pullback

[volv1992]

@Mr_PBH

Tomorrow!

I actually don’t care about the mission itself, I just want the space stonks to rally

Give me your delicious Benjamins.

[Mr_PBH]

@Mr_PBH

SIDU

So the Q4 2025 earrings was somewhat uneventful. Not task order and blurry forward looking stuff, however, SIDU is debt free apparently and has 42 million bucks in cash. Switching from buckle and dime revenue to bigger bills. No need for instant dilution atm.

We’ll see.

AH is holding—

[Poundsand]

@Mr_PBH

So the Q4 2025 earrings was somewhat uneventful. Not task order and blurry forward looking stuff, however, SIDU is debt free apparently and has 42 million bucks in cash. Switching from buckle and dime revenue to bigger bills. No need for instant dilution atm.

$42M cash because of $53M equity raise (dilution event), revenue down (only $3M for the year) and losses increased (-$30M). Revenue down 4 years running. In the same 4 years, shares has gone from 171k (equivalent) to 66M?!?! And insiders want NOTHING to do with this company’s stock (0.1%), which is just insanely bad- for $150k, you’d own more of this company than ALL INSIDERS COMBINED. This is a seriously bad stock that nobody has any confidence in.

[Mr_PBH]

So you say, each and every time I post about it. Yawn. I’ve made a good amount of money by being patient.

[Poundsand]

You tend to point to only the ups, not the downs that always follow, so it’s worth (repeatedly) pointing out that this is a garbage stock so people don’t get the wrong idea about this thing.

And no, you haven’t made money being patient in this thing, you’ve made money timing this thing and getting out when it was much higher.

[Mr_PBH]

That’s really not accurate. I have stated repeatedly that SIDU is a micro cap, highly speculative and high risk.

Not for the feint of heart.

Hey look! I just did it again!

[Mr_PBH]

@Poundsand

you’ve made money timing this thing and getting out when it was much higher.

How ironic. And that kind of implies that I trade this stock a lot. I do not. I think I’ve sold twice over three or four years.

[crusher]

@Mr_PBH

I thought this topic deserved its own thread. There’s a LOT going on wrt Moon exploration and investment. LUNR has a drone ship on the surface always and is sending another soon.

Small satellites are mapping the lunar surface with its version of GPS called PNT.

One company is going to send a constellation of off world data centers in lunar orbit , just in case we need to keep the keys to the car locked up.

I own a few companies connected to the Moon so far: LUNR, SIDU, a photonics company BKSY, LHX and in an ETF, LMT and GD.

Long term, say ten years, the Moon is going to mapped like Google Earth.

I imagine the profitability is going to be sky high.

A Jumping Lunar Robot Is About to Explore a Pitch-Black Moon Crater for the First Time | WIRED

The Artemis program is also very exciting:

From Grog3: asked about who is putting the pieces in place.

NASA is the mastermind, orchestrating the effort from its headquarters and facilities like Kennedy Space Center, where the Space Launch System (SLS) and Orion spacecraft are prepped. The SLS, a heavy-lift rocket, is built by Boeing (core stage) with Aerojet Rocketdyne (engines), while Lockheed Martin crafts Orion, the crew capsule designed for deep space.

For the lunar lander, NASA tapped private companies through its Human Landing System (HLS) contracts. SpaceX is developing a version of its Starship, a fully reusable spacecraft, to ferry astronauts from lunar orbit to the surface. Blue Origin, leading a “National Team” with Lockheed Martin, Northrop Grumman, and Draper, is working on its Blue Moon lander. Dynetics, a Leidos subsidiary, was also in the mix but lost out in earlier rounds—though commercial competition keeps evolving.

The Gateway, that lunar-orbiting outpost, involves multiple hands: Northrop Grumman is building the Habitation and Logistics Outpost (HALO) module, while Maxar Technologies handles the Power and Propulsion Element (PPE). International partners are pitching in too—the European Space Agency (ESA) is providing Orion’s service module and parts of Gateway, Japan’s JAXA is contributing habitat components, and Canada’s CSA is supplying a robotic arm, Canadarm3.

On the ground, thousands of engineers, technicians, and scientists across NASA centers—like Johnson Space Center for crew training and Marshall for rocket testing—keep the gears turning. Smaller firms and subcontractors, from Intuitive Machines to United Launch Alliance, fill niches like lunar rovers and launch support.

It’s a sprawling coalition—government muscle, corporate innovation, and global teamwork—racing to stitch together the tech and logistics for a lunar comeback. Delays and budget fights slow things down, but these are the folks building the Artemis machine, piece by piece.

Ok why would it be profitable ? Unless there are extremely valuable earth metals there what would be the value in it?

[Mr_PBH]

Do some DD. There are lots of reasons.

And this:

BlackSky Technology Inc. (BKSY) on Tuesday announced that it has won a U.S. government contract for designing technology for Earth observation.

The company stated that the contract’s value is $99 million, slightly lower than BlackSky’s full-year 2025 revenue of $107 million. BlackSky also added that it has already received an initial payment of $2 million.

[Mr_PBH]

The next space fest is a couple weeks away:

Space Symposium

April 13 – April 16, 2026

• Location: The Broadmoor, Colorado Springs, CO

• Official Website: SpaceSymposium.org

• Agenda: View Current Schedule

[Mr_PBH]

Artemis.

[Mr_PBH]

Launch in 4 minutes!

Live on cspan.

[Mr_PBH]

Space is the place to be!

The Artemis II crew clears Earth’s orbit and heads for the moon-CBS

And the future of lunar exploration and development:

.@NASAAdmin Jared Isaacman reveals the plans for Artemis III, Artemis IV and the moon base:

“Artemis III in 2027 is going to be very Apollo 9-esque, where we will rendezvous the spacecraft Orion with the landers, but we‘re going to do it in Earth orbit… In 2028, you’re going to have Artemis IV, which will actually land NASA astronauts on the moon. In parallel, we’re building the moon base. Starting in early 2027, you are going to see robotic uncrewed landings on a nearly monthly cadence… building the base so when the astronauts arrive, they have a lot of equipment to work with

[Mr_PBH]

First time ever seen or something like that.

[Poundsand]

@Mr_PBH

First time ever seen or something like that.

Emphasis on something like that ;). NASA is saying it’s the first time seen by human eyes; it’s been imaged and mapped previously, so we’ve seen picts of it previously and have good detail of the area.

[Mr_PBH]

You need a hobby. Ever think of posting something interesting and not slagging someone for doing the same?

I see you stayed away from the 47% pop SIDU had last Thursday.

And again,

[Poundsand]

You’re too sensitive - ain’t nobody slagging on you. Just adding info. You don’t have to find it interesting, but it’s added info regardless; others may find it interesting (or not. All good.).

As for the sidu pop… Neat. Until it drops 50% again. Woohoo, shitty companies!

[cake]

CBS News Special: The week in space, June 3 1966

Hilarious.