/biz/ - Business & Finance

>>25359013
SPCE is a meme stock. If you really want exposure then invest in BA, NOC, LMT, or MAXR. Issue is that for BA, NOC and LMT the space segments are only a fraction of their business, but they are the fastest growing segments.


NOC:
>Primary contractor on JWST
>Milsat comms equipment manufacturing
>Missile defense
>Investing heavily into being the dominant servicer for the emerging satellite servicing market (basically refueling, some other services too)

LMT:
>Has majority market share in advanced observation systems and orbital determination services, will likely be the main contractor for space traffic management
>Anti-missile defense systems (both suborbital and prototype orbital)
>Growing expertise in smallsats, well established position in geostationary satellite manufacturing

MAXR:
>Most pure space company on this list
>Contractor for several key components of lunar gateway, including PPE
>First mainstream company to be seriously working on ISRU technology development
>Solid cash flows from existing operations in earth observation segment

BA:
>Able to convince dumbass politicians in Congress to keep wasting taxpayer money on SLS

Don't believe any of the hype over SPCE. People in the industry have been saying for decades that tourism will be the first major economic segment of the "space economy", but the margins on this are awful because of how fucking expensive life support systems are in comparison to unmanned flight.

>t. actual aerospace engineer who builds satellites to afford crippling stock addiction