Space Stocks

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$RKLB $SATS 🧵🔍 May have cracked the case on the two new mystery Electron launches - take a look below and tell me it doesn't line up perfectly

Information sourced from newly released S-1 & Business Wire that can be found below. sec.gov/Archives/edgar… businesswire.com/news/home/2025… $VOYG

Why IPO now? Voyager aims to fund growth of Starlab (its commercial space station), pay down $20M+ in debt, and invest in R&D + acquisitions. The IPO helps scale its vertically integrated model in defense, civil, and commercial space markets.

Voyager Technologies (VOYG) is going public. It's offering 11M shares of Class A common stock at $26–$29/share, targeting a raise of up to ~$319M. This implies a valuation around $1.6B post-money. The shares will trade on NYSE under the ticker VOYG

Firefly's new rocket is called Eclipse. Northrop has also invested $50m on the company. Apparently Bloomberg couldn't wait a day and have already dropped an article with info on it (bloomberg.com/news/articles/…)

Guidance: Between $130M and $140M in revenue GAAP gross margin between 30%-32% GAAP operating expenses between $96M-98M

As expected, cost continue to climb.

Rocket Lab $RKLB is releasing their earnings today. We will be live tweeting the event. 👇