Just George

A Modern Day Explorer

[Just George @JustGeorge]

Space Collection Daily . > . 060826 Concept - The New Frontier

[NSFVoyager2 @NSFVoyager2]

Sister ship Voyager 1 is currently ~23h 33m 36s of light travel time from Earth (2026:159:120000:1L)

[Just George @JustGeorge]

$SATL

[Just George @JustGeorge]

Space Collection Daily . > . 060826 Concept - The New Frontier

[Earth2Space @Space2Terra]

Investing in the space economy forces you to rebuild your mental model.

Look at the recent $RKLB price action. A massive run above $150, some insider profit-taking, and macro noise around the $SPCX IPO.

It’s easy to get caught up in the daily volatility, but space isn't built on quarterly hype cycles. The fundamentals haven't changed: a $2.2B backlog, vertical integration, real execution, SPB and Frank Klein at the top of the pyramid (and the latter is the most important part IMO, making me dream good nights also during tough times).

Stifel, Clear Street, DB among others just raised their target ($132 / $129 / $120) for a reason.

If your horizon is structural macro transformation rather than day-trading momentum, these corrections are just part of the game and could be very well welcome (for the ones with some dry power, unfortunately not my case 🤣).

Zoom out and focus on the multi-year thesis. We will be the winners.

$RKLB

[Alyssa Carson @NASABlueberry1]

Astronomers just clocked the fastest ultraviolet wind ever seen from a supermassive black hole. 🌪️

It's moving at 30% the speed of light.

They're calling it a "Category 77 hurricane." The forces at the center of galaxies are beyond anything we can fully comprehend.

[Just George @JustGeorge]

$RKLB

[Just George @JustGeorge]

Space Collection Daily . > . 060726 Concept - Solo Mission

[NSFVoyager2 @NSFVoyager2]

I am currently ~19h 44m 31s of light travel time from Earth (2026:157:000000:2L)

[Redwire @Redwire]

@USMC Sgt. Christopher Kehlenback, an instructor with Advanced Infantry Training Battalion, School of Infantry – East, assembles a Redwire Stalker #sUAS in preparation for a combined arms live-fire training exercise involving the employment of sUAS to deliver munitions on designated targets at Camp Lejeune in North Carolina.

This event marked the first time munitions were employed from sUAS during a live-fire training exercise on Camp Lejeune, demonstrating the capability of integrating aerial strike capabilities at the tactical level.

(U.S. Marine Corps photo by Cpl. Zachariah Ferraro, the appearance of U.S. Department of Defense (DoW) visual information does not imply or constitute DoW endorsement.)

#USMC #Stalker #UAS #Munitions #LiveFire #FlightOperations #CombatProven

[Just George @JustGeorge]

$MNTS

[Just George @JustGeorge]

Space Collection Daily . > . 060426 Concept - Electro Power Rings

[Space Investor @SpaceInvestor_D]

$RDW : Many see Redwire as a company born in 2020.

What they miss is 16+ years of microgravity manufacturing expertise via Made In Space (2010), 25+ years of space infrastructure experience via Deep Space Systems (2001) and 70 years of deep space & classified missions via Adcole Space (1957).

This story didn’t start in 2020.

We’re entering the monetization phase of decades of work.

[Space Investor @SpaceInvestor_D]

$PL : Planet today announced two significant contract milestones with the National Geospatial-Intelligence Agency (NGA) that deepen the company’s role in supporting global security.

Planet’s subsidiary, Planet Labs Federal, Inc., has been awarded an Option Year 1 extension for its Maritime Domain Awareness (MDA) and a new contract for Global Monitoring Service (GMS) to support ongoing crisis response efforts.

[Redwire @Redwire]

Space agriculture just got sweeter. 🍓

Redwire has been awarded a contract from Astrobiome Space to launch space agriculture mission in the Redwire Greenhouse, the World’s first commercial space greenhouse. Astrobiome Space will use Greenhouse to grow the first wild-strawberries ever cultivated in orbit on the @Space_Station. This will be the first flight for Redwire’s Greenhouse.

“This contract with Astrobiome Space marks an exciting step forward in advancing critical technology for sustainable life-support systems beyond Earth,” said Marc Dielissen, Executive Vice-President of Redwire Europe. “With our Greenhouse platform, we are not only enabling fundamental research, but we are also demonstrating the practical cultivation of fresh food in space—including crops such as strawberries and fungi. These capabilities are essential as we prepare for long-duration missions and future habitats, while also generating valuable insights to improve agricultural practices here on Earth.”

Read more in the press release:
https://t.co/Co9JQIUx58

[ValueOverPrice @ValueInIdeas]

Another sexy launch, beautifully filmed!

Mission Name: RAISE And Shine
Launch Date: 14 December 2025

[The Motley Fool @themotleyfool]

The market's job is to test your conviction. Your job is to pass.

[Just George @JustGeorge]

$RDW

[Space Investor @SpaceInvestor_D]

$RDW: Redwire announced today that it has been awarded a contract from Astrobiome Space S.à r.l., a Luxembourg-based biotech company pioneering microbiome solutions for regenerative space agriculture, to grow strawberries and test Astrobiome Space’s proprietary soil enhancement product inside Redwire’s Greenhouse systems on board the International Space Station (ISS).

This award marks the inaugural flight for Redwire’s trailblazing Greenhouse system, the world’s first commercial space greenhouse.

The Redwire Greenhouse provides a simple, scalable commercial solution for customers seeking to advance crop science from benchtop laboratory facilities to true production in space.

Along with supporting long-term NASA exploration plans, the Redwire Greenhouse will also provide unprecedented research opportunities for institutional and commercial customers with various plant science and industrial research goals.

The Greenhouse leverages flight-qualified plant growth technology, including the Passive Orbital Nutrient Delivery System (PONDS) devices developed in partnership with Tupperware Brands and currently operated by Redwire on the ISS.

[Applied Digital @APLDdigital]

What exactly is a townhall? $APLD

In Behind the Build | Episode 2: The Townhall, Applied Digital's EVP of External Affairs, Nick Phillips, explains why these conversations matter and what an Applied Digital townhall is designed to accomplish.

Watch the full episode: https://t.co/LBHO5U2RQs

[Just George @JustGeorge]

$RKLB