Planetary Capital

Investing in the Worlds of Tomorrow.

[Planetary Capital @lanetarycapital]

@RocketLab Wait. The fat guy from Firefly said we weren’t a mission company like them.

[Planetary Capital @lanetarycapital]

@itschrisray @WallStConqueror @Jason_Lil_Kim He has a mission. Sir Pete doesnt. Buy.

[Planetary Capital @lanetarycapital]

@SpaceInvestor_D Trading account. Playing for a coming bounce.

Lack of self control. Too much cash.

[Planetary Capital @lanetarycapital]

Too many narratives floating around trying to explain obvious price action in space theme. Stocks go up and down. Forget narratives, they make you guess instead of execute your plan.

They are also there to confuse you and control you. Move independently and brandish your sword at the opportunities.

[Planetary Capital @lanetarycapital]

@tecumseh97 @ValueInIdeas Younger than you 😂 Better looking too!

[Planetary Capital @lanetarycapital]

@tecumseh97 @ValueInIdeas But sincerely, good for you. Thats a great accomplishment. You want to sling balls go at it. Im congratulating you on your portfolio. The post didnt match the actual professionalism you clearly have. 👍

[Planetary Capital @lanetarycapital]

@tecumseh97 @ValueInIdeas Who launched this company to the moon? Who powered them? Who guided them to land?

Lil bro? I will buy you a flight to the moon out of pocket. Get back to your shift.

[Planetary Capital @lanetarycapital]

Outside of SpaceX and Rocket Lab I am most confident in Voyager and Dylan to do something big and that no one sees coming. Sure its a different vibe but it exudes intelligence about where we are going, Which is why I became an investor. At the right price/time it will become a mucj more significant investment and they will shut some people up.

Now is a raise coming? 🤔

[Planetary Capital @lanetarycapital]

@MorganLBrennan @blueorigin Most in the space industry are not expecting them to fly New Glenn again until 2027 so why make such claims? Seems like forced bravado. Blue Origin always seems like the old guy in da klerb.

[Planetary Capital @lanetarycapital]

@dylan Powerful, ambitious, strategic! $VOYG

[Planetary Capital @lanetarycapital]

@StockRocketeer @maritimelaunch @SpaceNews_Inc This a new spacemob? Oh Please God No.

[Planetary Capital @lanetarycapital]

@xBeeriant @wallstengine 🤩😂

[Planetary Capital @lanetarycapital]

@fikocian @innospacecorp Sure.

A
$SPCX
B
$RKLB
C
Arianespace $AIR $SAF
ULA $BA $LMT
D
$FLY $NOC $AVIO $462350.KQ $7011.T

[Planetary Capital @lanetarycapital]

Launch is the single most important element of the space economy. No launch: no satellites, no space stations, no moon bases.

Launch is a bloody huge moat.

Access to space is everything.

Sovereign access to space is like oil.

Those who perform deserve the premiums. Those with the cadence and reliability have optionality to build and put whatever they can up there.

There can be successful space companies without launch but they should never be valued alongside those that have it.

A
$SPCX
B
$RKLB
C
$FLY $NOC $AVIO

LAUNCH LAUNCH LAUNCH!

[Planetary Capital @lanetarycapital]

Our future in the cosmos will be pure entertainment.

[Planetary Capital @lanetarycapital]

@ValueInIdeas This is actually a far better pause for $RKLB than most alternatives.

[Planetary Capital @lanetarycapital]

Most of the space community on X: this is very bad for Blue Origin and the NASA moon timeline. Most of the $ASTS community: this doesn’t affect us longer term (some may even see this as bullish).

Very few: $RKLB just won Mars and Neutron became far more important to all (yeah stoke blah blah).

Truth always somewhere in middle and $SPCX IPO may be the ultimate winner.