Seraphim Space Investment Share Discussion Threads

[melody9999] 14/7/2025 11:06:50

I added again at 78.5. It will take time for the hidden value to show itself in the share price What do I mean by that? Simply that the underlying companies are growing very strongly....and therefore increasing their value ....but that this won't be recognised until there is a valuation event.

In the meantime, even looking at last months NAV at 100.78p ...you can still buy at a 20% discount when SSIT should IMV be trading at a premium. And therein lies the hidden value. but DYOR of course - I am biased!

[peterrr3] 09/7/2025 11:59:17

I think profit or other opportunities Melody. I trimmed my holdings but will top back up again. I am hoping one of my cheaper holdings will catch it and I can flip some.

Maybe the US tariffs are a perceived issue, but looks like only a handful of sellers anyway. Maybe some think supply chain or launch disruption, but I wouldn’t have thought so.

[melody9999] 09/7/2025 10:42:31

Not happening at present peterrr. Any adverse news you are aware of. Or just some profit taking after a nice rise?

[peterrr3] 03/7/2025 07:57:33

Strong performance across the portfolio as expected. Should keep going up.

[c3479z1] 03/7/2025 07:17:18

new newsletter, wonder when SatVu's replacement satellite is due to be launched?

[peterrr3] 02/7/2025 09:24:02

Looks like another big contract for ICEYE. Non military for a change.https://www.iceye.com/newsroom/press-releases/mapfre-re-signs-agreement-to-license-iceyes-global-flood-data?utm_content=337011335&utm_medium=social&utm_source=linkedin&hss_channel=lcp-4856503

[peterrr3] 29/6/2025 13:43:38

No surprise this has gone up. Almost all the core holdings have accelerated growth and are media friendly good news tech stories. I think plenty of run up to go.

[rambutan2] 27/6/2025 14:50:13

A news release a day from our largest holding, which even after the big rise still constitutes a third of current mkt cap (on a historic valuation).

[peterrr3] 26/6/2025 19:26:48

Xona US92m series B, Seraphin Ventures participated. Remember they received a 140m grant from the US Space Defence program as well not so long ago.

https://www.xonaspace.com/news/series-b

[peterrr3] 25/6/2025 14:39:34

Xona looks so far to have had a successful deployment. Secure GPS, defence contracts realistically in with a good chance.

[melody9999] 25/6/2025 09:29:46

Good spot Peter - thanks

[peterrr3] 24/6/2025 06:48:54

ICEYE expansion of NATO contract https://www.linkedin.com/posts/iceye_iceye-announced-today-that-it-will-be-providing-activity-7343141610076999681-ybeh?utm_source=share&utm_medium=member_ios&rcm=ACoAAEbmZ18B1DqPg111hbtsfVqEYMHzEvjreI4

[c3479z1] 23/6/2025 21:12:07

asts did get off the ground and continues to accelerate away but we largely missed the flight!!

[peterrr3] 22/6/2025 20:57:46

Didn't get off the ground Hazl, hopefully tomorrow.

But in the meantime yet another material contract for ICEYE.

https://www.linkedin.com/posts/iceye_iceye-has-been-selected-to-provide-intelligence-activity-7342766046182813698-PTzh?utm_source=share&utm_medium=member_ios&rcm=ACoAAEbmZ18B1DqPg111hbtsfVqEYMHzEvjreI4

[hazl] 22/6/2025 18:33:59

Thanks for your posts peterrr3 and various.

[peterrr3] 22/6/2025 16:45:08

Lots going up with Spacex launch today. Xona D orbit Spire ICeye deploying or assisting. Big moment for Xona, first time.

[rambutan2] 19/6/2025 18:26:13

The mooted investment programme is Eur250m+, over a period. Apart from the Finnish govt's contribution, quite how much more and in what varieties, is up for discussion I imagine. But no doubt it will be favourable for current shareholders.

[peterrr3] 19/6/2025 09:46:35

ICeye as predicted is looking for expansion capital of 250m. I hope SSIT kicks in as it looks like a no brainer. Finland government is kicking in 42m. I hope one of the big Euro defence companies takes a position.

[apple53] 16/6/2025 23:29:43

Yes thanks c3479 - cf post 550 for ASTS numbers.
A shame he didn't just admit that timing sales is very hard and yes they missed out a bit.

[peterrr3] 16/6/2025 22:22:08

Thanks for the feedback, appreciated.

[c3479z1] 16/6/2025 21:32:22

Asked about ASTS, he tried to make out that they'd retained a stake and were intending to reinvest when or if the price subsided and that enormous amounts of capital would still be required to advance their projects. Share price has run away since their sale only a few weeks ago and it seems they sold 95% of their stake so the amount retained is minimal.
Mentioned the IPO of Voyager, 1% position prior to IPO, since when the price has more than doubled.
Mentioned the advantage of defence spending for the space sector, defence spending becoming more and more important for the Trust and in its prospective volume. Concentrated portfolio risk was downplayed as semi-deliberate by the manager.

[peterrr3] 16/6/2025 19:26:57

I unfortunately couldn't attend, does anyone have any feedback?

[mellodaniel] 16/6/2025 11:28:27

A reminder that Mark Boggett (CEO) of SSIT will be presenting on our MelloMonday webinar tonight:

If you are an SSIT shareholder, you can secure a free ticket here. If not, use code MMTADVFN50 for a 50% off ticket.

[rambutan2] 13/6/2025 22:15:30

Noted that Voyager price is holding up and in general the IPO seems to have gone down favourably, which is what the sector needed, and could set the scene for further mkt debuts before the end of the year.

[peterrr3] 13/6/2025 10:55:41

Another satellite contract for Iceye , this time supply to Portugal. I reckon they will need a capital raise to deliver on all these contracts so a step up in holding value probably coming up.