Seraphim Space Investment Share Discussion Threads

[juliemara] 13/12/2024 17:25

Soulected3 Dec '24 - 22:20 - 453 of 454
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SpaceTech investor Seraphim eyes boost from second Trump presidency
hxxps://mol.im/a/14152265

If that was going to happen the share price would already be reflecting it !!

[rambutan2] 10/12/2024 22:44

Short Q&A with CEO of ALL.SPACE - well worth a watch:

[soulected] 03/12/2024 22:20

SpaceTech investor Seraphim eyes boost from second Trump presidency https://mol.im/a/14152265

[rambutan2] 03/12/2024 20:36

Yes siree!

Formerly the 40th Chief of Staff of the U.S. Army, General (Ret.) James “Jim” McConville led the 1.2 million-strong organization with an annual budget of $185 billion, playing a pivotal role in modernizing the U.S. Army; advancing next-generation technologies and fostering defense partnerships across the globe...

[rambutan2] 02/12/2024 17:17

SatVu £10m raise:

[quepassa] 22/11/2024 09:53

Seraphim Q1 results - investor webinar 10am Tuesday 26th.

zoom

[peterrr3] 20/11/2024 19:11

New contract for Xona https://www.linkedin.com/posts/xona-space-systems_xonaspace-innovation-satellitenavigation-activity-7265046294815993859-M3Ks?utm_source=share&utm_medium=member_ios

[rogen83] 13/11/2024 19:01

ASTS has an update tomorrow. SSIT should be 15-20% higher on the basis of the valuation mark to market alone for the look through value of all space related companies, public and private

[peterrr3] 13/11/2024 15:10

Yes ASTS up strongly too, but if does tend to bob around like a cork on NASDAQ and as a competitor to Musk won't get any favours I would think.

[rogen83] 13/11/2024 13:59

Spire +25% pre market. Momentum building for SSIT now Trump and Elon are at the wheel

[peterrr3] 13/11/2024 12:22

Spire has sold its maritime division for 241m now debt freehttps://ir.spire.com/news-events/press-releases/detail/239/spire-global-announces-strategic-business-update-debt-to

[spectoacc] 12/11/2024 07:00

Agreed, albeit how "Musk cutting the State budget" ties with the manned trip to Mars by 2028.. Basically, next to no spending ex on space ;)

[rambutan2] 11/11/2024 21:53

Worth noting that Elon has the ear of Donald, and Donald was already a space fan from the first time he was in office. Biden and co didn't really follow up over the last four years, but from Jan onwards the new administration is expected to get things moving again, which might be expected to give SSIT some sort of boost along the way. imho

[peterrr3] 08/11/2024 18:33

Xona partnering with Quascom, who have recently signed some very big contracts.https://www.linkedin.com/posts/xona-space-systems_pnt-leosatellites-spacetech-activity-7260697600738144257-YAgq?utm_source=share&utm_medium=member_ios

[the millipede] 05/11/2024 15:17

Agree. IMO Spire Global is worth a look. Share price seems to have missed the hype/ yesterday they announced Q3 was cash flow positive, as predicted.

[peterrr3] 20/10/2024 05:45

Thanks for your feedback JM. Unfortunately I think the majority of listed coys are overpriced and the immediate opportunity lies with Ic eye and a handful of others I can't buy in to. I'll buy more the next lot of decent news and take a free carry the next time this runs up. That is about as good a derisk as I can come up with.

[jaylett] 18/10/2024 13:26

"The portfolio is steadily maturing with six of the companies in the portfolio forecast to generate pre-tax profits in the near term, while over the period, public holding AST SpaceMobile soared to a $10bn valuation."

[quepassa] 18/10/2024 12:52

monty,

apologies and don't wish to correct you but your figure of just 6 for investment trusts with assets greater than £1 billion is not even near. You are out by a factor of more than ten.

According to the AIC ( as at March this year ), the number of IT's greater than £1billion is 76.

See below:-

hXXps://www.theaic.co.uk/aic/news/press-releases/the-changing-face-of-investment-trusts


perhaps the IT industry is not quite as moribund as you suggest.




all imo. dyor.
qp

[quepassa] 18/10/2024 12:45

For sure, going through tough times and the weak are withering on the vine.

ETF's are gaining more ground in the UK.

And don't forget that the UK market has been off-limits to many international money-flows due to the political mayhem of the last few years.


Incipient signs that international flows may return to the UK if Labour walk their talk about economic Growth.

Good Luck.

[montynj] 18/10/2024 11:58

The Investment trust industry , 150 years old is dying. So many are underperforming and just getting wound up or merged. Wealth managers have consolidated and will only buy trusts >£1bn of which there are only 6. Panmure tell me they can't find buyers for blocks of stock any more. They are seriously worried we are in end game for investment trust industry

[quepassa] 18/10/2024 11:23

Isn't this nearly always a great time to buy when no one is interested and values/discounts/prices are very depressed?

If you believe in the sector and trust the integrity of the manager, could be a good opportunity for the patient investor.

[juliemara] 18/10/2024 10:28

peterr3 True in this specific but was referring to a sector, ie if you want to buy into Space sector buy listed shares rather than contributing to a BoD's comfortable (risk free) lifestyle! I'll say it one last time (promise) look at the TERN example!
PS HL won't even give a price on this!

[montynj] 18/10/2024 09:48

I'm going to cut SSIT as too long a wait till 2026 for IPOs. Plus there's no buyers in U.K. of these small exotic inv trusts. They don't understand and have no appetite for it. . Even if NAV goes up the discount will just widen....gloomy but I fear true 

[peterrr3] 18/10/2024 09:27

True for the listed JM, but not for the unlisted.

[juliemara] 17/10/2024 14:57

Why pay (for the most part incompetent) people to spend your money, then continue to pay then to look at what they bought? Cut out the overhead and buy direct!!