Seraphim Space Investment Share Discussion Threads

[freddie ferret] 01/8/2021 21:44

Looks like a very dramatic chart until you realise the scale.

[hazl] 28/7/2021 09:33

Yes Schroders invested a good sign.

[jonwig] 28/7/2021 09:26

A Review of the Seraphim Space Investment Trust (16/07/21) -

[jonwig] 28/7/2021 09:20

The Bezos effect on space investment:

The majority of capital has historically been funneled to companies focused on technology to use on Earth, including satellite communications and imagery, Earth monitoring and geospatial analytics. However, increasing ambitions to explore past our home planet are fueling what’s expected to be a vibrant “space-for-space economy,” Pitchbook analyst Ryan Vaswani wrote in a recent report.

The new interest could benefit companies like LeoLabs, which has radar sites in Alaska, Texas, New Zealand and Costa Rica that track objects in orbit from satellites to tiny debris, helping to prevent collisions. The startup raised $65 million in funding in June led by Insight Partners and Velvet Sea Ventures.

These advancements are just the beginning, according to Vaswani, citing the possibility of commercial space stations, space debris removal services and in-space manufacturing emerging by 2035 as launch costs become cheaper.

[hazl] 27/7/2021 13:38

Thank you Jonwig,your post comes at a prescient time.

I tend to jump in to an investment after sensible research,so as not to miss the boat then do much more detail .

I must confess there are a couple of things I am trying to come to terms with.
These are personal choices, nothing to do with the strength of the investment itself.
I prefer to keep away from military investments and I have heard some critics of the satellites over whelming the night sky.

Before anyone jumps down my throat,I reiterate that from the financial point of view,I still believe these have potential.
This is the next big frontier.
If I can convince myself that the data investment, bamboo and so on and the more ethical investments there, in their portfolio, are what I am concerned with then I'll see.
Still unsure .
This is though a very exciting trust and whatever I do I wish you well.

[jonwig] 27/7/2021 07:40

Portfolio Companies - BAMBOO SYSTEMS



Cambridge, UK-based provider of an ARM server architecture designed to power sustainable data centers.
"Bamboo Systems is the Arm server company using embedded systems methodologies to deliver high throughput computing using a fraction of the energy and space of traditional servers"


Three funding rounds, led by Seraphim Capital with The Future Fund (gov't loans) also participating.

Thanks to hazl for highlighting this one. Its chief merit appears to be in helping data centers to achieve higher energy density and therefore progress to net-zero. I'm struggling to link data centers with "space", but data centers are certainly a hot investment theme at present (DGI9, CORD), and this could be a highlysuccessful company. The largest component of SSIT's stable.

[hazl] 23/7/2021 07:59

Thanks Jon will look when I get more time.

[jonwig] 23/7/2021 07:13

Portfolio Companies - EDGYBEES.



Commonly used solutions for aerial video augmentation often fall short of the accuracy and speed required for lifesaving missions. Existing solutions typically apply aircraft telemetries to place geographical data over live video streams, resulting in inaccurate or delayed geographical positioning information that can lead to dire consequences in emergency situations.


Our AI-powered solution utilizes satellite-generated geographical positioning imagery, coupled with computer vision and machine learning algorithms, to deliver visually augmented video with the highest levels of precision and speed.

US-based (MD), founded 2017.

Series A funding, Feb 2021 (included Seraphim):



Parnership with Carbyne announced last week:



$950m contract with US air force announced last October:



Personally, I'd rate this as an excellent investment for SSIT.

[hazl] 22/7/2021 21:01

Ihe latest Size and Health of the UK Space Industry report shows the UK space sector is booming. Income from the UK space sector has risen from £14.8 billion to £16.4 billion, representing growth of 5.7% in real terms, while employment is up by 3,200 from 41,900 to 45,100. 

[quepassa] 22/7/2021 20:17

An idea of SPACE TECH in action.

Airbus and satellites.

Fascinating:-



hXXps://www.airbus.com/space/earth-observation/portfolio.html

hXXps://www.airbus.com/company/sustainability/environment/climate-change/earth-observation-for-climate-action.html

hXXps://www.airbus.com/newsroom/news/en/2021/06/Breathtaking-first-images-from-Pleiades-Neo.html

hXXps://www.airbus.com/space.html




ALL IMO. DYOR.
QP

[hazl] 22/7/2021 19:39

Some of the satellites are for helping mitigate climate change.
These are more general observations on the industry.
So intend to look more specifically at some in out trust again next.
Good to see the Government support though which is of course relevant in many ways.



'Monitoring and tackling climate change and tracking endangered wildlife are among the exciting features.'

'UK companies have received nearly £15 million from the UK Space Agency, through the European Space Agency’s Pioneer Partnership Programme, to develop the trio of satellites due to lift off from NASA’s Kennedy Space Center in Florida.

Lacuna Space, based at the Harwell Space Cluster in Oxfordshire, is revolutionising the cost and simplicity of connecting sensors to the internet, reaching every corner on Earth using small satellites to support the Internet of Things.'

[hazl] 22/7/2021 13:03

Thank you Que Passa good to know.

[hazl] 22/7/2021 13:02

As humanity moves into outer space, scientists and engineers must come up with innovative technology to get them there. Learn more about our research featured in @NASA
's / @NASAAmes
NRP Post:

[quepassa] 22/7/2021 12:39

These new satellites are the size of shoe-boxes. No impact on night sky.

Such has been the impact of Moore's Law on the miniaturization and power of semiconductors/silcon chips that what a satellite the size of a bus did, can now be done by a satellite the size of a shoe box.


ALL IMO. DYOR.
QP

[hazl] 22/7/2021 12:29

I'm not so keen on this side of it actually I think it could spoil the night sky.



'A new digital infrastructure in the sky
Whereas historically, constellations of more than a relative handful of satellites were cost-prohibitive,
the New Space paradigm of combining low cost launch and low cost miniaturised satellites means it
is now possible to deploy constellations of hundreds –or even thousands –of satellites

from

[hazl] 22/7/2021 12:24

Andy Green
President of UKspace and Co-
chair of the Space Leadership
Council
FOREWORD
3
Dr David Parker
CEO, UK Space Agency
Space is an extraordinary and
exciting business. It impacts
virtually all aspects of our lives, in an unobtrusive but
crucial way. The UK space sector punches above its
weight globally and continues to grow much faster
than the UK economy. Space is a high growth, high
productivity sector where targeted government
investment generates further industrial investment
and creates highly skilled jobs. It is a key enabler that
is critical for our national economy.
It has been my privilege to lead the Space Innovation
and Growth Strategy team since 2009. At that
time we set an ambitious target - to increase the
UK share of the global space economy from 6% to
10% by 2030. In a fiercely competitive international
marketplace we knew this would be no easy task. I’m
therefore delighted that this progress report shows
we are firmly on track. The evidence from the Case
for Space 2015 is clear. Industry, government, and
academia working together against a clear agenda
delivers. This report highlights achievements to date
and priorities for the next stage of our journey.

[hazl] 22/7/2021 12:18

Thank you Jonwig.
My fault entirely, but a good reminder that the Government,no less, are preparing!

The future is within sight for some.

[pinemartin9] 22/7/2021 12:12

Space represents the final frontier in investment. To infinity and beyond!

[jonwig] 22/7/2021 10:22

hazl - your link in #32 is empty (for me). This might be good enough instead:

[hazl] 22/7/2021 09:45

We are just the first to see the value.
Exciting stuff!

[hazl] 22/7/2021 09:42

This isn't wacky!
This is real.


'
Space Innovation and Growth Strategy - GOV.UK
› file ›
PDF
Looking to the future. The target of a £40 billion UK space industry by. 2030 will be achieved by identifying and developing new high-growth markets, ...
20 pag

[hazl] 22/7/2021 08:20

I can't help getting a little excited when I get a new investment and tend to over do it.
So I'll try to restrain myself!
Very topical at the moment though with the Branson and Bezos jaunts.