Blog Posts

We flagged last week that we would be covering Spire Global across our research services.  Spire is a high growth, capital efficient earth observation business expected to merge with the listed SPAC, NavSight Holdings, Inc (NSH).  Our 'Pro' coverage note for Spire is now live.  Pro subscribers can access the report at this link.  (Disclosure - Cestrian Capital Research, Inc staff personal account(s) hold long position(s) in NSH and NSH.W ).

 

Yesterday Spire Global announced that it planned to merge with the already-listed SPAC, NavSight Holdings (NSH).  Spire is a young, high growth, high quality company already serving major customers with critical data collected by their fleet of earth observation small satellites.  We're excited about the company's entry to the public markets and own NSH in staff personal accounts.

We will be covering Spire in due course, across all our subscription investment research services. 

Subscription services currently open to new members are:

• Cestrian Elements - short form content based on deep dive research.  Real time alerts.  $99/month on StockTwits.  Take a 7-day free 'Elements' trial.
• Cestrian Fundamentals - detailed work and analysis, with real-money long term portfolios and short term trade ideas in technology and space stocks.  $199/month on SeekingAlpha.  Take a 14-day free 'Fundamentals' trial.

We spoke to the Spire CEO back in 2019.  We published the interview at the time but thought it worth revisiting now as a backgrounder.  Much will have changed at Spire but here's the story as told to us back then.

We review the coverage universe in our Pro service.  Subscribers can read the note here.  Winning calls to date include AJRD, DT, MAXR, SAIC and SPCE.  If you're interested in subscribing to a Cestrian Capital Research service, check our main site or email us at minerva@cestriancapital.com.

Today we commence our Pro service coverage of the cybersecurity sector.  Our first Pro note sets out the vendor landscape as we see it, and explains why our top picks include ZScaler (ZS) and Cloudflare (NET).  The note is free to all Pro subscribers - if you're yet to subscribe, you can buy the note on a one-time basis - we'll deduct the cost of the note against your subscription fee should you choose to join us. 

We've been busy here at Cestrian Capital Research, Inc - and we're getting busier.  We share with you news about our new 'Cestrian Elements' service, highlight some recent work of ours, and take a brief look at the investment research we'll be publishing in the coming weeks.

Virgin Galactic (SPCE) has delivered a sound performance since we went to Buy in this, our Pro service, on 2 July 2020.  In our latest subscriber note, we flag three recent newsflow items of late that we believe have implications for the stock.

Science Applications International Corp (SAIC) delivered its Q3 earnings last week.  Our review note for Cestrian Pro subscribers is now live. It features analysis of the earnings report, reflections on the earnings call and our subsequent conversation with the company, considerations on the stock chart, and more. 

In the coming weeks we will be adding a number of stocks to our 'Cestrian Pro' research service.  They will include:

• Iridium Communications (IRDM), a pureplay space stock
• L3Harris (LHX), a defense contractor building share in the government space sector
• Salesforce (CRM), an enterprise cloud software consolidator

Not yet a Cestrian Pro subscriber?  Read on.  We walk you through the service below. 

Now available for Cestrian Pro subscribers, our stock-by-stock review of the names we cover in the service.  We review the progress of AJRD, DT, MANT, MAXR, NOC, SAIC and SPCE.  Pro subscribers can access the review here.

Not yet a Cestrian Pro subscriber?  Read on.  We walk you through the service below. 

Maxar Technologies (MAXR) reported its Q3 on Thursday 5th November.  Whereupon the stock promptly executed a nosedive.  We publish our earnings review for Simplex Pro subscribers here.  (Full Duplex Pro subscribers enjoy real-time earnings reactions in our dedicated Slack channel ahead of our published notes).

If you're not yet a Cestrian Pro subscriber, you can learn more