Spire Global - The Latest Space IPO

Posted by Minerva on Mar 2, 2021 4:41:11 AM

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.

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Topics: Public Posts, Space

Review Of Pro Coverage Universe

Posted by Minerva on Mar 1, 2021 8:25:40 PM

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.

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Topics: Virgin Galactic (SPCE), Public Posts, Aerojet Rocketdyne (AJRD), Cloud, MANT, NOC, DT, SAIC, NET, ZS

Our Pro Cybersecurity Coverage Starts Today

Posted by Minerva on Feb 10, 2021 10:54:59 AM

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. 

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Topics: Public Posts, Cloud, CRWD, NET, ZS

Land And Expand

Posted by Minerva on Jan 25, 2021 7:00:11 AM

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.

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Topics: Public Posts, Cloud, CRM, CRWD

Virgin Galactic - Actionable Alert

Posted by Minerva on Dec 16, 2020 9:23:59 PM

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.

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Topics: Virgin Galactic (SPCE), Public Posts

SAIC Q3 Earnings Review Pro Note Now Live

Posted by Minerva on Dec 11, 2020 10:01:17 AM

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. 

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Topics: Public Posts, SAIC

Upcoming New Name Stock Coverage

Posted by Minerva on Dec 1, 2020 9:10:11 PM

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. 
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Topics: Public Posts, Cloud, Space

Pro Service - Latest Stock By Stock Review

Posted by Minerva on Nov 30, 2020 4:30:05 PM

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. 

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Topics: Public Posts, Cloud, Space

Maxar Technologies - Q3 Earnings Review

Posted by Minerva on Nov 10, 2020 8:42:26 AM

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
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Topics: Maxar Technologies, Public Posts, maxr

Virgin Galactic Q3 Earnings Preview

Posted by Minerva on Nov 4, 2020 9:41:18 AM

Virgin Galactic (SPCE) reports its Q3 of FY12/20 tomorrow after the close.  Our earnings preview for Cestrian Pro subscribers is now live.  Relevant links as follows (S indicates subscriber-only):

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Topics: Virgin Galactic (SPCE), Public Posts