Upcoming Notes

Posted by Minerva on Aug 13, 2020 6:03:51 PM

We have a number of notes coming your way soon if you're a Cestrian Pro subscriber.  Watch out for update notes on Aerojet Rocketdyne (AJRD) and Virgin Galactic (SPCE).  We touch on these topics below.  We also have new-name coverage of Maxar Technologies coming to our Pro service soon.


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Topics: Virgin Galactic, Maxar Technologies, Public Posts, Aerojet Rocketdyne (AJRD), Defense, Space


Posted by Minerva on Jun 4, 2020 11:38:31 PM

Swinging For The Fences

We were asked recently by a subscriber to explain how we thought about short vs. long term hold periods for the space stocks we cover. Here's the question:

"[I] understand the importance of keeping a tight grip on buy/sell range for trading profits, but given the space industry should be at the dawn of something big, at what point (and which companies) do we look to 'buy and hold' with a long term price target to take advantage of potential 'multi-baggers' over time… thanks!"

Like all the best questions we get in our real-time services, this one was simple but caused us to sit back and consider our answer carefully. So, here goes.

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Topics: Investing Strategy, Virgin Galactic, Maxar Technologies, Multibagger, PagerDuty, Public Posts

Mining For Coins. In Space.

Posted by Minerva on Jun 2, 2020 9:49:24 AM

Man Bites Dog

In normal times, startups raise money from traditional sources of capital - pension funds via VC fund managers, high net worth individuals, even corporates towards the end of any given bull market run. Then when the bad times hit, those startups have raised capital at usually high prices from those traditional sources and can use it to sustain losses through those bad times, until the sun rises once more.  Until now.


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Topics: Virgin Galactic, Virgin Galactic (SPCE), $SPCE