Long

Updated

NewSpace bet

I have been accumulating this small german stock for a while as very long term play (5-10 years) in newspace. I believe that a new wave of innovation in space has just begun. There will be multiple new satellite constellations in low earth orbit over the next years. The most hyped network is Elon Musk's "Starlink" by SpaceX. Starlink alone will have at least 12000 satellites. There will be a so called "Internet in the sky" and beamed down to earth.

All these satellites will have to communicate with each other and to the ground.

Laser communication has several benefits over micro/radio. The air is currently crowded with waves. Interference is a big issue. This leads to strict regulations especially because radio waves doesnt stop at national boarders. With laser you got a point to point communication without losing data or risk of interference. Additionally its not possible to spy on your data.

Mynaric has a long background in developing the required laser terminals. I see Mynaric as a solid bet in NewSpace and also as a takeover candidate for the larger players.
I believe if the startup succeeds and achieve larger orders that it can become a unicorn company over the next years.

Note

"Mynaric raises EUR 11M in post-IPO financing from satellite constellation lead investor, at EUR 55 per share"

"Funding comes from lead investor of a satellite constellation that plans to employ Mynaric’s products"

Mynaric also hired former SpaceX Starlink exec Bulent Altan

Note

Amazon is joining the party with a 3k constellation

geekwire.com/2019/amazon-project-kuiper-broadband-satellite/

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mynaric wins gold edison award
edisonawards.com/winners2019.php

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Project from the European Commission and ESA:
esa.int/Our_Activities/Telecommunications_Integrated_Applications/European_quantum_communications_network_takes_shape

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Starlink first satellites launching next week
twitter.com/elonmusk/status/1127388838362378241?s=19

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analysts get bullish on spacex starlink project
investopedia.com/how-musk-s-spacex-could-become-aerospace-giant-worth-usd120-billion-4770741

spacex and mynaric would be a match made in heaven, exciting times ahead

Note

mynaric receives product evaluation order, spacex?
mobile.dgap.de/dgap/News/corporate/mynaric-schliesst-eur-millionen-vertrag-ueber-die-auslieferung-von-laserkommunikationsterminals-fuer-satellitenkonstellationen/?newsID=1208923

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half year report mynaric.com/investor-relations/publications/

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Large volume yesterday after some analysts set a 75€ price target.

Also spacex launched another 60 satellites. The race for the first constellation is between SpaceX and OneWeb.

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capital increase
uk.finance.yahoo.com/news/mynaric-ag-implementation-capital-increase-164212749.html

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Finally there is more awareness in mainstream for this stock and price is back above the IPO level :)
So we can expect dips to get bought. Still this is a very slow longterm play, people buying here and expecting quick profits might get disappointed when it takes too long.

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great interview with Bulent Altan youtube.com/watch?v=xYv_oepOtv0

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could trigger short term and long term trend signals now

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new all time high

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price discovery

2020 H1 report
mynaric.com/wp-content/uploads/2020/09/Mynaric_H1_2020_English.pdf

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mynaric has raised more capital at 66€ per share
revealed several product evaluation orders

I have increased my position in this dip at 61€ per share

with starlink we see the beginning of laser communication adoption. this technology is disruptive to telecommunications industry. New technology is not magically disapearing, its here to stay and improve further. With mynaric there is a small company which can capture a significant market share in the laser com field which will be a new growing market in the newspace sector.

Note

also notice that spacex sees series production of laser com as "hard problem" that they still working on, while mynaric already working on seriens production since 3 years

twitter.com/thesheetztweetz/status/1330535166050267139

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EU announced own internet mega constellation project for 6b euro last week.

twitter.com/LazyCrypto/status/1339570694057811969

going to post more about newspace next year on twitter

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i see more awareness of this stock on twitter / reddit now
it still has only 300m cap, it's very early, remember that wild swings are normal, this is a VC like early stage investment

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Mynaric is going for a listing in the United States. Smart move, valuations for space companies in the US are way higher than in EU.

Note

first series production facility was opened recently, price still on track,
soon there will be the listing on nasdaq

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Mynaric published further details today of planned production expansion in the U.S twitter.com/mynaric/status/1425391514805579776

koryu

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koryu

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