koryu
Long

NewSpace bet

XETR:M0Y   MYNARIC AG INH O.N
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.
Comment: "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
Comment: Amazon is joining the party with a 3k constellation

https://www.geekwire.com/2019/amazon-pro...
Comment: mynaric wins gold edison award
http://www.edisonawards.com/winners2019....
Comment: Project from the European Commission and ESA:
https://www.esa.int/Our_Activities/Telec...
Comment: Starlink first satellites launching next week
https://twitter.com/elonmusk/status/1127...
Comment: analysts get bullish on spacex starlink project
https://www.investopedia.com/how-musk-s-...

spacex and mynaric would be a match made in heaven, exciting times ahead
Comment: mynaric receives product evaluation order, spacex?
http://mobile.dgap.de/dgap/News/corporat...
Comment: 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.
Comment: 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.
Comment: great interview with Bulent Altan https://www.youtube.com/watch?v=xYv_oepO...
Comment: could trigger short term and long term trend signals now

Comments

Thanks for bringing attention to a specific company in this space. Ought to be interesting to see how this industry, space mining, and others play out over the course of the next decade.
+1 Reply
Nice very interesting. Thanks for posting koryu
+1 Reply
Looks good so far!
Reply
dollar cost averging since october
Reply
Valentinwunderlich Valentinwunderlich
@Valentinwunderlich, lets hope the best
+1 Reply
I'm with you on this and willing to take a long term bet on this company. thanks for posting!
Reply
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