How investable are companies like Rocket Lab, Astra Space, Virgin Orbit, Virgin Galactic, Planet Labs, etc.? This is pure hunch, but I get the sense that space companies will putter along for a long time without much happening, and then all of the sudden, in a highly compressed period of time, space stocks will become one of the most important asset classes. Reading up on some of these companies, they all appear to buy 100% speculative at this point. Wondering if any of these are worth investing in, or if there’s any other promising IPOs on the horizon.
Curious to hear your thoughts.
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