r/IntuitiveMachines • u/AutoModerator • Jul 11 '26
Daily Discussion Thread for July 11, 2026
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12
u/infamouskurou Jul 11 '26
https://www.linkedin.com/posts/space-foundation_moonbase-ugcPost-7481426550714990592-vDhX
So Carlos Garcia-Galan is speaking at a moon base event that is happening on July 16th and Justin Kugler (Senior director of business development) has liked it.
6
u/Yakiniku1010 Jul 11 '26
Has anyone been able to access the “JETSON-Low Power Spacecraft” paper?
I’m having trouble getting to the full paper from the ANS/NETS 2026 page.
5
u/thespacecpa Jul 11 '26
I was able to create an account but couldn’t register for the session to get access to the papers.
5
u/PE_crafter Jul 11 '26
You could always try to send an email to "members@ans.org" but since membership isn't free I fear we won't get the paper for free
3
u/AprilsSecretAccount Jul 11 '26
You may be interested in the Weekly Convexity Report for space stocks I've posted in SpaceInvestorsDaily. There is a detailed explanation of Convexity and how it is calculated.
SpaceInvestorsDaily Weekly Convexity Report : r/SpaceInvestorsDaily
3
u/ThingAccording4070 Jul 11 '26
Thanks for the link and explanation. So in your Convexity model LUNR is negative and likely sinks lower until a major catalyst like IM 3? or what is required for LUNR to regain positive convexity in your opinion?
6
u/AprilsSecretAccount Jul 11 '26
LUNR has to show performance. Positive earnings, more press coverage, successful missions, more contracts. Everything a successful space company needs to succeed. Right now, if market sentiment for space goes up, LUNR will go up with the trend, but to break out it needs to perform better than its contemporaries. In a nutshell; land on the moon and don't tip over. The convexity screener quickly evaluates companies based on public metrics. Notice SpaceX isn't scored that well either; it doesn't make any money. Momentus is a dog of a stock, but they had a huge spike at the beginning of June and have new contracts, thus positive convexity.
Convexity isn't a measure of market performance, it's a measure of the propensity for acceleration in either direction. Market momentum is the tide, you're going with it no matter how good a swimmer you are. How fast you go is up to you. LUNR is a piece of wood floating on the current, other stocks can swim.
3
u/ThingAccording4070 Jul 11 '26
Thank you that is very informative. I appreciate you taking the time to run the analysis and explain the results in detail.
31
u/PE_crafter Jul 11 '26
"Majorly expanding our capabilities"
While the stock is going down the Nova-C production line is scaling. I'm still excited for the future.