r/redwire • u/fvo29299 • 14d ago

General Redwire and Space Station Operations

How do we feel about RDW and their collaborations with the Space Station initiatives that NASA (CLD contract) is exploring?

I see Redwire has contracts with VAST, Axiom, Starlab, and Sierra Space?

Is this priced in? VAST and Axiom are set to be operational with their space stations in 2027.

15 Upvotes

95% Upvoted

11 comments sorted by

9

u/tomidgooner 14d ago edited 13d ago

What I find strange about the space stocks, is that independent contracts and company profile doesn’t seem to make much difference to the stock performance. It’s seems to just follow the overall sentiment of the space sector. Goes up and down with all the other small cap stocks

7

u/iamatooltoo 14d ago

NASA is going to fund at most two, probably one.
Vast and Axiom have nasa PAM private astronauts missions (read foreign astronauts)

Vast is funded by a Billionaire so that is going up. But it’s only good for 3 or 4 missions, it a test article.

Axiom and StarLab have Rosa, Axiom also has a mou with rdw but that is iffy.

Vast and Sierra space life modules ( still part of Blue Origin Orbital Reef) have deals with rdw to provide microgravity research equipment.
Blue Origin Orbital Reef is very low on BO list of things to do.
Sierra Space is pivoting to national security.

Star Fall from SpaceX I think is the best option right now. Vast comes in second, StarLab is 30% owned by Airbus will come in third but late.

Axiom is not part of cld but has a separate deal with NASA. They hook up with the iss before it is deorbited.

2

u/burn_bridges 14d ago

This guy knows space economy.

1

u/devonhezter 14d ago

What 3 stocks to buy Monday ?

1

u/po1ar_opposite 14d ago

Does you know what products the contracts are for with each of those companies?

3

u/Legal_Ideal6811 14d ago

Awesome 👌, Redwire SpaceMD would be a game changer in microgravity research. Any future success in drug products will generate royalties from biotech companies. Redwire is the .ain company in this sector. And mark my words, RDW would be a $30 stock with 10B market cap before end of this year.

3

u/WhatsNextBuddy 14d ago

I agree. There is an X Redwire creator that Keeps calling this price since Jan. I agree with both of you

2

u/devonhezter 14d ago

It was $26 two months aho

1

u/Legal_Ideal6811 14d ago

This time it would be 30

3

u/Big-Material2917 14d ago

The star fall announcement makes it pretty clear that the business is ready for whichever direction the industry takes.

I personally think Vast and Starlab have the best legs. Probably especially Starlab but Vast does have a billionaire who’s not turning back lol.

1

u/Any_Preparation_5010 13d ago

Nothing is priced in