At a Glance
- The greatest upside opportunities in space are likely to come from private companies building the industry’s foundation, particularly its infrastructure.
- Investors must look beyond the technology itself and evaluate the broader strength of these companies.
- As in the early Internet era, opportunities in space are emerging now. But in an industry moving this quickly, timing will be just as critical as identifying the right companies.
“To infinity and beyond” is quickly becoming a reality as the space economy is projected to reach $1.8 trillion by 2035, opening the door to one of the largest long-term value creation opportunities of the coming decades.
With the frontier extending far beyond Earth, the question becomes: Where can investors gain exposure to the next wave of space innovation? investorTV’s June 18 live webinar, “Why Retail Investors Are Locked Out of the Space Economy’s Biggest Winners,” explores this question and more.
Panel Overview
What once seemed like science fiction is rapidly taking shape through breakthroughs in orbital power, reusable satellites, robotics, mission software, commercial space access, and space tourism.
To explore these opportunities, we brought together industry leaders to discuss how the sector is evolving and how their companies are uniquely positioned to create long-term value. Featured speakers included:
- Etienne Moshevich, CEO of Planet Ventures Inc. (CSE: PXI | 🇺🇸 OTC: PNXPF | 🇩🇪 FSE: P6U)
- Eric Truitt, Co-Founder & CEO of Mantis Space Inc.
- Brian Taylor, CEO & Founder of Lux Aeterna Inc.
- Bram Schork, Founder & CEO of General Astronautics Corp.
- Skyler Chan, Founder & CEO of GRU Space Inc.
- Britt Tucker, Founder & CEO of The Space Concierge
The Ladder of Opportunity in the Space Economy
Space is no longer just about rockets. As the industry moves toward a more mature ecosystem, investment is increasingly shifting toward the infrastructure needed to support long-term growth.
“…we’re seeing something similar now, obviously, to data centers on Earth. To have the sort of same effect [as] Edison running power lines to factories during the Industrial Revolution. In space, you’ve really got to build that energy infrastructure.”
– Eric Truitt, Co-Founder & CEO of Mantis Space Inc.
Beyond infrastructure, robotics represents another emerging sector that could offer investors opportunities within the space economy. Autonomous robots could significantly reduce expenses in areas such as pharmaceutical research, semiconductor production, and advanced materials manufacturing.
“Robotics is the lever to take us from 1 to 10 to 100 to 1,000 so we can really manufacture what the market demands.”
– Bram Schork, Founder & CEO of General Astronautics Corp.
Space tourism is also gaining momentum. The panel emphasized that tourism should be viewed not merely as a luxury market, but as something akin to the start of commercial aviation. It could help lay the foundation for broader economic activity on the moon.
Entering the Space Economy as Investors
A differentiated portfolio can help investors manage risk while expanding their exposure to the space economy. Rather than placing a single bet on one startup, it’s important to invest across multiple space opportunities to capture broader industry growth.
How these companies are built is also a key factor in making investment decisions. Beyond the technology itself, experienced management, strong engineering capabilities, and the ability to secure funding and contracts were highlighted as critical indicators of long-term potential.
As CEO Etienne Moshevich of Planet Ventures noted, investing ultimately comes down to understanding the value of the asset being acquired:
“At the end of the day, you’re buying an asset. You’re either buying a cash-flowing business, you’re buying technology, you’re buying the team, you’re buying their vision, you’re buying the business plan, [or] you’re buying the research that they’ve already done. You have to really kind of try to figure out what that is worth compared to what you see other people raising money at and what they’ve been able to do.”
The key for investors is determining whether the company’s underlying value justifies its current valuation and supports its future growth potential.
The Final Frontier
The opportunities in space are as vast as the frontier itself, with many of the most significant investment opportunities likely to emerge from private companies building the industry’s foundation.
The panel compared today’s space economy to the early days of the Internet: the underlying infrastructure is being built now, while many of the applications and business models have yet to emerge. By conducting careful research and looking beyond traditional investment channels, investors can identify overlooked opportunities before they become widely recognized.