Starlink Stock: A Trillion Dollar Opportunity

Starlink's trillion dollar opportunity surrounds their ability to provide cheap internet bandwidth to people on all corners of this planet, providing the same service to corporations, and connecting all the world's IoT devices. Starlink stock may not be publicly traded, but when it does have an IPO, it may very well be the best space stock to own. SpaceX owns Starlink, and SpaceX stock is private as well, so investors don't have any options today. However, investors who are holding other space stocks like AST Spacemobile, Rocket Lab, or Virgin Orbit ought to be very concerned with how Starlink and SpaceX may absolutely dominate the competition. If you're invested in space stocks, or thinking about investing in space stocks, then this is a video you'll want to watch now.
RESEARCH PIECES USED IN THIS VIDEO:
1. The Global Impact of Cheap Satellites and Launches
www.nanalyze.com/2019/12/impa...
2. Investing in SpaceX with Baillie Gifford US Growth Trust
www.nanalyze.com/2021/02/inve...
3. SpaceX Takes on the Industrial Internet of Things
www.nanalyze.com/2021/08/spac...
CHAPTERS:
Intro
Disclaimer on Elon Musk
Our exposure to space stocks
Space SPACs we cover
SpaceX vs Starlink
When will Starlink IPO?
Starlink's value proposition
Starlink's trillion-dollar opportunity
SpaceX enter IoT with Swarm acquisition
The space junk problem
Conclusion
ABOUT US:
This video is brought to you by Nanalyze, a media and research firm founded by finance professionals with decades of experience. We share insights about #DisruptiveTechnology #stocks in a language that is future-proof and easy to understand.
Read all the Nanalyze Premium articles you'd like for free! Sign up for a 30-day trial of our monthly subscription with no strings attached: www.nanalyze.com/become-a-nan...
DISCLAIMER: Our content is intended to be used and must be used for informational purposes only. It is very important to do your own analysis before making any investment based on your own personal circumstances. You should take independent financial advice from a professional in connection with, along with independently researching and verifying, any information contained within our KZbin videos or on our website, whether for the purpose of making an investment or otherwise.
#starlinksatellites
#iotdevices
#internet

[@joepiv]

Before you start reading the comments you need to subscribe to our channel using the below link. Violators will be persecuted.👮

[@jadam42]

Very much of the same mind that of the space sector, PL and RKLB are the only two that really appear to have reasonable potential. Not that the others won’t become anything, but just fall too much into the speculative category. Having a solid software platform and data analysis is key for PL. The vertical integration for RKLB is their winning attribute. Their Space Systems segment is what will make RKLB. Launch is needed in terms of providing that full vertical, but I don’t see it as a big revenue driver.

[@Nanalyze]

Agree completely. Always nice to see others arrive at the same conclusions.

[@daniuskac1527]

Joe, great comparative video! it was a little painful to watch since I own several thousand shares of ASTRA Space with an average price of $4.68. This stock is not in your favorite list of potential good space stocks., and this simply means that I might be in trouble with this investment. Starlink is interesting, and I will probably invest in it at some point when the stock is publicly traded. One thing is sure, I have no intention to buy starlink or any stocks on their IPO day. I was tempted to buy BKSY in the past, but I never did.

[@Nanalyze]

Thank you for the feedback! Last we heard Astra had several failed launches and was retiring the rocket. Not a good look for a company that's supposed to launch rockets for a living. You're right. The IPO would be chaotic to say the least. We like to let IPOs settle a few months before taking a look. - like Mobileye's recent IPO which we're still kicking the tires on. All space SPACs have lost investors money losing an average of 75%.

[@_RabbitLeader]

Starlink1 has had to apply a data cap so there are customers who are disappointed with the bandwidth after paying for an expensive dish.

[@Nanalyze]

Your mate told you? Data please.

[@jadam42]

I have Starlink, Signed up the hour it was opened for pre-order and was one of the first to get a dish. My wife and I both work from home full time, regularly on video conference while multi-tasking many other things. I’ve not seen any data-cap issues. While at first there were short drops, anymore this is rare. The service got better every month since we got it to the point I don’t even notice anything. We also live in a wooded area with obstructions in view of the dish.

[@Nanalyze]

@@jadam42 Great to hear. We'll be ordering the solution too for family members who live in remote areas. We all work from home too - or on the road - so will be curious to see how portable this thing can get.

[@DingoAteMeBaby]

Highly doubt spinoff anytime soon. Starlink could be the only thing that keeps Starship alive until it scales

[@Nanalyze]

Or it could never have an IPO. That's also possible.

[@Adam-ul2px]

Great video, I'm not sure if I'm more excited for Starlink to go public or for it to be completed.

[@Nanalyze]

One wonders what capabilities 3,550 satellites gives. They should be able to achieve total planet coverage with that number. We read they had 500,000 subscribers as of June 2022. They can boost that number exponentially with current infrastructure. Maybe it's a matter of marketing now?

[@WheezyLex]

@@Nanalyze Someone please correct me if I’m wrong, but isn’t the completed constellation supposed to be 30K+ satellites?

[@Nanalyze]

@WheezyLex Yes, up to 42.000 we've read.

[@Adam-ul2px]

If you get that many satellites in orbit, with 5 year life spans you will get very, very good at building them efficiently and upgrading the tech will be be rather quick. They might find themselves becoming the largest cellphone service/data provider in the world by default

[@joepiv]

@@Adam-ul2px Completely agree, especially when it costs very little to send cargo into space.

[@IDNeon357]

The reason wifi seems to work better is it is only the last mile. It is on a copper or fiber backbone

[@Nanalyze]

True enough.

[@billye9823]

Great video, sadly it appears that all the great new disruptive technology’s are not Viable to invest in until 2025 or so. I am very interested in investing in Starlink. Thank you for bringing it to my attention. Also, I’m looking forward to your next video on Planet labs. I just finished listening to there Q3 Earnings call , and it appears as though They Killed it. Thanks again for sharing your insight and professional knowledge.

[@Nanalyze]

Glad you enjoyed the video! Remember, there's no guarantee it even goes public. Will check on where the Planet Labs article is in our queue.

[@RPalo71]

This week the nuclear fusion news was rather exciting. Are there any laser manufacturers or other industrial companies that have exposure to the new fusion technology that you know of? Timeline for a working commercial reactor by 2035. This seems exuberant but the technology has been proven in the lab recently and the practical use will eventually follow.

[@Nanalyze]

Good question. We've written extensively about fusion, like this piece from last year (www.nanalyze.com/2021/06/when-nuclear-fusion-energy/). The domain is mainly occupied by private companies, startups. All of them say they're ten years away. It's a running joke. On our Discord server, we just had this conversation. This breakthrough is said to be 20 years away from commercialization, but let's just say 10 to blend in. ;)

[@IDNeon357]

You've been duped. The ignition "success" is not usable in any fusion reactor design. All they proved was what was already known. That burning plasma is Qpositive. Doing it in a 200 Laser crucible was a disingenuous trick for Grant funding and crowing. Such a device cannot be used to ignite plasma in a tokomak or stellarator

[@IDNeon357]

Tokamaks won't be using lasers to heat the plasma but will use magnetrons or cyclotrons. Technology found at your dentist or in your microwave. Hardly ground breaking tech.

[@IDNeon357]

@@Nanalyze the problem with everyone of the companies you listed is they aren't fusion engineering companies. They are scientific research companies that are focused on one aspect of a huge engineering system. Only ITER attempt to take all the researched design principles and combine them into a finished engineered product. Many of the companies that you list are just theft from retail investors, that can never produce a watt of electricity from their glorified science experiments any more than a science experiment proving the concept of internal combustion can become a car without all the other parts that become a car. Their contributions are often in the wrong direction because ITER has already decided the best direction to take and is building it in its entirety to actually produce electricity.

[@Nanalyze]

@IDNeon357 Thank you for the feedback. Regardless of how you want to define them, these are fusion technology companies attracting institutional money. None of the companies we mentioned are publicly traded so not sure why you think they're fleecing retail investors. If you think the media is duping people, fair enough. Fusion has been "10 years away" for decades now. We're not holding our breath, but it generates TONS of interest from investors which is why we cover it. Rather than digging into technical specifics, we look for the only true indicator of success - revenues.

[@Damian-lz7hb]

Good video guys, an anual subscriber here, would be great a video on semiconductors with great future(not big Caps, just potential multibaggers from here like SITM, CREDO, INDI, AEHR, ETC...

[@Nanalyze]

We treat annual subscribers like rock stars, so this request is going right to the top. We've emailed our Managing Editor, and when he sobers up, we'll see if this merits some further research. Fire us an email please. Just respond to any email we've sent you and we'll take it from there.

[@utpharmboy2006]

military/govt investment would also be big. also its unfiltered(freedom) internet. imagine if a cheap device could access starlink in china....

[@joepiv]

This is a very good point. Try accessing "the Internet" in North Korea. Won't work. Nor will Facebook in China. Starlink means that anyone, anywhere, can access the Internet with no information filtering.

[@DingoAteMeBaby]

Satellite vs ground based stations really doesn't make sense outside military / temporary applications, from a cost perspective

[@Nanalyze]

Starlink has managed to decimate the costs, that's the foundation of the entire value proposition.

[@kimketchmark4991]

Google owns some SpaceX.

[@Nanalyze]

You are absolutely right, but the value of that holding compared to Google's $1.23 trillion market cap means you're getting almost no exposure through buying shares of GOOG.

[@danielch6662]

What happened to _Star Link is in trouble, cannot afford to keep providing free access for Ukraine, and if the US military does not pay Star Link a couple hundred million $ every few months, it would go bankrupt from subsidizing Ukraine's internet access_ ?

[@Nanalyze]

Those satellites are a fixed cost. Offering their available bandwidth to some entity for free isn't going to bankrupt Starlink. He shouldn't be getting involved in politics anyway.

[@RHt09]

We don't talk about politics. We wont talk about Mr Musk's "latest shenanigans" 🙄

[@Nanalyze]

Good call, challenging us on our nomenclature. Here's one definition for shenanigans. - "silly or high-spirited behavior; mischief." Perhaps we can agree, that the Musk man is a mischievous character - "causing or showing a fondness for causing trouble in a playful way." Not his entire persona, but at least some.

[@RHt09]

@@Nanalyze If you want to avoid politics, maybe don't use words that suggest repeated mischief altogether.

[@Nanalyze]

@rhatam Don't come around here and start barking orders at us. If you don't like what we say, don't watch our videos then.

[@joepiv]

@@RHt09 Our social media manager has a short fuse, so let me explain. We have a very limited staff who don't have time to mince words and lots of astute readers who want to read insightful content. We're not going to sit around trying to figure out what words upset people. We get your point. Carry on.

[@IvanPlayStation4LiFe]

Elon Musk will take over the world. Team Trump 2024. Starlink will be the only internet company.

[@WheezyLex]

With all due respect, your last sentence doesn’t really make sense. I’m sure there will be all kinds of internet providers on the planet and continue to be. :)

[@Nanalyze]

@IvanPlayStation4LiFe No politics mate. We said that in the first several minutes of the video.

[@Nanalyze]

@WheezyLex Indeed there will be. Companies and governments don't like to have dependencies on a single vendor.

[@WheezyLex]

@@Nanalyze Exactly! And as an aside, I intentionally did not respond to the political portion of his post. :)

[@Nanalyze]

@WheezyLex We saw that man, thank you! It's so important that people have a forum to discuss things with political beliefs left at the door. Like religion, many people feel extremely strongly about their political beliefs. That's their right. We love them all the same as humans. Few things are more refreshing than watching a liberal and a conservative having a healthy debate about something with no political topics raised, or even agreeing on something. We see that happen a lot here.

[@IDNeon357]

Starlink is a bit bigger and uses 12GHz but this pipe is still too small to accommodate much users. Their average download speed in the US is 60Mbps as a result and has barely any users.

[@Nanalyze]

We read 500,000 subscribers in summer of this year. There are many people - the presenter's family included - who can't access Internet in remote areas. This is a common problem in Alaska where we visited and wrote about the problem here (www.nanalyze.com/2019/05/affordable-broadband-internet-alaska/). There's plenty of demand for cheap ubiquitous bandwidth.

[@billyrocket62]

I believe that Starling announced last week that they had reached 1 Million subscribers. Also, Musk said that if/when SL has an IPO that he would try to reward long term TSLA investors , perhaps by giving them first crack at SL shares. I sure hope so.

[@joepiv]

@@billyrocket62 The IPO will need to get here first. That would be a sophisticated method to get shareholders of one company (based on duration of holding) options to purchase pre-IPO shares. He would be the guy to make it happen though.