Space Exploration
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X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-10-30 02:02
The Starship is the vehicle for us to become multi planetary https://t.co/uAvtAtx2sl ...
Luxfer PLC(LXFR) - 2025 Q3 - Earnings Call Transcript
2025-10-29 13:32
Financial Data and Key Metrics Changes - Adjusted earnings per share was $0.30, an increase of 11% year-over-year [8] - Adjusted EBITDA was $13.6 million for an adjusted EBITDA margin of 14.6%, reflecting a slight increase from last year [8] - Year-to-date sales increased 5.3% to $280.5 million, driven by strength in Defense and Aerospace [9] - Cash generated from operations was $11.8 million, reducing net debt to $37.3 million, resulting in a leverage of 0.7x [8] Business Line Data and Key Metrics Changes - Electron sales were $50 million, up 2.5% year-over-year, with adjusted EBITDA of $9.9 million at a 19.8% margin, up 160 basis points from last year [10] - Gas cylinders performance was stable with sales of $42.9 million, driven by steady demand in SCBA [12] - Adjusted EBITDA for gas cylinders was $3.7 million, with margins holding near 9% [12] Market Data and Key Metrics Changes - Continued strength in Defense and Aerospace markets, partially offset by softer demand in certain gas cylinder end markets [8] - Market pressure in clean energy persisted, but strength in first response and Aerospace helped sustain a healthy mix [5] Company Strategy and Development Direction - The company is shifting its mix toward higher value markets, particularly in Defense and Aerospace, to enhance profitability [4] - Plans to establish a powders center of excellence in Saxenburg, Pennsylvania, to improve throughput and service for Defense and specialty industrial customers [7] - Focus on operational optimization through centers of excellence to deliver tangible cost savings and improve capital efficiency [17] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the outlook, raising full-year guidance for adjusted EPS to a range of $1.40-$1.80 [13] - The company continues to see some softness in automotive and alternative fuels, which is reflected in guidance ranges [13] - Direct impact from tariffs remains modest, with ongoing monitoring of supply chains [14] Other Important Information - The sale of the graphic arts business was completed at the beginning of the quarter, allowing for a more concentrated allocation of resources toward higher margin opportunities [5] - The Pomona to Riverside composite cylinder relocation is on track, expected to deliver up to $4 million of annualized savings [6] Q&A Session Summary Question: Strength in Electron despite challenging comp - Management noted strong demand in Aerospace and Defense, increased orders, and a favorable mix of higher value products contributed to the strong results [21] Question: Pricing and costs impact on margins - Management indicated that the margin improvement was mainly due to a favorable mix in Aerospace and Defense products, with pricing improvements primarily in the cylinders part of the business [22] Question: Opportunities in the commercial space market - Management highlighted the ability to repurpose large cylinder capacity to the space exploration market, which has shown strong order visibility for Q4 [23] Question: Details on powders center of excellence and timing for cost savings - Management explained the investment in the Saxenburg site to improve production and efficiency, with completion expected over the next year [25] Question: Growth outlook for 2026 - Management stated it is too early to provide guidance for 2026 but indicated potential areas for growth [27]
Watch LIVE as NASA and JAXA Capture and Dock the HTV-X1 with the ISS
The Launch Pad· 2025-10-29 04:56
Watch LIVE as NASA and JAXA Capture and Dock the HTV-X1 with the ISS HTV-X 1 is designed to be more affordable compared to the original H-II Transfer Vehicle. HTV-X will transport cargo to the International Space Station. 1 payload on board this launch comprising of a total mass of 16,000 kilogrammes. Join our community Discord! https://discord.com/invite/xCm9UpDPE4 This coverage is made possible by our amazing community! Consider becoming a The Launch Pad Member and go behind the scenes with early video ac ...
CASC Launches Shenzhou 21 Crew to the Tiangong Space Station
The Launch Pad· 2025-10-27 18:33
Mission Overview - China Aerospace Science and Technology Corporation (CASC) is launching the Shenzhou 21 crew to the Tiangong Space Station [1] - The launch will use a Long March 2F/G rocket from Site 901 (SLS-1) at the Jiuquan Satellite Launch Center [1] - This marks the 16th crewed Chinese spaceflight and the 21st of the Shenzhou program [1] Payload Details - The launch carries one payload consisting of 3 taikonauts (身份未确认) [1] - The total mass of the payload is 8,100 kilogrammes [1]
X @TechCrunch
TechCrunch· 2025-10-25 18:15
Space is open for business.At Disrupt 2025, @BridgitMendler, Even Rogers (@TrueAnomalyInc), and @MaxHaot (@VastSpace) are exploring a range of far-flung topics across the business opportunities that stretch beyond Earth's orbit.And you can catch all the insights by getting your ticket for the show, which launches October 27, right now: https://t.co/BNWF7oOWIZ ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-10-24 22:31
"I am accumulating resources to help make life multiplanetary & extend the light of consciousness to the stars."Elon Musk https://t.co/SFzF6oCBqF ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-10-24 05:28
RT Amy (@_SFTahoe)Secretary Duffy @SeanDuffyWINASA NEEDS THE BEST LEADERBack Jared Isaacman @rookisaacman as the ONLY Possible Man for the Job of Leading @NASA. A project as big as colonizing the moon and other planets needs a man that has built a company before. It needs a man that has been to space. It needs a man that loves the stars. It needs a man does it because it is his passion and he simply has too, not for political favor - or a supposedly bigger opportunity later.DON’T FAIL THE IQ TESTThis is an ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-10-23 05:05
Starship is the vehicle to Mars.Making it reusable will sustain humanity if something happens to the Earth https://t.co/QzVblvykiD ...