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Feb 13
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LONG
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Eirik Lie
CEO of Kongsberg Defense (Incoming CEO of Kongsberg Group)
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"You'll see also the space segment... taking a leading position for this new space segment there also for military purposes." Space is no longer just for communications; it is now a contested military domain ("underwater domain" and "space segment" linked). This validates the valuation premiums for companies involved in satellite launch, manufacturing, and data downlink (like Kongsberg's KSAT or SpaceX). LONG. Continued militarization of space drives recurring revenue for launch and satellite infrastructure providers. High capital intensity and technical failure risks in launch operations. |
Bloomberg Markets
Kongsberg Says Demand for Air Defense Systems...
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Jan 30
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WATCH
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Anthony Pompliano
Chairman & CEO, Pro Cap Financial
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Pomp lists his favorite investments as "problem solvers," specifically naming Varda (space manufacturing for pharmaceuticals) and Rainmaker (weather modification drones). Smart capital is moving into "Hard Tech" and "Deep Tech" that solves physical problems (health, weather) rather than just software/SaaS. While these specific companies are private, this signals a sector rotation toward industrial innovation. Watch for public proxies in Space Economy and Climate Tech. High capital intensity and long time horizons for commercial viability. |
The Block
Pompliano: Forget inflation, bitcoin's price ...
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