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Eric Romo

Eric Romo

Jul 1, 2026

22:13
Walk through each of those and what's the end market that they're serving?
22:17
Yeah, Mira is about precision maneuvering.
22:22
It's a high thrust, high delta V vehicle.
22:25
There are applications in civil space and to a lesser extent in commercial space, but a lot of them are in defense.
22:31
So we've announced contracts with Space Force in partnership with Anduril for Mira.
22:36
uh somewhere over my right shoulder there's like four or five of them being assembled right now to meet the backlog that we have so we've got a lot of work in that in that regard um it's a kind of espagrande size and you had a very uh uh knowledgeable viewership base so i can go a little more geeky here but um it's a so you know it's 300 kilograms wet and then holds payloads on the top typical payloads will be things like optical payloads and the mission set is really about loitering usually in geo for long periods of time, up to five years, and then very rapidly moving from one part of geo to another.
23:12
And the reason you need to move rapidly is that if you want to characterize some new assets that's in space, China launches something, Russia launches something, Our ability to understand that asset from the ground is kind of de minimis as far as understanding really what it is.
27:21
So what then convinced you to say, OK, well, actually, GEO is a much bigger market, even though most of the constellations are being built are LEO constellations?
17:41
[laughs]
17:41
They'll launch to a transfer orbit, so it's what they call GTO, geostationary transfer orbit, and they'll take somewhere between six and 10 months to finally reach their destination.
17:50
So they, they launch on day one, and then on day, I don't know, whatever it is, 300 or something, they finally get to where they're trying to go.
17:57
And during that time between, you know, day one and day 300, they, they don't make any money.
18:01
They're not actually revenue producing at that point.
18:03
They're in service.They burn something like $4 to $6 million worth of, like, expensive gas to do that raise to get there.
18:12
Um, they go through these intense radiation belts where they get...

13 MINS LATER

30:56
And, you know, we can get into Golden Dome too, but, but could you just explain that a little bit further of the current state of that and why it's been so important?
speaker_0HOST
117:54
Yeah.
117:55
Um, uh, b- and there's operational reasons for that, cost reasons for that.
117:57
But, um, so this is a space where we think that we can actually help them and other, uh, launch providers get to the thing that they're, to some degree, ignoring right now.
118:06
And then on the, the small spacecraft, uh, side of things, we, we make a small, highly maneuverable vehicle called MEA, which is largely usable for Space Force.
118:13
So we announced those-

7 MINS LATER

speaker_0HOST
124:53
Yeah.
124:53
And so the, the question I think for companies like ours is, you know, do dollars follow that rhetoric? You know, is there increased investment in that sort of thing? Um, and then on the commercial side, I think you have an awful lot of operators who are trying to figure out how do they carve out a niche and survive in a post-Starlink world? Um, how do they figure out, you know, what their space is as a commercial comsat operator that, you know, once you have the dominant Starlink player in the market?

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