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Replying to @albionsix
Es el primero que se me vino a la mente. Caro no siempre equivale a bueno, la proteína de Scitec en teoría es top y a mi los sabores me parecen asquerosos mientras que otras más baratas me gustan mucho más. Hablando de sabores, ¿qué tal están la mayoría?
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👤 7/ Leadership is underrated. CEO Jason Kim scaled Millennium Space Systems, with prior roles at Raytheon’s and Northrop’s space divisions. An Air Force Academy graduate and engineer. Since he arrived: landed on the Moon, went public, bought SciTec, won Golden Dome. Backers include AE Industrial and Northrop Grumman.
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🛡️ 6/ Defense may be the bigger prize. Firefly bought SciTec in 2025 and won a seat in the 3 billion dollar Golden Dome program, adding an Air Force data fusion contract in June. SciTec is the only pure software player among about 20 holders. The rest sell hardware, and software tends to win more than its size implies.
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KeyBanc upgraded with a $50 target. Blue Ghost’s single successful commercial Moon landing $75M MoonFall contract gives it a strong position at NASA. With SciTec, it proved its defense capability by tracking ~1,000 missiles in Iran in 30 days. The SpaceX IPO sale was temporary, the fundamentals are solid. I liked the analyst’s comment. I’m still bullish on $FLY. 🚀🚀🚀 This is not financial advice.
$FLY: KeyBanc upgrades Firefly and set a $50 price target. The firm cited Firefly’s exposure to NASA’s lunar initiatives, noting its Blue Ghost lander is "the only lander from a commercial space company to achieve a fully successful landing on the Moon." KeyBanc also pointed to the recent $75 million MoonFall NASA contract award and Firefly’s SciTec missile tracking software, which "tracked ~1,000 missiles in the first 30 days" of the Iran conflict. KeyBanc believes the sector selloff around SpaceX’s IPO was "unwarranted and largely systematic," driven by funds making room for the new listing rather than any deterioration in fundamentals. The firm cited accelerating NASA activity, constrained launch supply, and rising defense budgets, including roughly $56 billion for space-based systems in the proposed FY27 defense budget, as durable tailwinds for the sector.
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$FLY: KeyBanc upgrades Firefly and set a $50 price target. The firm cited Firefly’s exposure to NASA’s lunar initiatives, noting its Blue Ghost lander is "the only lander from a commercial space company to achieve a fully successful landing on the Moon." KeyBanc also pointed to the recent $75 million MoonFall NASA contract award and Firefly’s SciTec missile tracking software, which "tracked ~1,000 missiles in the first 30 days" of the Iran conflict. KeyBanc believes the sector selloff around SpaceX’s IPO was "unwarranted and largely systematic," driven by funds making room for the new listing rather than any deterioration in fundamentals. The firm cited accelerating NASA activity, constrained launch supply, and rising defense budgets, including roughly $56 billion for space-based systems in the proposed FY27 defense budget, as durable tailwinds for the sector.
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🛡️ #SciTec has secured a contract to deliver a battle data fusion system for the U.S. Air Force, enabling faster integration and analysis of information from multiple sensors and operational sources. Read more: satnow.com/news/details/5344… #defense #datafusion #airforce
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Today pupils in #YrWyddfa 🌄 challenged themselves to fix a wind-up torch 🔦 Through trial, error and teamwork they showed real resilience, patience and determination 💪 A brilliant example of problem-solving and perseverance in action! #STEM #SciTec @BlaenauGwentCBC
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Today pupils in #YrWyddfa 🌄 challenged themselves to fix a wind-up torch 🔦 Through trial, error and teamwork they showed real resilience, patience and determination 💪 A brilliant example of problem-solving and perseverance in action! #STEM #SciTec @BlaenauGwentCBC
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Replying to @zuoxiaoshun2025
For SciTec, I am not sure how fast the synergy can reward the share price. Acquisition is different from organic grow. It takes time for the software side to fully utilize firefly’s hardwares to create more values
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⚡ جسمك يستحق الحماية من الداخلكل يوم جسمك يتعرّض لضغوط، تمرين، وإجهاد... والحماية الحقيقية مو بس من برّا 🛡️Scitec Nutrition — Vitamin E مضاد أكسدة قوي يحمي خلاياك، يدعم مناعتك، ✅ يعزّز التعافي بعد التمرينحبّة وحدة كل يوم.. وجسمك يشكرك🌐 baytprotein.com
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🇺🇸 SciTec, a subsidiary of Firefly Aerospace, has been selected to deliver the operational data fusion system for the U.S. Air Force’s Cloud-Based Command and Control (CBC2) program. @FireflySpace The $5.5 million option was executed as part of an initial $24 million award in 2024 under the Advanced Battle Management System (ABMS) indefinite delivery/indefinite quantity (IDIQ) contract. CBC2 is a major component of the U.S. Department of the Air Force (DAF) Battle Network, which is the DAF contribution to Combined Joint All-Domain Command and Control (CJADC2) warfighting system. The CBC2 battle management system supports the homeland defense mission by providing situational awareness for North American Aerospace Defense Command (NORAD), U.S. Northern Command (USNORTHCOM), and Pacific Air Forces (PACAF).
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Ja sam prezirala ove proteinske šejkiće dok nisam sasvim slučajno otkrila ukus Lemon Cheescake od Scitec Nutrition, svi pre njega su mi bili bljutavi i nikakvi, ali ovaj 15/10
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Firefly Aerospace Nasdaq: $FLY Firefly subsidiary SciTec was selected by the U.S. Department of the Air Force to deliver an operational data fusion system for the Cloud-Based Command and Control program. The $5.5M option is part of an initial $24M ABMS IDIQ contract, supporting command-and-control capabilities for NORAD, USNORTHCOM and PACAF. @FireflySpace Link: globenewswire.com/news-relea… #FLY #DefenseTech #Aerospace
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Replying to @ostmulle
Nimm ja seit Jahren Scitec Nutrition, aber wenns ne gute patriotische Alternative gibt, probier ich die demnächst mal aus. Kann man da "Ostmulle10" eingeben um 10% zu sparen?
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Replying to @RKLBMan @Lee_Trades
jason说的ai软件和应用是前几个月收购的 scitec 国防太空ai软件,这个确实是与rklb的区别,他只是在讨论两者的差别,别太激动。
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Time to run it back on $FLY? 🪰 - Nearing the 50 DMA key trendline support ⬆️ - 37% drawdown from the May highs already! - Firefly subsidiary SciTec secured a $5.5 million contract option from the U.S. Air Force to provide data fusion capabilities for the Advanced Battle Management System, expanding work under its original $24 million ABMS contract 💰
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JUST DROPPED: Valley of Depth pod w/ @Jason_Lil_Kim , CEO of Firefly Aerospace (@FireflySpace). We discuss: → The last 30 seconds of the Blue Ghost Mission 1 landing, from inside the room → Why the Moon matters and how big the commercial lunar economy actually gets → The post-Starship launch market → The Eclipse medium-lift bet and the Northrop partnership → Why a hardware CEO bought a software company → The valuation gap with Rocket Lab and what the market hasn't priced in → His read on SpaceX and China → The path to a $100B company ...and much more Chapters: 00:53 – Blue Ghost Mission 1 07:16 – What is the new objective in Blue Ghost Mission 2? 11:49 – How Jason became CEO 18:53 – AE Industrial and how private equity informs Jason's mindset 21:02 – Product stack 24:21 – Alpha and small launch economics 26:20 – Firefly's Eclipse 28:09 – How Starship will impact the launch market 29:41 – Viability of commercial launches 33:51 – Why does the Moon matter? 38:02 – The future of Blue Ghost's missions 39:52 – Why Firefly acquired SciTec 50:49 – Do the public markets understand the space economy? 52:57 – Is Firefly just a launch company? 55:31 – $FLY vs $RKLB 59:56 – The China question 1:01:53 – How Firefly is thinking about M&A 1:04:25 – The path to Firefly hitting a $100B valuation Full episode 👇
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Cloud Based Fusion. Military and Civilian data feeds. Better Command and Control. That’s what @FireflySpace subsidiary SciTec provides for the @usairforce to revolutionize battle management for the future in support of homeland defense!
Securing the skies. Protecting the homeland. Our subsidiary SciTec won a contract for delivering the operational data fusion system for the @usairforce's Advanced Battle Management System CBC2 program—giving warfighters the real-time battlespace awareness they need when it matters most.  Read more: fireflyspace.com/news/firefl…
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Firefly Subsidiary SciTec Awarded U.S. Air Force Contract Option to Deliver Data Fusion Capabilities for Advanced Battle Management System SciTec’s cloud-based data fusion system supports homeland defense for NORAD, USNORTHCOM, and PACAF | $FLY globenewswire.com/news-relea…
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Securing the skies. Protecting the homeland. Our subsidiary SciTec won a contract for delivering the operational data fusion system for the @usairforce's Advanced Battle Management System CBC2 program—giving warfighters the real-time battlespace awareness they need when it matters most.  Read more: fireflyspace.com/news/firefl…
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