Episode notes
In this Tech-Eye-Spy SWOT analysis, we examine Firefly Aerospace Inc., ticker FLY on the Nasdaq.
Firefly is a Texas-based space and defence technology company building across launch vehicles, lunar landers, orbital vehicles, mission services, and defence software. The company is best known for its Alpha launch vehicle, the Blue Ghost lunar lander, the Elytra orbital vehicle platform, and its move deeper into national security through SciTec.
The key question is whether Firefly is becoming one of the first serious public market plays on lunar and defence space infrastructure, or whether investors are still being asked to pay too early for a company that remains technically impressive but financially unproven.
Firefly has already ...
Keywords
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