Terran Orbital Corporation (LLAP)

[WebSlinger]

A few quotes from the Investor Presentation:

"Terran has earned strategic investments from both Lockheed Martin and Goldman Sachs, among others, and Lockheed has literally adopted Terran’s architecture as its small satellite offering."

"Terran is the global leader in small satellites and is currently building the most advanced earth observation constellation in the world."

"We have a strategic partnership with Lockheed Martin, the world’s largest government contractor."

"space is the new maritime and it has all the opportunity that the sea has provided over centuries. Exploration. Commerce. Security. These are mission areas where the market is exploding for space-based capabilities, and specifically small satellite constellations."

"Right now, we have a backlog of $75 million on funded contracts."

"Terran’s Earth Observation Satellite is game-changing. It’s exactly in-line with the intent of U.S. National Security Space objectives. The Department of Defense and the Intelligence Community have been seeking solutions for persistent synthetic aperture radar for over three decades. Now, that technology has greatly advanced and can be integrated on smaller spacecraft at a greatly reduced price. It adds up to a sweet spot for Terran Orbital – a right sized satellite at a bargain price."

"We see this business growing to over $900 million in revenues by 2026. We believe the value of this business alone covers your investment, Day 1."

"Terran has real revenue today, a multi-year backlog, and a $9 billion pipeline of new opportunities in satellite solutions, as well as early incumbency on multiple projects for its high-growth, high-margin earth observation constellation."