Golden Dome contract for L3Harris (and so LUNR!! 👀
HUGE for $LUNR 🙌🙌 One of the potential 10+ catalysts I mentioned on my post last week for $LUNR by end of year. By acquiring Lanteris earlier this year, $LUNR should get paid by $LHX to manufacture these satellites. Great example of how dilution can be positive some time when it comes to acquire a company to diversify the business. L3Harris $LHX has received a contract from the U.S. Space Force’s Space Development Agency (SDA) to produce 18 Accelerated Missile Defense Tranche 3 (AMDT3) satellites to support the Golden Dome for America’s space-based capabilities. https://www.l3harris.com/newsroom/press-release/2026/07/us-space-force-selects-l3harris-provide-advanced-tracking-satellites This would be the first 18 of 45 satellites that $LUNR expects to develop and manufacture per slides from the latest earnings presentation. As announced in March, Lanteris Space Systems recently acquired by $LUNR was was selected by $LHX to support the development and production of spacecraft platforms for SDA Tranche 3. https://investors.intuitivemachines.com/news-releases/news-release-details/intuitive-machines-selected-l3harris-support-sda-proliferated In short, this means $LUNR will get paid by $LHX potentially a billion dollar to develop and produce these spacecrafts! Another couple of hundreds of millions in backlog for $LUNR and the company just hit positive EBITDA last quarter. Their backlog (considering IDIQ contracts) is about to be twice their market cap at this rate with the stock down 70% since all-time high 🤪
Lots of good news. I look forward to seeing this stock in future years. It’s one I will keep adding to and hold for the long term. Thanks for sharing these company tidbits!
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