Once an editor, always an editor. My definition of an editor is: someone who separates the wheat from the chaff and publishes the chaff. Thanks for pointing this out. Mike D
From: F. Scott Wilson via Mifnet <[email protected]> Sent: Sunday, June 15, 2025 8:51 PM To: [email protected] Cc: [email protected]; [email protected]; F. Scott Wilson <[email protected]> Subject: [Mifnet 🛰 72720] Re: Heard in the Hangar #291 The past, the present, and future of the commercial space industry Why, the heck, do you use, so many commas? Scott On Jun 15, 2025, at 8:31 PM, Mifnet Admin via Mifnet <[email protected]<mailto:[email protected]>> wrote:  As the oldest, living airline analyst, we were asked by a friend, why, the heck, are you spending so much time following the commercial space industry? Today, the airline industry is the safest, most convenient form of commercial transportation ever developed by mankind -- but it was not always this way. It took over 100 years since the Wright Brothers invented the aeroplane for the airline industry to evolve this way. The commercial space industry is in its infancy, not dissimilar to the airline industry’s post- World War I barnstorming era – neither safe nor convenient. While there are serious efforts underway to improve both the safety and convenience of commercial space, it is fraught with frequent mishaps, such as SpaceX having yet to demonstrate flight and reentry operations with its new Block 2 Starship after three attempts. Much like the airline industry revolutionized all aspects of how civilization on Earth conducts itself, the commercial space industry is revolutionizing our civilization in the twenty-first century. In this issue of Heard in the Hangar, we give a brief history of aviation in the twentieth century then discuss the past, present, and future of the commercial space industry. Our favorite Space Race 3.0 ideas, in order, are: 1. Planet Labs PBC 2. Rocket Lab Corporation 3. Northrop Grumman Corporation 4. L3Harris Technologies Meanwhile, back on Earth, our favorite global airline ideas, in order, are: 1. Southwest Airlines 2. Delta Air Lines 3. Alaska Air Group 4. United Airlines Holdings 5. Volaris 6. Sun Country Airlines 7. American Airlines Group 8. Ryanair Holdings plc. 9. Frontier Group Holdings FTAI Aviation is our favorite idea in Aviation Services. Archer Aviation and Joby Aviation are our favorite ideas in the eVTOL industry. Archer Aviation raised $850 million following a White House Executive Order to accelerate U.S. eVTOL rollout, cementing its industry-leading liquidity of $2 billion. Airline stocks fell sharply after Israel launched a wide-ranging attack on Iran’s nuclear program and military leadership that threatens major disruptions to energy markets and economies around the world. Shares of Boeing and GE Aerospace declined after an Air India Boeing 787-8 carrying 242 people bound for London crashed into a residential area less than a minute after taking off from western India. The Boeing 787 had one of the cleanest safety records in commercial aviation, with no fatal accidents since its debut in 2011. <Heard in the Hangar #291.pdf> -------------------------------------------------------------------------- Revised: 20250507 You are receiving The Mifnet because you requested to join this list. The Mifnet is largely a labor of love, however the infrastructure isn't exactly cost-free. If you'd care to make a small contribution to the effort, please know that it would be greatly appreciated: https://wardell.us/url/mifbit All posts sent to the list should abide by these policies: 1) List members acknowledge that participation in Mifnet is a privilege--not a right. 2) Posts are always off the record, absent specific permission from the author. 3) The tone of discussions is collegial. 4) Posts are expected to be in reasonably good taste. 5) We discuss ideas and not personalities, and we don't speak ill of other Mifnet members. * The Mifnet WEB SITE is: https://www.mifnet.com/ * To UNSUBSCRIBE from this list at any time please visit: https://lists.mifnet.com/ OR: SEND THIS MESSAGE via email: [email protected]?subject=leave<mailto:[email protected]?subject=leave> * Send Mifnet mailing list POSTS/SUBMISSIONS to: [email protected]<mailto:[email protected]> * You may reach the person managing The Mifnet at: [email protected]<mailto:[email protected]> * Please consider the DIGEST version of The Mifnet, which consolidates all list traffic into 1-3 messages daily. See instructions at: https://lists.mifnet.com/ * Manage your personal Mifnet SUBSCRIPTION at: https://lists.mifnet.com/ * For a list of all available Mifnet commands, SEND THIS MESSAGE via email: [email protected]?subject=help<mailto:[email protected]?subject=help> * View The Mifnet LIST POLICIES and PRIVACY POLICY at: https://mifnet.com/index.php/policies * View instructions for Mifnet DELIVERY PROBLEMS at: https://mifnet.com/index.php/delivery-problems * View The Mifnet LIST ARCHIVE at: https://lists.mifnet.com/hyperkitty/list/[email protected]/
-------------------------------------------------------------------------- Revised: 20250507 You are receiving The Mifnet because you requested to join this list. The Mifnet is largely a labor of love, however the infrastructure isn't exactly cost-free. If you'd care to make a small contribution to the effort, please know that it would be greatly appreciated: https://wardell.us/url/mifbit All posts sent to the list should abide by these policies: 1) List members acknowledge that participation in Mifnet is a privilege--not a right. 2) Posts are always off the record, absent specific permission from the author. 3) The tone of discussions is collegial. 4) Posts are expected to be in reasonably good taste. 5) We discuss ideas and not personalities, and we don't speak ill of other Mifnet members. * The Mifnet WEB SITE is: https://www.mifnet.com/ * To UNSUBSCRIBE from this list at any time please visit: https://lists.mifnet.com/ OR: SEND THIS MESSAGE via email: [email protected]?subject=leave * Send Mifnet mailing list POSTS/SUBMISSIONS to: [email protected] * You may reach the person managing The Mifnet at: [email protected] * Please consider the DIGEST version of The Mifnet, which consolidates all list traffic into 1-3 messages daily. See instructions at: https://lists.mifnet.com/ * Manage your personal Mifnet SUBSCRIPTION at: https://lists.mifnet.com/ * For a list of all available Mifnet commands, SEND THIS MESSAGE via email: [email protected]?subject=help * View The Mifnet LIST POLICIES and PRIVACY POLICY at: https://mifnet.com/index.php/policies * View instructions for Mifnet DELIVERY PROBLEMS at: https://mifnet.com/index.php/delivery-problems * View The Mifnet LIST ARCHIVE at: https://lists.mifnet.com/hyperkitty/list/[email protected]/
