Jun. 27 at 5:21 AM
$LUNR many short investors think
$LUNR is just a Moon landing company.
They're missing the bigger picture entirely.
In the last 6 months, LUNR quietly built end-to-end space infrastructure that no competitor can match:
🏭 Lanteris — flight-proven satellite manufacturing. They're building Altus in-house.
🧭 KinetX — deep space navigation. They're guiding Altus through cislunar space.
📡 Goonhilly — 44 antennas in the UK and US. They're receiving the signal back on Earth.
The chain looks like this:
Lanteris builds Altus → KinetX navigates it → Altus relays data from the Moon → Goonhilly receives it on Earth → NASA gets the data.
Everything in-house. No middlemen. Higher margins.
This isn't a lunar lander company anymore. This is the backbone of the cislunar economy — manufacturing, navigation, communications, ground stations — all under one roof.
And Altus launches with IM-3 before end of 2026.
The market is pricing in the LTV loss. It's not pricing in this.
