Paul Mampilly’s Space Stocks – “The Race to Mars”

Mampilly goes on and on about why he is so excited about the new opportunities that lie in this sector. He believes money is going to really start pouring into this sector faster and faster as it becomes more mainstream... largely because of 3 developments that were mentioned:

1. SpaceX is has plans of going to mars
2. NASA is planning on going back to the moon and set up a permanent lunar outpost
3. Hollywood's Tom Cruise will be filming an action movie onboard the International Space Station

Besides these developments that Mampilly talks about being in place, investing in Space is something we have already seen gain more and more interest from investors and, like all developing areas of investment, there are all sorts of future estimates as to how large this sector will actually grow. I recently read on CNBC, for example, that the Space industry could triple to be worth $1.4 trillion by 2030.

It's hard to put numbers on an industry that is so new and unprecedented. I mean, how can you possibly predict how popular Space tourism might become? Many speculate it could be one heck of an opportunity, with some estimates predicting Virgin Galactic's revenue going from $0 to $1 billion in the next 10 years.

Big potential? It seems so, and without getting too into speculations here, let's expose Paul Mampilly's Space stocks once and for all.

So, what are the stocks that could "soar as much as 900% ... 1,000% … 3,900% ... over the next three to five years"?

What space stocks does Mampilly recommend you invest in right away to get filthy stinkin' rich? Let's start out with the first...

Space Stock #1 - "A One of a Kind Space Company"

For this first one he claims to be "absolutely convinced this stock can soar 3,900%... in just five years".

Here are the clues we were given:

• It is "going toe-to-toe with the commercial space industry’s 800-pound gorilla … SpaceX"
• It's "just a few years old"
• It is "building on its proprietary rocket technology"

Not much to say here. All the clues given are very vague and don't tell us much.

There are a handul of companies that fit the vague description given, but most are privately held at the moment and there just aren't good enough clues to really narrow in on this one.

Virgin Galactic (mentioned earlier) is a potential pick here. It was founded in 2004 (this could be considered a "few" years old), does have proprietary rocket technology, is competing with SpaceX, and it just went public in 2019. The ticker symbol is SPCE.

But this is just a good guess. Any other guesses on what this stock is here are more than welcome.

Space Stock #2 - The Belle of the Big Money

This one Mampilly tells us "could hand us a gain of 1,000% in the next three to five years".

• It's "another strong American company"
• They are "employing more than 2,000 people"
• it has "annual sales of around $600 million , and it’s valued at less than $1 billion"
• It is "at the center of the biggest revolution in manufacturing in decades" - which is what makes it so important for space ventures
• "Right now, the stock is trading under $15 per share"

So it's some kind of new manufacturing tech that will be very important to space business, but it doesn't sound like it's directly linked to such.

We are also told that Elon Musk has stated that this technology is "going to revolutionize design and manufacturing in the 21st Century".

Now if you do some research here you'll find that Musk was talking about designing and engineering rockets for his SpaceX company using 3D immersive reality visualizations that designers and engineers can interact with in real time with natural hand gestures, as shown here...

But this isn't the investment opportunity. Musk then went on to talk about 3D printing and it's importance in the process of rocket design/manufacturing.

It makes perfect sense that Mampilly is teasing a 3D printing company here. And he's been very bullish on them in the past. But which company?

Well, the startup Relativity Space has the largest 3D printers and plans on manufacturing rockets entirely with them. It's a space company that is heavily relying on 3D printing company, but this still isn't publicly traded, so that's off the list.

He tells us the company trades for under $15.

So what is it?

Well, my best guess is 3D Systems (DDD). 

Not only does this stock trade for under $15 without trading for too low under $15, but it's a 3D printing stock that Paul has teased in the past. In fact, this was his "America 2.0" stock pick. 

All the other clues match up with this pick too. They employ over 2,000 employees (but less than 3k) and their annual revenue from 2019 (the latest data) was at $629 million - Mampilly mentioned this figure being "around $600 million".

Space Stock #3 - "Our Play on 'Digital Steel' for Space"

And lastly, Mampilly's third pick he tells us is "the biggest and strongest of my three favorite space stocks" and is "the perfect setup for a 900% return over the next five years".

900% returns? Sounds good to me.

Let's take a look at the clues he gives us:

• "It makes 'digital steel' products that solve its customers’ most difficult design challenges"
• Has been doing this "since the late 1950s"
• It "serves more than 120,000 customers in the aerospace, defense & security, communications and industrial markets"
• Its currect market cap is "a little under $40 billion"
• It makes tech products for missions to the moon and Mars, and these products are "qualified to the highest standards of NASA, the Defense Logistics Agency, and the European Space Agency"
• It has "3,765 government patents in the U.S. alone", and more in other countries

First off, we need to know what he's talking about with this "digital steel" jargon.

"Digital steel" is just a term he made up. What he's actually talking about here are semiconductors. He's used this term in the past to refer to them, so this is how I know.

And the company being teased here is none other than Microchip Technology (MCHP), which was fairly easy to identify.

Microchip Technology is a semiconductor company headquartered in Arizona and most well-known for analog and flash-IP integrated circuits.

The company has right around 3,765 patents in the US (didn't count them all, but my estimations are right around this number), their market cap is just under $40 billion, and they specifically mention that they "serve more than 120,000 customers across the industrial, automotive, consumer, aerospace and defense, communications and computing markets".

A pretty solid match here.