Fun times with $SIVE:
New $8.2M order from All Space for Sivers' BFICs.Pretty huge order for 2027, since total Q1 2026 rev was just $6.7M.And embeds $SIVE in the US defence ecosystem via $York Space(YSS.US) pending acquisition of All Space.Which will lead to more follow-on orders, likely of bigger size & scope.However:Personally, I don't see SATCOM as a long term growth driver for Sivers since SpaceX / $Rocket Lab(RKLB.US) eat up TAM through vertical integration.With Sivers collecting potential orders in the long tail of other Space related companies.Just shows that CPO ramp is their highest optionality growth lever for 2027+ imo.But good to see a potential financial inflection point coming next year, just via defence/Satcom POs alone. Nice cataylst regardless.
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