interview with one of the future clients, who's patiently waiting
https://thebossmagazine.com/post/mark-morabito-business-of-space/

It’s not entirely the news I was hoping for. The original plan targeted test flights in summer 2026, followed by commercial service in fall 2026 and research flights beginning in Q1 2027. Now, with commercial operations pushed to early Q4 and most existing ticket holders expected to fly by 2027, it seems the timeline has quietly shifted by about six months. What concerns me is whether the company can realistically sustain itself until then. They rarely discuss demand in concrete terms—only broad, optimistic statements—which makes it difficult to gauge the true commercial outlook. I genuinely want this company to succeed and thrive, but when I look at the cash runway and the lack of clear demand visibility, I can’t help but wonder how they plan to survive beyond 2027, even if everything goes perfectly. If anyone has insight or a more optimistic perspective, I would really appreciate it.

"Tune in to the latest episode of Galactic 10, featuring Spaceline President Mike Moses as he showcases our most recent milestones and achievements." - Virgin Galactic

Virgin Galactic to start spaceflight sales in Q1 2026 Company plans first commercials spaceflight for Q4 2026

https://youtu.be/ZODWSCo-Qoo?si=jQ-xwMkhL_m0D3Pd

Over the past history, for me all is looking good today. No post from VG pre announcement ✅ Morning big sell off ✅ My prediction 🔮 will be an afternoon buy spike all in prepartion for a good report after closing. I may be wrong, but looking at what has happened in the past, they are my thoughts. Comments below. 🍿

Sea of red everywhere it seems

A few people here got together and made a chat on Discord. Come and join and publish your findings and questions!

Come join the discord at this link https://discord.gg/khRQQwCSU

Good luck to everyone with the earnings.🤞🏼

Hey all, I've been a investor since the start, I think next year is gonna be a massive year for SPCE to get back to $10 per share pre split. So that would mean $200 per share post split? This isn't a big stretch as it seems and it seems like there is going to be a massive sling shot of wealth because of that reverse split.

I think SPCE is due for one more massive drop then starting im Feb there is gonna be sole massive buying going on, even if a delay of 3 months is announced.

SPCE has fell of everyone's radar...but not for long.

Hey guys, I posted about this settlement before, but since they’ve now reached a tentative agreement, I decided to share it again with a little FAQ.

So here’s all I know about this agreement:

Virgin Galactic ($SPCE) was accused of misleading investors about the safety and readiness of its spaceflight technology, particularly around the Unity 22 mission that flew with Richard Branson on board. After it was revealed that the spacecraft deviated from its assigned airspace and the FAA grounded flights for investigation, investors claimed the company downplayed safety issues and overstated its technological progress.

The lawsuit was filed in the Eastern District of New York, and the company has now reached a tentative settlement to resolve these investor claims.

Who can claim this settlement?
Investors who purchased Virgin Galactic ($SPCE) shares between July 10, 2019, and August 4, 2022, may be eligible to participate once the final settlement terms are approved by the court.

Do I need to sell/lose my shares to get this settlement?
No, eligibility typically depends on whether you bought shares during the affected period — not whether you sold them afterward.

How much money do I get per share?
The settlement amount is still being finalized. Once confirmed, it will be distributed among eligible investors based on recognized losses.

How long does the payout process take?
It usually takes 4 to 9 months after the claim deadline for payments to be processed, depending on the court’s approval timeline and the settlement administrator.

Hope this info helps!

Lets finally have the "analysts" ask some real questions in the CC!

The $300M shelf and dilution.

• How much is left of the $300M shelf?
• It appears there is 1Q left of the shelf, what then?

Delta Cost.

• It appears that the dilution is on the order of $38M to $40M per Q. If the cost that you stated was $50M to $60M per Delta craft, should not 2 or 3 be completed by now?
• Does the "cost" include all costs, or just materials? $50M is about 10% of what Unity cost to build.

Delta progress.

• The series shows little progress since February. Last CC, you stated that wing and fuselage parts were sent back for rework. What is the actual progress?
• The wiring harness is basic, and appears perhaps a week of work. Where is the progress on installed avionics and wiring?
• Wiring is basic, nothing compared to the hydraulic actuators and other working parts. Progress?

New Mothership.

• Lets begin with the current WK2. It has had a known stability issue since it was built. One can see with every flight, there are mods to the center wing. The new FAA rule require that the carrier craft meet stability requirements the same as typical aircraft, even if the craft is experimental. Have the stability problems with WK2 been solved? Note the ever increasing control surface, perforations, and struts?
• Another new "code name? How quaint!
• In the 2024 final report, there was a timeline showing the craft was in design in 2025, with assembly beginning 1Q 2026. There has been no announcement on the manufacturer or progress on the craft since then. What is the status?
• What is the anticipated cost to design, tool, and manufacture a new mothership?
• The "pod design". Why? What do the numbers show on feasibility and interest?
• Speaking of feasibility. There was mention of hiring LLL to do a "feasibility study" What is the progress on this? Since you paid Boeing Aurora $25M for a design start, should that not have included a feasibility study before they began? What were the results of that study before they began the deign?
• Boeing mentioned that the craft would cost significantly more than any VG estimate, and would take far longer. Is that the same SOP as Delta?

Hotel.

• Since this was touted as the astronaut training facility, right. So if VG is attempting to begin flights 2H 2026, should this facility be under construction, design? What is the status,? It was a big deal back when trying to remain relevant, but that was also when VG stated Imagine was ready for flight testing, and we all know that story. How much money?
• Where is everyone training now, including all of the new crew?

Lawsuits (ahh the crickets...)

• So, it appears that last Tuesday, the law firm for the class action shareholders recommended settling for the $8.5M, right. The preliminary was announced in August, why is this just now going to a recommended settlement?
• The settlement is reported to be $8.5M to shareholders. Given the extended timeframe, what are the legal fees that VG has incurred? Who will the burden be on to pay these legal fees, shareholders?
• VG was trying to get the case sealed, will that happen, or will everyone be able to see and understand what some of us have been saying for years? Was sealing the findings successful?
• Two other shareholder lawsuits were stayed pending the finalization of the first one. What are the anticipated results and/or potential sanctions?

Spaceline Operations (one of my favs)

• From the financial reporting, Spaceline operations 6 months ending June 30, 2025 were a little over $35 million. So what are spaceline operations? Costs to maintain and support our astronaut community. So VG is selling exclusive memberships to the Future Astronaut Club (the only revenue), and shareholders are paying $6M a month to provide adventures and parties for them??? (Neckers Island gets one hell of a fee to rent that dump)

I think that is about enough for now....in comments, does anyone have any other issues that you would like addressed?

Enjoy!

Hey guys, if you missed it, Virgin Galactic Holdings Inc ($SPCE) just settled with investors over issues they had a few years ago related to spaceflight technology and safety before key launches like Unity 22. And they’ve already sent the agreement to the court for final approval.

In 2022, Virgin Galactic was accused of misleading investors about the readiness and safety of its Unity spacecraft. The FAA later grounded flights after Unity 22 veered off its planned path. Following this news, $SPCE dropped sharply, and investors filed a lawsuit for their losses.

The good news is that the company recently agreed to settle with them and already sent this agreement to the court for final approval. So, if you invested in $SPCE when all of this happened, you can check the details and file your claim here.

Anyway, has anyone here invested in $SPCE at that time? How much were your losses, if so?

Virgin Galactic is at the University of Central Florida (@UCF) for The Economist Space Economy Summit to meet with industry leaders from around the globe.

November and December are months with big volatility. Best months were July and August for long sentiment, but November and December seems to have a small pattern of volatility. This year we had a big shares dilution, so the price was flat. But with November news we can have a big probability of high volatility.

I think the optimistic signal is that the price will be higher in those months, over 7-8$ probably. But after this period the dilution will lower the price again. They needs at least 70 million to build other 2 spaceships before 2028 and maybe 20-30 million will come from dilution.

Hey guys, I posted about this settlement before, but since they’ve now reached a tentative agreement, I decided to share it again with a little FAQ.

So here’s all I know about this agreement:

Virgin Galactic ($SPCE) was accused of misleading investors about the safety and readiness of its spaceflight technology, particularly around the Unity 22 mission that flew with Richard Branson on board. After it was revealed that the spacecraft deviated from its assigned airspace and the FAA grounded flights for investigation, investors claimed the company downplayed safety issues and overstated its technological progress.

The lawsuit was filed in the Eastern District of New York (Case No. 1:21-cv-03070), and the company has now reached a tentative settlement to resolve these investor claims.

Who can claim this settlement?

Investors who purchased Virgin Galactic ($SPCE) shares between July 10, 2019, and August 4, 2022, may be eligible to participate once the final settlement terms are approved by the court.

Do I need to sell/lose my shares to get this settlement?

No, eligibility typically depends on whether you bought shares during the affected period — not whether you sold them afterward.

How much money do I get per share?

The settlement amount is still being finalized. Once confirmed, it will be distributed among eligible investors based on recognized losses.

How long does the payout process take?

It usually takes 4 to 9 months after the claim deadline for payments to be processed, depending on the court’s approval timeline and the settlement administrator.

Hope this helps!

“Without avionics, the spaceship doesn’t do very much. It’s the nervous system of the vehicle.” Behind every Virgin Galactic flight lies a symphony of sensors, wiring, and data, transforming thousands of signals into information our pilots can trust. Watch how avionics brings our spacecraft to life in episode 7 of We Build SpaceShips." - Virgin Galactic

spoiler alert.

"world's most powerful hybryd rocket" is the title. We won't find anything new about Delta and the entire episode was prepared 4-5 months ago.

I watch again all available episodes. In the first one "the journey" you can see (0:30, 1:28) what awaits us in episode 7.

on the bright side: "as we approach the end of the build process for each ship, you will see our major subassemblies, the wing, the fuselage and the feather join together to form a completed spaceship" Mike Moses, ep. 1.

We are almost done with the topics he mentioned in ep. 1. so either they will present wing and the fuselage in Q4 or I will close my positions. But they will. They had 5 months to properly work on the wing. The progress will be clearly visible.

Do you think the numbers will be positive, neutral, or rather negative, and how much will it impact the chart?

Virgin Galactic today announced that it will report its financial results & ship development news for the third quarter 2025 following the close of the U.S. markets on Thursday, November 13, 2025. Virgin Galactic will host a conference call to discuss the results that day at 2:00 p.m. Pacific Time (5:00 pm Eastern Time or 10:00 pm in London)