More Than Just Connecting Your Laptop
The real growth here might not even come from connecting homes. The bigger opportunity could lie in the things most of us never see. Think of autonomous cars that need constant, reliable connectivity to avoid bumping into each other. Or industrial sites in the middle of nowhere that need to monitor equipment. The so-called Internet of Things, with its billions of sensors, needs a network that can reach anywhere, and satellites are the only answer.
This is where the sector gets interesting. It’s not one single bet. You have companies operating the satellites themselves, like Iridium. You have others, like Planet Labs, using their fleet to take pictures of the Earth, providing data that’s vital for agriculture and logistics. It’s a whole ecosystem. For those of us who see the potential but don’t fancy betting the farm on a single rocket launch, looking at a collection of these businesses makes sense. A diversified approach, such as the one offered by The Satellite-Edge Backbone, could provide exposure to the entire value chain, from the hardware to the data services. It’s a way to invest in the theme, not just a single company. Of course, as with any investment, there are no guarantees and capital is at risk.
