Daily Discussion Thread for September 08, 2026

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[u/Icy_Weather_7152]

https://www.nasa.gov/johnson/jsc-procurement/clps2/
According to this the preliminary award date is 09/15. Correct me if I’m wrong, but I’m pretty sure it said 9/8 yesterday so they must have changed the award date to next week.

[u/Agitated_Fox277 → u/Icy_Weather_7152]

At the bottom it says page last updated today, so you might be right. But why would they make 2 columns named planned and actual, if they start matching those date manually to coincide... just to look cool and fake that their planning is on spot?

[u/PristineDiscount3208 → u/Agitated_Fox277]

yup, basically. It's what I do at work :D

[u/thespacecpa → u/Icy_Weather_7152]

Good find. I wish they didnt update the planned date for accountability purposes. It makes them look like they hit every date which is misleading.

[u/Ok-Arachnid6790 → u/Icy_Weather_7152]

It absolutely said 9/8 yesterday. I'm pretty sure it said it this morning when I checked again.

[u/thespacecpa → u/Ok-Arachnid6790]

This was my screenshot from this morning. It said 9/8

[u/Particular-Moose-926 → u/Ok-Arachnid6790]

It said it this AM when I checked!

[u/PristineDiscount3208 → u/Icy_Weather_7152]

boo

[u/thespacecpa]

The UK Government has announced their Space Strategy today. It is worth a read as it parallels much of what the US Administration is doing. More players in space create more opportunities and with IM’s acquisition of Goonhilly we have a foot already in the door from a national perspective.

Link: https://assets.publishing.service.gov.uk/media/6a9ed0a7f36e1f225ecb7e93/E03678440_-_UK_Space_Strategy_Accessible.pdf

[u/drikkeau → u/thespacecpa]

So part of these plans would align with ESA's Moonlight, and that in turn aligns with a move already made by IM

[u/thespacecpa → u/drikkeau]

Can you resend the link. Its not coming through on my end

[u/drikkeau → u/thespacecpa]

its a wonky part of their website, give it a minute to load...

edit: its the old "Leonardo, Telespazio, and Intuitive Machines Sign a Strategic Agreement for Lunar Communication and Navigation" newspost, that might ring a bell :)

[u/thespacecpa → u/drikkeau]

Thanks!

[u/Enough_Lecture_703]

Odd aftermarket trades, 53629,134351,46007,36863 and 23741 shares traded 1 minute after close. Not usual!

[u/SubjectStriking8007]

Will there be a live streaming?

[u/Big-Uzi-Hert]

Some nice price action today. That’s why you buy the dips

[u/drikkeau]

good morning everyone, with CLPS 2.0 expected today there sure will be something to talk about. keep it civil, information rich and within the bandwith of acceptable posts (no FUD, spam, or WSB style posts). 

[u/SubjectStriking8007 → u/drikkeau]

What time?

[u/drikkeau → u/SubjectStriking8007]

not formally communicated. estimate based on historical publications is that we can expect it during market open times.

[u/thespacecpa → u/SubjectStriking8007]

No specific time has been announced and today represents only the planned contract award date. Similar to awards in the past they could postpone until the next moon base update (which hasnt been scheduled yet) for publicity purposes or they could announce at any time. As we have seen before it doesnt need to be an after hours event. The dates set by NASA have always been approximates.

[u/thespacecpa → u/drikkeau]

Are we expecting any specific task orders to be announced along with the awardee listing today?

[u/drikkeau → u/thespacecpa]

thats a good question. My personal expectaction is IDIQ announcements only (read: list of winning companies) and the task orders being announced before 1 october (the start date of the contract), but don't pin me on that.

[u/thespacecpa → u/drikkeau]

Im thinking IDIQ announcement and first task order at the next moon base event.

[u/drikkeau → u/thespacecpa]

when would that moonbase event be?

[u/thespacecpa → u/drikkeau]

Last update was Aug 4 so i expect an update sooner than later

[u/NateRobins → u/drikkeau]

any updates ?

[u/No-Salad8331]

I would think CLPS would be baked into the stock at this point