Voyager Space HDが商用宇宙機器大手Nanoracksの過半数株式取得、商業宇宙ステーションに照準

今回は「Voyager Space HDが商用宇宙機器大手Nanoracksの過半数株式取得、商業宇宙ステーションに照準」についてご紹介します。

関連ワード (Nanoracks、Voyager Space Holdings等) についても参考にしながら、ぜひ本記事について議論していってくださいね。

本記事は、TechCrunch様で掲載されている内容を参考にしておりますので、より詳しく内容を知りたい方は、ページ下の元記事リンクより参照ください。


Voyager Space Holdingsは、商業宇宙サービスベンチャーNanoracks(ナノラックス)の親会社であるX.O. Marketsを、同社の拡大する宇宙関連企業のカタログに加えた。この契約は、2020年12月に初めて発表されたものだ。

2019年10月の創業以来、Voyagerが宇宙企業の過半数の株式を取得するのは4度目となるが、これが最後ではない。VoyagerのCEOであるDylan Taylor(ディラン・テイラー)氏は、TechCrunchの取材に対し、2021年だけでさらに2~4件の買収を発表すると予想している、と述べた。これはアグレッシブな戦略だが、Voyagerのビジネスモデルを理解するための鍵となる。

「多くの人が、当社をファンドやプライベートエクイティ戦略、または言葉は悪いですがある種の金融商品と混同しているようですけれども、そのいずれでもありません」とテイラー氏は語った。「当社は事業会社です」。

Voyagerは、7~10年後には宇宙産業の「プライム」企業と同じレベルの能力に達することを目指している。そのために、同社は一連の宇宙ベンチャー企業の過半数の株式を取得し、能力のポートフォリオを構築している。特筆すべきは、Voyagerがこれらの企業に100%出資することはなく、比較的分散した形で運営している点だ。このようなビジネス上の決断は、同社の数多くのベンチャーの間で、イノベーションを促進するのに役立っているとテイラー氏はいう。

競合する2社を買収して合併し、別の金融機関に売却するというプライベートエクイティの典型的な戦略は、最終的に新しい宇宙経済の成長を促進するものではないと同氏は指摘する。

「(そうした戦略は)宇宙産業で価値をとらえることになりません」と彼はいう。「宇宙産業で価値を引き出すには、能力Aを能力Bと結合させ、食物連鎖のもっと上位にある、新しい能力Cを解き放つことが必要です」。

同社はまた、2021年の第3四半期頃に伝統的なIPOを行う予定だ。S-1の申請は2021年の夏頃を予定しているとテイラー氏は述べている。なお、今回の買収の詳細については同氏は明言を避けた。

関連記事:Voyager Space Holdingsが打ち上げプロセスの合理化に特化したThe Launch Company買収

Voyagerはこれまでに、宇宙での生活を支えるための研究を行う研究開発企業であるPioneer Astronautics、先進ロボティクススタートアップのAltius Space Machines、そして標準化されたハードウェアや機器を打上げ業者に提供する、打上げ支援企業のThe Launch Companyを買収してきた。

今回買収したNanoracksは、国際宇宙ステーション(ISS)で1000件以上のプロジェクトに携わっており、中でも商用エアロックをISSに初めて設置した実績がある。また、2020年11月にはアブダビ投資庁とパートナーシップを結び、砂漠(や宇宙)などの厳しい物理的環境下での農業ソリューションを研究している。

Nanoracksの取り組みの中で最も興味深いのは、同社が「アウトポスト」と呼んでいるプログラムで、ロケットの使用済み上段やその他のスペースデブリを利用して、完全な商用宇宙ステーションを建設・運用するというものだ。Nanoracksは2021年6月、SpaceXのミッションに搭載されたデモミッションを打ち上げる予定だという。

打ち上げ支援、先進ロボティクス、研究会社、そして今回のNanoracksという4件の買収を総合すると、Voyagerが商業宇宙ステーションを建設・運営するために準備が整った未来を明確に示している。その未来はまだ遠いものの、案外近い将来かもしれない。

「この業界の過去10年間は、軌道に乗ることで定義されていました」とテイラー氏はいう。「次の10年は、目的地が重要になっていくと考えています。2030年には、軌道上に8〜12の宇宙ステーションが設置される可能性が高いと思います」と同氏は語った。

関連記事:Voyager Space Holdingsが商用宇宙機器大手Nanoracksの過半数の株式を取得、宇宙サービスのポートフォリオ構築を進める

画像クレジット: Nanoracks


【原文】

Voyager Space Holdings has added X.O. Markets, the parent of commercial space service venture Nanoracks, to its growing catalogue of space companies. The agreement was first announced last December.

This is Voyager’s fourth majority stake acquisition of a space company since its founding in October 2019, and it won’t be its last. Voyager CEO Dylan Taylor told TechCrunch that he anticipates the company will announce two to four more acquisitions this year. It’s an aggressive strategy, but key to understanding Voyager’s business model.

“A lot of people confuse us with a fund or private equity strategy, or some kind of a financial instrument, for lack of a better word, and we’re really none of those things,” Taylor said. “We’re an operating company.”

Voyager wants to reach the same level of capability as the space “primes,” or primary companies, in seven to 10 years. To get there, it’s pursued a majority stake in a series of space ventures to build out its portfolio of capabilities. Notably, Voyager has always never opted for 100% equity in these companies, and it operates in a relatively decentralized way. These business decisions help keep innovation flourishing amongst Voyager’s many ventures, Taylor said.

The typical strategy in private equity — to purchase two competing companies, merge them and sell them onto another financial buyer — doesn’t ultimately spur growth of the new space economy, he pointed out.

“[That strategy is] really not how you capture value in space,” he said. “You capture value in space by Capability A, marrying it with Capability B and unlocking a new Capability C that’s higher up on the food chain.”

The company also plans to go public via a traditional initial public offering sometime around the third quarter of this year. It anticipates filing the S-1 at some point this summer, Taylor said. He declined to provide further details of the recent acquisition.

Voyager’s previous major acquisitions have been with Pioneer Astronautics, an R&D company that performs, amongst other things, research into supporting life in space; advanced robotics startup Altius Space Machines; and The Launch Company, a launch support company that provides standardized hardware and equipment to launch providers.

The newest acquisition, Nanoracks, has been involved in more than 1,000 projects with the International Space Station, most importantly installing the first commercial airlock on the ISS. Last November, the company also entered into a partnership with the Abu Dhabi Investment Office to research agricultural solutions in challenging physical environments, like the desert — or space.

Perhaps the most interesting of Nanoracks’ endeavors is what it calls its Outpost program: building and operating completely commercial space stations out of the spent upper stages of launch vehicles and other space debris. Nanoracks will be launching a demonstration mission onboard a SpaceX mission next month.

The four acquisitions taken together — launch support, advanced robotics, a research company and now Nanoracks — clearly point to a future in which Voyager is primed to build and operate commercial space stations. While that future is still far off, it’s closer than one might think.

“The last 10 years of the industry was defined by getting to orbit,” Taylor said. “I think the next 10 years will be about destinations. I think it’s highly likely we’re going to have somewhere between eight-12 space stations in orbit by 2030.”

 

(文:Aria Alamalhodaei、翻訳:Aya Nakazato)

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放眼未来十年:Voyager将通过持续收购来发展纯商业空间站 - cnBeta.COM 移动版(WAP)

自2019年10月成立以来,VoyagerSpaceHoldings已于近日完成了第四次股权收购,但这家商业航天企业显然不会止步于此。Voyager首席执行官DylanTaylor在接受外媒采访时称,其预计公司将在2021年内宣布2~4项新的收购。尽管看似有些激进,但这显然也是了解Voyager业务模式的一个关键。

科学家如何利用国际空间站研究地球的气候_东南教育网

在地球上,我们经常向天空望去,想知道宇宙其余部分中的物质。同时,在距地球250英里处,国际空间站正在回头。在我们上方的位置上,多台...

Voyager Space Holdings在纳米拉克的大多数股权上瞄准了空间站的景点

Nanoracks将于下个月推出船上的演示特派团。 四次收购组合在一起 - 启动支持,先进的机器人,研究公司,现在纳米拉克 - 明确指出了Voyager旨在构建和运营商业空间站的未来。

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