Update from QuotedData

Summary by AI ^BETAClose X

QuotedData reports that Seraphim Space Investment Trust (SSIT) is strategically positioned in the dual-use SpaceTech sector, which is experiencing increased government and contractor prioritization due to rising global defense spending. The SpaceTech investment market is showing signs of recovery, with $10.4 billion raised in Q3 2025. SSIT has achieved strong net asset value (NAV) growth over the past year, driven by valuation uplifts in its core holdings, and with several portfolio companies demonstrating revenue growth, there is potential for further upside. QuotedData believes SSIT's current mid-30s discount to NAV is excessively wide.

Disclaimer*

Seraphim Space Investment Trust PLC

04 December 2025

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Seraphim Space Investment Trust - Update from QuotedData

5 December 2025

Dual-use SpaceTech: a strategic shift, not a short-term trend

Rising global defence spending, with many NATO countries now meeting or exceeding previous commitments, has made SpaceTech a higher priority for governments and major contractors. This shift in priorities is feeding directly into the commercial market. Investment in SpaceTech is also rebounding, with $10.4bn raised in the third quarter of 2025, close to the $10.9bn peak in the second quarter of 2021.

Seraphim Space Investment Trust (SSIT) is well positioned in dual-use SpaceTech and has seen strong NAV growth over the last year, helped by valuation uplifts across a number of core holdings. With several of SSIT's companies showing revenue growth, we believe there could be much more to come. This could help reduce SSIT's mid-30s discount to net asset value (NAV), which we see as far too wide.

Full Research:

https://quoteddata.com/research/seraphim-space-investment-trust-dual-use-spacetech-a-strategic-shift-not-a-short-term-trend-qd/

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