4Mon·

Does anyone know the shares?

I wanted to take a look at the back row of the space baggage and I noticed $SPIR (-5.08%) un $BKSY noticed. Still very small but exciting at first glance. 2026 is going to be great! I definitely have my savings plans with $9868 (-6.4%)
$HLMA (-0.48%) and $6861 (-1.63%) supplemented. Also with $TER (+3.66%)
$MOG.B (+2.33%) and $HXL (+6.89%)

let's see what happens

18 Comments

Chris@Multibagger

4Mon

No, I don't know it. But maybe soon.

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Darkwingduck@Darkwingduck

4Mon

@Multibagger curious to hear what you have to say!

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Chris@Multibagger

4Mon

@Neyney $SPIR seems to be quite a cash burner that will need a few more dilutive capital rounds. But that doesn't mean it can't perform in between.
$BKSY looks more interesting to me. But I don't see either doubling in a short period of time

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Darkwingduck@Darkwingduck

4Mon

@Multibagger okay, do you have alternative exciting companies from the satellite industry?

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Chris@Multibagger

4Mon

@Neyney $GILT

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Darkwingduck@Darkwingduck

4Mon

@Multibagger looks exciting. Why have I always overlooked them? 🥸 How do you see the current price?

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Chris@Multibagger

4Mon

@Neyney 83% up in my portfolio. My buyin is at 6.5$. I think they can develop to 20$ in the medium term.

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Darkwingduck@Darkwingduck

3Mon

@Multibagger Small update on the small caps $BKSY $RDW $186A. These are already included in the Vaneck $JEDI. Good sign, right? $VOYG unfortunately not yet

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Taylor S.@TaylorSwift

3Mon

@Multibagger A little late, but with regard to $SPIR, one should not forget that they have sold a (comparatively slow-growing) part of their company and currently have a cash position of probably just under 100 million. The anticipated sales growth also looked very good, but then wasn't, because (according to management) a lot of money from contracts could only be realized in the following quarter due to the shutdown. If this is true, they have good growth and could probably break even to profit in 2-6 quarters, at least I could imagine.

Unfortunately, the management is relatively incompetent.

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Chris@Multibagger

3Mon

@user100106e78fa94680 The question is, what do they do with the cash? Burn it? Or invest it?

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Taylor S.@TaylorSwift

3Mon

@Multibagger Well, the question now is how to make the distinction. In principle, all these space shacks burn money without end.

With spire, the advantage is that the money is there (also no current dilution risk), as well as growth (if you believe the management, 30 percent sales growth for next year (also because a part could not be registered in the last quarter)), a certain moat and a currently called target to be adjusted ebitda and cash flow break even to positive in Q4 2026 at the latest.

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Darkwingduck@Darkwingduck

3Mon

@Tenbagger2024 I also have to throw in $VOYG, which I found today. About the numbers... well, but the story is great. The partnerships $PLTR and your $7012 come with space and defense fantasies. The monthly performance is also impressive.

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Tenbagger2024@Tenbagger2024

3Mon

@Neyney
I like to take a look at it. But the risk is significantly higher than Woodward or hownet. These are both stocks that you can actually buy blindly and then go to sleep with

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Darkwingduck@Darkwingduck

3Mon

@Tenbagger2024 clear. I wanted to use Howmet as a stable player like Hexcel $HXL

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Tenbagger2024@Tenbagger2024

3Mon

@Neyney
But also take a look at $WWD,

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Darkwingduck@Darkwingduck

3Mon

@Tenbagger2024 I also find it very exciting. Especially the addition of the energy management segment. They seem to be able to cover a lot of ground. I also think maintenance is always very important for such companies.

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Tenbagger2024@Tenbagger2024

3Mon

@Neyney
I will make a company presentation in the next few days.
The Buffet stock $HEI is also solid, or $TDG is a good dividend payer. $CW is also very solid. $LHX is also exciting, especially because of the satellite technology

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Darkwingduck@Darkwingduck

3Mon

@Tenbagger2024 I'm looking forward to it. I'm also looking forward to hearing what you have to say about $VOYG.

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