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Darkwingduck
@Darkwingduck
1Mo·

Does anyone know the shares?

6
18 Commentaires
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Chris@Multibagger
1Mo
No, I don't know it. But maybe soon.
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Darkwingduck@Darkwingduck
1Mo
@Multibagger curious to hear what you have to say!
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Chris@Multibagger
1Mo
@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.
$BKSY looks more interesting to me. But I don't see either doubling in a short period of time
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Darkwingduck@Darkwingduck
1Mo
@Multibagger okay, do you have alternative exciting companies from the satellite industry?
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Chris@Multibagger
1Mo
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Darkwingduck@Darkwingduck
1Mo
@Multibagger looks exciting. Why have I always overlooked them? 🥸 How do you see the current price?
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Chris@Multibagger
1Mo
@Neyney 83% up in my portfolio. My buyin is at 6.5$. I think they can develop to 20$ in the medium term.
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Darkwingduck@Darkwingduck
1Mo
@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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Leon G.@user100106e78fa94680
2Sem.
@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
2Sem.
@user100106e78fa94680 The question is, what do they do with the cash? Burn it? Or invest it?
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Leon G.@user100106e78fa94680
2Sem.
@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
1Mo
@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
1Mo
@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
1Mo
@Tenbagger2024 clear. I wanted to use Howmet as a stable player like Hexcel $HXL
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Tenbagger2024@Tenbagger2024
1Mo
@Neyney
But also take a look at $WWD,
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Darkwingduck@Darkwingduck
1Mo
@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
1Mo
@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
1Mo
@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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