No, I don't know it. But maybe soon.
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@Multibagger curious to hear what you have to say!
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@Multibagger okay, do you have alternative exciting companies from the satellite industry?
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@Multibagger looks exciting. Why have I always overlooked them? 🥸 How do you see the current price?
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•@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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1Semana
@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.
Unfortunately, the management is relatively incompetent.
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•1Semana
@user100106e78fa94680 The question is, what do they do with the cash? Burn it? Or invest it?
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@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.
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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