@All-in-or-nothing @Multibagger @Tenbagger2024 is voyager worth a deeper look ? i read an interesting article. is there catch-up potential here ?
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@Tigawutz I think so. But you need time and it will continue to be very volatile.
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@Tigawutz not yet dealt with in detail, I'll take a look at it tonight.😉
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•@Tigawutz So, now an assessment from me: I do see the combination of the divisions and individual parts of the core business as problematic. Defense & National Security is developing well, strong growth etc.. I'm actually more concerned about the Space division. Here, everything stands or falls with Starlab as the rumored successor to ISS. Although this is a JV, it is nonetheless very capital-intensive and ties up capital and capacity. Overall, I personally don't like the combined growth shown here recently. Certainly not a bad pick in the long term, but profitability is of course a long way off. In any case, the ample cash cushion and the current virtually non-existent debt are positive. The cash burn is therefore probably manageable for quite some time.
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