Z
@zenithquae
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My stock picks might make you a millionaire. Not financial advice.
Earth
Joined December 2023
WHY I THINK VIRGIN GALACTIC $SPCE IS ONE OF THE GREATEST MOONSHOT OPPORTUNITIES AVAILABLE IN THE MARKET RIGHT NOW. 🚀🌌🪐. Before I go on, it's important to note that this is a very risky investment. You should not invest in this stock if you are not comfortable with the idea
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Nice move from $BLDE today. Market maybe realising that just because the deal didn’t triple the price overnight, doesn’t mean it’s a bad deal.
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If $SPCE was up 20% past 2 days, everyone would be talking about how fantastic their earnings update was. Price dictates sentiment.
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I can understand the move down in $SPCE today. On the earnings call, they clarified that there will be a very small delay, of around 6 weeks. This is obviously not perfect. What they also clarified though, is exceptional transparency on the buildout, technical detail and.
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RT @zenithquae: WHY I THINK VIRGIN GALACTIC $SPCE IS ONE OF THE GREATEST MOONSHOT OPPORTUNITIES AVAILABLE IN THE MARKET RIGHT NOW. 🚀🌌🪐. Bef….
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Expecting a big move up on $SPCE after these results. Everything the market wanted:. - Ships on track (or even marginally ahead of schedule?.- New mothership exploration.- New spaceport exploration.- Detail on ATM program.- Cash burn meaningfully down on last Q .- Now more.
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$SPCE earnings out:. - Confirmed ships on track for Q1 2026.- Cash burn meaningfully down on last quarter.- Exploring feasibility for new motherships. Bullish.
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RT @virgingalactic: Our dedicated team and partners have been hard at work building our next-gen SpaceShips. Spaceline President Mike Moses….
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Cannot make sense of the move in $SES today. Everything the market doesn't like from the release today, was released last week. I'm not overly fussed what the exact revenue number is this quarter, the main thing is that the business is now ramping revenues fast and showing a.
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Some thoughts on $SPCE before earnings tomorrow:. IF they announce:. - The ships are on track (I give this c.60% chance). - The ATM equity raise program is completed (30% chance). - Cash burn is meaningfully lower moving forward due to layoffs and buildout (75% chance). We could.
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Some thoughts on $JOBY $BLDE Strata deal:. The deal will leave Strata (Blade's remaining medical business) with $200m in cash and zero debt, implying an enterprise value of $100m. If they can do $170m revenue this year (reasonable), that implies a 0.6x EV/sales, very similar to.
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Reposting now $BLDE is getting more attention. Everything I wrote here still just as true, and now we’re looking at a sizeable takeover premium.
WHY I THINK BLADE AIR MOBILITY $BLDE IS ONE OF THE BEST OPPORTUNITIES IN SMALL CAPS RIGHT NOW. 🚁🧵. Blade provides organ transport and logistical services to hospitals and offers helicopter taxi services to consumers, mainly in NYC. (1/17).
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Great thread.
1/ $BLDE: Bloomberg out with report that $JOBY could be weighing a deal to acquire $BLDE. This would be a match made in heaven. Some initial thoughts on the combo:. 1) $BLDE is the leader in air mobility transportation services both for passengers and medical transplant organs
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News about $JOBY potentially acquiring $BLDE is fantastic, but I’d be surprised if management sell at anywhere near the current stock levels.
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RT @business: Joby Aviation Inc is exploring an acquisition of helicopter ride-share operator Blade Air Mobility Inc, according to people f….
bloomberg.com
Joby Aviation Inc. said it plans to buy the helicopter rideshare business of Blade Air Mobility Inc. for as much as $125 million in stock or cash as the electric aviation firm seeks to expand its...
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Let’s hope Virgin Galactic spaceships will be in this collection soon $SPCE.
I saw someone on this website refer to America as an 'Aerospace Republic' and I'm very inclined to agree
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$SES up 71% since this post.
WHY I THINK SES AI $SES IS ONE OF THE BEST WAYS TO PLAY CLEAN TECH AND HUMANOID ROBOTS 🔋🤖. SES AI develops, manufactures and sells advanced batteries, specifically for EV, UAM and eventually humanoid robot applications. They also sell software related to this. The business.
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Look at how much hate is in the replies of this post. We’re still very very early. $SPCE.
What is BMI carbon fiber and why is it used to build major structural parts of our spaceships? In this episode of We Build Spaceships, we dive into the advanced processes behind crafting carbon composite parts with our partner, Qarbon Aerospace.
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