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re: General Lee's NVVE
Posted on 9/24/21 at 11:37 am to GeneralLee
Posted on 9/24/21 at 11:37 am to GeneralLee
General - Am I alone in having a little bit of nerves on this one. Love the story, love the market cap, love the concept, love the JV's and partnerships.... just wish there was more disclosure of actual signed transactions.
You still cool and relaxed as this ping pongs between 10 and 13ish?
You still cool and relaxed as this ping pongs between 10 and 13ish?
1
Posted on 9/24/21 at 11:54 am to igoringa
No recent sense of heightened nerves or anything. Hoping to finally start seeing revenues materalize in Q3/Q4. Main downside risk short term imho is that the infrastructure and reconciliation bills fail in Congress. Market cap is so tiny here that I think we have a big cushion. Stonepeak having enough confidence to do the JV is enough comfort for me for now. If we got to Q4 or Q1 and revenues are still like $1M/quarter then I'd have to revisit.
Check out RDW while you are at it. Trades at an insanely lower multiple then other space stocks. It’s a great “picks and shovels” play in space. Kinda an easy layup while ASTS is 50 bagger or bust type play. So those two make a good yin and yang as part of a space portfolio,
Check out RDW while you are at it. Trades at an insanely lower multiple then other space stocks. It’s a great “picks and shovels” play in space. Kinda an easy layup while ASTS is 50 bagger or bust type play. So those two make a good yin and yang as part of a space portfolio,
This post was edited on 9/24/21 at 12:46 pm
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