SpacBobby
29.3K posts

SpacBobby
@SpacBobby
20+ yrs Equity/Commodity Hedge Fund Trader | Come join us and beat the markets at: https://t.co/oA0xRY6IsY
I Climb Mountains 🏔 انضم Mayıs 2012
298 يتبع58.9K المتابعون

I know from my own losses and in reading your comments on X/Twitter how distraught many of you are with falling share prices.
In looking at the likely 2026 industry-wide Box Office, we still expect it to grow materially over 2025 and if so that inexorably would significantly increase AMC’s EBITDA.
However, the external macro backdrop around us is terrible. War in the Middle East, world oil prices soaring above $100 per barrel and other concerns have knocked the Dow Jones average to its lowest point in five months and the S&P 500 to its lowest point in four months.
As for AMC, I am optimistic about our power to increase our earnings this year over last year.
As for the state of the world, we will all read the news together. Naturally, we all can wish for the best on global developments.
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@SpacBobby Why not just buy $MDA whose yearly revenue is there already lol
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@SpacBobby @Acyn Very dumb post..
They attack because they are close to getting nukes..
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$RKLB - Neutron expands Rocket Lab into the medium-to-heavy lift market with ~9x larger market than small lift. While Falcon 9 dominates, Neutron is positioned as a credible alternative.
• Competitive Economics: Priced at ~$55M–$59M per launch, with full reusability and an independent supply chain.
• Targeted Demand: Addresses national security and large constellation operators seeking diversification from geopolitical and vendor concentration risks

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@SpacBobby Pretty wild $MDA has way better underlying
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$RKLB - Clear Street Report:
Key Points:
Neutron: Catalyst for TAM Expansion. Neutron is a rare non-SpaceX (private) alternative for medium-lift missions, supporting ~5x higher ASPs than Electron. We project ~16 launches annually by 2030E, generating ~$928M in revenue, nearly 5x total launch revenue in 2025. While the first launch has shifted to 4Q26E due to tank development issues, testing progress remains strong and key certifications are largely complete.
Electron: Small-Lift Leader with Growth Runway. Electron continues to lead the small-lift market, with rising launch cadence driving operating leverage against a ~$40M fixed cost base. We project revenue reaching
$552M by 2030E (vs. $192M in 2025) as annual launches scale to 52 (up from 21 in 2025), with gross margin expanding to ~56.9%.
Space Systems: Step-Change to Prime Contracts. The shift toward prime contractor awards, highlighted by the $816M SDA contract, captures greater value and supports a projected 25% revenue CAGR through 2030E. Near-term visibility remains strong, with ~37% of the $1.85B backlog (~$518M) expected to convert to revenue within 12 months.

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@candidpersona @RoYoSo10 @TrumpDailyPosts Precisely….folks are so brainwashed these days by mainstream media
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@RoYoSo10 @SpacBobby @TrumpDailyPosts You can’t gaslight anyone my friend.
Iran haven’t attacked any other nation first for over 2 centuries. We know who the aggressor is.
The whole world knows.
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Donald J. Trump Truth Social Post 10:05 PM EST 03.18.26
Israel, out of anger for what has taken place in the Middle East, has violently lashed out at a major facility known as South Pars Gas Field in Iran. A relatively small section of the whole has been hit. The United States knew nothing about this particular attack, and the country of Qatar was in no way, shape, or form, involved with it, nor did it have any idea that it was going to happen. Unfortunately, Iran did not know this, or any of the pertinent facts pertaining to the South Pars attack, and unjustifiably and unfairly attacked a portion of Qatar’s LNG Gas facility. NO MORE ATTACKS WILL BE MADE BY ISRAEL pertaining to this extremely important and valuable South Pars Field unless Iran unwisely decides to attack a very innocent, in this case, Qatar - In which instance the United States of America, with or without the help or consent of Israel, will massively blow up the entirety of the South Pars Gas Field at an amount of strength and power that Iran has never seen or witnessed before. I do not want to authorize this level of violence and destruction because of the long term implications that it will have on the future of Iran, but if Qatar’s LNG is again attacked, I will not hesitate to do so. Thank you for your attention to this matter. President DONALD J. TRUMP
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I hate to be the bearer of bad news but if infrastructure like this 👇 gets blown up, as of this moment it will take at least a decade to recover from this war - and the truth is that the world's energy picture is probably changed forever.
This single facility 👇produced roughly 20% of global LNG supply (aljazeera.com/news/2026/3/18…) and, as of 2011, had taken $70 billion to build (energyintel.com/0000017b-a7be-…).
What makes this even worse is that Iran's strike on this was retaliation after Israel attacked their South Pars gas field which draws from the same natural gas reservoir, which is the world's largest by far (9,700 km² - about the size of Qatar itself).
Heck, on the list of the 25 largest natural gas fields (en.wikipedia.org/wiki/List_of_n…) this single reservoir holds roughly 40% of their combined recoverable reserves - and is nearly 6 times bigger than the 2nd biggest field in the world. And, unlike many of the others on the list, it's only at 10% depletion (meaning 90% of the gas is still there).
Which means that, probably for many years, a huge share of the gas from the world's largest reservoir simply won't be extractable, as infrastructure on both sides - Qatar's and Iran's - has now been blown up.
From a global energy supply perspective, we're deep into worst-case scenario territory.
QatarEnergy@qatarenergy
QatarEnergy Statement on Missile Attacks on Ras Laffan Industrial City QatarEnergy confirms that Ras Laffan Industrial City this evening has been the subject of missile attacks. Emergency response teams were deployed immediately to contain the resulting fires, as extensive damage has been caused. All personnel have been accounted for and no casualties have been reported at this time. QatarEnergy will continue to communicate the latest available information. #Qatar
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