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 🏔 Bergabung Mayıs 2012
298 Mengikuti58.9K Pengikut

$RKLB - Clear Street Bull Case Scenario....PT $116
• Key Assumption: Neutron launch cadence reaches 26 missions by 2030E, exceeding our base case of 16.
• Revenue Impact: Maintaining an average ASP of $58M in 2030E, this volume adds approximately $580M in incremental revenue compared to the base case.
• Growth & Valuation: This aggressive ramp drives the consolidated Launch revenue CAGR to an impressive 61% through 2030E. We justify increasing our target EV/Sales multiple to 22x (from the base case of 20x) to reflect the superior growth and execution.
Bull Scenario: This scenario yields a $116 price target, representing 32% upside from our base case price target of $88

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$ASTS: 🚨 AST SPACEMOBILE HIRES CHIEF OF ARTIFICIAL INTELLIGENCE AND AUTONOMY
"Skate to where the puck is going, not where it has been"
linkedin.com/in/arvelchappe…

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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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