Matheus Lonning

I agree, and have gotten my hands on some high beta names.

The “$1.4B in annual economic output” estimate reflects the broader economic impact of $ASTS operations in the region, not $ASTS ongoing capital expenditures. That figure includes total value of economic activity generated, including supplier spending, employee wages, construction, local services, and induced spending throughout the economy.

"Expected to add $1.4b in annual economic output to Midland". So what is AST's steady state capex going to be (noting that these satellites have to be launched too)?

I’ll be watching $AIR earnings tomorrow. Looking forward to the report.

@kidspouseme Possible, but I’m not sure it’s confirmed yet

@mathlonning Found Aug 12th as a date...don't know time yet

$HAWK will hold its inaugural earnings call for Q2 26 and will also release formal FY26 guidance then. Can’t wait. Likely late August or early September.

Can some company buy $REGN or can $REGN buy some company? I like the patience, but can they get anything going before Dupi stops cash flowing?!

$MNTS is at ~90m market cap and according to my calculations, they have ~76m in cash after all the raises they did last couple months. first off, kudos to management i guess, second is give me the beta exposure lol

@5xSuitor On today’s unforling post I’ll share it on ur dm

@mathlonning Where was this change?

Did anyone get an answer on why $ASTS called the satellite a “spacecraft” ?

@DonWiggins20 I like it too, just wondering if it means anything lol

@mathlonning I like the change.

@ScottJo17779936 I have no idea we’ll know soon

@mathlonning Why do u think investors or potential investors aren’t buying the data?

$TMDX at 36 flights per day in July may warrant a guidance raise

@SayNoToTrading Selling cash secured puts for 40$ lmao

@ScottJo17779936 Management has stated that flight data does not correlate to anything and shouldn’t be taken into account. Therefore there’s no one being mislead.

@mathlonning Are we being misled with this flight data or is something big really happening??

$ASTS THANK GOD

@SoniDevashish06 If this stock went to 10$ (assuming nothing changes) I’d make it my largest position honestly

@mathlonning That’s no so great news

$HAWK lock up expires early November, so many more shares will be available to be sold. Something to keep in mind, among the recent weakness

$PKE with some solid results. I like pretty much all small cap aerospace names. $IEHC $BUKS

@dgkellone23 Not confirmed

@mathlonning Is it confirmed earnings 30th july?

$TMDX It appears the market is not quite buying that the revenue per flight number stays similar to the historical average. Do you guys think that number goes down significantly? If it stays the same, the stock might pop 20% the day of earnings. If it’s down significantly, we may have a big issue.

@buylowandwait Yes, is the gold real?!

@mathlonning The number is telling you a gold mine, yet you are questioning if the gold is real .....

@stocksandteeth When did they say that?

@mathlonning It won’t stay the same, they said they were doing test flights?

@Sumeet2692 I don’t know if that’s happening or not, just wondering what people think

@mathlonning Why would the revenue per flight number go down, when the organ mix is the same and no pricing pressure from competitors. Do you think they are lowering price to onboard more opo which are price sensitive?