Andreasgoertz

Top holdings: #PTAL #MAHA #TRIFOR #RISMA

[Andreasgoertz @AndreasGoertzz]

@LuigisVampa Very sharp observations as usual. Good connections to something that may materialize

[Andreasgoertz @AndreasGoertzz]

@SlarkTrader APR :) Unibap also extremely attractive at these levels

[Andreasgoertz @AndreasGoertzz]

@LuigisVampa Great observations, I agree!

[Andreasgoertz @AndreasGoertzz]

@NoLimitGains Failed to mention Unibap Space Solutions, a hidden gem in space infrastructure, likely enabling Golden Dome. On-orbit AI / edge computing.
Partners/customers include; NASA, Leonardo, Loft Orbitel
Targeting growth: 30-50% CAGR
Growth 24’: 80%
~€65m EUR market cap, big disconnect

[Andreasgoertz @AndreasGoertzz]

@LuigisVampa @Nyemissioner This was the first time I heard about it and my heart stopped for a second 🥵

[Andreasgoertz @AndreasGoertzz]

@LuigisVampa Av av, missed out on this one. Probably will still go drastically upwards from here 🫣

[Andreasgoertz @AndreasGoertzz]

@rk8215 Take a look at the facilitating partner of Scanway in space, Unibap Space Solutions, on-orbit AI / edge computing.
Partners/customers include; NASA, Leonardo, Loft Orbitel, Argotec, etc.
Targeting growth: 30-50% CAGR
Growth 24’: 80%
~€60m EUR market cap, big market disconnect

[Andreasgoertz @AndreasGoertzz]

@PhotonBull /2 third generation hardware to be announced to the market in August, set to be integrated to space missions with launch in October. NVIDIA inside?
Big increase in TAM recently, could see a material revaluation soon as we have seen with other Swedish small cap stocks recently.

[Andreasgoertz @AndreasGoertzz]

@PhotonBull I’d recommend a look into Unibap Space Solutions, a hidden gem in space infrastructure. On-orbit AI / edge computing.
Partners/customers include; NASA, Leonardo, Loft Orbitel, Argotec.
Targeting growth: 30-50% CAGR
Growth 24’: 80%
~€65m EUR market cap, big market disconnect

[Andreasgoertz @AndreasGoertzz]

@enochtalent @Vivek4real_ Global world leader for space computing, continuously space proven, with third generation to be announced in August with first mission planned in October, NVIDIA inside?

[Andreasgoertz @AndreasGoertzz]

@LuigisVampa Den eneste emission jeg ikke deltog i, var den sidst emission 🫣 Det ville have hjulpet lidt, men gennemsnitligt afkast på 320% skal man ikke klage over.

[Andreasgoertz @AndreasGoertzz]

@PepInvestStocks I’d recommend a look into Unibap Space Solutions, a hidden gem in space infrastructure. On-orbit AI / edge computing.
Partners/customers include; NASA, Leonardo, Loft Orbitel, Argotec.
Targeting growth: 30-50% CAGR
Growth 24’: 80%
~€65m EUR market cap, big market disconnect

[Andreasgoertz @AndreasGoertzz]

@napoleon21st Waited too long, but maybe it’s still early at these prices…

[Andreasgoertz @AndreasGoertzz]

@napoleon21st I’d recommend a look into Unibap Space Solutions, a hidden gem in space infrastructure. On-orbit AI / edge computing.
Partners/customers include; NASA, Leonardo, Loft Orbitel, Argotec.
Targeting growth: 30-50% CAGR
Growth 24’: 80%
~€60m EUR market cap, big market disconnect

[Andreasgoertz @AndreasGoertzz]

@LuigisVampa May the rest of the year result in even more uplift🚀

[Andreasgoertz @AndreasGoertzz]

@LuigisVampa Same here, OHB was especially obvious but instead chose AAC here as I thought they would have a bigger upside from landing the EPS Sterna order… and then previously chose Eutelsat as the more established player. Oh how I was wrong.

[Andreasgoertz @AndreasGoertzz]

@LuigisVampa This will be huge. It’s all coming together as you predicted, more or less. Now we just need the last piece of Unibap being integrated as key supplier.

[Andreasgoertz @AndreasGoertzz]

@fedex774 I’d recommend a look into Unibap Space Solutions, a hidden gem in space infrastructure. On-orbit AI / edge computing.
Partners/customers include; NASA, Leonardo, Loft Orbitel, Argotec.
Targeting growth: 30-50% CAGR
Growth 24’: 80%
~€50m EUR market cap, big market disconnect

[Andreasgoertz @AndreasGoertzz]

@1LongTermHolder @grindingmacro Seems more than a bit of bravery is needed. Perhaps there is a good opportunity if they can solve the financing issues appropriately.