$HIMS. Smells like a high teens sweep incoming over the few sessions. Could be a great opportunity but first they need to inflict max pain on retail longs who entered this week and even those fortunate to have gotten entry in the teens but watching profits evaporate imo.
$HIMS. Smells like a high teens sweep incoming over the few sessions. Could be a great opportunity but first they need to inflict max pain on retail longs who entered this week and even those fortunate to have gotten entry in the teens but watching profits evaporate imo.
$CODA almost certainly going to challenge its all time high of $19.20 imo. Clear skies from hereโฆwouldnโt be surprised to see this trade 5 million + shares tomorrow which will look fun!
@MinotaurStocks $CMTL shares clearly being distributed today which is concerning going into earnings. Very large seller early in the day which raises more concerns than warm and fuzzies at this point
@MinotaurStocks Agree 100%. At the highest level a $170M market cap is not going to hold. $CMTL has the golden goose in S&S but looking at all the other business levers it holds itโs crazy. My target is $13, imo. My gut says current cap pressure regarding debt obligations are overblown.
$CMTL the MilSat theme is so hot that $VSAT already blew through DB's price target a week after publication. They use 20x EBITDA on FY27 to value $VSAT DAT, applying same to $CMTL S&S with $500m starting valuation for Allerium Remainco gets us to some big numbers.
@YieldCurveBalI $CMTL and $GILT. This is going to be a fun year across the satellite and communications space. Not to mention a certain IPO in just a few months that will be at the center of headlines. Itโs one of the top themes of the year imo. #spacewars
@YieldCurveBalI $CMTL. I believe Feb is going to be a dynamic month catalyst wise for this stock. There is too much upcoming potential within segments of this business not currently valued imo that should lead to a reprice. Patience prevails on an easy turnaround story imo!
@YieldCurveBalI $CMTL. I believe Feb is going to be a dynamic month catalyst wise for this stock. There is too much upcoming potential within segments of this business not currently valued imo that should lead to a reprice. Patience prevails on an easy turnaround story imo!
$CMTL Excellent piece that nails CMTL's current position perfectly. So if you want to bring your understanding of CMTL current or just learn about CMTL, this is a must read. https://t.co/mfJsopJwMe
@MinotaurStocks $CMTL Ticking time bomb imo. In part because of your due diligence Iโd be shocked if nothing transpires within 1Q. Itโs tough to predict these things but man the pieces surely are aligned on this one - nice work!