DoubleE

[DoubleE @DoubleE1862571]

@LucasSacerdote_ It seems all solar stocks are struggling right now.

[DoubleE @DoubleE1862571]

@LucasSacerdote_ @ACapitalLP Would reducing recurrent stake to 49% achieve the same thing as selling in terms of debt on the balance sheet ?

[DoubleE @DoubleE1862571]

$CSIQ looks grotesquely undervalued. I can’t look away. And yet, a little voice keeps whispering “value trap”.

[DoubleE @DoubleE1862571]

@Zet4reticuli Dilution or not, It would be a massive bullish catalyst. The big 3 taking a stake means they are invested in the outcome

[DoubleE @DoubleE1862571]

$ASTS A launch date for BB14-16 must be imminent. If they announce this coming week and launch the week after, the question becomes how quickly BB17-19 ship. Shipping immediately would be huge. Another six weeks of nothing would just be a downer on the stock.

[DoubleE @DoubleE1862571]

@dariandemetri Apparently I was wrong about the price not dropping below $10

[DoubleE @DoubleE1862571]

@Guntertrov For one, we don’t know how much of that hefty debt they”ll need to refinance ? We really don’t know production cost at the US factories. We can only guess for now. Like I said, $92m in tariff refunds didn’t get them to positive earnings. Credits won’t be much more than that

[DoubleE @DoubleE1862571]

$CSIQ The only things that can reverse this stock are earnings and de-leveraging. In this market, everything else is noise unfortunately.
Will earnings come ? It’s hard to say. The company received $92 million in tariff refunds in q1 and still lost $30 million.

[DoubleE @DoubleE1862571]

$ASTS Muted the Man Rat. While you want a broad set of perspectives, he’s just here to taunt.

[DoubleE @DoubleE1862571]

@peterlindmark Unfortunately, the market does not care. Anything short of a firm contract is - meh

[DoubleE @DoubleE1862571]

@endless_frank How could they possibly have seen trouble ahead for markets ? Are they psychic ?

[DoubleE @DoubleE1862571]

$CSIQ Didn’t think I’d see this below $10.

[DoubleE @DoubleE1862571]

@BenJawanda It’s manufacturing. Launch can not be a bottleneck until you can make satellites

[DoubleE @DoubleE1862571]

@deepresearch855 If they can’t ship and launch, it’s literally nothing

[DoubleE @DoubleE1862571]

@DoubleEph It’s a gimmick.

[DoubleE @DoubleE1862571]

@TMFAssociates Starlink v1 uses Swatm technology. That’s why they’re so crappy,

[DoubleE @DoubleE1862571]

$ASTS How is finishing green possible ? The Man Rat says it was going to zero.

[DoubleE @DoubleE1862571]

@MacroMicroNMike @YYDSxjm No carrier in the US will be stupid enough to let a Trojan horse in the city gates. If SpaceX wants a competitor g service, it can go spend $25B and take three years to build out terrestrial support