XYZ

[XYZ @GeitCapital]

@SpaceInvestor_D @enoughbllst Including the new $500M ATM, they’re looking at around $1B in potential liquidity. That has to be for something pretty significant, right? Either an acquisition or a major contract ramp-up.

[XYZ @GeitCapital]

@enoughbllst @SpaceInvestor_D Not really a disappointment as long as they spend it wisely

[XYZ @GeitCapital]

@SpaceInvestor_D Just listened to it. Sounds interesting especially at 1.2B valuation.

[XYZ @GeitCapital]

@ArunachalamSol1 @SpaceInvestor_D Bro what. That they might as well buy redwire. This makes no sense

[XYZ @GeitCapital]

@advisors_abcz @SpaceInvestor_D @jinseongeo83473 In money terms not significant but being first in certain industries is invaluable

[Redwire @Redwire]

Redwire’s strong earnings momentum is fueling a powerful start to the year and @CNBC's @TheDomino invited Redwire's Chairman and CEO Peter Cannito on @CNBCMorningCall to break down what’s driving it.

📺
https://t.co/zaojhKGXxn

[XYZ @GeitCapital]

@TradingasRock @SpaceInvestor_D Still alive?

[XYZ @GeitCapital]

@SpaceInvestor_D Up 30% already, gonna trim some. Just not sure how much I want to trim

[XYZ @GeitCapital]

@TorreGiorgio94 Low volume tho

[XYZ @GeitCapital]

@SpaceInvestor_D Average ended up being somewhere between $6 and $7 and also bought some calls during that period.

[XYZ @GeitCapital]

@SpaceInvestor_D Always fun, looking forward to it.

[XYZ @GeitCapital]

@KallMeKurtis @IASAIV The just put it all in one quarter instead of spreading it out. Should be almost done

[XYZ @GeitCapital]

@IASAIV @KallMeKurtis No

[XYZ @GeitCapital]

@AlmaCap114204 @LilyFunds If you look at the valuation of other publicly listed drone companies $925 million was a steal tbh. They were also in dire need of a more mature company with steady revenue and good margins.

[XYZ @GeitCapital]

@RECPAccountant @olivier09313438 Yeah not sure. I assume if the volume is high enough they would get a discount, but still a big price gap. It might be worth it if the performance is that much better.

The guys in Ukraine are not idiots so we will see what they decide.

[XYZ @GeitCapital]

@RECPAccountant @olivier09313438 Thought it was somewhere around 65K per system(2 drones 1 controller) for the BW and fang was less than 4K I believe

[XYZ @GeitCapital]

@RECPAccountant Yeah, I agree. That’s why I very rarely fully liquidate my position.

[XYZ @GeitCapital]

@RECPAccountant We will see. Sold before earnings so slowly getting back in now

[XYZ @GeitCapital]

@RECPAccountant Almost 3 months have passed by now, so I imagine part of that raw material has been turned into finished goods by now. Therefore, it doesn’t necessarily contradict what management has said.