@HighStakesCap@JonnyMoeTrades The F-1 filing registers shares from multiple categories beyond just the PIPE (or SPAC-related “back” shares). It’s a broad resale registration covering ~293.7 million Class B Subordinate Voting Shares held by various selling securityholders, not just the SPAC shares
@RKLBMan My biggest quantum bag. The overhang on INFQ is real but I’ve been a buyer at these levels. Here’s a comp list by MC. Inflection has the lowest P/S amongst the peers. I just bought XNDU on Monday and Tuesday.
@HighStakesCap INFQ prelock up: 65 million shares. Now post lockup 137 million shares. But volumes been elevated last few days so there seems be quite a few buyers.
I disagree with Blue Origin having some of the best engineers in the world. My friend who is a fabrications subcontractor has worked with Rocket Labs and SpaceX. No problems. He has declined work from Blue Origin because of faulty design. I was a big believer in ASTS and still believe in the company. But if they’re relying upon Blue Origin as its execution model, my guess is that 45 satellites in orbit by the end of the year seems like a fairy tale.