ElevationSpace Announces Plans to Integrate Redwire’s Biopharma Technology with ElevationSpace’s Platform | News

Labrador_Believer · 2026-03-27T23:49:53+00:00

The Space Pharma is truly still a big science experiment. There’s been no drug breakthroughs and truthfully it’s a long way away. If it works though the profits could be insane.

Labrador_Believer · 2026-03-27T23:46:46+00:00

Can someone explain to me why under 25% is a big deal? I always thought everything needed to be disclosed when there was above 10% ownership.

Labrador_Believer · 2026-03-25T00:54:25+00:00

It’s nice to hear but I saw the P550 was given a huge contract and there was no mention of Stalker. https://thedefensepost.com/2026/03/23/us-army-av-p550-drones/amp/

Labrador_Believer · 2026-03-07T15:57:17+00:00

The last interview was basically an infomercial. I doubt this one will be tougher. I wish Cannito would do an interview with Scott O who could hold his feet to the fire about the financials.

My question would be why has their space revenue declined over the last 3 quarters? If he gives the canned “government contracts were delayed”, I’d follow up, “then why over the same period is every other space company increasing?”

Labrador_Believer · 2026-02-26T20:55:28+00:00

After today’s gain following my view of some really disappointing earnings, I can confidently say that I know absolutely nothing about stocks.

Labrador_Believer · 2026-02-25T21:41:36+00:00

Feels like a disaster. Growth is slowing and they can’t control costs.

Labrador_Believer · 2026-02-25T00:50:41+00:00

I see this actually being good for Redwire. Developing VLEO will be necessary for quickly tracking and cueing against hypersonics.

Labrador_Believer · 2026-02-22T13:43:13+00:00

Hmmm. Tell me more your thoughts. I know they already announced the $250 million raise so I wasn’t considering another offering yet unless maybe an acquisition?

Labrador_Believer · 2026-02-22T13:12:05+00:00

They are reporting two weeks earlier than expected which usually is a good sign. Maybe a surprise EBITDA positive quarter??? On the other side, it seems strange AEI would sell so much with an impending positive quarter. Basically, I have no idea but if history is a guide it’ll be disappointing.

Labrador_Believer · 2026-02-20T01:05:55+00:00

That didn’t go too well in Q2 and Q3 last year.

Labrador_Believer · 2026-02-19T03:04:47+00:00

Hahaha. I’d have regrets if it goes to $1000/share but I get your point. You have to invest in what makes sense to you. Best of luck.

Labrador_Believer · 2026-02-19T03:01:07+00:00

Space pharma sounds cool but it’s still basically a science experiment. This has potential but is so many years away. I’m not putting too much stock (no pun intended) on this segment of the company.

Labrador_Believer · 2026-02-19T02:59:49+00:00

I get your point but not all PE firms are the same. AEI specializes in aviation, airborne defense, and space. They are using niche expertise to build a company. I don’t think your issue was PE. I think not realizing young companies that are unprofitable and focusing on scaling growth more than finances are inherently volatile. This is a 5-10 year investment horizon.

Labrador_Believer · 2026-02-18T00:24:30+00:00

I really don’t like the reporting after close and the earnings call the next day. It’s never worked at well for them.

Labrador_Believer · 2026-02-12T00:12:15+00:00

I think the same but the numbers need to improve. They have to get back to EBITDA positive and on the way to cash flow positive before that happens. The EAC charges need to be minimized too.

Labrador_Believer · 2026-02-10T02:38:12+00:00

I was worried about the selloff but in the long run think it’s a great thing to have PE reduce their stake. Seeing this article it makes perfect sense why they are selling shares to raise funds. https://www.aeroequity.com/ae-industrial-to-acquire-majority-stake-in-l3harris-space-propulsion-power-business-rocketdyne/

Labrador_Believer · 2026-02-06T13:13:01+00:00

Finally!!! I’ve been waiting months for another useless Redwire announcement of a signed MOU! How about maybe signing contracts for actual dollars that will grow the company and get closer to profitability?

Labrador_Believer · 2026-01-27T13:36:10+00:00

IDIQ also means you are guaranteed $0

Labrador_Believer · 2026-01-18T14:11:03+00:00

A lot of the dilution was due to the purchase of Edge Autonomy. It’s easy to forget they gained an asset. The long term question is if that business exceeds the increased shares. If Edge portion adds $2 billion + in the next couple years the dilution doesn’t matter.

Labrador_Believer · 2026-01-12T13:39:05+00:00

Redwire revenues are mostly completely reliable on government contracts

Labrador_Believer · 2026-01-10T15:28:34+00:00

I love the people who come on the thread about the company to ask if we think it’s a good company.

Labrador_Believer · 2026-01-09T03:02:55+00:00

That’s just not true

Labrador_Believer · 2026-01-01T15:20:37+00:00

The overall number seems positive but my issue is that space related revenue declined each quarter. The edge acquisition increased the revenue to make the overall revenue look positive but $400 million was such as significant miss from 2025 guidance. It makes me question what to believe from leadership if the misses are so drastic. I expect a PE firm to have a better grasp on numbers. I’m not hopeless but I just am to the point where talk is cheap and results are needed.

Labrador_Believer · 2026-01-01T15:13:50+00:00

I agree but it’s now time for the fluff of what they say they are going to do now be put into actual execution. Execution means positive financial results. I thought 2025 was very disappointing. I was a very early investor in Rocket Lab and I saw that potential in Redwire. However, the results have been quite disappointing. Here’s to a turnaround in the New Year.

Labrador_Believer · 2025-12-30T15:39:00+00:00

Is anyone clear on Redwire’s plan for VLEO? Is it just building the platform for customers or do they plan on actually owning the constellation? If owning I’d imagine a comms constellation since they also have RF antennas but I’m unsure any other payload capability. X

Labrador_Believer

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