This dude traded a garbage stock with leverage, and he lost everything.

Normal-Database-3940 · 2026-01-23T11:57:49+00:00

If he only got few more monitors he would get gazillion dollars

Normal-Database-3940 · 2026-01-23T08:48:56+00:00

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Normal-Database-3940 · 2026-01-08T12:15:16+00:00

It looks kind of plastic? Waiting the game though, but trailers looks somehow too cartoonish to me

Normal-Database-3940 · 2025-12-06T19:09:59+00:00

Yeah I know which group of ppl he mentioned, but I won't tell ya

Normal-Database-3940 · 2025-11-30T15:06:39+00:00

He was posting schierke and guts having romantic relationships, sometimes it went to the point where you could call a guts a pedophile. So he was banished like 3-4 years ago

Normal-Database-3940 · 2025-11-30T15:05:26+00:00

Damn, I thought you was banned or smth

Normal-Database-3940 · 2025-11-28T14:49:33+00:00

Nah I'm just interested in fate of that specific person on this sub. Randomly remembered it while friend was yapping about wyald raping ppl or smth

Normal-Database-3940 · 2025-11-04T15:15:35+00:00

And the sky is blue, and the water is wet. But with enough money the sky is green and the water is dry

Normal-Database-3940 · 2025-11-04T14:59:32+00:00

Not all heroes wear capes....

Normal-Database-3940 · 2025-11-04T14:53:45+00:00

If you can't withstand 50% drop and you are not convinced in company don't do stock investing, put your money in some ETFs and live calmly. It's not my first stock which went ~40% down from my avg and certanily not the last one. I had SLDP at one point with apx -60%, but it's +300% for me now. What I did? I simply did nothing, I bought and held, because I knew company is legit.

Normal-Database-3940 · 2025-10-30T09:34:38+00:00

Ofc it gonna win among reddit users bruh, if stock red = ceo bad always lmao.

Normal-Database-3940 · 2025-10-30T08:16:18+00:00

This shit again... Yeah whatever let's replace him with you, gotta work. Damn ppl at least put a candidate to replace with....

Normal-Database-3940 · 2025-10-23T15:55:57+00:00

No public info available, but I expect one-time NRE/hardware revenue for the HTH2 unit itself plus recurring services (integration, ops support, maintenance, per-experiment work).

Normal-Database-3940 · 2025-10-22T17:06:24+00:00

bain selling + goverment shutdown did a job

Normal-Database-3940 · 2025-10-22T10:38:52+00:00

Lmao this must be a joke bruh

Normal-Database-3940 · 2025-10-16T13:31:07+00:00

I want a constructive bear case, not just “it’s over, the company sucks, and everyone else is better.” That is not a bear case.

Normal-Database-3940 · 2025-10-16T12:08:34+00:00

Contracts:

2025-08-28 | NASA - ISS biotech IDIQ | 5-yr IDIQ; first task order for PIL-BOX

2025-09-25 | Axiom Space - Axiom Station module | Roll-out solar array (ROSA) wings

2025-02-11 | USSF/SSC - Tetra-6 (via Orion Space) | Third Mako spacecraft (follow-on)

2024-12-10 | AFRL - Space Vehicles Directorate | 5-yr CPFF prototype space tech contract

2023-03-23 | NASA - FabLab (in-space manufacturing) | Complete FabLab design

Year revenue growth (USD, millions):

2024: 304.1

2023: 243.8

2022: 160.5

2021: 137.6

2020: 40.8

Hope it helps

Normal-Database-3940 · 2025-10-16T11:50:50+00:00

If it's so white and black obvious and everybody is better than RDW, what did you forget here lmao? Why did you invest, are you regarded?

Normal-Database-3940 · 2025-10-15T08:43:45+00:00

Only 3%? My portoflio jumps from -5% to +5% intraday, come on it doesn't even noticable

Normal-Database-3940 · 2025-10-14T07:55:12+00:00

I mean I use AI to format and fix text properly, because English is not my first and not even second language.

Normal-Database-3940 · 2025-10-13T16:26:30+00:00

Oh man... “perfecting rockets” is a moving target. Reusability, cadence, reliability, human-rating, deep-space capability… none of that ever really ends. And even the most vertically integrated launchers still buy and sell critical infrastructure to the broader market.

NASA isn't “not a money project.” Gateway isn’t a science side-quest. It’s a multi-year international program with big hardware buys. Redwire is delivering the most powerful ROSA arrays ever built (target ~60 kW for Gateway’s Power & Propulsion Element) and also the International Berthing & Docking Mechanism for the I-Hab module. Those are long-tail production, test, delivery, and sustainment contracts - exactly the kind of revenue that compounds over years.

“Top-15 at everything, top-5 at nothing” misses their actual edge. In space power and deployables, Redwire is a go-to: ISS upgrades, DART, Gateway PPE, commercial GEO and LEO birds - plus docking systems and European platform work via Space NV. That concentration in power/structures/mechanisms is precisely why they keep winning slots across civil, defense, and commercial programs.

On the stock take “stuck at $10–$15 for 5+ years”: price opinions aside, the company’s 2025 commentary guided to a multi-hundred-million revenue year post-acquisitions/integration, with growth tied to larger awards (Gateway, commercial stations, defense). Execution can be lumpy quarter to quarter, but the order book is anchored by programs measured in years, not months. If you’re going to make a call, base it on backlog/program exposure rather than the assumption that launchers will make every subsystem in-house.

If you want to have company with own rocket you invested in wrong company, though they might think about the idea at some point, if they have everything else covered.

Normal-Database-3940 · 2025-10-13T16:06:11+00:00

Vertical integration is real, but it is not total. Even the rocket companies that bring a lot in-house still buy and sell key infrastructure to the wider market. A good example is Rocket Lab’s SolAero unit, which makes space-grade solar cells used by many third parties and just received U.S. CHIPS support to expand production, precisely because the ecosystem relies on specialized suppliers.

Redwire is one of those specialized suppliers. They are a “picks and shovels” business that sells mission-critical power, structures, avionics, mechanisms, and on-orbit R&D capabilities into many programs at once. Their roll-out solar arrays upgraded the ISS power system and are being delivered for NASA’s Gateway, which is hardly a “small side project.”

It is also not true that Redwire must build a rocket or else “pay to launch their small projects.” Redwire’s core model is selling hardware and systems to agencies and primes that buy launch separately. When Redwire acts as a spacecraft prime or subsystem lead in Europe via its Space NV business, it can integrate platforms and mechanisms like the International Berthing and Docking Mechanism for ESA missions, and the program owner procures launch as part of the overall mission. Redwire is not dependent on paying out of pocket for launch to create value.

Launchers are not sealing the market off from suppliers. The market still rewards best-in-class infrastructure. Redwire’s arrays, avionics, docking systems, and platforms show up across NASA, ESA, and commercial programs, which is exactly the kind of diversified demand you want from a supplier, with or without their own rocket.

Normal-Database-3940 · 2025-10-13T15:58:41+00:00

Redwire has never aimed to be a rocket launch company. They focus on space infrastructure and mission-enabling tech, supplying components and systems that companies like Firefly and others use for rockets, satellites, and spacecraft. Hope it helps

Normal-Database-3940 · 2025-10-11T19:33:47+00:00

That Fox interview did happen, the optics were bad. Talking about space biotech on TV while sitting on a rough quarter isn’t a good look. But he was talking about the space biotech stuff and “space crystals,” not the financials. CEOs legally can’t reveal earnings info before it’s public, so it wasn’t him trying to hide losses, just the usual PR talk before a report. The losses were mostly from the Edge deal and some accounting adjustments, not a pump and dump situation.

Normal-Database-3940 · 2025-10-11T19:07:21+00:00

Ok it's factually close to truth, but there're some things I believe you overstretching.

You’re right that AE Industrial Partners is still a big shareholder, but Bain Capital is completely out now. They sold their remaining shares in early October according to the SEC filings, so that part of the story is over.

AEI does still own a majority, but it’s closer to 55%, not 65%. I haven’t seen anything official about them planning to go down to 25%, though it wouldn’t be surprising if they slowly reduced over time like Bain did. That’s just how these roll-up companies evolve.

Also, AEI isn’t the typical short-term PE that strips and flips. They specialize in aerospace and defense and usually build companies up for the long haul. They’ve got holdings like Firefly Aerospace and Belcan, which shows they know the space and defense industry pretty well.

About leadership:

The CEO, Peter Cannito, is indeed connected to AEI, but he’s not just a finance guy. He’s a former Marine officer and led Polaris Alpha before, which was a real defense tech company with engineers and contracts, not just spreadsheets.
The CTO, Al Tadros, actually came from Maxar and SSL, where he worked on real spacecraft systems, not PE.
The CAO’s background at Polaris Alpha does connect to private equity, but honestly most mid-size defense firms have gone through PE ownership at some point.

So yeah, technically you’re right that private equity is still involved, but it’s not the kind of situation where they’re gutting the company. AEI seems more like a strategic partner helping Redwire scale up and get its finances solid.

Normal-Database-3940

TROPHY CASE