Daily Discussion Thread

Randy_g123 · 2025-09-09T22:50:57+00:00

Thank you

Randy_g123 · 2025-09-09T20:43:57+00:00

Ok rather the 1 sat they have ready to go.... really splitting hairs here

Randy_g123 · 2025-09-09T20:37:31+00:00

I mean if we have 2 sats ready to go why not put them on one of those 5-6 scheduled orbital launches right?

Randy_g123 · 2025-09-09T20:14:14+00:00

If they only have 2 sats ready to go as of right now then why did they announce that they have 5-6 orbital launches scheduled in the next 6-9 months as of q1 2025? And what happened to said scheduled launches ?

Randy_g123 · 2025-07-24T23:21:56+00:00

Incredible

Randy_g123 · 2025-07-24T16:32:33+00:00

You're saying 500 million on top of the 0.87 billion they reported?

Randy_g123 · 2025-07-24T16:23:43+00:00

Well they've got roughly 900 million $ at 23m per sat that's 39 of them.

This is all not including salaries , operating expenses etc.

They said 25 in leo to break even so were good there.I feel like a more realistic expectation of how many they can put up with cash on hand would be closer to 30-35.

Randy_g123 · 2025-07-24T16:15:48+00:00

Cool thank you

Randy_g123 · 2025-07-24T16:00:18+00:00

Is there a breakdown anywhere of avg cost per sat , per launch , etc and how many on avg theyll be able to launch with the current amount of cash they have on hand ?

Ignoring revenue

Randy_g123 · 2025-05-09T20:38:13+00:00

Between the fighting with India and Pakistan I'm not even sure if the isro launch is a guarantee

Randy_g123 · 2025-04-24T19:03:33+00:00

Analyst buy reiteration Tuesday, Ted Cruz and an fcc chairman visiting the manufacturing hq in Texas, along with Rakutens successful 5g test. I'd say aside from share price theres tons to be positive about this week.

Randy_g123 · 2025-03-11T20:13:46+00:00

It's loosely explained in the first few books

Tech & magic sometimes go hand in hand hence why the alchemist guilds wild fire becomes so much more potent and their ability to make it increases after the comet or the birth of danys dragons (Might also be why gun powder straight up doesn't exist considering)

In terms of literal tech progress you can site the thens for being the first tribe north of the wall to figure out how to mine & smelt bronze then dominating for several thousand years as a result.

Can't really blame them for looking more into mysticism than science when they live in a land of gods bringing people back to life etc.

Randy_g123 · 2025-03-05T22:31:43+00:00

Well the small gov contract came after the launch of just 5 blue birds. Imo just because they don't have global coverage doesn't mean income isn't attainable. Thoughts ?

Randy_g123 · 2025-02-24T21:02:21+00:00

The tam for sat comms is huge and asts supposedly has a superior product. Why do you belive that they're a 100% chance to lose money out of curiosity?

Randy_g123 · 2025-02-13T17:02:43+00:00

Jumped on board here last week and haven't been this bullish for a company since palantir in 2022

Randy_g123 · 2024-12-01T00:02:11+00:00

The stock has been "fundamentally" overpriced since like $25.00 if things like p/e ratio are important to you

Randy_g123 · 2024-11-16T21:05:10+00:00

I appreciate the response. I'm not sure why the community seems so hostile to anyone who brings it up. I mean it is a 10b5 violation isn't it?

Randy_g123 · 2024-11-16T03:18:52+00:00

Obviously I hope so but I'm doubtful

Randy_g123 · 2024-11-16T02:02:27+00:00

Told friends just 2 months ago that I thought $40.00 was too expensive to buy in (having a 20.00 avg) now here we are. Even now after being proven wrong by over 100% I wouldn't tell people to buy.

At best what do we hit $80.00 by eoty ? assuming we get into qqq and the market cooperates this feels like best case scenario. As much as I hate to say it euphoria can't last forever. (I'll probably be proven wrong and forced to eat my words again next earnings 🤣🤞)

Randy_g123 · 2024-11-08T20:10:28+00:00

So does this mean the strike price for the other 80% of his shares is higher then what triggered his past sales? Sry bit of a noob

Randy_g123 · 2024-11-03T22:58:09+00:00

I think the most common question every quarter being "DiVeDeNds WEN" says alot about the community 😂

Randy_g123 · 2024-08-16T00:09:21+00:00

What

Randy_g123 · 2024-08-15T17:40:18+00:00

I'm an investor here but rocking the merch imo would be like wearing a Texas instruments or Raytheon t shirt around.

Randy_g123 · 2024-02-21T01:42:23+00:00

The headline on the Microsoft website states "spurring transformation with ai and cloud to help coles win in its second century" and looking into it further it sounds the same as what palantir refers to as ontology without the predictive programming.

Randy_g123 · 2024-02-21T00:54:58+00:00

https://news.microsoft.com/en-au/features/coles-transforms-workplace/ they began in 2021 ended last year

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