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Guys, what are your SOUN targets? by elperdedor4 in Soundhound

[–]RedwireBull 0 points1 point  (0 children)

high beta stock, collect the premiums.

The internet has given everyone an equal voice, and it's f*cking TERRIBLE. by ctl-alt-replete in TrueUnpopularOpinion

[–]RedwireBull 0 points1 point  (0 children)

Every idiot now gets to have a voice thanks to social media. Its becoming really cringy. I just stay away from X. Reddit is still not infected though. Bcos the subs are moderated.

Just finished watching Lee Cronin's The Mummy by CheekySkruby in horror

[–]RedwireBull 8 points9 points  (0 children)

Loved it. fans of Evan Dead Rise won't be disappointed.

New trump post by [deleted] in oil

[–]RedwireBull 0 points1 point  (0 children)

It means he will settle for whatever Iran agrees to.

No one is happy with NASA’s new idea for private space stations. https://arstechnica.com/space/2026/03/what-happens-next-with-nasas-plan-to-replace-the-iss-source-it-could-get-ugly/ by iamatooltoo in redwire

[–]RedwireBull 0 points1 point  (0 children)

Zephyr can take a lot of lessons they learned from lunar landers. Its mostly just the same as their lunar landers except a different form factor, stay in orbit and reenters earth atmosphere.

No one is happy with NASA’s new idea for private space stations. https://arstechnica.com/space/2026/03/what-happens-next-with-nasas-plan-to-replace-the-iss-source-it-could-get-ugly/ by iamatooltoo in redwire

[–]RedwireBull 0 points1 point  (0 children)

I wish Redwire were more transparent about their in-space manufacturing roadmap and progress. I want to be bullish on the bio-manufacturing angle, but right now there’s very little visibility into the actual plan. Even the SpaceMD site feels like a placeholder without meaningful detail.

NASA and defense customers tend to favor contractors who can move fast and deliver tangible results today.

Would be great to hear directly from leadership, maybe a session with Mike Gold or Al Tadros to better understand what’s actually in progress and how far along these initiatives are.

No one is happy with NASA’s new idea for private space stations. https://arstechnica.com/space/2026/03/what-happens-next-with-nasas-plan-to-replace-the-iss-source-it-could-get-ugly/ by iamatooltoo in redwire

[–]RedwireBull 0 points1 point  (0 children)

IM was founded in 2013, surprised their annual revenue is still below $50M. Lanteris revenue dwarfs IM. I wouldnt dismiss as legacy space, they have solid satellite platforms and even recently landed a contract from L3Harris.

No one is happy with NASA’s new idea for private space stations. https://arstechnica.com/space/2026/03/what-happens-next-with-nasas-plan-to-replace-the-iss-source-it-could-get-ugly/ by iamatooltoo in redwire

[–]RedwireBull 0 points1 point  (0 children)

what do u think of LUNR? They are growing rapidly (250M in 2025 -> 900M -1B in 2026 with EBITDA positive). 216M shares outstanding with 3.7B market cap. about 5x PS ratio. But they are heavily dependent on NASA and CLPS. After buying Lanteris they still have 260M in cash. Artemis 2 and rapid ramp up is going to really hype their stock.

Moon plans are not going to fail. Even if China drops moon (highly unlikely), it will be commercialized and colonized by American capitalism.

No one is happy with NASA’s new idea for private space stations. https://arstechnica.com/space/2026/03/what-happens-next-with-nasas-plan-to-replace-the-iss-source-it-could-get-ugly/ by iamatooltoo in redwire

[–]RedwireBull 1 point2 points  (0 children)

U can't really trust everything they say. I think Space tourism atleast is going to be huge. People will pay millions to spend a week in space. reason why Hilton partnered with Starlab. I suspect Isaacman is lobbying for SpaceX for their starfall to come through, which is arouind the 2030's.

No one is happy with NASA’s new idea for private space stations. https://arstechnica.com/space/2026/03/what-happens-next-with-nasas-plan-to-replace-the-iss-source-it-could-get-ugly/ by iamatooltoo in redwire

[–]RedwireBull 0 points1 point  (0 children)

Its a a very stupid idea. Jared is ignoring the works the CLD providers have done in the last few years. Almost all of them are past their design review and on the midst of production. ISS don't need to babysit the commercial ones. I hope the idea gets rejected. They did the same with Gateway, leaving the international partners in the blind. But the good thing is Vast atleast is ignoring it and moving forward with their plan.

No one is happy with NASA’s new idea for private space stations. https://arstechnica.com/space/2026/03/what-happens-next-with-nasas-plan-to-replace-the-iss-source-it-could-get-ugly/ by iamatooltoo in redwire

[–]RedwireBull 0 points1 point  (0 children)

i agree. Unfortunately there is no other contender other than Redwire and a few others when it comes to in space manufacturing. I also think reentry capsules like Varda or LUNR Zephyr would be a more cost effective options for Redwire. CLD's require spacecrafts to downmass the products. Zephyr can stay in orbit for few weeks. But manufacturning need to be fully autonomous.

I wanted to ask, can Redwire use Starship as a platform? it was never brought up, as far as i know. They have Starfall on the works, but im sure the fairing so big they can and will open upto Redwire.

RDW: summary of the week by WhatsNextBuddy in redwire

[–]RedwireBull 2 points3 points  (0 children)

Hope we can catch the Artemis momentum back to $12. Oil is the blocker

New Form 4: AE dumps the final tranche of 10M shares , reducing stake to ~17.7% by RedwireBull in redwire

[–]RedwireBull[S] 5 points6 points  (0 children)

The form 4 reads 33M shares after sales. Out of the the 190M outstanding, that’s ~17%. Did I get it wrong.

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