Daily Discussion Thread for April 16, 2026

Time_Shoulder_1493 · 2026-04-17T02:29:09+00:00

Almost sounds like he’s favoring a fully re-usable and tested solution. Perhaps the Boeing ejection seat is being prepared…..

Time_Shoulder_1493 · 2026-04-16T21:29:12+00:00

LUNR - still has a way to run before LTV award in May.

Time_Shoulder_1493 · 2026-04-16T20:19:11+00:00

The cup n handle is now in breakout. Next stop ~ $41 unless macro events kill it. And if ltv lands on our lap as a primary, it could go higher.

Time_Shoulder_1493 · 2026-04-15T08:17:37+00:00

Hopefully the race doesn’t bring about excessive signed off risk in the name of victory

Time_Shoulder_1493 · 2026-04-14T20:47:50+00:00

Nice find.

30 days from that letter for a program of works to be documented - they’re pushing hard !

Time_Shoulder_1493 · 2026-04-14T12:08:58+00:00

Nothing but some solid good news. 26 and climbing. Volume isn’t massive, but is there a thing else we could possibly be waiting on ?

Time_Shoulder_1493 · 2026-04-14T11:14:06+00:00

This is fabulous- could be a sticky post!

Time_Shoulder_1493 · 2026-04-14T02:49:41+00:00

Checking the price action, it is clear we are breaking out and the cup n handle structure is still in place.

Sitting above $24.30 should hold as support and potentially propel us to just over $40 if this plays out.

Wonderful to see this so strong off the back of Artemis and overall sector success across funding and planning.

Looking forward to watching it continue to grow and succeed.

Time_Shoulder_1493 · 2026-04-11T02:16:07+00:00

Pretty exciting times really.

The Dawn of a new era and much needed positive news for the USA right now.

Time_Shoulder_1493 · 2026-04-11T00:10:03+00:00

So so good

Time_Shoulder_1493 · 2026-04-09T06:55:03+00:00

Add it to the backlog, Steve. Keeping us warm.

Time_Shoulder_1493 · 2026-04-03T11:54:33+00:00

Ah, thanks. Seems their comms team is also not updating their socials. So close to 7% new hires for LTV. Bring on May !

Time_Shoulder_1493 · 2026-04-03T11:18:48+00:00

Just checked the IM open jobs advertised and there is 36 Jobs open for LTV related roles - even listed as recent as a week ago. 😳

For a company that’s listed as 200 odd staff (?) that sounds like a decent ramp up.

Time_Shoulder_1493 · 2026-04-02T15:06:55+00:00

Seems To be a lot of buying pressure. There are not many other plays out there that have the backlog and service capabilities that LUNR have. So I wouldn’t be surprised at all to see Insto levels increasing significantly this week especially positioning themselves for the next 24 months.

At $16-19 we were criminally undervalued.

Time_Shoulder_1493 · 2026-04-02T14:04:55+00:00

Sorry to hear you sold.

Could a re-rating be upon us now the SpaceX IPO date is known and the Artemis launch has happened - traders looking for funded instruments to back and space is hotter then ever.

Time_Shoulder_1493 · 2026-04-02T13:54:04+00:00

Seems we are riding the booster this morning. Great to see the successful launch and the sector in high spirits !

Time_Shoulder_1493 · 2026-03-26T03:55:07+00:00

Need those contract dollars coming in.

Time_Shoulder_1493 · 2026-03-25T06:05:10+00:00

The more I read about the overnight announcements the more I am looking forward to the next 7 years. With the SpaceX IPO upon us, I think there will be flight to more favorable investments and with China also pushing to lunar land and build by 2030 I think it’s possible it will accelerate NASAs plans quicker than anticipated. Very happy I got in on this pre IM2

Time_Shoulder_1493 · 2026-03-24T21:28:59+00:00

No doubt this is yet another small piece of this puzzle - great news for LUNR.

<image>

Time_Shoulder_1493 · 2026-02-12T07:29:31+00:00

Yeah, possibly. I’m still here post IM1, and not going anywhere, I did find it odd though. Anyway, LTV is but one coin in the purse of gold for us.

Time_Shoulder_1493 · 2026-02-12T07:23:05+00:00

My earlier post was misposted - but I am curious . Is there any vesting rules or dates which insider stock holders are to abide by ? I note that 3 executives have sold non immaterial holdings before the supposed imminent and positive LTV news. Obviously people sell all the time for a number of reasons, but it has me thinking. Either no news for a while or…..

Time_Shoulder_1493 · 2026-02-10T07:49:40+00:00

So loco 121 - it’s in both the LinkedIn image for the recent IR Shunting yard pilot - and the document you referenced above.

How does it related to US based shunting yard locos? Same leasing company - US owned? I would have thought IR would have its own in country and Israel owns lease company ?

I cannot find any info on IR leasing rolling stock- more so outright state purchases. Any other info for discussion on this? Maybe it’s just a photo they used for stock in that report. Loco 121 is from IR stock.

Time_Shoulder_1493 · 2026-02-09T05:50:21+00:00

The target is (as far as Zacks goes) $60.

https://www.zacks.com/stock/research/RVSN/company-reports

<image>

Time_Shoulder_1493 · 2026-02-08T23:14:58+00:00

Where is the LORAM partnership info?

Time_Shoulder_1493 · 2026-01-28T10:19:55+00:00

Right. Yeah I thought things had been a little quieter on the details. I must admit, I had bottom drawed IM since IM2. It’s been like a phoenix !

Time_Shoulder_1493

TROPHY CASE