penny_z
Oct 23, 5:15 AM
$RDW The gap between price action and execution right now is unreal.
• Dilution noise from the ATM is largely priced in; balance sheet is fortified with over
$500M+ in cash.
• Georgetown facility is already live, and Huntsville expansion is ramping up to fulfill drone backlogs.
• EnduroSat EU partnership, Army National Guard Stalker orders, and Axiom Module 2 ROSA all in October alone.
We saw the exact same pre-earnings stall before Q2 exploded. Keeping plenty of dry powder ready for Q3 numbers on Nov 4. Patience pays. 🛰️🚀 #Space #Defense
$SPCX $RKLB $ASTS
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