I posted my Redwire DD previously. I'm up 200% on most of these positions but the big move hasn't happened yet. It's likely to start tomorrow (unless macro screws us).

    For actual company DD I strongly recommend SpaceInvestor and ScottO on Twitter. I'll just highlight a couple points.

    1) Technical breakout is just starting. Pull up a chart on $RDW, you'll see it. The stocks has been held around $10 and now it's clear sailing up to $30+

    2) AE Industrial held over 30% of the company and has been selling for months, this has capped it around $10. Today, they got rid of all their remaing shares in a single private block sale after hours. This removes the single biggest negative for the company.

    3) Management. You're going to hear people say management sucks – they are missing the forest for the trees. The company doesn't demand a premium for management, even if you discount management it's still insanely undervalued. Management isn't the best but they have good ties to DoD which is where the money is. There is a lot of super bright people in the company at the product level. They have so many class leasing products and opportunities to win in various areas. Bottom line: There is more to the company than the CEO – he isn't even that bad, he just isn't Peter Beck or Elon Musk. Oh well, the company is $2B and doing $450M/year and growing.

    Also: They suck. They have a habit of bad quarterlys, this is not a core holding. It's just a trade. People complain because they are PE backed. They are in it to make money, just like me. No emotional trade here. Pure greed.

    Target $30-$50

    https://i.redd.it/qhwx4wyb9vwg1.png

    Posted by dutch1664

    4 Comments

    1. Successful_Noise7846 on

      bruh that ae industrial block sale was the catalyst everyone been waiting for 🚀 congrats on the gains and fuck it i’m copying your position 💀

    2. ProfessorAkaliOnYT on

      AE situation seems legit, seems like a easy play with SpaceX IPO incoming

    3. I’ve been in and out of redwire a bunch over the last couple years. It’s certainly a rollercoaster. As you correctly mentioned, management is shit and so are their estimates. Few big misses. 2027 looks like it’ll be their year

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