Redwire Corporation (RDW)

"The space industry is on its way to reach $1 trillion in revenue by 2040, Citi says." Good story: https://www.cnbc.com/2022/05/21/space-industry-is-on-its-way-to-1-trillion-in-revenue-by-2040-citi.html

Thank you Leslie Daniels, board member, buying 30,000 shares. Well done! Now, let's see the other board members step up! Why are the execs selling even a single share at these prices? Are their salaries so low that they need this money now?

Let's just hope that RDW can get into a positive EBITDA situation. That is the main risk for us shareholders. Other than that, the company will do tremendously well if it can just have staying power. I believe that the negative cash flow has arisen because of the lumpiness in their business, not because of deceit or wishful thinking on the part of management. I think that forecasting in this industry must be very difficult.

New robotics facility. Maybe this is where some of the SPAC funds went?

I am the only one mad that they burned $169 million in one year..Everyone else is so Happy..Pls mute the truth..As I have been muted

Really happy to hear on this call that they are keenly focused on National Security and the demand in that sector, despite any short term fluctuations in the commercial segments. Clearly with what's going on with Russia, we have to believe that the U.S. will not be cutting their national security budget anytime soon. IMO.

Looks like good news across the board. I am curious to see or hear how many of the contracts submitted RDW thinks that they can close. Even if it's just 50% we could double our backlogged work from ~250M to ~500M.

I think this is just a legitimately bad stock. I can’t sell because it’s dropped too far but I’m beyond dissatisfied. Well… I did make the choice to buy and hold so I have nobody else to blame but me. But at the end of the day it’s a cruddy stock.

topline growth 20 to 40%, forward p/ebdit of 19. Further down side is limited according to the guidance. But the 25% drop in the last 5 days is brutal especially today's 16% drop with high volume.

I hope all the exes.and family enjoyed their Lux.Vacation at our expense

NASA Chief in Command Bill Nelson is going to visit Redwire headquarters on May 10 to check the progress of Archinaut and other projects

https://finance.yahoo.com/news/media-alert-nasa-administrator-bill-200500186.html

One more tidbit which you can hear from the conference call was that not only do they $547 million in bids submitted, but there is over $1 billion in additional potential business that they have not bid on yet, which means the market is filled with opportunities for growth. I bought more yesterday and will continue to buy all the way back up. The valuation is just too cheap at this level. Way oversold.

Bill Nelsen is mentioning that we need to build moon landing pad before China does.
https://www.youtube.com/watch?v=uMBdVjddI84&t=2320s