$1,000 follows their calls into $936
RocketMan@RKLBManBears enjoy your moment. When macro clears I'll see you back at $100. 🫡
RocketMan@RKLBManAnduril worth $90B now. $KRKNF a great proxy at $1B leading into an eventual IPO imo.
IPO Newsroom@IPONewsroom_ANDURIL IS NOW VALUED AT ABOUT $90B IN A NEW EMPLOYEE SHARE SALE Employees can sell shares at $94.80 each, per Bloomberg. - Up from a $61B valuation in May - The sale is capped at about $1.3B - Open Oct. 13 to Nov. 9 - Employees in 16 countries can take part for the first time
RocketMan@RKLBManAdded more $KRKNF this morning. 60% of my target position (2-3% of portfolio). $3.02 avg.
RocketMan@RKLBManAdded more $KRKNF this morning. 60% position at $3.02 avg.
RocketMan@RKLBManThese cuts seem reasonable as it pushes Neutron revenue back for $RKLB and extends R&D spend for development. But the thesis is still in tact. Just delayed.
Chris Ray@itschrisray🚨 $RKLB price target updates following yesterday’s announcement: • Clear Street cuts target to $105 from $129, keeps Buy. Analyst Greg Pendy says the delay pushes growth and profitability back ~3 quarters, but the medium-lift opportunity is "only getting bigger." • KeyBanc
