Shawarma Capital

Shawarma Capital@ShawarmaCapital

$MRLN the product fucking works. my conviction is unwavering. My worst drawdown ever, but i believe it will reverse soon.

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

Shawarma Capital@ShawarmaCapital

I flew in an airplane with nobody flying it. Yesterday I walked into $MRLN’s flight test hangar at Quonset Point. Submarines under construction on one side of the field. Air National Guard C-130s on the other. In the middle: a hangar where software is being taught to fly

tweeted Fri, Aug 28 · counted from Mon, Aug 31 close

Shawarma Capital@ShawarmaCapital

Hosting a Spaces with @_JaxCapital on two names I think the market’s sleeping on: $MRLN and $PL. Autonomous flight + earth observation: different sectors, same setup: hard-to-replicate infrastructure the market hasn’t caught up to yet. Come argue with us 🎙️

tweeted Fri, Aug 28 · counted from Mon, Aug 31 close

Shawarma Capital@ShawarmaCapital

$MRLN we just went ALL IN

tweeted Tue, Aug 18 · counted from Wed, Aug 19 close

Shawarma Capital@ShawarmaCapital

$MRLN Let’s look at the facts. After October 15 the capital structure is fully known for the first time since the de-SPAC. And we’re getting close.

tweeted Sun, Aug 16 · counted from Mon, Aug 17 close

https://x.com/i/status/2088363414129414147

tweeted Fri, Aug 14 · counted from Mon, Aug 17 close · view on X ↗

Shawarma Capital@ShawarmaCapital

$MRLN the runway reaches past the 2027 certification and revenue milestones without a raise .

tweeted Thu, Aug 13 · counted from Fri, Aug 14 close

Shawarma Capital@ShawarmaCapital

$MRLN Q2 just printed. Quick take before the call at 8 PST. Full recap after. Revenue $2.2M against a $1.0M Q1. Up 120% quarter over quarter, below the $3.8M consensus. Cash $183.9M. No debt. The preferred sits above the common at $162.5M carried value and the warrant liability

tweeted Thu, Aug 13 · counted from Fri, Aug 14 close