Anp🅰️nman
@spacanpanman
Red-bean filled bread man. Posts are ideas and opinions, not investment advice. #forsteve#
781 Following 56.1K Followers
Nothing drives sentiment like sector performance
$RKLB $IRDM: A few folks asked me what the pro forma valuation of Rocket Lab + Iridium looks like. I put together a quick and dirty analysis of the combination using consensus estimates. Iridium certainly improves Rocket Lab's margins and profitability in exchange for a reduction in topline growth.
If Rocket Lab can maintain Iridium's revenue and take some costs out (not modeled), the deal should be great for the company's future.
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$MRLN: 🔥 Real-time short interest at all-time high. Borrow rate high as well 😁
6/3: 4.6M 37%
6/2: 4.2M 37%
6/1: 3.9M 37%
5/29: 3.8M 36%
5/28: 3.6M 38%
5/27: 3.4M 36%
5/26: 3.4M 36%
5/25: 3.3M 37%
5/22: 3.3M 35%
5/21: 3.1M 37%
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