Our Q3 Earnings Preview note on Maxar Technologies (MAXR) for Pro subscribers is now live. Subscribers can view the note here.
If you're not yet a Cestrian Pro subscriber, you can learn more about our Pro serviceTopics: Public Posts, maxr
Aerojet Rocketdyne (AJRD) has never been in better shape. Ever. Its stock is approaching a key level. Our Pro subscriber update is now live - Pro subscribers can access the note here.
Topics: Public Posts, Aerojet Rocketdyne (AJRD), Space
Topics: Public Posts
A very quick heads up. If you're not yet a subscriber to our Cestrian Pro service, be aware that our prices rise in just a few days.
From midnight on 1 November, a new Simplex subscription to our Pro service - which includes all our notes - rises from $9,999/yr to $15,999/yr. A new Full Duplex subscription - which adds real-time, secure Slack channel access to our most senior staff - rises from $19,999/yr to $29,999/yr. (Monthly equivalents are also available).Topics: Public Posts
Back in early July we commenced 'Pro' service coverage of Virgin Galactic (SPCE). We declared the stock a Buy. We said the market had not really recognized the degree to which serious people were doing serious work at the company. We thought the stock could outperform. Well, so far, it has. In a hot hot market, SPCE has outpaced the Nasdaq and the S&P alike since our Pro 'Buy' call. We walk you through this below and we consider whether taking profits now is wise or not.
Topics: Virgin Galactic (SPCE), Public Posts
Maxar Technologies - Baseline Outlook Subscriber Note Now Live
Our "Baseline Outlook" note on Maxar Technologies (MAXR) is now live. Subscribers can view the note here.
Topics: Public Posts, maxr
Maxar Technologies (MAXR) is a $3.7bn EV remote sensing business, one of very few stocks offering investors pure-play exposure to the high growth space sector. The bulk of the company's value is a result of its dominance of security-cleared Earth imaging services provided to federal government agencies. In addition the company has civilian clients for such imaging, and builds communication satellites on a to-order basis - most recently for Intelsat. MAXR stock suffered a brutal fall from grace through 2018, a result of leveraged overexpansion by the prior management team, compounded by a rare on-orbit failure of a Lockheed Martin-built imaging satellite. A new CEO and team took the reins in 2019 and has put in an exceptionally strong performance in restructuring the company. Their work is not yet complete but the worst risks are behind them and the future is bright. The stock has yet to recover to anything like its former high. And therein lies the opportunity.
Topics: Public Posts, maxr
We noted on 4 September that ManTech International (MANT) could be in play following the retirement of its founder. The list of suitors is long, but we believe Science Applications International Corp (SAIC) ought to acquire the company. Our latest Pro note lays out our logic and proposes a potential acquisition model.
Topics: Public Posts, MANT, SAIC
We commence coverage of Science Applications International Corp (SAIC) in our Pro investment research service today. The first note covers our 'Baseline Outlook' which is to say our view of the stock's prospects undisturbed by any major company-specific or market-wide events. More below.
Topics: Public Posts, SAIC
Upgraded 'Pro' Service and Price Rise - From 1 November
We'll be layering further improvements into our 'Cestrian Pro' investment research service on 1 November. As we deliver more value over time, our prices for new members will rise commensurately. We walk you through the changes below. If you're not yet a Pro subscriber, sign up now to lock in the current price. You'll gain all the coming improvements but you'll avoid the new higher price.
Topics: Public Posts