Park Aerospace: The Q2'27 Sell-Off Misreads a Sole-Source Defense Supplier
Park Aerospace’s 11% Q2’27 sell-off overlooks sole-source PAC-3 rocket-motor materials and A320neo engine composites, with missile capacity projected to triple by 2032.
Park Aerospace’s 11% Q2’27 sell-off overlooks sole-source PAC-3 rocket-motor materials and A320neo engine composites, with missile capacity projected to triple by 2032.
A really good $CCLD pitch that I think is very conservative with their PT. Street 12-month analyst PT is $7.33 versus circa $1.8 stock today. LINC.CareCloud.pdf
contrarian in me could not resist. Sold a few Jun27 17C against $SKHN the 2x daily short ETF for $SKHY https://t.co/S1eYAvyno5
I'm very tempted to short $MRNA and $BSP, but I've never made money shorting tickers that are popular on Twitter. https://t.co/pVH61V6HTm
$VSAT < $60 👀
GTCR and Elliott are buying $CCC at ~5.3x fwd revenue and ~12.5x EBITDA. This is a uppier-tier vertical SaaS w/ ~42% EBITDA margins, ~98% gross retention, and network effects If the best assets are clearing at 5-6x, think about what that means for software lenders on everything else.
September 2026 write-ups: 1) $THRM RMT transaction (sort of a spin) 2) $CTVA $VYLR spin-off 3) Guide to M&A situations 4) $DECK beaten down (busted GARP) 5) $RAVE transitioning from turnaround to growth story https://t.co/fKWlrWNy4S
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