Cestrian Stocks Bulletin

By Cestrian Capital Research, Inc

A Very Special Opportunity (Cestrian Stocks Bulletin #96)


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Cestrian Stocks Bulletin
A Very Special Opportunity (Cestrian Stocks Bulletin #96)
By Cestrian Capital Research, Inc • Issue #96 • View online
Really. Like, no snark or anything.

DISCLAIMER: This note is intended for US recipients only and in particular is not directed at, nor intended to be relied upon by any UK recipients. Any information or analysis in this note is not an offer to sell or the solicitation of an offer to buy any securities. Nothing in this note is intended to be investment advice and nor should it be relied upon to make investment decisions. Cestrian Capital Research, Inc., its employees, agents or affiliates, including the author of this note, or related persons, may have a position in any stocks, security or financial instrument referenced in this note. Any opinions, analyses, or probabilities expressed in this note are those of the author as of the note’s date of publication and are subject to change without notice. Companies referenced in this note or their employees or affiliates may be customers of Cestrian Capital Research, Inc. Cestrian Capital Research, Inc. values both its independence and transparency and does not believe that this presents a material potential conflict of interest or impacts the content of its research or publications.
Spire Global ($SPIR) CEO Live Q&A - 1600 Eastern Tuesday 30 Nov
If you’ve read our work on Spire Global, Inc ($SPIR) you’ll know that we think this is the highest-quality business amongst the space SPAC cohort. Not the most rah-rah of marketeers, not the most ambitious of dreamers, those plaudits go to RocketLab ($RKLB) and AST Space ($ASTS) respectively. But the best quality company most likely to keep growing consistently for years and the most likely to become a prodigious cashflow machine in due course. We own both the stock and call options in staff personal accounts for this reason.
SPIR stock, however, never met a day it didn’t like to paint red. Why this is has to do with the signal to noise ratio in stock markets. Nobody is looking at SPIR right now and so nobody much is buying it. This means the company can chug along growing revenues and moving towards cash generative profitability, all below the radar. We believe that in a year or two’s time, the present SPIR stock price will seem very low and indeed at a level where in those times to come folks will be saying, well, why didn’t I buy this at four dollars and change?
Now we can go on and on for hours about the stocks we cover and the underlying companies to which they relate. As you will be aware, since you read our work. Or at least accept e-mail delivery of our work, thus to make us feel better before you toss it in the trash.
But we thought our subscribers might like to see the Spire story direct. And to that end we are delighted to announce that at 1600 Eastern on Tuesday 30 November, we will host Spire’s founder and CEO Peter Platzer, live in our Cestrian Stocks Symposium Slack workspace. Attendance is free to you as a subscriber of Cestrian Stocks Bulletin. To join in - whether to ask a question or just to watch the session - you have to do only two things.
One, join Cestrian Stocks Symposium if you’re not already a member there. Just click here to join.
Two, navigate to the #spir channel and be there at 1600 Eastern on Tuesday 30 November.
Public company CEOs don’t do this sort of thing often so we are very grateful to Peter for this. It truly is a special opportunity to hear direct from a New Space founder & CEO all about the exciting growth opportunities the company is addressing.
We hope to see you there! Any problems getting set up, reach out to [email protected] and we can help.
Cestrian Capital Research, Inc - 29 November 2021.
DISCLOSURE: Cestrian Capital Research, Inc staff personal accounts hold long positions in SPIR and in SPIR call options.
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