Calls
1
u/Redditisnotmycup
Reddit r/ASX_Bets
Win Rate
0.0%
return
-25.9%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 23
$20.03
-25.9%
The author argues LUNR is undervalued because its January 13, 2026 acquisition of Lanteris Space Systems quadrupled pro-forma revenue from $226M to over $850M and vertically integrates satellite buses for its $4.82B NSNS contract. They expect a catalyst from a NASA $4.6B Lunar Terrain Vehicle award expected Q1 2026 and March earnings, with 23% short interest potentially squeezing shares toward a $64.22 DCF-based intrinsic value over a 3-6 month horizon. The main stated risk is that NASA delays or splits the LTV award, causing dilution and cash burn concerns to push the stock toward a $9.50-$12.50 Advent deal floor.
Space
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u/Redditisnotmycup has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: LUNR, KAU.ASX.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
