Executive Summary
Lou Whiteman identifies a structural arbitrage in the space sector where component manufacturers trade at 1/30th the multiple of launch providers despite similar growth trajectories. Redwire (RDW) exemplifies this disconnect—trading at massive discount to Rocket Lab while providing essential infrastructure for any space expansion. The Edge Autonomy acquisition diversifies cash flow into drones, creating dual revenue streams as both space and defense drone markets accelerate. Heavy insider buying...
Key Investment Opportunity
Space Infrastructure Arbitrage
Component manufacturers trading at massive discount to launch providers despite similar growth exposure and better diversification
...and 2 more investment opportunities
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