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Sidus Space
2 of 2 reports
SPCE
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SPCE AST SpaceMobile
Momentus Inc.
Redwire Corporation
Rocket One
Sidus Space
Virgin Galactic Holdings
LOST IN SPACE: A NARRATIVE LAUNCHED ON HYPE (ASTS, RDW, SPCE, SIDU, MNTS, RKTO) – Fugazi Research
Space stocks trade at 79x sales as dilution, losses, and the SpaceX IPO threaten a sector-wide re-rating.
SIDU
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SIDU Sidus Space
The Black Hole at $SIDU: Where Massive Amounts of Capital Get Sucked Into the Void
SIDU Space short thesis: related-party revenue dominance (47-50%), massive shareholder dilution (64M+ shares), $2M monthly cash burn, negative unit economics, CEO conflicts of interest, no profitability path, governme...