SFTW (Blacksky). Merger vote Wednesday. Get in the warrants!!! SFTW.WS Warrants are cheap ($1.30) here and derisked after the vote Wednesday. Palantir has agreed to investing at $10 per share. Blacksky will have access to Palantir clients. Peter Thiel personally is part of the PIPE.
RDW (Redwire). This one is gonna be good. Came in at a low valuation. I have warrants here and they are still relatively cheap.
ADN (Advent). I have a HUGE paper loss here but this will rebound. I haven't sold any of my ADN holding. They just completed a new acquisition of SER Energy and FES. Making all the right moves but being manipulated and shorted. I'm long on warrants and can wait until I'm right. Warrants on super sale right now!
NGCS (Virgin Orbit). Just announced but I will be waiting until closer to the merge date on this one. Dead money until then I think.
Obviously do your own DD. Risk on all plays above but the rewards could be outsized.
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