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傑西
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傑西
傑西
·
2021-08-10
$维珍银河(SPCE)$
又再次推迟了前次财报的进度。9月载完意大利空军后,公司会进入长达一年的维修 升级(原先是半年),要到明年9月才正式载客(原本是2022第一季)。而且到了明年9月,仍然只有两架太空船Ss2 和SS3 和一架母舰。 目前开价45万的机票,就是要以价制量,反正维珍光了原先600个机位都消化不完了。每个机位25万元看来是在赔售。未来一年的变数太多,至于股价,可能没诱因了。
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傑西
傑西
·
2021-05-26
Chamath 离开对维珍银河是好事,他只是个玩钱套利的人,对公司经营没帮助。方舟惨赔但chamath可是获利3倍。
非常抱歉,此主贴已删除
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傑西
傑西
·
2021-05-26
木头姨的投资逻辑本来是高风险新创,到了维珍银河就耐不住性子惨赔出场,背弃自己的理念赔钱刚好而已。
非常抱歉,此主贴已删除
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1
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傑西
傑西
·
2021-02-23
$Churchill Capital Corp IV(CCIV)$
估价250亿,CcIv占16%股份等于40亿,而目前CCiv市值150亿,换句话说。cciv股价只值约15美元
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傑西
傑西
·
2021-02-17
$维珍银河(SPCE)$
不用想的太复杂,市值只有百亿真的太便宜。
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2
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傑西
傑西
·
2021-01-30
$fuboTV Inc.(FUBO)$
个人认为最大的风险在于netflix或apple tv模仿它,用庞大的资源下赛事转播权利金,毕竟fubo tv会的服务巨头们也会做,而且还非常容易。
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傑西
傑西
·
2021-01-28
$Aemetis Inc(AMTX)$
这档目前还是低估,除了本业零碳排放生质燃料之外,还有暗牌。极可能是下一只PLUG
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傑西
傑西
·
2021-01-27
$National CineMedia(NCMI)$
电影类股体质最好的一档,去年还每季配息,同行股价都翻3倍了,这档股价太低估了。
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傑西
傑西
·
2021-01-27
$维珍银河(SPCE)$
这只股是真材实料,有能力自造太空船和母舰,自己营运太空旅游。
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傑西
傑西
·
2021-01-04
$特斯拉(TSLA)$
中国市场大降价会导致全球世场观望,买台特斯拉像被割韮菜,谁愿意,连二手行情都ㄧ棒打死了。一来一往,对全球销售量没帮助,可能还会衰退。
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