3/13/25
AST SpaceMobile
What they (are attempting to) do: Broadband satellite (LEO) to Cell service.
* American company out of Midland, TX. Manufacturing expanding in Texas, Spain, and Florida.
* Currently have 5
Amentum Holdings
What they Do?
* Engineering and technology solutions for US government.
* Spin off from AECOM.
* Acquired Jacobs Solutions' Critical Mission Solutions and Cyber & Intelligence units in 2024.
* 5 divisions:
* Energy
Cover Corp
What they do: VTuber production leader with 41% of market share. Platform for content creation. Anime/Game/Manga/Music market mesh.
* Four revenue sources: merchandising 45%, streaming/content 20%, concerts/events
3/5/25
* Colombian oil/gas producer (25%), refining (35%), petrochemicals (8%), pipeline/midstream (20%), power transmission (15%), and toll roads (5%).
* MC 19B, EV 51B, 4.2B cash covers next two years
* Biotech QI for manufacturing biologics.
* MC: 131M, EV 86 M, Cash and short term 50M (trending down, risk of raise needed), no significant long term debt.
* Revenue trending up, negative net income and