Ben Deveran (@bdeveran) 's Twitter Profile
Ben Deveran

@bdeveran

Distressed Asset Investor ~328%+ ROE 03/23 inception | Founder, Rubicon PR & Next Wave Marketing (EXIT) | Real Estate Today (Acquired~Matrix Global) $BLDE $RIVN

ID: 1248449409194643456

linkhttp://www.bendeveran.com calendar_today10-04-2020 03:15:17

206 Tweet

152 Takipçi

68 Takip Edilen

Ben Deveran (@bdeveran) 's Twitter Profile Photo

My biggest takeaways from the $BAER Earnings Call: - Mgmt hinting at FMS optionality with DoD. - CEO Sam Davis mentioned the Spanish super scooper fleet potentially may be moved domestically back into the US. - Bridger streamlined a recent fire with ISR via Kodiak 100

Ben Deveran (@bdeveran) 's Twitter Profile Photo

So, Elon Musk just suggested taking SpaceX public. Realistically it's a 1T IPO easily. You can play this w/ $SATS that now has roughly a 2.8% stake in SpaceX at a tender 400b September 2025 valuation. EchoStar is trading far below in NAV sum of parts AS IS & doesn't price

Inevitable West (@inevitablewest) 's Twitter Profile Photo

🚨BREAKING: British veteran breaks down live on TV over state of the country: "Rows and rows of white tombs for what? A country of today? No, I'm sorry. The sacrifice wasn't worth the result. I fought for freedom, and it's darn-sight worse now than when I fought."

Ben Deveran (@bdeveran) 's Twitter Profile Photo

Bridger beats expectations restructured balance sheet adds ebitda improves cash / EQ lowers net debt — has an 18% implied upside in after market… enough to re-rate equity by at least 100% from current valuation Opens only +2% from yesterdays close — all liquidity faded 😆😆😆

Ben Deveran (@bdeveran) 's Twitter Profile Photo

$BAER Best earnings EVER as a company, up 18% in after hours. Opens today FLAT, Faded AGAIN. Personally all out of near term catalysts now: - 49m hanger lease-back complete - 331.5m ReFi - 100m credit facility for fleet expansion - Record breaking earnings: Q3 revenue $67.9M

$BAER Best earnings EVER as a company, up 18% in after hours. 

Opens today FLAT, Faded AGAIN. 

Personally all out of near term catalysts now:

- 49m hanger lease-back complete
- 331.5m ReFi
- 100m credit facility for fleet expansion
- Record breaking earnings: Q3 revenue $67.9M
Ben Deveran (@bdeveran) 's Twitter Profile Photo

I will be asking new questions to $BAER ~ Bridger IR this week, anyone else have anything question wise that you'd like for me to consider including? 👇 lmk