SIDU
AST SpaceMobile
3 reports on AST SpaceMobile (SIDU) by Fugazi Research, summarized: the thesis, evidence and key numbers. Latest: Jun 12, 2026.
No spam. Unsubscribe anytime.
SIDU
3 of 3 reports
SPCE
—
—
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
—
—
SIDU Sidus Space
Sidus Space Lost $8.72 for Every Dollar Earned in 2025 — and Its CEO’s Private Firm Was Its Biggest Customer
Fugazi Research says SIDU's FY2025 10-K reveals a $29.5M net loss on $3.4M revenue, a written-off satellite, ineffective internal controls, and CEO Carol Craig's private firm at 86% of receivables
SIDU
—
—
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...