Potential Acquisitions
Any input on if the recent $3B offering will be put towards acquisitions?
If so, what do you guys think of this list:
$BKSY ~$1.68B — best fit, right size, existing relationship
$SPIR ~$686M — cheapest, fills ground/data gap, distressed enough to be motivated
$SATL ~$1.39B — EO data layer, beaten-down valuation
$RDW ~$2.94B — best hardware fit, but losses are a problem
I currently hold two of them, and wondering if I should add to them or shotgun them all. 😆