r/Lunr

▲ 11 r/Lunr

Bought LUNR at $21.30 after a 50%+ drop — when would you sell?

I bought LUNR at an average of around $21.30 after it had already fallen more than 50% from its ~$45 high. It then dropped to about $11, but I held through the drawdown and now we’re back around $18–19.

The issue is I overallocated to the position, so it’s become a much larger part of my portfolio than intended.

Now that it has recovered meaningfully, I’m trying to set a disciplined exit plan instead of letting emotion decide if it runs higher.

I’m currently considering $23–26 as a range to start trimming, but I’m curious what others would do in this situation.

If your cost basis was $21.30 and you were overexposed, would you:
sell once back above breakeven, trim in the $23–26 range or hold for a larger move?

I’m open to both bullish and bearish perspectives — I just want a clearer plan this time after holding through $11.

Thanks 😊

reddit.com
u/Calm-Question-6308 — 1 day ago
▲ 80 r/Lunr+3 crossposts

YSS (York) Space Systems vs RKLB Space Systems vs LUNR Space Systems

Metric RKLB - Rocket Lab Space System LUNR - Intuitive Machines Space Systems YSS - York Space Systems
Total revenue $234.1 mil $206.2 mil $92.5 mil
Space Sys revenue $181.3 mil $166.7 mil $92.5 mil
Cost of SS revenue $117.4 mil $119.3 mil $70.4 mil
SS gross profit $63.9 mil $47.4 mil $22.2 mil
SS gross margin 35.3% 28.4% 23.9%
SS revenue / total revenue 77.5% 80.9% 100%
Period-end backlog $2.36 billion $1.76 billion $592 mil
New bookings / awards disclosed >$1 billion $1.22 billion Not disclosed
Q2 Bookings/Awards ~$374 mil (implied) $920 mil ~$42 mil (implied)
Book-to-bill from disclosed bookings 1.6x 4.5x 0.46x

Credit goes to u/VictorCalifornia for making the initial observation after last week's earnings reports. I just added $YSS - York Space Systems. $YSS missed their guidance and revised their sales lower, but it's interesting to compare the 3 space systems segments of the companies side-by-side.

*^(RKLB and LUNR have additional "Service" revenue streams (Launch for RKLB and NASA Lunar for LUNR. YSS revenue is 100% space systems.)

reddit.com
u/1millionroses — 5 days ago