FLY Firefly Aerospace Inc.

$FLY Coming from the $ASTS community after the collaboration news today. I just buy some shares for solidarity. Looking forward to seeing the developments of the Blacklift rocket.

$FLY I am part of the firefly team now, wish I could’ve bought yesterday, but this is still a great price

$FLY The backlog just doubled overnight. This is epic. Also, tomorrow's NASA moon contracts announcement.

$FLY FLY is jumping, near 17.13, up about 12.88 percent, after Firefly announced a rocket engine deal with AST SpaceMobile worth more than 1.3 billion dollars. Under the three year agreement, Firefly will deliver 36 engines, 27 Miranda and nine vacuum variant Vira engines, for AST SpaceMobile's first three heavy lift rockets. It will also license the engine technology and provide engineering support. AST will pay in cash and AST Class A shares, and the shares carry lock up periods. Firefly keeps full ownership of its engine intellectual property and still serves the broader government and commercial launch market. It says the money will fund more hiring, long lead materials, and new test bays at its Texas Rocket Ranch to expand production of its own launch vehicles. Miranda is rated at 230,000 pounds of thrust and has completed more than 175 hot fire tests. Firefly will discuss the deal on its Q3 earnings call at 5 p.m. ET on Tuesday, November 10. Follow me for more on the space names.

$FLY: Firefly Aerospace lands $1.3 bln-plus engine, IP and services deal with AST SpaceMobile $ASTS

$FLY $SPCX $SPY Firefly Aerospace Signs Rocket Engine Deal Valued at More Than $1.3 Billion with AST SpaceMobile Friday, 6th November at 7:30 am Three-year agreement includes engine delivery, licensed IP, and engineering support for AST SpaceMobile’s new heavy-lift rocket, injecting additional funds for Firefly to accelerate its own launch vehicle production

$FLY Key Developments: Firefly Aerospace announced it completed the Preliminary Design Review (PDR) for its Elytra spacecraft under a ~$75 million NASA/JPL subcontract for the MoonFall mission.  • Elytra will deliver four drones built by NASA’s Jet Propulsion Laboratory (JPL) to the Moon’s south pole. • The review (with NASA and JPL participation) covered structural, thermal, propulsion, avionics, trajectory, guidance/navigation, communications, control systems, and test plans. It confirmed the design meets requirements. • Firefly is now moving toward the Critical Design Review (CDR), then hardware production and assembly. • The company highlighted completing PDR less than four months after the contract award. • MoonFall is targeted to be launch-ready by late 2028 as part of NASA’s broader Moon Base initiative (supporting sustained presence and activity at the lunar south pole). After launch, Elytra will go from Earth orbit to lunar orbit and deploy the drones.

$FLY i like spcx for the very long term but not now i bought some at 155 but their debt will go to the ROOF too much money needed to grow semis, space, ia, datacenters they will need gigabillions money to flow in... fly has 635m cash in hand and little debt they have contracts and will grow next 5 years.. i think this price is not only cheap is simply STUPID ...35/40$ could be a good target if they build with their customers like LMT elytra or sweden even europe could have their services too.. this is a beguining story not end... 1) Phase 1: Small-Lift Upgrades & Global Expansion (2026–2028) 2) Phase 2: Medium-Lift Dominance with "Eclipse" (2027–2031) 3) Phase 3: The Orbital Utility & Cislunar Economy (2030–2036) im holding my shares and you?

$FLY basically has 4 years worth of operating cash now to get to a point where they are profitable no dilution needed for 4 years

$FLY Obviously not a micro float, but not horrendously diluted either, really surprised this contract isn’t getting more attention, market🤷‍♂️😬

$FLY this gives fly what, 1.4 billion cash on hand and no debt? it will be a very long time before they ever have to dilute stock

$FLY I was telling my friend a month ago or two months ago that ASTS needs to approach FLY instead of Blue Origin. I guess it happened. Now if FLY can provide reliable parts, thus will open the door for others to come to FLY. Hopefully blue origin or SpaceX buys FLY at $50

$FLY I’m sorry yall, I don’t want to be pessimistic but we are all officially bag holders for years now. Tomorrow will be like falling off a cliff $AVAV $SPY $NVDA $AAPL

$FLY News coming soon on Alpha 8 launch... Hold for gold... $25 easily in November...much higher eventually, open gap at around $43..... that will close eventually as well..

$FLY people forget we were first private co landing in Moon? See you here in 5 years dont be stupid selling your shares to the manipulators and pirates

$FLY earnings is coming Tuesday. I hopefully they use the right language to convey the future. I mean, if you look at it for the past six months almost every month, they are announcing some type of contract. And the stock keeps falling doesn’t make sense. Hopefully we get back to the $30-$35 range and stay there until the next leg up.

$FLY I added the $ASTS revenue to the current analyst estimates (I just assumed that the $1.1B over three years or ~$108MM per quarter). Here’s what the revenue projections need to adjust to. Assuming no stock dilution and constant valuation multiple, the revenue addition in 2027 (63% increase) means a theoretical stock price of $28. We rarely get such linear valuation increases, but my point is that $19.62 (last I looked at) undervalues the deal … so more room to grow.

$FLY $SPY $ASTS I actually received the news on this one when it popped to 16.50 earlier this morning after receiving the news. I was the first one to post the news in this board. The only problem is i stop buying pre market. Need to look into this option again.

$FLY $ASTS 🚀🚀🚀📡🛰️ Back in July… “who’s got Firefly’s number?” Got told dream on 😂 Well looks like ASTS found it 📞 🚀 And you know… appetite grows with eating 😂 ASTS already builds satellites. Now working on their own launches… space data centres could be next? That’s my next guess anyway 👀 Still think we’ll see more mergers and acquisitions in space. $SPCX , Blue , $RKLB… a strong 4th or 5th player would be welcome... Even the Democrats might agree on that lol. We’ll see in a year or two… game on Elon 😂🚀 NFA $SPY

$FLY I need fly to go up but I feel like this pre market rip is gonna crash at morning bell