中文翻译
我在$AVAV下跌16%时加仓了。 市场对SCAR项目新闻做出了错误反应。 - 市场认为SCAR项目被取消，因此抛售超15%。 - 事实并非如此。在8-K监管文件中，他们表示将“继续为SCAR项目提供能力和产品”。 - 这是合同重新谈判，并非取消。 此外，这只是一份1.75亿美元的远期营收合同。$AVAV的皇冠明珠是通过Replicator计划部署的Switchblade无人机。 所以我个人今天抄底买入。
· 个股论点
澄清SCAR项目未取消，因误读导致股价大跌，博主趁机加仓$AVAV。
涉及标的： $AVAV
英文原文
I’ve added to my $AVAV positions on the 16% dip. Markets made a mistake with regarding the Scar program news. - Markets thought SCAR program was canceled hence 15%+ selloff. - It’s not. In the 8-K regulatory filings they said they would “continue providing capabilities and products for the SCAR program.” - This was contract re-negotiation. Not cancelled. Also this was a small $175m fw revenue contract. $AVAV crown jewel is Switchblade via Replicator So I personally ended up buying the dip today.