Yabbyuwu

Only significant pureplay EO player left

Long
Yabbyuwu Updated   
NYSE:PL   Planet Labs PBC

  • Cheap satellites that work and keep getting better
  • Dominant position in ag, civil gov
  • Catchup up to Airbus, and Maxar within D&I
  • Good platform, one-to-many business model
  • Only significant player within EO left after Maxar, Nearmap buyout
Comment:
Bought and sold for ~$3.50. Too much uncertainty in the topline.

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