Added to YB: 2025-05-05
Pitch date: 2025-05-01
NN [neutral]
NextNav Inc.
+26.23%
current return
Author Info
Friendly Capital Management is a former hedgie sharing what he does with his PA. Sign up for his newsletter
Company Info
NextNav Inc. provides positioning, navigation, and timing (PNT) solutions in the United States. The company offers Pinnacle, an accurate altitude service for public safety applications, including enhanced 911 for Verizon and national cellular network providers.
Market Cap
$1.7B
Pitch Price
$13.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
-31.69
P/E
-10.73
EV/Sales
322.23
Sector
Software
Category
special_situation
Friendly’s Substack: Portfolio Update - NN Group N.V.
NN (holding update): Event-driven play (11.5% NAV). Thesis hinges on FCC releasing favorable NPRM in H2 2025. Plan to increase position to 20% before this catalyst by cycling Sable option gains into NN options before July. Will exit if FCC decision unfavorable.
Read full article (1 min)