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Added to YB: 2024-04-23

Pitch date: 2024-04-15

NN [bullish]

NextNav Inc.

+120.27%

current return

Author Info

Laughing Water Capital is a boutique investment partnership. Our partners believe that careful analysis of a select group of businesses can lead to above average investment returns for equity investors. Our small size and patient approach give us an advantage that cannot be matched by traditional asset managers or hedge funds that are focused on the day to day gyrations of the stock market, rather than the fundamental value of businesses. Visit their website.

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

$7.45

Price Target

20.00 (+22%)

Dividend

N/A

EV/EBITDA

-31.69

P/E

-10.73

EV/Sales

322.23

Sector

Software

Category

growth

Show full summary:
Laughing Water Capital Portfolio Holding: NextNav Inc.

NN: Nextnav spectrum play, not flying taxis. Acquired assets cheap from forced seller, delaying but increasing chances of FCC approval to repurpose for 5G. At $1/MHz-pop, shares worth $20+. Significant upside potential based on past spectrum deals.

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