I've been trading Intuitive Machines since mid 2023 and after the IM1 pullback consolidated my whole portfolio into Jan LUNR call options. The price is down today after spiking to $9 post NSN contract announcement. I look for a culmination of factors – not the least of which is a solid, cohesive, and inspired core team – when making such a bet, and I am supremely confident this stock will hit at least $12 by end of year with the potential, of course, to run much higher. This is how I anticipate it playing out.

    The recent 4.8B NSN contract win is mind blowing. The market, in my view, has not yet come to terms with the implications of this contract as we see the price today pulling back to the low 7s. As we make our way to Nov earnings we should expect a gradual increase and a solid earnings beat, which will propel the stock higher leading up to the second moon landing mission (IM2) currently on track for early 2025. Exact date has yet to be announced. IM1 ralled the stock to $13 before it came back to earth. IM2 may not have the same hype, but the company is in a radically different position than it was a year prior.

    Buying this stock today is a steal and if I had more to invest I'd pull the trigger without hesitation. NFA, DYOR, etc.

    https://preview.redd.it/fhtu6gj1brtd1.png?width=2864&format=png&auto=webp&s=5e3694de63240c329b8e5da4036f93a4bb76371a

    PS. I have RKLB as a close second in terms of value. I'd be in RKLB too if I didn't put everything in LUNR. I may diversify into RKLB at some point in Q1. Once these calls are realized I'll likely just buy and hold the stock long term.

    Edit: PSS I bought the dip this morning with that remaining $682 😉

    All in on LUNR
    byu/gu3ri1la inwallstreetbets



    Posted by gu3ri1la

    36 Comments

    1. Unfortunately I think LUNR has run its course. Maybe a revival is up ahead soon, but for now like every good story an end is near.

    2. lunr and rklb are both looking extremely promising. completely agree market hasn’t caught onto their true value yet. perfect time to get in. godspeed homie, i see your vision

    3. I really appreciate posts like this bc I have absolutely no idea what I’m doing. I’m so new to this and have yet to make a successful call (I think bc mostly I’ve been making the expiration dates days or a fortnight out).

      I keep seeing people post “I turned $2000 into $200,000 last night” and I’m baffled!

      This is the kind of guidance I need! The economy in LA is such absolute shit bc of the various film strikes. Thank you! Truly.

    4. heresinceyesterday on

      I was in LUNR and sold around $8. Gonna jump back in. Hoping earnings proves to be a catalyst. Have to learn to just hold once a good pick is found

    5. Resident-Measurement on

      Sitting with 3000 shares at 6.99. I’m feeling the pain of not selling at 9 or 8 to collect thousand-dollar gains here and there and re-enter on a dip like today, but I feel like as soon as I sell, it’s going to 10+ lol.

    6. Melodic-Hat-2875 on

      LUNR is making me and Robinhood have a heart attack with me getting close to margin calls. I’m frantically doing my business behind Wendy’s to avoid getting called.

    7. they may not get awarded the dul 4.8B tho, right OP? What’s the min they are 100% getting?

    8. how much were you up at the ATH?! Congrats! I was happy to make 10k off it and moved on, but have been watching it, almost got back in with a few thousand shares earlier today .. wish I had when it hit 6.76

    9. On the flipside, LUNR is priced correctly. They are reliant on government contracts so their forward PE is known.

    10. Really tough to read these “DD”s when its up over 200% in a couple months.

      But once again (like I did with ASTS), I’ll add it to my watch list and run another 200% kicking myself in the ass for not just following you dumbasses.

    11. Doubled my position to 8k shares today, now at an average of 7.65. I’m not sure we will go that high this year but I do think the 8-10 range is realistic. Very excited about their future though.

    12. Infamous-Potato-5310 on

      I want to go in, but I worry about dilution in the coming years and if its worth playing this early in given that they are obviously going to need a lot more money. High risk, high reward I suppose.

    Leave A Reply
    Share via