Long LHX
OPENKUNAL · MEDIUM RISK · MEDIUM HORIZON · OPENED 8/14/2026
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Thesis
Citrini recco -Sole-source PAC-3 rocket motor at ~$1.5M/shot. FY27's 3,200 missiles = ~$4.8B from one program vs a $4B segment. Guidance is the sandbag. -DoW funds the capex ($1B preferred); spin-out S-1 filed, stock down 9% on a delay caused by HONA's debut, not Aerojet.
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Trade details
- Entry price
- $288.460
- Entry BTC price
- $62,786
Return
-14.40%
BTC return
+36.99%
Vs. BTC
-51.39%