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Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
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Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·2 t sitten · MuokattuWith the drone boom in full swing and geopolitical tailwinds strengthening the sector, new players are rapidly entering the public markets. AEVEX Aerospace (AVEX) is the latest – and it came with a strong surge. The IPO was oversubscribed, priced at $20 and rose by 15% on day one, backed by Goldman Sachs, BofA, and Jefferies. It's clear that institutional appetite is present. That said, as with any newly listed, volatile name – due diligence regarding management matters. So I delved into CEO Roger Wells. The career path: Wells has over 25 years in defense, working his way up through Northrop Grumman, ICX Technologies, FLIR Systems, and Mercury Systems before taking the top position at AEVEX. His strongest period was at FLIR Systems (2010-2021), where he spent 13 years becoming VP and General Manager for Unmanned Systems & Integrated Solutions. He was responsible for a large P&L situation, secured significant military contracts across multiple branches, and was part of the leadership team when Teledyne acquired FLIR for ~$57 per share in 2021 – roughly a doubling from where the stock was trading when he joined. This is the most relevant experience for what AEVEX is trying to do. His most recent role was at Mercury Systems (2021-2025), and this is where it gets more nuanced. An important correction from previous discussions: Wells was COO, not CEO. The CEO during the troubled period was Mark Aslett, who resigned in June 2023 amidst shareholder lawsuits over alleged financial misconduct. The stock collapsed from $50+ to under $30 under Aslett's leadership. Wells joined as a division director under Aslett and was later promoted to COO in January 2024 by the new CEO, Bill Ballhaus – meaning the turnaround team trusted him enough to promote him. He left the company in April 2025, with MRCY trading around $44. Since then, the stock has risen to ~$84 under Ballhaus. So, was Wells the problem at Mercury? It's hard to argue against. Was he part of management during a tough chapter? Yes. Did the stock rise after he left the company? Also yes. Draw your own conclusions. Earlier in his career, he came through ICX Technologies (2008-2010) as VP of Programs – a small defense startup whose stock collapsed from its IPO at $16 to under $4 before FLIR bought it for $7.55/share. Wells did not have a C-suite role there, but it's another company that struggled during his time. The real question for AVEX investors: Wells is stepping into his very first CEO role at a newly listed company. His track record is strongest as an operator – he runs divisions, manages P&L, wins contracts. That's valuable, especially for a company scaling from ~700 employees into a growing defense drone market. But being CEO of a public company is a different game: capital allocation, investor relations, strategic M&A, managing Wall Street's expectations. This transition – from operator to strategist – is the real risk to watch. On the positive side, he's not alone. Founder Brian Raduenz continues as Chairman, CFO Todd Booth comes from Teledyne FLIR, and Senior Vice President of Tactical Systems, Brett Hush, founded AeroVironment's Switchblade loitering munition unit. The bench is deep. Conclusion: AVEX has real substance – contracts for the US Army, production-ready drone platforms, a public war chest of $320 million, and a credible team. But it's still in its early stages, the CEO is unproven at the top, and the stock is priced on expectations, not on proven execution in the public market. Caution is warranted. Follow the first few earnings reports closely. As always – this is observation and research, not advice. DYOR.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·2 t sitten · MuokattuWith the drone boom in full swing and geopolitical tailwinds strengthening the sector, new players are rapidly entering the public markets. AEVEX Aerospace (AVEX) is the latest – and it came with a strong surge. The IPO was oversubscribed, priced at $20 and rose by 15% on day one, backed by Goldman Sachs, BofA, and Jefferies. It's clear that institutional appetite is present. That said, as with any newly listed, volatile name – due diligence regarding management matters. So I delved into CEO Roger Wells. The career path: Wells has over 25 years in defense, working his way up through Northrop Grumman, ICX Technologies, FLIR Systems, and Mercury Systems before taking the top position at AEVEX. His strongest period was at FLIR Systems (2010-2021), where he spent 13 years becoming VP and General Manager for Unmanned Systems & Integrated Solutions. He was responsible for a large P&L situation, secured significant military contracts across multiple branches, and was part of the leadership team when Teledyne acquired FLIR for ~$57 per share in 2021 – roughly a doubling from where the stock was trading when he joined. This is the most relevant experience for what AEVEX is trying to do. His most recent role was at Mercury Systems (2021-2025), and this is where it gets more nuanced. An important correction from previous discussions: Wells was COO, not CEO. The CEO during the troubled period was Mark Aslett, who resigned in June 2023 amidst shareholder lawsuits over alleged financial misconduct. The stock collapsed from $50+ to under $30 under Aslett's leadership. Wells joined as a division director under Aslett and was later promoted to COO in January 2024 by the new CEO, Bill Ballhaus – meaning the turnaround team trusted him enough to promote him. He left the company in April 2025, with MRCY trading around $44. Since then, the stock has risen to ~$84 under Ballhaus. So, was Wells the problem at Mercury? It's hard to argue against. Was he part of management during a tough chapter? Yes. Did the stock rise after he left the company? Also yes. Draw your own conclusions. Earlier in his career, he came through ICX Technologies (2008-2010) as VP of Programs – a small defense startup whose stock collapsed from its IPO at $16 to under $4 before FLIR bought it for $7.55/share. Wells did not have a C-suite role there, but it's another company that struggled during his time. The real question for AVEX investors: Wells is stepping into his very first CEO role at a newly listed company. His track record is strongest as an operator – he runs divisions, manages P&L, wins contracts. That's valuable, especially for a company scaling from ~700 employees into a growing defense drone market. But being CEO of a public company is a different game: capital allocation, investor relations, strategic M&A, managing Wall Street's expectations. This transition – from operator to strategist – is the real risk to watch. On the positive side, he's not alone. Founder Brian Raduenz continues as Chairman, CFO Todd Booth comes from Teledyne FLIR, and Senior Vice President of Tactical Systems, Brett Hush, founded AeroVironment's Switchblade loitering munition unit. The bench is deep. Conclusion: AVEX has real substance – contracts for the US Army, production-ready drone platforms, a public war chest of $320 million, and a credible team. But it's still in its early stages, the CEO is unproven at the top, and the stock is priced on expectations, not on proven execution in the public market. Caution is warranted. Follow the first few earnings reports closely. As always – this is observation and research, not advice. DYOR.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
Sijoittajakalenteri ei ole saatavilla | ||
Uutiset
Ei uutisia tällä hetkellä
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
Sijoittajakalenteri ei ole saatavilla | ||
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·2 t sitten · MuokattuWith the drone boom in full swing and geopolitical tailwinds strengthening the sector, new players are rapidly entering the public markets. AEVEX Aerospace (AVEX) is the latest – and it came with a strong surge. The IPO was oversubscribed, priced at $20 and rose by 15% on day one, backed by Goldman Sachs, BofA, and Jefferies. It's clear that institutional appetite is present. That said, as with any newly listed, volatile name – due diligence regarding management matters. So I delved into CEO Roger Wells. The career path: Wells has over 25 years in defense, working his way up through Northrop Grumman, ICX Technologies, FLIR Systems, and Mercury Systems before taking the top position at AEVEX. His strongest period was at FLIR Systems (2010-2021), where he spent 13 years becoming VP and General Manager for Unmanned Systems & Integrated Solutions. He was responsible for a large P&L situation, secured significant military contracts across multiple branches, and was part of the leadership team when Teledyne acquired FLIR for ~$57 per share in 2021 – roughly a doubling from where the stock was trading when he joined. This is the most relevant experience for what AEVEX is trying to do. His most recent role was at Mercury Systems (2021-2025), and this is where it gets more nuanced. An important correction from previous discussions: Wells was COO, not CEO. The CEO during the troubled period was Mark Aslett, who resigned in June 2023 amidst shareholder lawsuits over alleged financial misconduct. The stock collapsed from $50+ to under $30 under Aslett's leadership. Wells joined as a division director under Aslett and was later promoted to COO in January 2024 by the new CEO, Bill Ballhaus – meaning the turnaround team trusted him enough to promote him. He left the company in April 2025, with MRCY trading around $44. Since then, the stock has risen to ~$84 under Ballhaus. So, was Wells the problem at Mercury? It's hard to argue against. Was he part of management during a tough chapter? Yes. Did the stock rise after he left the company? Also yes. Draw your own conclusions. Earlier in his career, he came through ICX Technologies (2008-2010) as VP of Programs – a small defense startup whose stock collapsed from its IPO at $16 to under $4 before FLIR bought it for $7.55/share. Wells did not have a C-suite role there, but it's another company that struggled during his time. The real question for AVEX investors: Wells is stepping into his very first CEO role at a newly listed company. His track record is strongest as an operator – he runs divisions, manages P&L, wins contracts. That's valuable, especially for a company scaling from ~700 employees into a growing defense drone market. But being CEO of a public company is a different game: capital allocation, investor relations, strategic M&A, managing Wall Street's expectations. This transition – from operator to strategist – is the real risk to watch. On the positive side, he's not alone. Founder Brian Raduenz continues as Chairman, CFO Todd Booth comes from Teledyne FLIR, and Senior Vice President of Tactical Systems, Brett Hush, founded AeroVironment's Switchblade loitering munition unit. The bench is deep. Conclusion: AVEX has real substance – contracts for the US Army, production-ready drone platforms, a public war chest of $320 million, and a credible team. But it's still in its early stages, the CEO is unproven at the top, and the stock is priced on expectations, not on proven execution in the public market. Caution is warranted. Follow the first few earnings reports closely. As always – this is observation and research, not advice. DYOR.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt