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    Tess Rakuten

    Vice President and Equity Research Analyst at Sofie Investments LLC

    Tess Rakuten is a Vice President and Equity Research Analyst at Sofie Investments LLC, specializing in consumer technology and digital marketplace companies. She provides research coverage on prominent names including Etsy, Shopify, and MercadoLibre, earning recognition for delivering investment recommendations with a documented success rate above 60% and generating consistently strong annualized returns on tracked calls. Tess began her financial analysis career at Barclays in 2016 before joining Sofie Investments LLC in 2020, where she quickly advanced to her current role. She holds FINRA Series 7 and Series 63 licenses, and has been featured on analyst ranking platforms for her strong performance and sector expertise.

    Tess Rakuten's questions to LLAP leadership

    Tess Rakuten's questions to LLAP leadership • Q1 2024

    Question

    Asked about upfront cash payments for the new Tranche 2 contract, the company's current liquidity, the status of the initial Rivada satellites, visibility into the commercial pipeline, and the board's view on intrinsic value following the rejected Lockheed offer.

    Answer

    New programs typically receive an upfront payment, and the company is comfortable with its current liquidity. The Rivada program is on track per the current schedule. The commercial pipeline has several opportunities in the final stages. The board's view on value is being handled by a special committee, and no further comment could be provided.

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