Blade Air Mobility Inc - Class A. Every tracked FinTwit mention of $BLDE, newest first. 7 mentions since the first on Aug 4, 2025. See the price chart.
August 2025 · 7 mentions
Aug 4
TheLastBearStanding — But my $BLDE thesis was based both on the underappreciated medical business, and the call option on eVTOL upside.
Today they sold the call option at a discount.
(Since the origi…↗
Aug 4
TheLastBearStanding — The new MedCo, "Strata" still seems underpriced relative to its cash position, and should have upside both in earnings growth and market multiple / appreciation.
The perfusion dev…↗
Aug 4
TheLastBearStanding — So why did $BLDE do it?
I assumed that there was some true platform and technology value that benefitted both Passenger and Medical segments, but this deal suggests real synergie…↗
Aug 4
TheLastBearStanding — The press release provides limited details, but I hope that a good amount of SG&A leaves with the transaction. $BLDE will still maintain some meaningful corporate overhead, pub…↗
Aug 4
TheLastBearStanding — Further - to the extent $BLDE receives stock consideration, it takes big market risk. Joby's stock has 4x-ed in the past 4 months, and if the valuation resets, the actual value Bla…↗
Aug 4
TheLastBearStanding — Given the strategic benefit to $JOBY, the price is a huge disappointment for $BLDE shareholders.
Relative to Joby's *ability to pay*, BLDE should have gotten MUCH more. Especiall…↗
Aug 4
TheLastBearStanding — The Blade Breakup:
$BLDE is selling its passenger business to $JOBY for $90M + $35M in earnouts... What does it mean for the stock?
(First, for the quick $BLDE pitch, see my t…↗