Asher Delug (@asherdelug) profile picture

Asher Delug

@asherdelug

Bootstrapped 2 companies to $150m+ . Co-founder @ Aterian, Inc. (NASDAQ: $ATER) & Airpush (acquired). @Spinlaunch / @MeridianSpace Angel & Ex-board.

crunchbase.com/person/asher-delug
Joined October 2010
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  • Followers2K
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Photo by Asher Delug (@asherdelug)Photo by Asher Delug (@asherdelug)Photo by Asher Delug (@asherdelug)Photo by Asher Delug (@asherdelug)Photo by Asher Delug (@asherdelug)Photo by Asher Delug (@asherdelug)
Congrats to @MeridianSpace on a successful deployment and FCL after 5 years of hard work. We'll be deploying dozens of sovereign and corporate constellations in the coming years, backed by a paradigm shift in antenna technology. meridianspace.com/post/merid…
First Communications Payload Activated in Orbit | Meridian Space

First Communications Payload Activated in Orbit | Meridian Space

Press Release

meridianspace.com
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Congrats to SpinLaunch on spinning out @MeridianSpace , no pun intended. Tune in to $SPCX Transporter-18 mission today at 11am PST @ Vandenberg Space Force Base to see Meridian's revolutionary payload head to LEO for the first time.
SpaceNews (@SpaceNews_Inc) profile pictureSpaceNews
@SpaceNews_IncSep 28
Meridian Space splits from SpinLaunch to pursue broadband constellation plans spacenews.com/meridian-space…
Image from SpaceNews (@SpaceNews_Inc)
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DISCLOSURE: I am a co-founder and large shareholder of $ATER but no longer a director. Opinions my own, not an insider.
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Shipping costs in absolute free fall, finally. Been waiting a year and a half for this. Absolute game changer for $ATER . Chart from the @WSJ
Image from Asher Delug (@asherdelug)
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$ATER nice to see some momentum... might be due to continued shipping costs drop. Co is very well positioned once shipping rates normalize.
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Asher Delug retweeted
Aterian (@aterian_io) profile picture
Aterian@aterian_io1 Feb 2022
Join us as we warmly welcome Susan Lattmann and Sarah Liebel to our Board of Directors, bringing valuable retail and e-commerce expertise. With their addition, we are proud that our board is now majority female. Read more here: globenewswire.com/NewsRoom/R…
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Asher Delug retweeted
Aterian (@aterian_io) profile picture
Aterian@aterian_io27 Dec 2021
We are pleased to announce that we have signed a $50M credit facility with MidCap Financial Trust and have repaid our remaining $25M term loan. Read more here:  ir.aterian.io/news-releases/…

Aterian Signs A $50 Million Credit Facility With MidCap Financial Trust - Aterian

Pays off Remaining $25 Million Term Loan NEW YORK, Dec. 27, 2021 (GLOBE NEWSWIRE) -- Aterian, Inc. (Nasdaq: ATER) (“Aterian”) announced today that it has signed an asset backed credit facility with...

ir.aterian.io
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Nice partnership between $ATER and Recurrent.io which adds Popular Science and other properties to $ATER´s DealMojo e-com affiliate network plus other collaborations. * I´m a co-founder and large holder. Not a company rep. Opinions my own. ir.aterian.io/news-releases/…

Home - Recurrent

recurrent.io
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Asher Delug retweeted
Bloomberg (@business) profile picture
Bloomberg
@business10 Dec 2021
BREAKING: The DOJ has launched a major criminal probe into short selling by hedge funds and research firms, seeking signs they improperly coordinated trades trib.al/ndtAFTS
Hedge Funds Face Expansive Short-Selling Probe, Exciting Critics

Hedge Funds Face Expansive Short-Selling Probe, Exciting Critics

The U.S. Justice Department has launched an expansive criminal investigation into short selling by hedge funds and research firms -- thrilling legions of small investors and other skeptics of the...

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Stealthy alternative rocket builder SpinLaunch conducted the successful first test flight of its one-third scale suborbital accelerator at Spaceport America in New Mexico last month. Read more: cnbc.com/2021/11/09/spinlaun…
Image from Michael Sheetz (@thesheetztweetz)
Image from Michael Sheetz (@thesheetztweetz)
Image from Michael Sheetz (@thesheetztweetz)
Image from Michael Sheetz (@thesheetztweetz)
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Congrats to @yaniv_sarig and team these $ATER numbers are highly impressive: a swing back to positive adj EBIDTA, dynamite rev growth 37% ex last year´s one-time wholesale/ppe, current ratio of 2.0 healthiest balance sheet in a long time. Very grateful for this performance!
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$ATER Q3 earnings out: 1) Blown away to see positive adj EBIDTA! Vs. a $3.7 mil loss last quarter. Huge news here. 2) Virtually all the GAAP loss attributable to the one-time debt paydown...surprising the analysts didn´t account for that in estimates. 3) Balance sheet is
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off the charts healthy, Current Ratio of 2 is the highest since I can remember. $38m in cash with almost $80m in inventory, only $25m in debt...phenomenal. 4) Revenue growth very solid, esp considering last year was COVID comp plus they sold tons of PPE last year. $ATER
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$ATER is extremely mispriced again. 0.8 PS ratio w/40%+ long-term growth rate prior to supply chain crisis, very healthy balance sheet, and plumetting shipping rates. In the past these mispricings haven´t lasted long. ** I am a co-founder and large holder. Not a company rep.
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Two weeks later just got a quote for same route and specs at sub $10k. Shipping rates are falling off a cliff here. Extremely bullish for $ATER and other e-commerce companies.
Asher Delug (@asherdelug) profile pictureAsher Delug
@asherdelug12 Oct 2021
Just got an all-in 40ft container quote for shanghai-long beach route @ $14k, vs $23k a few weeks ago. dramatic reversal in container prices here. if it holds, super bullish for $ATER and other e-comm. ** I´m a co-founder & large holder at $ATER. Not a company representative.
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Aterian takes its fiduciary role seriously--we hired a third party firm to investigate illegal naked short selling in our stock. This process takes time, please stay tuned. $ATER
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Just got an all-in 40ft container quote for shanghai-long beach route @ $14k, vs $23k a few weeks ago. dramatic reversal in container prices here. if it holds, super bullish for $ATER and other e-comm. ** I´m a co-founder & large holder at $ATER. Not a company representative.
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Asher Delug retweeted
Yaniv Sarig (@yaniv_sarig) profile picture
Yaniv Sarig@yaniv_sarig8 Oct 2021
Finally some positive news for supply chains! $ATER ft.com/content/b6bfe708-3f2d…
Image from Yaniv Sarig (@yaniv_sarig)
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$ATER Dealmojo news is much bigger than people realize. I predict a near-term stampede into the platform from the ~1 million Amazon affiliates out there for a few key reasons: 1) $AMZN cut payouts by 50-80% last year = devastating to affiliates. Timing couldnt be better...
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2) $ATER is offering additional commission on top of the Amazon Associates commission. 3) $ATER dealmojo attribution window is 14-days versus 24 hours for Amazon Associates! 4) Starting with publisher base of 300 million visitors/mo, on a BETA launch. Dealmojo will become...
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one of the largest e-commerce affiliate networks in the world pretty quickly imo, plus it will help $ATER core business tremendously by scaling pub relationships. DISCLOSURE: I´m a co-founder and large holder at $ATER . Not a company representative. Not investing advice.
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