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Cybersecurity in Orbit: $SOLS Sollensys Signs ETA Space @IPOGUY
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Play the spinoff vs the big old conglomerate - 70s/80s everyone wanted to scale and horizontally integrate. Fast forward, that structure is SLOW and inefficient and wtf does the board of the conglom know about aerospace or silicon IP (the SOLS spinoff). These spinoffs are hitting the market with solid IP that was not accessible without buying a bunch of trash before (the rest of the conglom). I'd rather buy shares of SOLS than Honeywell proper.
the tickers being replaced SOLS, MHK, and one more i forgot each represent 0.1%
I have been a longtime holder of HON since the late 1990 via their DRIP program. I initially was invest $100/month then switched to $500/quarter, added extra cash along the way. Sold previous spin-offs ASIX, REZI and GTX and purchased more HON. It is my largest individual position nearing 7 figures. I have only sold (100 shares) once to redo the kitchen during Covid. SOLS is not as slow growth as people think as they have unique positions with little competitions - it will do well in the long term.
If you’re looking for exposure to data center cooling solutions, the building automation business is remaining with HON. They have made public statements about getting involved with data centers. Process technologies, also part of HON, which I’m part of licenses/designs oil and gas processes, provides process control systems. SOLS is a materials company, big business driver has been refrigerants. They’re also involved in quantum and a number of other sectors…never really learned much about them while they were under the Honeywell umbrella. Not financial advice my friend, just info.
So, buy HON or buy SOLS?
Honeywell spun out their cooling and HVAC division with $SOLS. Could be wrong, but worth looking into.
I have been a longtime holder of HON since the late 1990 via their DRIP program. I initially was invest $100/month then switched to $500/quarter, added extra cash along the way. Sold ASIX, REZI and GTX and purchased more HON. It is my largest individual position nearing 7 figures. I have only sold (100 shares) once to redo the kitchen during Covid. SOLS is not as slow growth as people think as they have unique positions with little competitions - it will do well in the long term.
SOLS is also a pretty slow growing business. Actually posted about it when it spun off. [https://www.reddit.com/r/stocks/comments/1ojv2wr/comment/nm8ivwm/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/1ojv2wr/comment/nm8ivwm/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button)
They already spun off SOLS - the remainder will be split early next year. The interesting aspect was that I thought HON would take a bigger hit but it did not - suggesting some price movement has already been figured in.
They already spun-off SOLS and had a slight impact on share price. I was actually expecting a decrease to the $170 range and it did not happen. The aerospace division is the gem. I have been long-time holder of HON and am very happy.
400-500 acres to produce 100MW and the estimated 10 acres you’re quoting is for the SMR pad alone, reactors require a lot of ancillary buildings, water treatment, brownfield, security parameter. Also solar can be placed on rooftops, etc. Anyhow, I know solar will never be the only energy source, but since it’s the cheapest and quickest to deploy it will be optimized for significantly. If you truly believe in a nuclear future, take a look at SOLS. Anyhow, best of luck.
I used to be in $DOW but sold a few quarters ago, cash flow was and still sorta is a mess. I was in $LYB for a shot-time but exited after last quarter once there was a bounce. Both commodity names are in a tough place, and I want to own them but they need to cut those dividends. $LYB has been stacking cash for a few years so they can sustain for a bit longer but from a business execution standpoint its just really bad to be selling off assets (even if non-core) and issuing more debt. If next quarter they give better outlook then might jump in. $LYB is yielding over 12% which is kinda insane. I have been eyeing $CC, $SOLS, $Q, $EMN, $DD, and $CTVA lately but haven't pulled the trigger. $CC is only expecting \~4% top line growth next year; however, they have improved operations and balance sheet that its fairly undervalued here. They primarily deal in refrigerants which competes against $SOLS. $DD just spun-off its electronics division into $Q which I was looking over its business the other weekend. I haven't put a thumb on what fair value is yet.
I personally avoid commodity chemical companies, preferring to stay in the specialty segment. I have ASH on my watch list - price range is stabilized - seeing a small uptick but have not pulled trigger. I am also watching and waiting for DD planned spin-off of Qnity sometime in Nov. It is a gem in their electronic business. I am also a long time (>20 year) holder of HON. I hope we get the same benefit as GE spin-offs. First spin-off yesterday SOLS - will be watching intently. Totally amazed HON stock price did not take a hit.
OMG SOLS such a good stock…
It is 1 SOLS share for every FOUR shares of HON. Not 1:1 From HON letter to shareholders: "When the distribution occurs, each Honeywell shareowner will receive one share of Solstice common stock for every four shares of Honeywell common stock held by such shareowner as of the close of business on October 17, 2025, the record date for the distribution. Those shares are expected to trade on Nasdaq under the ticker symbol “SOLS,” and the spin-off is expected to be tax-free to Honeywell shareowners for U.S. federal income tax purposes (other than any cash that Honeywell shareowners receive in lieu of fractional shares)."
Thoughts on HON splitting of SOLS at the end of the month? Good time to invest?
HRAA .005 to .10 with 800k, should have held to .3-.5 😭 SOLS .005 to .15 roughly 400k shares Both custodian reverse merger plays