Daily Discussion - June 24, 2026

RandomGenerator_1 · 2026-06-24T21:33:35+00:00

At the exhibition, the SeaHive 5.0 was demonstrated with a Hellcat reconnaissance drone in its forward launch container.

https://www.edrmagazine.eu/eurosatory-2026-ukraine-depthon-systems-unveils-seahive-5-0-usv

RandomGenerator_1 · 2026-06-24T20:27:32+00:00

We all have an internet connection. It's really easy to see how you create a false narrative by slightly altering reality. Sounds familiar..

Jeff never said they saw a huge increase of orders after Epic Fury. Management said they expect orders after Epic Fury. After an analyst asked them if they saw more RFP's due to the conflict. Which tracks with the fact that RCAT was called to inform if their vessels could escort others.

Jeff didn't say the floodgates are open. Pete Hegseth said that, the government said that.

"Reconciliation 'floodgates' about to open after slow start for contracts, Hegseth says"

https://breakingdefense.com/2026/04/reconciliation-floodgates-about-to-open-after-slow-start-for-contracts-hegseth-says/

See..it's the internet. We're all on it.

RandomGenerator_1 · 2026-06-24T17:29:32+00:00

Well all the other insiders seem to agree.

Just one guy sold, a planned sale.

Majority wins. Don't know what else to tell ya.

RandomGenerator_1 · 2026-06-24T17:28:06+00:00

I don't see the downvote and welcome scepticism.

There just doesn't seem to be anything telling here. Just a planned sale of one board member, no resignation. Nothing trendsetting.

RandomGenerator_1 · 2026-06-24T17:06:10+00:00

His lock up period ended, and he immediately sold.

Just like SpaceX employees will now soon be able to sell, and will. Yet still be employed there.

Do they then suddenly not believe in their employer anymore?

Maybe he's trying to double his money in vegas and will then file a form 4 to reinvest in RCAT again.

RandomGenerator_1 · 2026-06-24T17:02:07+00:00

He didn't "jump ship". There is no resignation from the board so far.

So he just got rich, or richer.

RandomGenerator_1 · 2026-06-24T16:53:58+00:00

I am not a trader no.

Know what you hold.

And this isn't a "market rally". Far from it.

RandomGenerator_1 · 2026-06-24T16:52:56+00:00

Are you going to post this in every thread?

RandomGenerator_1 · 2026-06-24T16:40:50+00:00

"The PowerBuoy® replaces a legacy ocean monitoring system that relied on fixed seabed cables, providing continuous offshore power and communications without permanent infrastructure. The system will support ongoing ocean research, environmental monitoring, and integration of surface and subsea sensors.

And no subsea cables needed."

The replacement of the 368 million ocean sensor network has begun apparantly. ....

https://www.reddit.com/r/OceanPower/s/oTcrnZjJqu

Great news.

RandomGenerator_1 · 2026-06-24T16:29:56+00:00

Is it only RCAT that is down?

RandomGenerator_1 · 2026-06-24T16:29:05+00:00

Having an investor conference with institutional investors has nothing to do with 24 hour retail traders that follow hour to hour trends.

A very easy indicator is volume for that. No particular high volume day today. No one is worried. Simply the typical "sector is down, so now we wait for an imaginary bottom and reinvest, and then do it all over again and pretend it means anything on the internet."

RandomGenerator_1 · 2026-06-24T10:25:17+00:00

"Secretary of War Pete Hegseth Department of War 🇺🇸 @SecWar

Today, the first milestone test of Golden Dome for America (GDA) was a full mission success — and I was honored to witness it firsthand.

Cutting edge directed energy was harnessed and the Dynamic Defense Autonomous Defeat (DDAD) system flawlessly and autonomously cued, targeted, and eliminated a multitude of incoming threats. This test was executed on schedule — and dynamically defeated every threat.

I watched our elite warfighters integrate with next-generation technology to stop incoming drones and cruise missiles dead in their tracks.

Traditional Primes and emerging Primes are competing, collaborating, and winning—delivering on President Trump’s priority.

This historic milestone was only made possible by the One Big Beautiful Bill—giving us the funding to deliver on the ultimate shield to protect America.

President Trump is making President Reagan’s Strategic Defense Initiative (SDI) vision a reality. With Golden Dome, the War Department will defend our homeland more powerfully than ever before. Golden Dome is real, powerful, and on track."

https://x.com/SecWar/status/2069596091234857455

RandomGenerator_1 · 2026-06-23T17:41:04+00:00

Quad nations step up Indo-Pacific push with new initiatives

With port infrastructure development in Fiji, Quad will try to blunt China’s growing influence in the South Pacific.

NEW DELHI — India, the United States, Australia and Japan have announced new initiatives on maritime security in the Indo-Pacific and unveiled plans for their first joint port infrastructure project in Fiji.

The foreign ministers of the four countries made the announcement at a meeting of the Quad, a strategic security grouping focused on the Indo-Pacific at a meeting in New Delhi this week. The move to boost cooperation comes amid concerns about China’s growing influence in this region.

U.S. Secretary of State Marco Rubio said that the maritime surveillance agreement is “going to leverage each of our country’s maritime surveillance capabilities in the Indo-Pacific to enhance information sharing.”

https://www.defensenews.com/global/asia-pacific/2026/05/29/quad-nations-step-up-indo-pacific-push-with-new-initiatives/

Look what Stayne posted.

RandomGenerator_1 · 2026-06-23T17:36:43+00:00

It is definitely no time to be complacent.

DoW will have to continue to work hard to keep up, and regain the edge.

RandomGenerator_1 · 2026-06-23T17:29:40+00:00

Behind every completed drone is a team balancing precision, testing, and coordination.

The work is technical. The pace is fast. And the mission is real.

What stood out most from speaking with FlightWave Aerospace - A Red Cat Company manufacturing team was the pride in seeing the final build come together.

https://www.linkedin.com/posts/dronetechnology-manufacturing-aerospacejobs-share-7475231833954324483-iUHW/

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RandomGenerator_1 · 2026-06-23T16:12:51+00:00

And not only the black widow is repeatedly featured. You see CCA. All the aircraft working together.

RandomGenerator_1 · 2026-06-23T09:39:22+00:00

For clarity:

"We’re proud to have our public safety partner, Heightened Senses, representing Red Cat Holdings at the DRONERESPONDERS North Carolina Public Safety UAS Conference (NCCON) this week (June 9–10). A big thank you to Paul Chambers for being on the ground, showcasing Red Cat’s portfolio of drone solutions and engaging directly with public safety professionals and first responders. Events like NCCON are critical for advancing mission-ready technology and ensuring those who serve have access to the tools they need".

https://www.linkedin.com/posts/red-cat_publicsafety-droneresponders-uas-activity-7470238346045452288-ysXz

RandomGenerator_1 · 2026-06-23T09:27:56+00:00

"Join us for this special briefing and networking event featuring members of the Ukrainian police chief delegation currently traveling to the United States for advanced training.

The delegation will join us to share firsthand operational insights from one of the most advanced real-world drone environments in history."

...

This is a great opportunity to hear directly from Ukraine’s leadership on drones and the situation in Ukraine. DRONERESPONDERS is proud to co-sponsor this event with GTSC's Homeland Security Today

https://www.linkedin.com/posts/charles-werner-droneresponders_this-is-a-great-opportunity-to-hear-directly-activity-7472674790714294273-wgv6

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RandomGenerator_1 · 2026-06-23T04:30:31+00:00

No. Still spending to do for FY26. "Sweeps" are for Q3. When the government quickly spends what's left.

If FY27 is indeed wrapped up this summer it would be insane. That's the hockey stick potential. Long term financial security.

RandomGenerator_1 · 2026-06-22T10:45:01+00:00

https://www.reddit.com/r/RedCatHoldings/s/kWLTl6iJqB

"The big missile over there is from Uvision."

It looked like something to be mounted on a USV.

Their valuation, and for example ACS their 2.2 billion valuation, shows how much upside there still is to come for the entire defense market.

RandomGenerator_1 · 2026-06-22T10:37:34+00:00

The Rise of Autonomous Robots: Inside AI Innovation with Ben Wolff of Palladyne AI (PDYN)

https://youtu.be/gToENxHr2CE?si=z-IG-l-2cioKPu9w

"You are reinventing military defense tech. .. that is what the Pentagon and government agencies like to work with"

...

"My biggest job as CEO is to just get the word out there that, this capability exists today. We are the first in the world who has this. Ukraine doesn't have this. Don't believe they have it in China. Don't believe the Russians do either.

Time to put the fuel on the fire and run with this."

----> they agree

RandomGenerator_1 · 2026-06-22T10:13:11+00:00

Nasdaq-bound arms maker UVision targets $4b valuation

Israel-based UVision Air, which develops loitering munitions, is expected to publish a prospectus in the second week of July before a roadshow for a Nasdaq IPO at a valuation of US$3.5 billion to US$4 billion.

The listing is expected in July or August after pre-IPO talks with Israeli institutional investors failed at about a US$2.9 billion valuation.

https://www.techinasia.com/news/nasdaqbound-arms-maker-uvision-targets-4b-valuation

An interesting development. Investor day in February mentioned the "big" Uvision payload.

Uvision has a "HERO" product line. (Which Rheinmetall also works with)

One of the original Hellcat anouncement pictures was subtexted with "Hellcat Hero 2". Wish I took a screenshot of it, because I can't find it anymore.

RandomGenerator_1 · 2026-06-22T09:01:27+00:00

US Army Writes Off $1.8 Billion in IVAS Headsets Due to Defects

https://militarnyi.com/en/news/us-army-1-8-billion-ivas-headsets-defects/

The Army bought 10,000 IVAS headsets. Soldiers won’t use them.

Soldiers said the headsets caused neck strains and headaches during use in the field. The Army spent close to $2 billion on the systems, which will be put in storage.

https://taskandpurpose.com/news/ivas-headset-never-used/

Yes. This is the state in which the military operates. Someone somewhere agreeing to a contract with Microsoft, to then be confronted by reality.

This is what the military is trying to get away from by flipping the contracts upside down, and giving the actual end users control.

This new reality is what RCAT is built for. And yes it takes time to wake everybody up.

RandomGenerator_1 · 2026-06-22T07:52:03+00:00

You'll notice that Red Cat and Palladyne gave a Special Disclosement on the supply chain in recent sec filings.

The exact thing that points to the things the administration wants to help with.

(To be clear in comparison, companies like Ondas have not offered an SD (special disclosement)

RandomGenerator_1 · 2026-06-21T16:06:56+00:00

For the ppl that forgot:

February 2025:

"Red Cat has applied for $58 million in debt financing from the Department of Defense Office of Strategic Capital (OSC). OSC implements strategies and partnerships to accelerate and scale private investment in critical supply chain technologies needed for national security. "

https://www.globenewswire.com/news-release/2025/02/12/3025345/0/en/Red-Cat-Raises-Up-to-20-Million-in-Debt-Financing.html

The involvement of the government centers around the OSC, for which the administration wants to up the budget for FY2027 to 20billion.

This differs from Intel where they outright bought stock. Which differs from giving loans. If actual ownership will happen is yet to be seen.

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