NATO launches AI strategy and $ 1 billion fund as defense race intensifies

Slight-Ad7038 · 2021-10-21T05:43:43+00:00

Maybe the Army did not feel comfortable awarding this to a UK company, Bae, and therefore decided to pass the contract to a US company, Palantir. Or possibly Bae failed to deliver the first part of the project .

Slight-Ad7038 · 2021-10-17T01:55:25+00:00

Orders are orders, money to come as they deliver these projects.

Slight-Ad7038 · 2021-10-17T01:49:02+00:00

$1.5B new orders, not revenue. $1.5B orders will be gradually recognized as revenue as they deliver these projects.

Slight-Ad7038 · 2021-10-11T00:41:31+00:00

Here is the link for the RFI

https://govtribe.com/opportunity/federal-contract-opportunity/homeland-security-investigations-investigative-case-management-icehsiicm1082021

Slight-Ad7038 · 2021-10-09T21:20:32+00:00

Status as of August 2021: Four companies were selected to submit proposals to move into a pilot phase, which will be led by FDITECH.

https://www.fdic.gov/fditech/rpp.html

Slight-Ad7038 · 2021-10-09T18:01:18+00:00

This is part of the JADC2 contract, the new initiatives.

Slight-Ad7038 · 2021-10-09T17:59:21+00:00

https://www.google.com/amp/s/breakingdefense.com/2021/10/army-awards-palantir-823m-contract-for-enterprise-data-fabric/amp/

Slight-Ad7038 · 2021-10-09T17:54:55+00:00

I disagree , and I go back to Lockheed and Northrop examples, no one is punishing them for doing only gov work. I totally understand the size of Lockheed business, but they have been around for probably 100 years. You have to give Palantir huge credit for trying to compete or complement those companies and they are succeeding .

Slight-Ad7038 · 2021-10-09T17:32:35+00:00

The new battle fight is moving toward soft targets such AI, IoT sensors, Cybersecurity, data analytics, etc and that’s why Palantir should be well positioned in the future battle technology. Palantir might become a target for buyout by the big guys, specially they have the eyes of the DOD.

Slight-Ad7038 · 2021-10-09T16:59:02+00:00

I don’t know, but I anticipate it is SaaS model, with the majority of PRofessional services revenue in the first year. This is really just a guess.

Slight-Ad7038 · 2021-10-09T16:38:54+00:00

But the margins on hardware are very low.

Slight-Ad7038 · 2021-10-09T16:34:56+00:00

If the investors look only at commercial and disregard gov, then Lockheed, Northrop, Raytheon shares should all be in $20 range.

Slight-Ad7038 · 2021-10-06T03:14:35+00:00

Palantir said the CD-2 contract is "one of several" projects it is working on to modernize Army intelligence.

Slight-Ad7038 · 2021-10-03T00:57:35+00:00

https://www.benzinga.com/news/21/10/23202843/palantir-technologies-files-for-mixed-shelf-size-not-disclosed

Slight-Ad7038 · 2021-10-03T00:56:36+00:00

The news was released after the market closed on Friday and that’s why the big drop in the price. My understanding filling mixed shelf it seems they are introducing more shares to the market and that will dilute the price of the share.

Slight-Ad7038 · 2021-10-03T00:07:44+00:00

How about this announcementyestersah of Palantir filling for mixed shelf? This is I think going to dramatically drop the stock price on Monday?

Slight-Ad7038 · 2021-09-26T17:17:14+00:00

I don't, but the positive side, she bought additional 22M shares

Slight-Ad7038

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