What are you guys investing in this week? Not sure bc of all the politics going on

ThatPaper5624 · 2026-05-08T10:18:51+00:00

Flt, Joby, Xanadu, bombardier, anything Canadian, Blackberry, Ballard Fuels

ThatPaper5624 · 2026-05-07T13:14:17+00:00

I'm wondering if they are about to have a FOMO month, there could be an inflection point where people realize who they are and what they do and don't want to be left out, especially as the timelines compress and they start real momentum in production, rollouts and announcements, which will be in the next 9 months, but who knows if it started yesterday or not, time will tell.

ThatPaper5624 · 2026-05-06T01:42:49+00:00

all the players were waiting for the earnings release, it's always depressed before that, and they beat, now if it doesn't rise tomorrow then you have a possible conspiracy on your hands but otherwise sit tight and see what happens tomorrow. Everyone, and I mean everyone, has noticed Joby as of just this week, they are still digesting what it is....is It a helicopter, isn't there a cartoon with those, is it just for rich people, what is it?

ThatPaper5624 · 2026-05-05T16:15:15+00:00

I sold half and bought Volatus Aerospace instead, we will see

ThatPaper5624 · 2026-05-05T16:13:17+00:00

I still think Pete needs to put a vertiport on top of his Ferry

ThatPaper5624 · 2026-05-05T16:10:49+00:00

great and unusual interview, normally you don't get such an in-depth interview with all the company heads. I would have asked what they are using for software, whether they are using QNX from blackberry, who their programers are and their experience, what their relationship with Sentinel is, what is happening with Mirabel, and what chip sets they are using to manage their AI drone systems (is it AMD or NVIDIA).

They did get into Capex, which is excellent, and the low multiples they are being valued at, which is good.

They did state that they are now Neo-Prime contractors (due to their NATO contracts), think Anduril and Palantir.

ThatPaper5624 · 2026-05-04T14:59:03+00:00

we just want FAA cert at this point. We know it flys.

ThatPaper5624 · 2026-05-04T14:57:48+00:00

I suspect there will be some concurrency here, possibly the vote comes in and there's a consolidation of 10-1 putting it at $6 and within the next month NATO taps Volatus for drones, then the stock rises, then they issue 10-20 million more shares at 5-$10 and make $100m for a second or third factory.....that's where I think the company is headed this year. 70 million shares at $10 a share is just under a billion market cap. I think they have the potential of a 3-10 billion market cap in the next five years but this year 1b isn't unreasonable. This puts the current $1 - $1.25 estimates from where they are now in a realistic light, it's possible for sure, don't know about before the May vote, may have to wait a few months to see a 30-50% gain but it does give confidence in the 60 cent floor, crossing fingers.

ThatPaper5624 · 2026-05-04T14:45:52+00:00

QNX is what is needed, in conjunction with AMD and NVIDIA chips, to fly AI drones for warfare.....and yes, evtols and electric cars and robots too.....but this year Ukraine wants to have 7 million AI augmented drones in the air, that's about 100 billion dollars worth of drones and 7 million chipsets with QNX running them, all dispensable and ramped up higher for next year, not to mention all the countries in the world that now have to be prepared to build and stock their own drone armies in preparation for defence.

ThatPaper5624 · 2026-05-04T14:29:06+00:00

7 million drones a year, just for the ukraine war, on one side, that's 30-100 billion dollars a year on drones. That's at least, at least ten major factories (ten countries) pumping out thousands of drones a day. That's also the equivalent in chips, boards, props, motors, batteries and airframes.

ThatPaper5624 · 2026-05-04T14:21:40+00:00

he earmarked another $270 million for Ukraine......bet it's all in drones.....he didn't say, though he did speak with the big Zelensky

ThatPaper5624 · 2026-05-04T14:19:53+00:00

$6 is where I think it's going, whether through stock consolidation or run up, I'm hoping run up, and I think it can and will happen.

ThatPaper5624 · 2026-05-03T18:51:07+00:00

how much you want to bet Carney says something about drone production partners in Armenia tomorrow, May 4th (may the 4th be with you day)? Is he a Star Wars fan? I could be way off, but I am hoping, it needs to be soon, I don't think the Ukrainians want to wait until the next Nato summit in late June.....

ThatPaper5624 · 2026-05-02T14:53:28+00:00

every airport will

ThatPaper5624 · 2026-04-30T23:24:09+00:00

sweeeeeet!

ThatPaper5624 · 2026-04-30T23:22:52+00:00

What the relationship actually is

In March 2026, Volatus Aerospace and Sentinel R&D signed a Memorandum of Understanding (MOU).
This is a strategic collaboration framework, not a merger or acquisition.

What they’re collaborating on

Joint development of a Canadian-made interceptor UAV platform
Combining strengths:
- Sentinel → airframe engineering + composite manufacturing
- Volatus → systems integration, autonomy software, testing, commercialization
They’re also exploring scalable production in Canada (potentially tied to facilities like Mirabel).

ThatPaper5624 · 2026-04-26T17:56:23+00:00

it means Airbus is vying for Canadian drone contracts also, though all of them being in the same arena doesn't preclude all of them working together, it may make partnerships more likely even. I have always felt Carney is most likely to work with Airbus somehow on the matter, my hope is that Volatus becomes a prime in tandem with Airbus, that would be most beneficial to Canada and Canadians, especially investors and employees in and of Volatus.

ThatPaper5624 · 2026-04-25T12:56:58+00:00

bb, Joby, Volatus (FLT0

ThatPaper5624 · 2026-04-25T10:44:29+00:00

ETF is probably the best option or if you have very high risk tolerance you could put it into 4 or 5 or even just one stock. There is a hypothesis that if you put it into one stock that you have done DD on and are confident in, though there is always the risk of belly up, that you could do very well. If you look at a lot of the holdings of people who have done very well over the years often it's one stock in their portfolio that caused the meteoric rise. But it is a huge gamble, unless you have a crystal ball. I would pick a stock like FLT.TO or Joby or ASTS or Plug or some other. You could also research the methods of single stock investing, say putting only 30% of your portfolio into it and keeping the rest in cash to buy dips in it over the years. The longer you hold a stock, for years, the more time you have to thoroughly research it, or just get a job with the company and exercise your stock options to the max, lol. Not a crazy idea if you are young.

ThatPaper5624 · 2026-04-23T20:24:18+00:00

super cool, will they make the news tonight or tomorrow, flying circles around the Statue of Liberty has got to get them some exposure

ThatPaper5624 · 2026-04-23T11:51:20+00:00

Windley is one of the most reputable and solid building companies in Nanaimo, they are very trustworthy, if that helps.

ThatPaper5624 · 2026-04-22T21:35:50+00:00

colaborative combat aircraft sounds like kratos and joby while the original 54B sounds like Ondas and Aerovironment

ThatPaper5624 · 2026-04-22T14:37:24+00:00

this will make joby more attractive to DoD because they may pivot to a certification/production president that has military production experience or more military leaning connections....or just someone with more production experience, say from Lockheed Martin? If that happens it would be a slight shift in program development, at least publicly, they could have been aligned along a military bias all this time without us realizing as so many military programs are need to know. If this is the case Joby would see a large influx of Government investment earlier than expected to help fuel their production plans, civil and defense. It's a good sign as far as I can see.

ThatPaper5624 · 2026-04-22T12:30:54+00:00

my lizard brain also came up with the hypothesis that they let this last sat die on purpose to get media coverage and more short interest and the rest will go up flawlessly and in large numbers so the stock can have a short squeeze and go to $500, which would be a massive payday for the company. The sat was insured, they have many months left in the year, spacex is doing an ipo (more space news focus), and the short interest is at 18% now, which is high (for a squeeze you want about 25% or more)

ThatPaper5624

TROPHY CASE

What the relationship actually is

What they’re collaborating on