LHX- This defense name L3 needs to be looked at. First off they are good with space stuff. It operates through Space & Airborne Systems (SAS), Integrated Mission Systems (IMS), Communication Systems (CS), and Aerojet Rocketdyne (AR) segments. The SAS segment provides satellite space payloads, sensors, and full-mission solutions; classified intelligence and cyber; airborne combat systems; and mission networks for air traffic management operations. So right there we have a few things: We have satellites and space which is a new frontier for future weapons & air traffic control- could they be the vendor to provide the new systems we desperately need.. huge amount of $'s for that. The AR division is a great co we used to own in a prior thread, Aerojet Rocket & they have hypersonics so that's another big area of future warfare. L3 makes some drones.. not a big player and some defense of drones... Pentagon buys more drone-killer systems from L3Harris NEWSARMY Jun 10, 2025 Modified date:Jun 10, 2025 L3Harris pic L3Harris Technologies has received a new order from the U.S. Department of Defense to supply additional VAMPIRE counter-unmanned aerial systems. According to a press release from the company, the award builds on the initial deployment of VAMPIRE — short for Vehicle Agnostic Modular Palletized ISR Rocket Equipment — delivered and installed in 2023. The system is designed to detect, track, and destroy hostile drones and remotely piloted aircraft, offering European ground forces a mobile and responsive defense capability against low-cost aerial threats. These guys are not a leader here by any means but L3 offers maybe 5% rev growth not much... I'm talking myself out of the idea... We'll see the PE though is 24. In contrast No 1 player KTOS (our baby!) has a PE of 81 (gulp) Now LDOS a name we want to get into-- they have a PE of 13.6<--------- Big time value// The move may be SELLING KTOS AND DRS and BUYING L3 & LDOS.
I was thinking yesterday as I was on my knees and wailing at Bacchus' grave site - letting my emotions go- what if I had said yes to that German film crew who wanted to follow my day up here as I make Stock moves. I would of looked pretty pretty weird.... Memo to Apple: Your fingerprint tech does not work on grave-dirt fingers.~si
This ONDS is weird- They raised money at a lower price but the stk never visited that price completely. I don't know why. Ondas Holdings (NASDAQ:ONDS) has successfully closed its public offering, raising approximately $42.8 million in net proceeds. The offering included 27.2 million shares of common stock (including 4.8 million shares from fully exercised overallotment) and pre-funded warrants to purchase 9.6 million shares at $0.0001 per share. The company plans to use the proceeds for general corporate purposes, including capital expenditures and working capital. Oppenheimer & Co. Inc. served as the sole underwriter, with Ladenburg Thalmann & Co. Inc., Lake Street Capital Markets, LLC, and Northland Capital Markets acting as financial advisors. The offering was conducted under a shelf registration statement that became effective on April 25, 2025. Positive Raised significant net proceeds of $42.8 million to strengthen balance sheet Successfully completed offering with full exercise of overallotment option, indicating strong demand Proceeds will support capital expenditures and working capital needs It is a complicated issue. and these Warrants that were given-- they could bring more shares to market. (9.6 mil more)... already they have diluted // it's too messy.
Market is in a mood we have seen many times before. It wants to break the buy-the-dippers. So you will have some hopeful signs and your hopes will be dashed. It will be over tariffs, it will be over unemployment, it will be over private lending, it will be over stagflation, it will be over farm workers and meat cutters and builders and all the many jobs that will stagnate. It will be over the Big Bust Bill, it will be over further credit downgrades, it will be over inflation. God everything is so expensive. My CC bill is running hot. Food! ugh. everyone needs food. especially me (219 pounds) ! Ayyyyyyyyyyy What a terrible set up. Troops policing city streets, protests and when the first death happens... well you know first shot's fired... Then we are in a Kent St set up and as the protests increase and expand and more cities are sent military personal- it's hard to present that as a good set up for stocks. More and more we hear that Frump is completely out of it. He's wearing a wooden leg brace for some sort of drop foot situation; he's falling down airplane ramps and walking into walls. Twice just recently he was aimlessly walking away and had to be corralled... you have a Gov run by Stephen Miller and some radical tariff types... June was my initial date for a fed lowering of rates. Nobody thinks that's going to happen. The Dollar is being taken so low we have a serious problem with our buying power. Through earn season- The only thing that could right us now is tariff relief. Right? earnings nah. They are going to be reduced quite a bit. The PE of the market is stretched. For more upside we need " universal tariff rates " which I predicted they would have to do. A huge swath of countries need to be given 10% tariffs and the eight or so big trading partners-- I have no idea. Negotiating each separate will be difficult// we need some template... India! Desperately but a template without the lying. 5% downside coming.
U.S. Special Operations Command is pursuing a concept called “Drone in a Box” that aims to give commandos reconfigurable platforms that could serve as unmanned aerial systems or ground robots — depending on their location and operating environment. The SOFWERX innovation hub and SOCOM’s program executive office for tactical information systems are gearing up for assessment events to evaluate industry solutions. The office intends to “explore available capabilities that can support USSOCOM’s vision for a configurable uncrewed air/ground system. This system should enable the Warfighter to adapt and respond to evolving multidomain mission sets, providing a flexible and dynamic solution that can be tailored to meet the unique demands of modern warfare,” according to a special notice. The technology could support intelligence, surveillance and reconnaissance missions, allowing commandos to employ small drones or ground robots for tasks such as area observation, target tracking and battle damage assessment. “This innovative approach enables operators to rapidly reconfigure and tailor their systems to meet specific ISR mission requirements by swapping out interchangeable parts and components from an assembly package. The assembly package will include modular frames, propulsion systems, a sensor, and payload modules (such as electro-optical, infrared, and signals intelligence sensors), power and energy modules, control and navigation systems, and communication systems, allowing Warfighters to quickly adapt to changing mission requirements,” officials wrote in the document, noting that the ground robot capability could be used in areas that aren’t as conducive to deploying unmanned aerial systems — such as places with buildings or heavy tree cover that would obscure the view of sensors on UAS flying overhead. Officials didn’t specify whether the uncrewed systems should be tele-operated or fly and drive with a high level of autonomy. However, SOCOM has previously shown interest in AI and other technologies that could enable autonomous capabilities for ISR ops. SOFWERX is planning to host a collaboration event with industry in April to discuss operational needs and assess “current capabilities of production model solutions for a configurable multidomain system.” The next phase will include vendor submissions for a follow-on assessment event, which is slated to take place in July after a downselect. Following the assessments, SOCOM may negotiate awards with vendors whose solutions are favorably evaluated. Industry responses to the special notice are due March 24. This initiative isn’t the first time that SOCOM has shown an interest in “multidomain” uncrewed systems. Just a few months ago, the command released a special notice about its desire for micro drones that could be launched from a variety of platforms and operate in multiple domains — including in the air and underwater.