Red Cat Holdings Inc (RCAT) Options

I assume that the recently published misinformation that Red Cat will address has to do with the "Kerrisdale Capital" short report.
I look forward to hearing/reading Red Cat response ... some of the sentiment in that report made me a bit skittish, so I reluctantly lightened up a bit on my RCAT shares, and now waiting to see how things shakes out. If the share price drops much further, the bargain hunter in me will likely cause me to buy back in.

I was not even aware that George Matus departed Red Cat Holdings for a CTO position at Vector ... I wonder why?

https://preview.redd.it/long-weekend-discussion-thread-january-18th-to-20th-v0-ahz5daeitrde1.jpeg?width=1170&format=pjpg&auto=webp&s=ffa1d0ddbe13af70e1190c6f8517d946e6969fb6

RCAT ! SOME FOLKS HAVE AGENDAS ! I get home an see OPT# has a lawsuit as well. Fyi RGT# got one as well the same day as RCAT damn democrats dont quit !! .....if im lying ......im dying !!

Thanks Dennis for the short chuckle. For the past umteenth years, disgrunted nobodies will sue the company with the help of ambulance chasers.

https://www.globenewswire.com/news-release/2025/01/16/3011028/0/en/RCAT-INVESTOR-ALERT-Red-Cat-Holdings-Inc-Investigated-For-Securities-Fraud-Block-Leviton-Encourages-Investors-Who-Have-Lost-Money-to-Contact-the-Firm.html

RCAT !! I LIKE -IT !! ALOT !! ....IF IM LYING ...im dying....

Red Cat and Palladyne AI Announce First Successful Multi-Drone Collaborative Autonomous Flight
https://finance.yahoo.com/news/palladyne-ai-red-cat-announce-140000403.html

smart move in hindsight

Anyone see this interview today?

"Do you need to say more?" .... Sure: please say more.
Since I do not believe that your reply answers or addresses my question? Here it is again:
Question: will the more recent announced collaboration with Palantir (PLTR) possibly diminish the extent of the RCAT/PDYN collaboration (since they both involve software to be used on the RCAT drones)?

In other words:
I am curious whether Palladyne will have less to gain/profit from their collaboration with Red Cat, as a result of the subsequent announcement of Red Cat collaboration with Palantir.

I'm a nobody but RCAT is only starting to fire on all cylinders. Need I say more.

Prior to Red Cat SSR win, I read about RCAT & Pallayne (PDYN) collaboration. I bought a little of PDYN, and a lot more of RCAT ... in part because I had done a bit more DD on RCAT, and could not estimate how much the above collaboration might translate to increased revenues/profit for PDYN. I actually sold it after a quick 50% gain, from $2 to $3.
Question: will the more recent announced collaboration with Palantir (PLTR) possibly diminish the extent of the RCAT/PDYN collaboration (since they both involve software to be used on the RCAT drones)?

Drones rule 

Go Red Cat!❤️❤️❤️

Whatever.

Had to take a little profit
What a ride!

GLTA

RCAT.........................https://stockcharts.com/h-sc/ui?s=RCAT&p=W&b=5&g=0&id=p86431144783

Bullish Article on RCAT and military contracts.....
https://www.marketbeat.com/originals/2-drone-stocks-gaining-from-the-media-attention/

Thanks for your reply/DD, Evaluate... 😺 $RCAT

You mention "on pace for $9 million in revs".
Here is from transcript of Earnings Release: "... we upped our guidance from $50 million to $55 million goalposts and we put some kind of wide goal posts out there, $80 million to $120 million.
So that's basically adding what we think SRR-related revenue is going to be to the total.
The wide goalposts are, you know, we're not completely into all the contracting that we need, which will be happening in the next few weeks. We will be probably having an Analyst Day in New York in early January.
We're hoping to pin it down before tonight. So we'll be actually giving an update just in a few weeks after the holidays and we'll be able to give you more detail on all the contracts that we've been signing and maybe firm up those goalposts a little bit for everybody."

I believe the RCAT profit margins will be improving, in part due to much higher production, but also due to increasing margins based on the Palantir collaboration.
With the SRR win, it "paves the way" for possible additional wins such as in Western Europe ... who could see this recent win as a "vetting" of the RCAT platform and technology ... so perhaps some additional big wins could be on the horizon.

I doubt SP will "drop back to $4-5 range". I added when it dropped back to $8-9 range recently, and now heading back up 20+% today ... back over $11.

80M OS x 10 per share = market cap of $800 million.

Think she may be over bought at this time...haven't looked at the 'Subsequent Events' section yet. Better have some blockbuster sales' news coming. $12 million in Inventory. Need to turn that Inventory over every month get revenues up to $140 million per year still giving it a 5-6 price to sales ratio, 5 to 6x sales valuation, which for new tech isn't that high, isn't too high...on pace for $9 million in revs (sales dipped way down Q3 for some reason) and lost a whopping $25 million for the 6 months, $13 million past 3 months...as usual need to cut cut cut the General & Administrative expense line item costing nearly half the operating expenses/losses...unless big sales news...I dunno, look for her to drop back down maybe even to the $4-5 range? JMO Still doing DD on the current events, subsequent events...they should have brought in a ton of cash on their latest offering...that would make "everyone" feel a little better...sell 5 million shares @ 10 = $50 million cash...this is a developing story... 😉 (note: I haven't even read the last PR update...will post later on that. This post is just observations of the last Q's fins)



$RCAT

rcat.........................https://stockcharts.com/h-sc/ui?s=rcat&p=W&b=5&g=0&id=p86431144783

RCAT NEWS with PLTR https://finviz.com/quote.ashx?t=RCAT

and ER coming up

CEO was on ABC, talking about the drone mystery…
https://abcnews.go.com/US/video/drone-supplier-ceo-mysterious-drones-faa-lighting-116809131

CEO was on ABC, talking about the drone mystery…
https://abcnews.go.com/US/video/drone-supplier-ceo-mysterious-drones-faa-lighting-116809131

RCAT 10Q due per Seeking Alpha weekend report

rcat.........................https://stockcharts.com/h-sc/ui?s=rcat&p=W&b=5&g=0&id=p86431144783

Look for some action here...
...not sure if it'll be positive or not but should be a play either way...😺



$RCAT



We may from time to time, in one or more offerings at prices and on terms that we will determine at the time of each offering, sell common stock, preferred stock, warrants, or a combination of these securities, or units, for an aggregate initial offering price of up to $100,000,000. In addition, the selling stockholders may from time to time offer to sell up to 13,550,000 shares of our common stock. We will not receive any of the proceeds from the sale of common stock by the selling stockholders. This prospectus describes the general manner in which our securities may be offered using this prospectus. Each time we offer and sell, or a selling stockholder offers and sells, securities, we will provide you with a prospectus supplement that will contain specific information about the terms of that offering. Any prospectus supplement may also add, update, or change information contained in this prospectus. You should carefully read this prospectus and the applicable prospectus supplement as well as the documents incorporated or deemed to be incorporated by reference in this prospectus before you purchase any of the securities offered hereby.

👉️ $RCAT SEC FORM S-3

Great Overview and Analysis of Red Cat

Found this on a Reddit thread

https://www.reddit.com/r/RedCatHoldings/comments/1hagbr5/amazing_dd_by_kevin_mak_professor/

Waiting for another US Government contract announcement to get the flip traders back in.

RCAT, 10Q due DEC 13 per Seeking Alpha

Completely agree, 2025 will be amazing

Correction, manipulation. Who cares! This company share price will be much higher in 6 months.

I agree,

Correction time…

RCAT making the best of a short day!

RCAT........................https://stockcharts.com/h-sc/ui?s=RCAT&p=W&b=5&g=0&id=p86431144783

MTEK MY NEXT DRONE PLAY

Yea I could live with that “correction”..))
Monster in the making..?

Nice 7% "upwards correction" today. Priced above $10/share earlier today.

Here’s the correction....

https://redcat.red/press_releases/red-cat-srr-annoucement-town-hall-recording-november-19-2024/
Red Cat Town Hall recording.
Mentions 5,880 systems at $45,000 ... so around $265 Million (over 5 years? Around $50 Million/Year?).
Plus perhaps additional 30% for parts, training, maintenance.
Next up ... European countries?

https://redcat.red/press_releases/red-cat-announces-production-selection-for-u-s-army-short-range-reconnaissance-program/
Nice win after 5 years of work!

Yea what a move by PDYN following rcat up. Had no dry powder to jump in at $2 range, bummer. Wondering when/if there’ll be a pullback for RCAT. Incredible two weeks.

RCAT, new 52 week high

I bought this in 2020. Wish I would have bought more

$PDYN @ $3.00: AI Software for Robotics. AI software for ANY Robotic device. Industrial, military, drones, cars, etc. Also. The massive partnership with $RCAT is NOT exclusive. Any other huge drone company can make a deal with $PDYN....$RCAT is a home run but $PDYN is the double grand slam. $PDYN just getting found. Link:
https://www.palladyneai.com/

Looks like it’s still a buy..))

RCAT.........................https://stockcharts.com/h-sc/ui?s=RCAT&p=W&b=5&g=0&id=p86431144783

THIS IS TOP...MONTHLY CANDLE 7.42 SO ITS A SELL THIS MORNING

8.23 at 6:30am. Where is this going ?? Unreal!!