jepjr
4 days ago
What else to watch: While drone capabilities are expanding in food delivery after successful tests with consumer products (with Walmart) and medicine (with Walgreens), advancements in the military are being eyed as the next big theme. In several controversial posts over the past month, Elon Musk took aim at the costly Lockheed Martin (LMT) F-35 program and "manned fighter jets [that] are becoming obsolete in the era of drones." According to the DOGE appointee, drones can be networked to fly in swarms, are exponentially cheaper, and will never "get [any] pilots killed."
https://seekingalpha.com/news/4389848-googles-wing-expands-into-mall-based-drone-delivery-with-doordash?message_id=wall_street_breakfast&serial=960195_196585809121
janga
1 week ago
PRODUCTS AND SERVICES
The Company offers the products and services of its Unmanned Aircraft Solutions (UAS), Datron Military Communications (DMC), and Special Activities (SA) business units to U.S. government agencies and allied foreign nations, including USSOCOM, USNAVY, USCENTCOM, USEUCOM, USAFRICOM, and USINDOPACOM. The products and services include: UAS: Military-Grade unmanned aircraft hardware and software; advanced guidance system and targeting platforms; enhanced Intelligence, Surveillance and Reconnaissance (ISR) capability; Infrared Night Vision and Thermal Sensor technology; Eye-in-the-Sky Monitoring; LiDAR Mapping and Perception Attainment; and Advanced Kinetic Capabilities. DMC: Military-Grade voice and data radio communications, including the HH3100 multiband radio line products and the PRC7700 HF radio line products; and the Cyberlux Advanced Lighting Systems products. SA: Cyberlux Special Activities offers training and security services to its customers with world-class subject matter expertise in all aspects of military training and advisement, UAS training and operations, munitions, heavy and light weapons, research and development, Soldier Systems, communications, battlefield technology integration, cyber, maritime operations, air operations, and unmanned aircraft systems operations and tactics training.
jepjr
2 weeks ago
A misleading read on Cyberlux...
Read this misleading article. Example:
Author states - "The turning point came in May 2024, when the $78.8M drone contract was canceled."
In next paragraph author states - "Then, in April 2024, Cyberlux sold the receivables from the drone contract to Legalist, giving the lender full rights to payments from HII Defense."
Last time I checked, April comes before May! Who is misleading who?
Another example - Author states "As the drone narrative unraveled, Cyberlux pivoted to Datron, suddenly touting its tactical communications products as the cornerstone of its future. But for investors who had been sold on the promise of battlefield-ready drones, radios felt like a weak substitute."
Do any investors really think Datron was a "weak substitute"? On the contrary, Datron was a great acquisition and is contributing in both revenue and institution expertise (see 2024 Cyberlux Leadership Forum).
The future of Cyberlux is good. Contracts listed in 3rd Quarter report...
2. The Company has closed the following important contracts during 2024, which are expected to ship
from the fourth quarter of 2024 through 2025:
Order Date Total Price Region
10/11/2024 $22,711,920 EUROPE
7/1/2024 $4,655,669 AFRICA
11/12/2024 $2,884,246 MIDDLE EAST
4/8/2024 $1,438,178 MIDDLE EAST
2/27/2024 $1,280,699 MIDDLE EAST
2/7/2024 $1,045,350 AFRICA
5/14/2024 $1,010,096 ASIA
7/18/2024 $640,418 AFRICA
10/30/2024 $386,956 ASIA
1/23/2024 $147,443 ASIA
NOTE O - SUBSEQUENT EVENTS
On October 16, 2024, the Global Integrated Services (GIS) business unit received a new $22.7 million
order through our Canadian partners as the U.S. prime contractor to supply aircraft landing systems for F16 aircraft support.
On October 31, 2024, the Datron Military Communications (DMC) business unit received a new $2.9
million Foreign Military Sales (FMS) contract through USCENTCOM for a key U.S. Partner Nation.
jepjr
2 weeks ago
A misleading read on Cyberlux...
Read this misleading article. Example:
Author states - "The turning point came in May 2024, when the $78.8M drone contract was canceled."
In next paragraph author states - "Then, in April 2024, Cyberlux sold the receivables from the drone contract to Legalist, giving the lender full rights to payments from HII Defense."
Last time I checked, April comes before May! Who is misleading who?
Another example - Author states "As the drone narrative unraveled, Cyberlux pivoted to Datron, suddenly touting its tactical communications products as the cornerstone of its future. But for investors who had been sold on the promise of battlefield-ready drones, radios felt like a weak substitute."
Do any investors really think Datron was a "weak substitute"? On the contrary, Datron was a great acquisition and is contributing in both revenue and institution expertise (see 2024 Cyberlux Leadership Forum).
The future of Cyberlux is good. Contracts listed in 3rd Quarter report...
2. The Company has closed the following important contracts during 2024, which are expected to ship
from the fourth quarter of 2024 through 2025:
Order Date Total Price Region
10/11/2024 $22,711,920 EUROPE
7/1/2024 $4,655,669 AFRICA
11/12/2024 $2,884,246 MIDDLE EAST
4/8/2024 $1,438,178 MIDDLE EAST
2/27/2024 $1,280,699 MIDDLE EAST
2/7/2024 $1,045,350 AFRICA
5/14/2024 $1,010,096 ASIA
7/18/2024 $640,418 AFRICA
10/30/2024 $386,956 ASIA
1/23/2024 $147,443 ASIA
NOTE O - SUBSEQUENT EVENTS
On October 16, 2024, the Global Integrated Services (GIS) business unit received a new $22.7 million
order through our Canadian partners as the U.S. prime contractor to supply aircraft landing systems for F16 aircraft support.
On October 31, 2024, the Datron Military Communications (DMC) business unit received a new $2.9
million Foreign Military Sales (FMS) contract through USCENTCOM for a key U.S. Partner Nation.