T here's a huge drone competition at Fort Benning and there's 25 companies invited to attend and I went through every single one of them and I'm going to tell you which ones I like. Some of them are not publicly traded and so there's not a lot of opportunities or options there for you to get involved with that, but some of them are publicly traded and some of them are even talked about before in the past. So, we're going to get into every single company that's involved with this drone contest at Fort
Benning that just started a couple days ago. Pentagon is giving out big contracts to try and get to 360,000 drones produced by 2027. And if you like the fact that we don't interrupt you all the time with advertisements and sponsorships, please click like to help spread our message to a lot more people who are going to benefit from it. It's a $1.1 billion drone dominance program. There's going to be about $150 million in immediate procurement orders. So, some of these companies, if the Pentagon likes them
and adopts their technology, they're going to do incredibly well. And if they're publicly traded, as some of these stocks are, they share price will go up a lot. But I also want to warn you that there's the other side of it, too. Because most of these companies, when you see the list, the 25 that were invited, most of them are going to go bankrupt eventually. So, the game becomes about knowing where to step in this field of landmines. And that's where I think I can help you. And
keep in mind that some of these companies will win the contract or award and most of them won't. So people are saying this is such a great technology or this is the way that the military is going and it's absolutely right. But that doesn't mean that anybody involved in space will be a great investment. You may lose money in most of them. At the turn of the century there was 1,800 car manufacturers in America. They all went bankrupt. Eventually took Ford and GM a little bit longer. The
contest has literally just started over the last two days, but it goes into early March. And then they'll know who's going to win the contracts, which drones we're going to be mass-producing, and therefore knowing which company's going to benefit from that. The objective is to identify and buy lowcost, expendable, and autonomous one-way attack systems. And these 25 companies are going to have their systems tested by the military operators. And the potential outcome or the hope or the vision for this program
is that the Pentagon plans to select winning systems for immediate production contracts. And they're aiming to go for 340,000 small unmanned aerial systems by 2027. And here's a list of all the companies involved. And I went through literally every single one of these companies one at a time. And in that note, I want to also dedicate this video to Robert who sent in the request for me to get into this. Now that you've seen the report, he's also replied to me this very morning with a wonderful testimonial
I'll put on screen. And there's a lot of companies too that are not making drones, but they're making things for the industry that makes drones. That's always the play. That's always some of the best investments. You buy the picks and the shovels, not the gold mine. You have some of those related stocks. You may recognize a few if you've been around with the Peter Leadeds newsletter. Palenteer, I'll put on screen exactly where we told you about them and also Redcat Holdings, which was
a 12 bagger, 14 bagger, something like that. You tell me in the comments below. But here's a chart of Redcat Holdings. We've talked about them over many years, even when their company did different things that they don't do now, but they do new stuff now. and we selected them and they are one of our 10 baggers that we've been putting out lately and overall I want to say most people who get involved with this will probably lose money not if you have somebody like me sort of guiding you what I've seen
and I've analyzed all these companies and sometimes in a video I know that I need to do a disclaimer and this is one of those times nothing in this video is personalized trading advice for you experienced investors only please look into these companies yourself live with the success uccesses and failures thereof on your own decisions. I'm not suggesting anyone buy any of the stocks we're talking about today. Everything here is just simply my opinion. But a lot of people, just like anything, when lithium becomes a big
thing, when uranium becomes a big thing, and everybody follows goes to one side of the raft and every single one of them thinks they're ahead of the game or they're one of the early adopters or that nobody else knows about what they know. But meanwhile, the raft is so crowded that people are falling off and the whole thing is getting dangerous and you have to run back the other way. And that's what happens to a lot of these stocks. And even if you look at these drone companies, here's a chart of one
of the companies that's publicly traded. All of the charts actually look exactly like this. There's a big speculative furer and it came back down already because it was not a realistic level for a lot of the companies that we're talking about based on the risk factors, even some of the publicly traded ones. are really dangerous. I wouldn't go near them. There are a couple good ones, though. If you're a subscriber newsletter, you know all of my thoughts about this stuff. There's a lot more
than we're going to get into in this video, but not everybody wants to subscribe to the newsletter. So, let me tell you what I found here for free right now on this list. Most of these companies are not publicly traded. And I mean most, I mean nearly all of them are not publicly traded. And why does that matter? Because if a stock is publicly traded, that means they have shares on the market that you can trade. and potentially benefit in the direction of that company if it goes the right way. I
loved Redcat Holdings back when we told you about them most recently and I have soured on them and their financials are not looking strong and they're not getting where they need to get quickly enough for my demanding view. So hopefully not for your view either. And here's a screenshot from our app talking about how I lost faith in Redcat Holdings. So you see, if you were way way earlier, way ahead of the game for real, that's when you get into things like Redcat Holdings Palanteer and you don't get into it now. Almost
everybody talking about a lot of these newer technologies. Everybody starts sharing information. Everybody gets excited about the same things all at once. That's where all the risk comes from, from an imbalance. Anytime there's an imbalance, that's when even good companies can fall, even when bad companies can rise. And this market, I'm still telling you, is still absolutely phenomenally insane. This is not at all normal. The way that commodities are bouncing around, I don't
like Redcat anymore or Palunteer, both of which I told you guys about ages ago, and they've both done really well. Time to take your profits. I didn't mind Katos Defense and Security Solutions had a lot of things to say about them in the newsletter. And again, the chart did the same sort of pattern. People ran to this side of the raft, they ran to that side of the raft, there to this side of the raft. Too many people here, and then they all ran back. And more recently, perhaps because of the drone competition
itself, you're seeing a lot of interest and activity among investors. The shares are going up pretty well, but I always look at the financials, the fundamental analysis. They've actually made a profit, a very small profit on all of their sales for the last four quarters, but not for the years before that. And I like Unusual Machines very much on a quarterly statement. You can see a couple quarters ago, they had a massive loss. But in the most recent quarter, they actually swung to a profit,
which is notable if they can keep that up. And their assets absolutely blot out the liabilities, which is good. It shows that the company will be able to afford to stay in business for a while. And here are the analyst ratings for the company out of six analysts. But to go back to their chart, you can see the activity of the drop off and the spike and then the cool down period. Again, this is people running back and forth across the raft. So it becomes a timing game. He bought shares of unusual
machines here or here. you would have had dead money for a while until more recently the big speculative furer, but it's dropped back down again. So, it becomes a game of trying to perhaps buy the dips or dollar cost average, but you have to look into the company and decide for yourself. Do you think this is going to be one of the ones that will be remaining for the long term like Ford and GM did back in the day? There will be a few winners from among all of the options here or all the choices. Unusual machines might be one
of them. Aero environment was a good one. Here's a chart of Aero Environment. You see how it looks just like the chart of [snorts] unusual machines. But let's look at the financials here. They've got a slight loss following a large loss following a profit. sales have been climbing and their balance sheet is absolutely tremendous with their assets covering their liabilities at a ratio of about 5 to one on an annual basis over the last two fiscal years they had a profit and a profit after a couple of years of losses but on
a quarterly basis they've had a couple of losses in a row now holdings seemed a little bit risky in my view this is and you can see here This is how much they make in sales. But then after getting rid of all of that income, then they also have even more costs. So you're seeing a negative here with net income always on an ongoing basis. Way too much loss in net income based on the sales. At least balance sheet is strong. 550 over 62 in terms of millions assets versus liabilities. They'll be around
for a while, but their operations are just ugly. And speaking of subscribers, I'll have a new hot list stock pick for you next week, and it's going to be tremendous. You'll notice I've been put out fewer selections lately. There's a reason for that. It's not from the lack of looking, okay? But there were a couple of indicated stock opportunities in the newsletter yesterday when I put it out the day before. Keep paying attention to what really matters in this economy right now. And a new hot stock pick
coming up next week. Thanks for being here. I love you guys. Please help us spread the word. And and if you like the fact that we don't interrupt you all the time with advertisements and sponsorships, please click like to help spread our message to a lot more people who are going to benefit from it.
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