The Calm Before the Storm

Hi guys,

I wanted to talk about the current trajectory Palladyne is on. In just three or so weeks we've had some major catalysts and de-risking events take place, yet the stock price seems to be suppressed around the 6-8 dollar range.

- Partnership with Portal Space Systems, a next-gen satellite manufacturer

- HANGTIME contract with the AFRL, giving Palladyne the opportunity for massive, recurring revenue

- Subcontractor relationship with Anduril on its Fury unmanned aircraft.

And now a subcontract with a major defence prime on missiles.

Through these recent events, the biggest bear case of Palladyne has been significantly reduced, which was that Palladyne's tech is interesting, but will they be able to compete is commercially with the big dogs?

We now have proof that Palladyne is working at the intersections of defence manufacturing, design, as well as both military and commercial AI. Not just in theory, but in practice.

Current price suppression largely comes from the shorts (22% short interest) aswell as profit taking from investors who bought when the stock was trading much lower in the past two years.

I expect price suppression to continue until Palladyne comes out with the Q1 earnings report with a significant increase in QoQ revenue growth, and more details about current and future deals. Until then, buying in this range is in my opinion, an incredible opportunity for gains.

As always, I am interested in hearing your guys' thoughts on this.