Hello my dears,

After introducing you to $TDY (-0,93 %) Teledyne and noticed from your comments and likes. You are interested in the blade suppliers, so today I climbed deep into the engine room.

And found for you $LTRX found Lanotronix.

@EpsEra (do you know the company?)

Since Teledyne is a long-term runner that has impressed with its robustness in recent years.

I would like to emphasize that Lanotronix is a rather cyclical stock.

However, the tide could now be turning because Lanotronix products are becoming increasingly important. This is reflected in sales.

As the chart shows, investors also seem to be recognizing this. And that's why, dear readers, I don't want to withhold the company from you.

Estimates in millions:

2026 2027

Turnover 126.26 141.28

Profit - 6.24 - 3.46

EBIT 7.26 11.68

KGV -31.3 -57.8

Free cashf 16.95 12.8

(The company is not yet profitable)

Lantronix Inc (NASDAQ: LTRX) is a leading global provider of compute and connectivity solutions for IoT solutions that enable AI edge intelligence

Lantronix Inc (Nasdaq: LTRX) is a global leader in edge AI and industrial IoT solutions, providing intelligent computing, secure connectivity and remote management for mission-critical applications. Serving high-growth markets including smart cities, enterprise IT, and unmanned systems for commerce and defense, Lantronix enables customers to optimize operations and accelerate digital transformation. The comprehensive portfolio of hardware, software and services supports applications ranging from secure video surveillance and intelligent utility infrastructure to fail-safe out-of-band network management. By delivering intelligence at the network edge, Lantronix helps organizations achieve efficiency, security and a competitive advantage in today's AI-driven world.

Lantronix wins the IoT Evolution Asset Tracking Award 2025

Tier 1 mobile operator in the U.S. selects Lantronix to digitally monitor 50,000+ cellular generators with FOX Series telematics edge gateways

IRVINE, California, October 7, 2025 - Lantronix Inc. (NASDAQ: LTRX), a leading global provider of computing and connectivity IoT solutions for edge AI applications, today announced that its Gateways der FOX-Serie received the IoT Evolution Asset Tracking Award 2025 from IoT Evolution Magazine, the leading publication for the Internet of Things. A key player in the digital transformation of remote assets, Lantronix industrial IoT edge telematics gateways are the choice of a Tier 1 U.S. cellular operator for monitoring its 50,000+ cellular generators.

Lantronix gewinnt den IoT Evolution Asset Tracking Award 2025

Lantronix, Inc.: Edge-AI-Drohnenlösung von Lantronix integriert FLIR-Plattformen von Gremsy und Teledyne für längere, effizientere Flugzeiten

Lantronix launches no-code AI platform EdgeFabric.ai for edge computing/n

strategic collaboration positions Lantronix for long-term, high-margin growth in the defense and commercial drone markets, expected to reach $57.8 billion by 2030*

Lantronix launches no-code AI platform EdgeFabric.ai for edge computing/n

Lantronix lanciert No-Code-KI-Plattform EdgeFabric.ai für Edge Computing/n Von Investing.com

Lantronix share: Breakthrough in the drone market!

A new major order could be the turning point for Lantronix: The IoT specialist has beaten off the competition and been selected as a technology partner by Gremsy, a leading manufacturer of camera stabilizers for drones. The news has already caused the share price to jump by over 86% in the past six months.

The cooperation is based on Lantronix' Open-Q 5165RB System-on-Module, which is based on the Qualcomm Dragonwing processor. This solution powers Gremsy's new drone platform and Lynx ISR payload, which is seamlessly integrated with Teledyne FLIR's Hadron 640R dual thermal imaging camera. Notably, the technology is already in production and generating initial sales.

Why Lantronix was awarded the contract

"We chose Lantronix because the company is the trusted world market leader in the global drone industry," says Nguyen Van Chu from Gremsy, explaining the decision. Another decisive factor was the long-standing partnership with $QCOM (-0,49 %) Qualcomm and the ability to deliver NDAA and TAA compliant solutions - a key advantage for government and defense applications.

The integrated solution scores with its energy efficiency and enables longer flight times with lower power consumption. Edge-based AI processing for object detection, real-time analytics and advanced connectivity with Wi-Fi 6 complete the package. The robust design works even in extreme temperatures from -25°C to +85°C.

Market potential makes investors prick up their ears

The figures speak for themselves: the drone market for defense and commercial applications is expected to grow to 57.8 billion dollars by 2030. Lantronix is cleverly positioning itself in this growth market with its high-margin solution, serving mission-critical applications in the government, energy, agriculture and infrastructure sectors.

CEO Saleel Awsare emphasizes the strategic importance: "With an increasing number of high-profile global drone customers, Lantronix is a key enabler for secure, high-performance drone platforms." The partnership with Gremsy demonstrates the scalability of the technology and opens the door for further collaborations with drone manufacturers worldwide.

Analysts are optimistic and see price targets of between 5 and 8 dollars per share. With a market capitalization of 180 million dollars, the drone division could become an important growth driver - especially if further design wins follow.

Lantronix Aktie: Durchbruch im Drohnenmarkt! () | aktiencheck.de

Lantronix solution supports US Army-certified Teal Drones, a Red Cat Holdings company, and unlocks growth opportunities for secure edge AI. $RCAT (+9,45 %) Red Cat Holdings, and unlocks growth opportunities for secure edge AI

Lantronix Enables TAA and NDAA Compliant Edge AI Solution, Supports Sensitive U.S. Government Missions and Expands Long-Term Positioning in Defense Market

Lantronix-Lösung unterstützt die von der US-Armee

PowerPoint Presentation

As I have had my eye on the share for a long time and have already achieved a good return with $RCAT (+9,45 %) a good return in the last few days, I am getting in with a first small tranche at $DRO (-2,77 %) . Every time I wanted to get in, I was too late and it broke out to the upside. Now I'm not waiting any longer 😅

• 1H 2025 turnover: A$ 72.3 million +210 % compared to 1H 2024

• Profit after tax 1H 2025: A$ 2.1 million - turnaround from previous year's loss

• EBITDA 1H 2025: A$ 5.2 million

• Cash & term deposits: A$ 203.8 million (as at August 2025)

$$RCAT (+9,45 %)

actually interesting because they seem to be getting orders from the US military and are forecasting high sales increases this year and next year....

$RCAT (+9,45 %)

Investing.com -- Red Cat Holdings shares rose 9% in pre-market trading Thursday after the drone company announced that its "Black Widow" system was approved and added to the NATO Support and Procurement Agency (NSPA) catalog.

In a press release, the company clarified that "while inclusion facilitates procurement opportunities, specific quantities, configurations and delivery dates will be determined by end users through NSPA's standard procedures".

https://de.investing.com/news/stock-market-news/red-cataktie-legt-zu-nato-nimmt-black-widowdrohne-in-beschaffungskatalog-auf-93CH-3146303

My portfolio in the SGSS Trader 2025 game.

+12% in 11 days with these positions.

Only shares, no derivatives.

Start was 01.09.2025.

What do you think of the performance and the shares in the portfolio? Are you possibly also participating and what is your current status after almost 2 weeks?

@getquin
@Techaktien

#aktien
#börse
#depot
#sgss
$IREN (+11,25 %)
$LULU (-0,18 %)
$NBIS (+9,49 %)
$RCAT (+9,45 %)
$RHM (-0,79 %)

The Red Cat Holdings share $RCAT (+9,45 %) is a real roller coaster!

🎢 After an incredible rise of over 900% in 13 months, the share price has recently fallen back significantly. But this is exactly what makes the company so interesting for courageous investors! 🧐

Why keep an eye on it now?

Future technology meets defense:

Red Cat has contracts with the US military 🇺🇸 and supplies drones used in defense. 🛡️ With massive global investment in security, this is a huge growth market. 📈

Analysts see great potential:

🚀 Despite the share price turbulence, analysts are unanimous: the consensus is a "strong buy". The average price target is around USD 13.33, which corresponds to a potential gain of over 50%! 💰 (as at: August 2025)

The bet on KI:

🧠 Red Cat is betting on AI-controlled drones and unmanned water vehicles. These technologies are the future. And those who get in early have the chance to benefit from this revolution.

⚠️ The company is not yet profitable and the share price can fluctuate significantly. But I believe in the long-term vision and am prepared to take a higher risk. Now could be an exciting entry opportunity.

👉 What do you think? Is Red Cat worth a look or too risky for you? Leave your opinion below! 😊

#RedCat #RCAT #shares #stock market #drones #investment #AI #financial markets #military technology #TechStocks #investing

$ALDR (+3,83 %)

Swarms of nanodrones can greatly increase the efficiency of agriculture. Researchers are certain that they can spray and fertilize independently when they detect a need and much more.

Sat., May 31, 2025, 3:47 p.m.

Unprecedented growth

The global market for agricultural nanodrones is growing rapidly. Forecasts predict an average annual growth rate of 35% over the next decade. Governments and private investors are increasingly investing in this groundbreaking technology and driving progress in research, development and deployment.

Agricultural countries such as India, Brazil and the countries of sub-Saharan Africa are actively using nanodrones. The market for small and nano drones is expected to reach USD 10.4 billion by 2030, growing at a compound annual growth rate of 8.6% from 2023. The focus here is on agriculture and disaster management.

Political recommendations also advocate subsidies and incentives to encourage small farmers to use drone technology.

Nanodrones make agriculture much more efficient

Research shows that the use of nanodrones has helped to optimize efficiency in agriculture. The Robotic Eagle-Micro Drone, for example, shows the potential of bio-inspired nanodrones in tackling agricultural problems such as pollinator decline and crop monitoring.

Nanocopters, or small helicopter-like drones, can also be used to stimulate pollination and increase productivity.

Examples: Monitor, detect, treat

The seamless integration of nanodrones into sensor networks has proven its worth in large-scale agricultural monitoring. It improves crop yields and reduces the use of chemical pesticides at the same time.

As these drones detect plant diseases before visible symptoms appear, they prevent large-scale crop losses and thus ensure food security even in regions affected by unpredictable climate changes.

Newer nanodrones offer innovative solutions that increase efficiency while reducing operating costs and environmental impact. For example, nanodrones such as AgroFly are designed for high-precision pesticide application, minimizing drift and ensuring optimal crop protection without excessive exposure to the product.

Another system called AgroWings is designed for large-scale monitoring and is equipped with AI-powered sensors that analyze soil conditions, detect nutrient deficiencies and provide real-time feedback to farmers.

Robotic Eagle uses advanced imaging technologies to detect early signs of disease, pest infestation and water stress to intervene in time and prevent large-scale crop failure.

Nano drones in agriculture are a growing trend. There are various companies that specialize in drones for agriculture and whose shares are traded on the stock exchange, such as Drone Destination or ZenaTech. There are also companies that manufacture drones in general, such as DJI or Parrot, whose shares can also be found on the stock exchange.

Drone Destination:

This company is a major player in the agricultural drone market and recently completed a successful IPO.

Drone Destination Limited is an India-based drone as a service (DaaS) and training company. The company is engaged in trading, operating, manufacturing, repairing, leasing and training for various types of drones including Multirotor, Fixed Wing, Hybrid UAV, e-VTOL, UAS, SUAV, RPV, RPAS, UWV, UGV and others. The company is a licensee of the General Directorate of Civil Aviation.

ZenaTech: $ZENA (+1,43 %)

This company specializes in AI-powered drone solutions that can also be used in agriculture.

https://www.boerse.de/nachrichten/IRW-News-ZenaTech-Inc-ZenaTech-erweitert-Standort-in-Irland-und-bietet-Drone-as-a-Service-DaaS-einschliesslich-Praezisionslandwirtschaft-fuer-den-europaeischen-Markt-an-der-jaehrlich-um-28-6-Prozent/37359600

https://www.finanznachrichten.de/nachrichten-2025-05/65438772-zenatech-ungebremstes-wachstum-ki-drohnen-werden-immer-beliebter-248.htm

DJI and Parrot: $PARRO (+0,33 %)

These companies are leading manufacturers of drones that can also be used in agriculture.

Joby Aviation: $JOBY

A company that focuses on the development of air cab drones that can also be used in agriculture.

Northrop Grumman: $NOC (-0,1 %)

A well-known defense manufacturer that also develops and offers drones for agriculture.

Teledyne Technologies: $TDY (-0,93 %)

A company active in various fields, including agriculture and aviation, offering drone solutions.

Exail Technologies: $EXA (+1,56 %)

A company that focuses on developing drone solutions for agriculture and other industries.

Autel Robotics: $688208

Another major manufacturer of civilian drones that also offers drones for agriculture.

$RCAT (+9,45 %) Red Cat Holdings and its subsidiaries develop drones that can be used in various fields, including agriculture. For example, drones can be used to inspect fields, take aerial photographs and monitor crops.

Please note that investing in shares involves risks and that you should inform yourself thoroughly before investing.

https://www.topagrar.com/technik/news/wissenschaftler-sehen-in-gunstigen-nanodrohnen-schwarmen-die-zukunft-b-20014612.html

$RCAT (+9,45 %) Red Cat Holdings - hot small cap or hot balloon?

I took a closer look at the shares of Red Cat Holdings (RCAT). After a price increase of over +300% in 2024, the company is definitely on the radar of many speculative investors. But is it worth getting in?

What does Red Cat actually do?

The company is based in Puerto Rico and builds military drones with its subsidiary Teal Drones - specifically for ISR missions (Intelligence, Surveillance, Reconnaissance). The company has been part of the US Department of Defense's Blue UAS program since 2023. This is a real seal of quality in the defense sector.

A look at the figures:

Turnover 2023: USD 17.8 million

Net loss: USD -24 million

Cash burn rate: high - operating margin at -100%

Market capitalization: approx. USD 470 million

Current share price: around USD 5.07

Price/sales ratio (P/S): over 25 - sporty.

Where is the potential?

Red Cat could be a strategic beneficiary of the current global arms race. Drones are becoming massively more important - also within NATO. However, the company is still far from profitable and dependent on government contracts.

So is it in or out?

My conclusion:

Red Cat is a classic moonshot: lots of hype, lots of hope - but also lots of risk. It would be nothing for my core portfolio. But as a speculative 1-2% addition to a diversified portfolio? Definitely worth considering - especially in the event of a setback below USD 4.

There is $RCAT (+9,45 %) what does it take drone shield.

Red Cat Holdings Inc. is a Puerto Rico-based provider of products, services and solutions for the drone industry. The company provides its services to the corporate, military and consumer markets. It designs, develops, markets and sells drone software and products.

Red Cat Holdings Inc (NASDAQ: RCAT) made headlines despite disappointing quarterly figures: The drone specialist's shares rose by a whopping 26% in yesterday's trading before correcting by 15% after the quarterly report was presented. The reason for investors' continued hope lies in the forward-looking strategic partnerships and the clear focus on the defense market.

1st major contract from the US Army - SRR program

The Black Widow was selected as the winner of the US Army's Short-Range Reconnaissance (SRR) program. Its revolutionary features position it as an indispensable tool on the battlefield:

- GPS-independent navigation: working with Palantir (NASDAQ: PLTR), the drone integrates AI-powered visualization for GPS-free operational capability in dynamic environments.

- Resistance to electronic warfare - a decisive advantage in modern conflict scenarios.

The SRR program alone offers a revenue potential of several billion USD. The Palantir integration generates additional revenue through high-priced software solutions and is expected to lead to a significant increase in margins.

https://aktien-mag.de/nachrichten/hot-news/red-cat-holdings-strategische-vision-des-drohnenspezialisten-uberstrahlt-schwache-zahlen/p-132927

Earnings next week.

Not much will happen before the holidays.

$RCAT (+9,45 %)
$GIS (-1,44 %)
$MU (+5,61 %)
$LEN (+0,48 %)
$ACN
$CTAS (+0,02 %)
$DRI (-0,95 %)
$PAYX (+0,07 %)
$NKE (-0,74 %)
$FDX (+0,92 %)
$CCL (-0,16 %)

But very interesting companies that might be found in one or the other portfolio here.

A successful week before the holidays.🙋🏼‍♂️