May. 13 at 8:04 AM
$RCAT won't be buying
$UMAC , not in a million years imo.
The US needs it's own drone supply chain in the interests of national security.
The bigger picture is
$UMAC are going to be at the centre of it all, supplying the parts. Who else but UMAC?
Their scale is their moat. Nobody can realistically catch them now, and as the days go by, they get further and further ahead.
Defence will provide infinite demand for at least the next 2 years, then delivery drones will kick in.
Might even become a manufacturing robotics play further down the line. UMAC is a future monster that is scaling up in double quick speed.
