Jul. 3 at 12:35 AM
$AMPX Thoughts on AVAV, but not overboard: AMPX has a confirmed relationship with AVAV, and its batteries have been used in versions of the Switchblade 300 Block 20. So, if AVAV keeps winning more Switchblade orders, it’s reasonable to think some of that could benefit AMPX. The catch is we don’t know how many of those drones actually use Amprius batteries, and AVAV’s recent contracts cover a lot more than just Switchblade. So this is not confirmed new AMPX revenue yet. To me, it’s a real connection and a nice potential catalyst, but AMPX still needs to announce a new order or confirm its batteries are being used in more AVAV platforms before I’d call it anything more than potential.
