Citrine Global Corp (CTGL)

$CTGL 10 days since this exhaustive DD post and no other likes but one from me. @SOD2Enthusiast a couple questions: Are you in two way communication with Ora and/or the company? When do you think the company will start producing news and/or promotional materials? @Elevate1 Any idea of how much time I might have before it moves up a fair bit more, as I may well consider going in with up to 7500 more shares. (3x)

$CTGL https://x.com/FoxNews/status/1996597051346280659?t=zFmz2LRkL0GvF2GP0tDfdQ&s=01

$CTGL https://x.com/FoxNews/status/1996022857487581573?t=y_571lV9i3tcpVZQmfkr8Q&s=01 drones drones drones

$CTGL Sod2’s excellent report demonstrates Skytech’s technology advantage it has over all other emerging drone platforms in the next 3-5 year adoption of drones for suburban and rural food, medical deliveries by drones. It predicts SkyTech could be worth $30-50 share upon excellent execution and why it already has major credibility due to the SSYS relationship and other us product relationships to come! I expect major companies relying on drone delivery will be all over this company. Now is the time to buy given this advantage! I am long and will trade at will!

$CTGL contd …| Total Revenue ($M) | $300 | $1,250 | $2,900 | $5,500 | $7,800 | | EBIT Margin % | 15% | 28% | 38% | 42% | 45% | | EBIT ($M) | $45 | $350 | $1,102 | $2,310 | $3,510 | 2030 Valuation (at 8x EBIT multiple, premium for market leader): $28B → $50-150/share (depending on share count) --- SECTION 9: CRITICAL NEXT STEPS (Next 90 Days) # Immediate Actions (By December 2025) - [ ] Secure Israeli Ministry of Defense contract commitment ($300M+) - [ ] Finalize production schedule for Q1 2026 (units/week KPI) - [ ] Lock in Stratasys manufacturing capacity (U.S. facility) - [ ] Initiate FAA pre-submission engagement # Q1 2026 Milestones - [ ] First Replicator units produced and delivered to testing partners - [ ] FAA BVLOS waiver filed and tracking toward approval - [ ] Announce first major commercial customer (Amazon/Walmart) - [ ] Publish audited financial results showing manufacturing capability # Q2-Q3 2026 Milestones - [ ] Achieve 500+ units produced; scale to 1,000 units/month - [ ] FAA approval announced; commercial deployment begins - [ ] Israeli defense contract officially signed (public announcement) - [ ] Begin NASDAQ uplisting preparation (SEC engagement) --- CONCLUSION The Replicator modular drone platform, backed by your Israeli government partnership, Stratasys manufacturing access, and patent protection, positions SkyTech Orion as the de facto market leader in commercial delivery logistics. The next 18 months (Q1 2026 - Q2 2027) are execution- critical. Success in: - Manufacturing scale-up - FAA regulatory approval - Israeli government contract closure - First major commercial customer wins ...will translate to a $5-10B valuation by 2028 and a credible $15-50B+ acquisition target by 2030. Status: BOARD-LEVEL DECISION REQUIRED on strategic capital allocation and commercial partnership priorities (Q1 2026 production vs. defense contract vs. commercial scaling). “I own shares of the Company and may buy or sell shares at any time without prior notice. This statement is not a recommendation to buy or sell securities and reflects my personal investment decision.” --- Prepared by: Strategic Analysis & Business Development Date: November 27, 2025 Distribution: CEO (Ora Elharal Soffer), Board of Directors, CFO Confidentiality: HIGHLY CONFIDENTIAL - Strategic

$CTGL CONFIDENTIAL MEMORANDUM TO: Ora Elharar Soffer, Chief Executive Officer, SkyTech Orion Global / Citrine Global Corp. (CTGL) FROM: Strategic Analysis & Business Development DATE: November 27, 2025 RE: Strategic Opportunity Assessment: Modular Drone Architecture & U.S. Commercial Scaling 2026+ --- EXECUTIVE SUMMARY Your "Replicator" modular drone platform, backed by Israeli government support, Stratasys manufacturing partnership, and multi-patent protection, represents a rare opportunity to establish global market dominance in commercial delivery logistics starting Q1 2026. This memorandum outlines: 1. Why your modular architecture is economically revolutionary for the $50B+ commercial delivery market 2. How Israeli government backing + Stratasys partnership creates an unmatched competitive moat 3. Strategic recommendations for U.S. market scaling and valuation acceleration 4. Projected outcomes: $5-10B acquisition price by 2027-2028 or $50-150/share public valuation by 2030 --- SECTION 1: THE STRATEGIC ASSET YOU HAVE BUILT The Replicator is not just a drone. It is a "capital efficiency platform" that fundamentally reshapes the economics of commercial delivery logistics. # Traditional Drone Fleet Model (Current Market Standard) * Problem: One drone = one mission profile * Capital Inefficiency: Amazon must buy separate drones for: - Heavy-lift (5kg payloads, slow) - Speed (0.5kg payloads, fast) - Range extension (empty fuselage, long distance) - Surveillance (no payload, sensors only) * Result: ~40-50% fleet utilization; massive redundant capital tied up in specialized airframes # Replicator Modular Model (Your Innovation) * Solution: One core airframe + modular payload/motor/sensor configurations * "Click & Fly": Swap components in minutes, transform mission profile instantly * Capital Efficiency: 80-90% utilization; dramatically lower per-delivery cost * Cost Advantage: $15-20/delivery vs. $25- 35/delivery with traditional fleets --- SECTION 2: WHY YOUR TIMING IS HISTORIC # A. U.S. Commercial Drone Delivery is Moving from "Concept" to "Scale" (2026) Current Status (Nov 2025): * Amazon Prime Air: Limited operations (Texas, Arizona) * Wing (Alphabet): Slow scaling (residential deliveries only) * FAA Part 135 Waiver Status: Still restrictive; mainly beyond-visual-line-of-sight (BVLOS) in limited zones 2026 Inflection Point: * FAA expected to grant broader BVLOS waivers (Spring 2026) * Amazon targeting 500+ delivery zones by end of 2026 programs * Walmart, Target, FedEx all launching pilot * Market is moving from "R&D" to "Scaling Phase" Your Timing: Q1 2026 production launch aligns perfectly with market inflection. # B. Israeli Government Backing De-Risks Your Execution The Israeli Ministry of Economy's multi-million-dollar grant + designation of Yeruham as national drone headquarters signals: * Governmental Validation: Not a startup speculation; a strategic national asset * Supply Chain Security: Israeli government will ensure operational continuity (no sanctions, no export restrictions) * Multi-Year Runway: Government backing = capital certainty through 2027-2028 # C. Stratasys Partnership Creates Unfair Advantage Why This Matters: * Traditional drone makers = single factory = bottleneck * Your model = 3D-printed production anywhere (Israel, U.S., Poland, Singapore) * Stratasys materials = NDAA-compliant + defense- grade durability * Implication: You can scale to 50,000+ units annually without factory constraints --- SECTION 3: MARKET OPPORTUNITY & REVENUE PROJECTIONS # Total Addressable Market (TAM): $50B+ by 2030 | Segment | 2025 Revenue | 2030 Projected | CAGR | | :--- | :--- | :--- | :--- | | Commercial Parcel Delivery | $2B | $15B | 60% | | Last-Mile Logistics | $5B | $25B | 38% | | Government/Defense | $3B | $10B | 27% | | Total Addressable Market | $10B | $50B+ | 38-40% | # Your Market Share Scenarios (2030) | Scenario | Market Share | Revenue | Gross Margin | EBIT | | :--- | :--- | :--- | :--- | :--- | | Bull (IP Dominance) | 15-20% | $7.5-10B | 70% | $2.5-3.5B | | Base (Moderate Success) | 8-10% | $4-5B | 65% | $1.3-1.6B | | Bear (Commoditized) | 3-5% | $1.5-2.5B | 50% | $300- 400M | Probability-Weighted 2030 Revenue: $3-6B --- SECTION 4: COMPETITIVE MOAT & PATENT PROTECTION # Your Defensible Advantages 1. Multi-Patent Portfolio (U.S. + Israel) - Click & Fly™ mechanism (utility + design patents) - Multi-domain robotics framework (composition claims) - Estimated patent wall: 5-7 years of protection before circumvention risk 2. Israeli Government Strategic Partnership - IDF evaluation underway; potential procurement contract - Government exclusivity for defense applications (de facto) - Implication: Defense revenue stream ($500M-$1B annually) is insulated from commercial competition 3. Stratasys Manufacturing Exclusivity - No other drone maker has comparable 3D-printing supply chain - Supply chain security: Cannot be replicated by Amazon/DJI without $200M+ Stratasys investment 4. First-Mover in Modular Standardization - If you establish "Click & Fly" as industry standard (licensing to others), you own the "iOS of Drones" - Licensing model: 10-15% royalty on every modular drone sold globally (even if competitors make the airframe) --- SECTION 5: PATH TO VALUATION ACCELERATION # 2026 (Production Year) Key Milestones: - Q1 2026: First Replicator units produced at Yeruham facility - Q2 2026: FAA approvals for commercial deployment - Q3 2026: First Amazon/Walmart/FedEx orders (pilot volumes, 100-500 units) - Q4 2026: Scale to 1,000-2,000 units; announce Israeli government contract Stock Price Impact: - Current: ~$0.50-1.50/share (penny stock) - Q1 2026 (Production achieved): $3-5/share (+200- 400%) - Q2 2026 (FAA approval): $5-10/share (+400-900%) - Q4 2026 (Major orders announced): $10-20/share (+900-2,000%) # 2027-2028 (Scaling Year) Key Milestones: - Scale to 10,000+ annual production - Revenue run-rate: $500M-$1B - Israeli government defense contract worth $200-500M annually - NASDAQ uplisting (requirements: $10M+ quarterly revenue, $50M+ market cap) Valuation Impact: - Public comparable valuation: 3-5x revenue = $1.5-5B market cap - Stock price: $50-150/share (from current $0.50-1.50) # 2029-2030 (Acquisition Year) Acquisition Candidates: - Amazon (strategic: accelerates logistics dominance) - Northrop Grumman / RTX (strategic: defense robotics platform) - General Dynamics (strategic: modular autonomous systems) - Acquisition price: $5-10B (6-10x revenue at 2030 scale) Stock Price at Acquisition: - $50-150/share to $300-500/share (depending on acquisition multiples) --- SECTION 6: CRITICAL SUCCESS FACTORS (CSFs) # 1. Q1 2026 Production Execution Risk Level: HIGH Mitigation: - Establish production scorecard with measurable KPIs (units/week) - Secure secondary Stratasys facility in U.S. (backup capacity) - Pre-order customer commitments (FAA waivers dependent) locked in writing # 2. FAA Regulatory Approval (2026) Risk Level: MODERATE Mitigation: - Engage FAA now (pre-Q1); submit regulatory strategy by Q1 2026 - Partner with established aerospace consultants (Booz Allen, Deloitte Consulting) - Benchmark against Wing (Alphabet) and Prime Air (Amazon) approval pathways # 3. Israeli Defense Contract Lock-In (2026) Risk Level: LOW Mitigation: - IDF evaluation is already underway; prioritize this contract closure - Government contract = revenue certainty + strategic anchor - Defense contract also serves as "credibility moat" (de facto endorsement for commercial buyers) # 4. Defend IP Against Amazon/Competitors Risk Level: MODERATE-HIGH Mitigation: - Accelerate patent prosecution (add continuation applications for design variants) - Consider licensing strategy: offer Click & Fly royalty structure to potential competitors - Build switching costs: customer software integrations + training = high customer lifetime value --- SECTION 7: STRATEGIC RECOMMENDATIONS FOR CEO # 1. Immediately Secure Israeli Defense Ministry Contract Action: Schedule meeting with Israeli Ministry of Defense procurement team in December 2025. Lock in quantity commitments for 2026-2027 ($300M+ contract). Why: This contract converts your technology from "startup speculation" to "de facto government-validated system." Commercial customers (Amazon, Walmart) will follow IDF's lead. # 2. Announce Major U.S. Commercial Partnership (Q1 2026) division Target Partner: Amazon Prime Air or Walmart logistics Deal Structure: - Exclusive Replicator supply for 2,000-5,000 units (2026-2027) - Upfront payment: $50-100M - Price per unit: $150-250K (vs. $200-400K for competitors) - Outcome: Pre-revenue secured; cash flow certainty for scaling # 3. Prepare for NASDAQ Uplisting (2027) Timing: Once revenue reaches $10M+ quarterly (~Q2-Q3 2027) IPO Strategy: - Target price: $15-25/share at IPO - Raise: $300-500M (capital for R&D, marketing, geopolitical hedging) - Positioning: "The Modular AI-Powered Drone Platform Company" (emphasize software/IP, not just hardware) # 4. Establish Licensing Revenue Stream (2027+) Model: - Offer "Click & Fly" standard license to qualified manufacturers (RTX, AeroVironment, DJI) - Royalty: 10-15% of drone sales using your modular architecture - Upside: $200-400M annually in royalties by 2030 (capital-light revenue) --- SECTION 8: FINANCIAL PROJECTIONS & VALUATION # Conservative Case (2030) | | | | | Metric | 2026 | 2027 | 2028 | 2029 | 2030 | :--- | :--- | :--- | :--- | :--- | :--- | Unit Sales | 500 | 2,000 | 5,000 | 12,000 | 18,000 | | Revenue ($M) | $75 | $300 | $750 | $1,500 | $2,000 | | Gross Margin % | 60% | 65% | 68% | 70% | 72% | Licensing Revenue ($M) | $0 | $0 | $50 | $150 | $300 | Total Revenue ($M) | $75 | $300 | $800 | $1,650 | $2,300 | | EBIT Margin % | 10% | 20% | 30% | 35% | 40% | | EBIT ($M) | $7.5 | $60 | $240 | $578 | $920 | 2030 Valuation (at 5x EBIT multiple): $4.6B → $15- 30/share (depending on share count) # Bull Case (2030) | Metric | 2026 | 2027 | 2028 | 2029 | 2030 | | :--- | :--- | :--- | :-

$CTGL Ora was the keynote speaker this week at Israel’s , 30000 person attended Drone conf. I expect we will have huge updates on SSYS and UMAC over next several weeks

$CTGL this seem to have no traction at all . Has there been any further news?

$CTGL https://www.telegraph.co.uk/gift/a46040f3ec0bd43e

$CTGL The fact the Dept of War wants to buy 1 million drones in the next 2 yrs and then 500 k/ yr after is just a down payment on the way war is going. I estimate we will need 10 million small drones alone of flying, Terran and sea by 2030 to offset China ! The world needs Drone capacity away from China. All Drone stocks will continue to surge, especially CTGL! I am long and will trade at will!