Sep. 12 at 2:34 AM
$LPTH Sam mentioned that 4 of the seven new seeker design ins/evaluations were with neo primes (ex: Anduril, Covenant, Castelion, CoAspire etc.) v. primes (ex: Lockheed, Raytheon, Northrup Grumman etc.) for both short and longer range missile designs. Interesting because the DoW has several programs now in place with neo primes to develop cheaper missiles, shorter to long range, that will use infrared seekers. The neo primes are venture backed companies that fund themselves to build cheaper, mass produceable missiles deployed at scale similar to Saronic with autonomous boats.
In the Low Cost Containerized Munitions Program (LCCM) the government wants over 10K missiles over 3 years starting in 2027. Another program, Family of Affordable Mass Missiles (FAMM) they want up to 28K air-launched cruise missiles over 5 years starting in FY 2027, scaling up to roughly 8K annually.If LPTH gets designed in with a neo prime there likely will be a high quantity of seekers being shipped, and fast.
