Aug. 4 at 2:26 PM
$UMAC $600MIL market cap is essentially fair value right now IMO. Very undervalued
Low Float (30mil outstanding)
$80MIL Cash
2026 on the low end looks like about
$40MIL in revenue.
(One motor manufacturing shift + Rotor Riot and Rotor Lab)
***Doesn't include additional buyouts/mergers.
Which they've implied they will likely be doing.
2 Motor manufacturing shifts is
$60MIL/year revenue alone.
Clear line of sight to
$70MIL+ annual run rate revenue in the next 18 months.
I think there is a pretty decent chance they are acquired by a bigger player in the drone or defense industry themselves.