Embedded Manufacturing Contract Highlights Dragonfly Drone

16 days ago

Cameron Shell

"Whats very unique about this particular uh order is that this isnt just about buying drones from Dragonfly. This is actually what we call an embedded manufacturing process. So what the department of war and the army in particular have understood mostly in you know from the lessons in Ukraine which where weve been boots on the ground since 2022 is that a drones usefulness in the Ukraine theater is about 10 days. So what the army has recognized is they cant go through four-year procurement cycles. They need to go through cycles where they2re manufacturing on their bases. They2re doing modifications on their bases. They2re able to do a maintenance on their bases. They2re able to iterate every 10 days. So when you2re selecting a supplier and a partner, you2re not just selecting somebody who has, you know, presumably a superior product, but they also have a superior infrastructure and culture to be able to support and embed their manufacturing, manage supply chains, handle logistics of inventory. So this is a very, very deep partnership that you don2t get selected for because you have a great product."

Cameron Shell explains that the Department of Defense contract won by Dragonfly Drone is not merely about purchasing drones, but about an integrated, embedded manufacturing process. He emphasizes the importance of rapid, on-base production cycles in the Army, highlighting the companys robust infrastructure and long-standing trust built over years. This commentary underscores the operational and strategic advantages driving investor interest.

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