A Quick Take on Mobilicom
10 months ago
Shareholdersunite Essentials
"MOB: Israeli drone comms & cybersecurity provider. 3 products on Blue UAS Framework (1 of 5 key competitors). New $4B Tier-1 defense contract. Strategic partnership w/ Aitech for OS3 integration. $7M EV, $10M+ cash, $180K monthly burn. Rapid revenue growth, high operating leverage. Undervalued at $2/share given drone warfare importance & geopolitical tensions."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
A Quick Take on Mobilicom
Source:
Shareholdersunite Essentials
Published:
March 7, 2025
Idea Type:
Stock Idea