Kraken Robotics Addict

Bullish on Kraken Robotics ($KRKNF | $PNG.V | 🦑) • Deep dives into ocean tech & microcap catalysts • Breakdowns of all major stories • Enjoy the process

[Kraken Robotics Addict @KrakAdd1ct]

Months of research, published on purpose before today's Covelya close: my full $PNG.V $KRKNF thesis - each claim sourced, bull & bear at full weight, my model vs. whatever the new guidance says.
Score me against the numbers:
https://t.co/h2kozSxdKK
Not advice. Enjoy the dive 🦑

[Kraken Robotics Addict @KrakAdd1ct]

$KRKNF $PNG.V Kraken technology being carried by the UK Navy and Italian Navy on standby.

[*Walter Bloomberg @DeItaone]

*IRAN WEIGHS ALLOWING EUROPE TO CLEAR MINES IN STRAIT OF HORMUZ

[Kraken Robotics Addict @KrakAdd1ct]

@scottfelsenthal You had the vision 🦑

[Kraken Robotics Addict @KrakAdd1ct]

@JayCorby29 @alennikaj1 @KrakenRobotics $KRKNF rages on

[Kraken Robotics Addict @KrakAdd1ct]

I know just the vehicle

[Kraken Robotics Addict @KrakAdd1ct]

@Arvshah123 @zebermann91 It's got nothing to do with projected financials, its simply a piece of research you can use to gauge Kraken related content per unit

[Kraken Robotics Addict @KrakAdd1ct]

From Craig Jerusalim, Snr PM at CIBC Asset Management, co-managing over 11bn USD. He cites "both its chief executive and chief financial officers have recently purchased additional shares in the open market" & that, "less profitable peers trading at higher multiples than Kraken,"

[Kraken Robotics Addict @KrakAdd1ct]

$KRKNF $PNG.V🦑'3 stocks you own & continue to buy' "Kraken Robotics - started buying a few months ago. It's been a expensive stock. Pulled back after acquisition w/ Covelya. Gave an opportunity to buy, high-quality, growing, and at a reasonable price.'
https://t.co/mBO65g8r9r

[Kraken Robotics Addict @KrakAdd1ct]

@Para_Capital @ChairmansLedger Great story 🔥

[Kraken Robotics Addict @KrakAdd1ct]

@Para_Capital 🙏 Many Thanks

[Kraken Robotics Addict @KrakAdd1ct]

The Canadian Budget 2025: C$81.8 billion in new defence commitment, of which C$6.6 billion is for industrial capacity-building. Uncrewed & autonomous systems are one of ten "sovereign capability" priorities.

[Kraken Robotics Addict @KrakAdd1ct]

$KRKNF $PNG.V Kraken Robotics has registered interest via the CanadaBuys Defence Drone Initiative Marketplace. As 1 of 70 names currently looking for partnership. A first stage prior to bidding/shortlisting etc. In Krakens case, as a parts supplier, likely looking for a prime

[Kraken Robotics Addict @KrakAdd1ct]

$KRKNF $PNG.V 🦑
A look at a 'Supply Map' for Kraken Robotics x Covelya entity.
Kraken Robotics is the go to public AUV play, recently adding significant exposure across Covelya's sub-brands

[Kraken Robotics Addict @KrakAdd1ct]

$KRKNF $PNG.V 🦑
https://t.co/15ju9IaYSj
The GIANT project, led by the British Antarctic Survey to monitor global warming changes, are set to use Sonardyne Ranger 2 Ultra-Short BaseLine, alongside a a Mini-Ranger 2 USBL to track & control operation of the mission’s AUV's

[Kraken Robotics Addict @KrakAdd1ct]

$PNG.V $KRKNF AUKUS Pillar 2 Exercise utilised a Teledyne Gavia AUV to survey critical undersea infrastructure & rehearse response to hostile activity.
Kraken provides AquaPix as standard to Teledyne. Further, with their larger AUV model, SeaPower also.
https://t.co/kSsWWQcUyD

[Kraken Robotics Addict @KrakAdd1ct]

@yianisz @michaelsikand Supersize it

[Hedgeye @Hedgeye]

Goldman's high beta momentum basket on track for worst monthly performance in history, worse than 2000 and 2009

[Kraken Robotics Addict @KrakAdd1ct]

@bidask123 This is fairly old news, I wouldn't expect it to move the market directly, just keeping people informed on future events

[Kraken Robotics Addict @KrakAdd1ct]

$PNG.V $KRKNF - In the pipeline: RFA Lyme Bay is stationed now near Oman w/ mine-countermeasure systems. There are Kraken SAS equipped REMUS UUVs standing by for operations in/around Hormuz. Days ago a tanker struck a naval mine in the Strait. Kraken real world use cases await...

[Kraken Robotics Addict @KrakAdd1ct]

@retail_mourinho Unfortunately 🤣🦑

[Kraken Robotics Addict @KrakAdd1ct]

$KRKNF $PNG.V 🦑
A reminder as the stock is now C$ 5.83
Current Street targets vs Potential Upside
Average: C$ 10.80 → +85%
High C$ 14.00 → +140%
Low C$ 6.50 → +12%
The July Insider trading market buys, including both CEO & CFO are now on average 4.2% underwater.