Crackalackin🚀

$BTC $WAN $BRISE $MOVR $RNDR $OXEN $XRP $SAVM $MYRO

[Bhavdip Sanghavi @bhavdip143]

$KTK ....ASX Listing Today, 11am | The Drone Super cycle's Best-Kept Secret 🚁

Every cycle has a defining trade. In 2025 ...2026 and beyond .... it's defense, and within defense it's drones.

The thematic is already running across Elbit, AeroVironment, Kratos and Rheinmetall.

The real question is where you find asymmetric upside this late in the cycle.

$KTK Aerosystems, listing this morning at 11am, is the answer. A profitable-trajectory, contracted-revenue, Tier-1-qualified defence supplier listing at a $ 28M market cap and A$18M enterprise value, into the largest defence spending expansion since the Cold War. The cheapest exposure to the drone super cycle anywhere on the ASX.

The Setup: A Pure-Play Pick-and-Shovel

$KTK supplies the airframes, composite fuselages, wings, control surfaces, and electromechanical sub-assemblies that go inside the drones the world's militaries are buying by the thousand.

Engineering in-house, manufacturing distributed across a partner network they call the "Cordless Factory." Asset-light, scalable, no capex drag.

This is Tier-1 company without Tier-1 overhead.

The Macro: Structural Re-Armament

NATO is being pushed to 5% of GDP on defence. The previous 2% target took a decade. The 5% target is being negotiated now.

The EU has committed €800B to rearmament, with drones and counter-drone systems flagged as priority capability gaps.

Ukraine rewrote doctrine. Drones account for ~65% of Russian tank losses. $2,000 FPVs killing multi-million-dollar armour.

The Israel-Iran war was the second proof point. Iranian Shahed waves, Israeli Hermes and Heron platforms (Elbit and IAI builds, the exact ecosystem $KTK supplies into) operating deep strike and ISR missions, loitering munitions reshaping the battlespace. Every Gulf state, European MOD and Indo-Pacific planner is now a forced buyer of UAV capability.

Israeli drone makers in particular are sitting on multi-year backlogs.

Military UAV market: 17.3% CAGR through 2030, the fastest-growing segment in defence.

The Business: Already In, Not Pitching In

UVision. $KTK builds the airframe, wings, and control surfaces of the HERO-120 loitering munition. In October 2025, UVision USA won a US$982M multi-year IDIQ from the US Army for that exact platform. $KTK is in the bill of materials.

Elbit Systems. One of the world's largest defence electronics primes, and a flagship operator in the Israel-Iran conflict. Over US$1.8B in drone contract awards in the last 18 months. $KTK supplies into this ecosystem at the exact moment Elbit's order book is being supercharged by combat-validated demand.

Combined, $KTK's customers have approximately A$2.5B of recently awarded drone contracts in flight.

$KTK only needs a sliver of that to convert into a transformational year. On top of that, approved supplier status with two further Tier-1 primes with combined revenues exceeding US$10B, onboarded.

The Numbers

FY25 revenue: A$5M, up 82% on FY24's A$2.75M

Q4 2025: A$2M, annualising at A$8M run-rate before new Tier-1s ramp

A$6M contracted order book with deliveries scheduled through 2026

Production capacity 3x'd since November 2025 , no further major capex required

The Board: Pedigree You Can't Manufacture

Dekel Keisar (MD & Founder). Former Head of UAV Structural Engineering at Israel Aerospace Industries (IAI), the prime behind the Heron platforms operating over Iranian airspace. Former IDF Infantry Major.

Howard Digby (Chairman). Founding NED of Elsight (ASX:ELS), now a A$1.3B market cap company. He's done this exact journey before in this exact thematic.

Chris Baxter (NED). 30+ years in finance and PE, advising Skyeton (major Ukrainian UAV maker), deep UK/European MOD networks.

The Valuation: Extremely Cheap. Full Stop.

Same sector, same tailwind, same investor base.

Peers at 15-37x revenue and $KTK at 3.5x.

There is no scenario in which a profitable, growing, Tier-1-qualified defence supplier with named contracts and a tripled production base trades at 3.5x revenue for long.

Catalysts Queued Up

US expansion funded by IPO proceeds, assembly lines flagged

UVision HERO-120 ramp through 2026 from that US$982M ceiling

Tier-1 supplier status converting to first POs
Maiden contract announcements as a listed co
Every NATO headline, every Israel-Iran escalation, every drone war development is free marketing

Bottom Line

$KTK sits in the supply chain of the companies building them, at 3.5x revenue, listing today. Watch the 11am open closely.

⚠️ Not financial advice. Microcap IPOs are volatile and illiquid. Read the prospectus, do your own work, size accordingly.

[Documenting Saylor @saylordocs]

100 YEARS

WE’VE BEEN WAITING FOR THIS YEAR

2026 IS A ONCE-IN-A-LIFETIME OPPORTUNITY

[Sapiens - KalshiBackTest.com @BitcoinSapiens]

100 YEARS

WE’VE BEEN WAITING FOR THIS YEAR

2026 IS A ONCE-IN-A-LIFETIME OPPORTUNITY

[Crypto Fergani @cryptofergani]

A BILLIONAIRE MARKET INSIDER JUST LEAKED WHAT’S REALLY HAPPENING BEHIND THE SCENES.

THEY’RE NOT PUMPING CRYPTO YET.

BLACKROCK, FIDELITY, TESLA, APPLE, NVIDIA, ALL BUYING SILENTLY.

THEY’RE PREPARING FOR THE BIGGEST FINANCIAL SHIFT IN HISTORY.

FIAT IS DYING.
DEBT IS UNPAYABLE.
MONEY PRINTING IS OUT OF CONTROL.

BITCOIN WILL REPLACE FIAT.

THE DOLLAR ERA IS ENDING.

IN THE NEXT 2–3 MONTHS, YOU’LL SEE MASSIVE ANNOUNCEMENTS.

U.S. STRATEGIC RESERVE, CORPORATE BUYS, TRILLIONS INCOMING.

WHEN IT STARTS, IT WON’T STOP.
BITCOIN → $400K.
ALTCOINS → 100x.

THE FINAL BULL RUN HAS ALREADY BEGUN.

MOST PEOPLE JUST DON’T KNOW IT YET.

BUT I'M ABOUT TO MAKE THE BIGGEST INVESTMENT OF MY LIFE.

WHEN I DO, I'LL SHARE IT HERE PUBLICLY LIKE I ALWAYS DO.

IF YOU WANT TO SUCCEED, ALL YOU HAVE TO DO IS FOLLOW ME.

[NoName @WhaleNoName]

🚨 I CANNOT LOOK AWAY FROM THIS CHART 🚨

This is the Dotcom crash overlaid on today's S&P 500

Every week I come back expecting it to finally diverge

It doesn't

The overlap keeps tracking with a precision that is honestly unsettling

What are your thoughts on this?

[STEPH IS CRYPTO @Steph_iscrypto]

CRAZY: 🇦🇺The Reserve Bank of Australia just ran 19 real transactions on Hedera.

This is MUCH bigger than most people realize.

[Vivek Sen @Vivek4real_]

ROBERT KIYOSAKI WARNS THE “BIGGEST BUBBLE BUST” IN HISTORY IS COMING, PREDICTS BITCOIN WILL REACH $750,000 🔥

HE KNOWS SOMETHING 👀

[Crackalackin🚀 @Astrojack2]

@PaulGoldEagle

[Crackalackin🚀 @Astrojack2]

@CoinMarketCap $BRISE 🚀 💰

[Crypto Rover @cryptorover]

HUGE BREAKING:

🇺🇸 US SENATE JUST RELEASED THE CRYPTO MARKET STRUCTURE BILL FINAL DRAFT.

IT'S HAPPENING 🔥

[Tips Excel @gudanglifehack]

DELETE THESE THINGS FROM YOUR LIFE BEFORE JUNE!!! No explanation... Just DO IT!!!

Do this, thank me later.

[CORE (Satoshi) @Core_002]

May = Bull run start 💥
June = Explosion 🔥🔥🔥
July = Life-changing gains 💸💸

Bookmark this 📌

[ᴛʀᴀᴄᴇʀ @DeFiTracer]

🚨 BREAKING:

🇺🇸 WARREN BUFFETT JUST PREDICTED THE BIGGEST MARKET CRASH:

"WE'VE NEVER HAD PEOPLE IN A MORE GAMBLING MOOD THAN NOW. A MUCH LARGER DECLINE IS AHEAD."

HE IS SELLING MILLIONS IN RISK ASSETS AND HOLDS A RECORD AMOUNT OF CASH AT $394 BILLION

HE KNOWS SOMETHING BAD IS COMING...

[Vivek Sen @Vivek4real_]

BREAKING: 🇺🇸 WHITE HOUSE REPORTER JUST SAID BANKS HAVE FINALLY COMPROMISSED AND ARE MOVING ON THE CRYPTO MARKET STRUCTURE BILL

“COMPROMISE TEXT IS IMMINENT AND COULD DROP AS SOON AS TODAY"

IT'S FINALLY HAPPENING 🚀

[Wimar.X @DefiWimar]

🚨 BREAKING

CHINA’S REAL ESTATE MARKET JUST CRASHED TO A 20-YEAR LOW, LOSING A 1/4 OF ITS VALUE.

SOMETHING EXTREMELY BAD IS HAPPENING…

[BITCOINLFG® @bitcoinlfgo]

💥 BREAKING

BLACKROCK BUYS NEARLY $800 MILLION WORTH OF #BITCOIN

[YoungHoon Kim, IQ 276 @yhbryankimiq]

I THINK WE WILL SEE THE SUPERCYCLE IN 30 DAYS. 100%

[🚨BSC Gems Alert🚨 @BSCGemsAlert]

🇺🇸 PRESIDENT TRUMP JUST ANNOUNCED LIVE AT MAR-A-LAGO THAT HE IS ABOUT TO PASS AND SIGN THE CRYPTO MARKET STRUCTURE BILL IMMEDIATELY

IT’S FINALLY HAPPENING 🚀

[Wimar.X @DefiWimar]

🚨 BREAKING

🇺🇸 WARREN BUFFETT JUST SAID LIVE:

"THE CURRENT MARKET DROP IS NOTHING. A MUCH LARGER DECLINE IS AHEAD."

HE IS NOW SITTING ON $350,000,000,000 IN CASH.

JUST LIKE IN 1999 BEFORE THE DOT-COM CRASH, AND IN 2007 BEFORE THE GREAT RECESSION.

HE DEFINITELY KNOWS SOMETHING BAD IS COMING...