Adi Soglowek

Investing globally. DM open. I may hold the securities discussed. Tweets not recommendations to buy & may trade securities mentioned.

[Dor Yehezkel @doryehezkek]

$SMSH spotted again 👀👀👀

During a major military exercise held last week involving seven NATO countries

Things are getting real in Europe….

🇫🇮🇺🇸🇫🇷🇬🇧🇵🇱🇮🇹🇭🇺

[The Defence Blog @Defence_blog]

An Israeli company sold its smart rifle scope to every branch of the U.S. military. The U.S. Navy is the latest to sign up, completing all four major services in under a year.

https://t.co/w2QzawU24C

[L @zeroxpectation]

$ACP.WA
solid growth
higher-margin proprietary software
public-sector wins
stronger recurr biz
backlog +14%
cash flow proportionally better ex timing effect
high cash balance (possibl div)
learned a lot frm TSS on M&A & process discipline
revise rejected bonus scheme

$CSU $TOI.V

[Adi Soglowek @pbcinc]

Global Drone Market Set to Reach US$147.8 Billion by 2036 (~8% CAGR), Driven by Commercial Expansion, Regulatory Maturity, and Sensor Proliferation
https://t.co/HcgMtrNW28

[Counter Unmanned Systems @CUAS_NEWS]

Lock & Track

🇮🇱 SMASH 3000 from Smartshooter (@smart_shooter_) is a combat-proven family of fire control systems which are designed to increase the Probability of Hit (POH) against small UAS.

"Powered by advanced image processing and machine learning, SMASH provides precise target acquisition and tracking capabilities, that enable accurate engagement of static and moving targets across various operational
scenarios-ground, C-sUAS, maritime, and more - day or night."

[Adi Soglowek @pbcinc]

@J_dasNeves Longer term seems to me batteries commoditization and standardization driven by users. What else?

[Adi Soglowek @pbcinc]

Drones now account for 80% of casualties in Ukraine-Russia war.

https://t.co/8hjHqqSwXA
#UAS
#C-UAS

[Adi Soglowek @pbcinc]

Drone Dominance: 8 Key Initiatives Advancing the Army’s UAS & Counter-UAS Capabilities
https://t.co/4zIp7XtUNu

[Adi Soglowek @pbcinc]

@stock_logging In total, I count $212M sights and Hopper systems compatible budget lines.

[Adi Soglowek @pbcinc]

Army Seeks Nearly $1B for Counter-Drone Procurement in FY27
https://t.co/gNOF7hxyYv

[Paul, not a CFA @Investmentideen]

$ACP.WA Asseco Poland reports strong preliminary Q1 2026 results:

• Revenue +8.8% to PLN 4.40bn
• EBITDA +21.9% to PLN 695m
• Operating profit +32.9% to PLN 513m
• Net profit attributable to shareholders +67.6% to PLN 228m

[Adi Soglowek @pbcinc]

@BlackScholesMan Good article, however, you are missing one key piece of C-UAS company that does something that, critically, no other listed company does. In the field, and in the hands of soldiers in the USA, ME, EU, and more.

[Adi Soglowek @pbcinc]

On the cheap.

[60 Minutes @60Minutes]

“We have to count [the] number of drones we use, efficiency of each of them, cost to kill for every Russian,” says Oleksandr Kamyshin, the architect of Ukraine's drone program. “The cost of killing every Russian is less than $1000 now.” https://t.co/PQwtPfHWmH

[Adi Soglowek @pbcinc]

Incredible how we’re reverting back to very old school anti aircraft techniques from the 1950s. 🦖

[Lee Ann Quann @AnnQuann]

"Dakka! Dakka! Dakka!"

Personnel of Vietnam People Army showing off their latest improvised anti-UAV gun mount that consists of six Type 56 assault rifles and a pair of TSK observation binoculars (10x80). It's made to support AA artillery but many other applications exist.

[Adi Soglowek @pbcinc]

Here comes the swarm scenario and no one is asking the right C-UAS questions: weight, mobility, cost of kill, effectiveness and distribution /layering over large contact lines and critical infrastructure.

[USAWHC 🇺🇸 @USArmyWHC]

Stallions in the Sky! 🐎

3-362nd AR (TF Stallion) certified on the TSM-800 drone swarm system at McGregor Range. From ISR to simulated drops, #DaggerBrigade is sharpening its edge by controlling up to 150 aircraft from a single station. 🌐🦅

#FreedomsGuardian @FirstArmy @usarmy

[Adi Soglowek @pbcinc]

The Drone Corps

[Annanth Aravinthan @ProtagorasTO]

@pbcinc https://t.co/fd7boyMrmQ

[Adi Soglowek @pbcinc]

Missile Drones now, eh?
Interesting stuff is cooking in drone warfare land.

[🇺🇦 Unmanned Systems Forces @usf_army]

Because of all the Moscow news yesterday, you might've missed this one — but we’ve been working on it for a while, so please appreciate it:

we strapped missiles to drones.

We now have drones with missiles.

That’s right.

Missile drones. 🛩️🚀

Pew pew, mfs. 😈

[Adi Soglowek @pbcinc]

$SMSH 🇫🇮

[Dor Yehezkel @doryehezkek]

🇫🇮 The finnish army is testing $SMSH smart scopes as a C-UAS solution just 4 days after the biggest Israeli-Finnish defense seminar

Probably nothing….

[Adi Soglowek @pbcinc]

@17thStCap I think some on combination of momentum, thematic drawdowns on imminent speculation of peace breaking some on valuation.

[Adi Soglowek @pbcinc]

Drone warfare makes borders mean nothing. Drones now hit hundreds of miles deep into rival territory. Autonomous Hopper systems, and strong C2 systems are a must for a nations wishing to survive the modern war theater.

[Giorgi Revishvili @revishvilig]

Ukraine continues its successful air campaign against Russian war-supporting enterprises.

Ukrainian forces struck the Nevinnomyssk Azot plant in Stavropol Krai. 1/3

[Adi Soglowek @pbcinc]

C-UAS SMASH

https://t.co/9cR24425Ny