@spacanpanman@LuckyStuey I have contacted the Ass Clown Coalition.
They say, and I quote “Although our organization obviously has low standards as is our motto; we do however in fact have standards and on that basis we cannot claim Stuey as one of our own.”
🚨AST UNVEILS ACTIVE RADAR CAPABILITY IS ALREADY IN SPACE ! 🚨
— FM1 AND BLOCK 1 ASSETS TESTING PULSED RADIOLOCATION IN 902-928 MHZ FOR SDA / GOLDEN DOME PROGRAMS
🧶🐈⬛ CATSE “LET’S UNPACK THIS BEAST!”
MEGA-THREAD
The new position i started is $MRLN
I see a similar pathway as when $ASTS was at these levels.
I believe $MRLN will play a large part in the military’s shift to autonomous aircraft’s. Merlin is setting themselves up to essentially be SaaS for military jets.
They are currently working on the C-130J cargo aircraft (fleet size of ~400) & Air Force's KC-135 (fleet size ~350 )
Integration fee on each plane is $3m and recurring software subscription is $2m
Let’s say they capture only these two programs, that’s $1.5bn ARR and $2.25bn startup fee.
You slap a $PLTR or AI/Tech multiple on these sales and you get a way substantially higher market cap than it is today under $1bn.
We expect them to capture more military contracts, integrate with cargo aircraft’s & eventually commercial, as they are already working with Ameriflight, World Star Aviation, Quikjet Airlines. The TAM here is massive.
More notable partnerships: GE Aerospace, Honeywell, Northrop Grumman, U.S. Air Force, U.S. Special Operations Command
I think $MRLN is setting up something massive here.
Since this page is $ASTS related we will continue coverage on Merlin at @MRLNFlightClub and keep here $ASTS related.
You can find the rest of our report below 👇