Andrew Aran OP : The valuation is so much greater than sales (roughly a billion dollar market cap vs single digit / low double digit millions revenue). Obviously the company will grow a lot and recently struck cool new contracts for 5k drones over 5 years. But that comes with a lot of execution risk, they’re reliant on one customer and there’s minimal visibility to the economics and terms of that contract. Investors are flying blind. Insiders are not.

Andrew Aran OP Kokushibou : Not saying it’s a bad company - or that it doesn’t have a lot of legitimate prospects. I’m saying it’s overvalued significantly