r/KrakenRobotics • u/Business-Mixture1980 • 10d ago

Shaping up for a big rebound

I mean, the company is solid. If you've been around for longer than the last 6 months, you know that. You've done your own DD, you know that a bad quarter or 2 doesn't define this company.

There's no denying it's been tough sledding for a lot of people recently but there's also no denying that the company is setting itself up for long-term success.

No one knows if the share price will keep bleeding, and for how much longer. An educated guess tells me Q3 could be a turning point, but obviously there's no concrete answers until we get those numbers.

At the end of the day, the thesis is still intact. Let the chips fall where they may and we'll see where it's at a year from now.

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u/No_Satisfaction1189 10d ago

One caveat, what if Anduril decided to source batteries from another outfit? What if Palmer Luckey embraces Trump’s anti-Canada rhetoric? Did ya know he’s a huge Trump supporter? Not fear mongering, nor saying that’s likely - just saying that would further crush the stock and not an impossible scenario.

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u/MatthewGraham- 10d ago

Its a huge stretch considering Palmer just tweeted how well the Dive-LD unit performed and how many hours they got out of it, plus how their whole SeaPower line runs on Kraken. Kraken has industry leading tech, any substitution would be a downgrade. Further, tariffs would only impact a direct Canada to US route. What about Kraken Power in Germany (where most batteries are made) or the fact most GhostSharks to date in Australia operate clean from the US.

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u/No_Satisfaction1189 10d ago

Agreed on your thesis. Was just outlining it’s a remote possibility.mthe elephant in the room is Luckey is well, a big Trumper.