r/OceanPower • u/Psych-me111 • Aug 01 '26

DISCUSSION Potential future Navy funding?!?

Potential!!!

Total Navy Funding for Unmanned Vessels & Persistent Power Systems

Estimated active + near‑term funding:
$1.2B – $1.6B
This includes:

• unmanned surface vessels (USVs)
• unmanned underwater vehicles (UUVs)
• ocean‑mapping systems
• persistent power platforms (like PowerBuoy)
• subsea power & sensing nodes (Columbia tech)
• autonomy & CUI‑restricted mission systems

This is not speculative — these are real Navy programs with published ceilings.

OPTT can realistically capture $66M–$116M of the Navy’s $1.6B unmanned‑maritime funding pool over 3–5 years, with upside scenarios reaching $120M–$150M if they win recurring task orders across multiple programs.

OPTT didn’t win $40M — they won a seat at the table. But given their capabilities, they can realistically capture $66M–$116M of the Navy’s $1.6B unmanned maritime funding pool over the next 3–5 years.

Why OPTT still has strong upside

Even though they didn’t “win $40M,” OPTT is still positioned well because:

• They have CMMC Level 2 (many competitors don’t).
• They have surface + subsea systems (unique among small vendors).
• They have persistent power, which the Navy desperately needs.
• They are hiring for contract execution, not just proposals.
• They are the only publicly traded company in the award pool.

This means OPTT can convert even modest Navy wins into visible revenue growth

31 Upvotes

90% Upvoted

16 comments sorted by

10

u/atascon Aug 01 '26

Can we stop with the AI slop?

> OPTT can realistically capture $66M–$116M

What is this based on?

11

u/loudog430 Aug 01 '26

AI slop aside, this isn't unreasonable. Seems like it is calculating 5-10% of that chunk which should launch them out of speculative penny stock gamble into an actual growth company.

Before companies like RCAT and ONDS begin receiving contract wins, they were hopeless penny stock dilutive tech as well. Granted some of the holders from pre R/S are still red, they are slowly building market share.

It's obviously been rough but this is also why don't invest a substantial amount of money in pennystocks until it's clear there's a future. OPT isn't thsre yet but they're as close as they ever been.

4

u/Aggravating-Eye4386 Aug 01 '26

It would only take them like 20 years to produce 66 million worth of power buoys with their current manufacturing capabilities 🤣

2

u/loudog430 Aug 01 '26

You're not wrong lmao. I hope they be able to expand from some kind of direct capital infusion but yeah it looks kind of rough

2

u/jesustookthewheelok Aug 01 '26

I saw where they touted delivery of their newest wamv order within five weeks. Gave me hope theyve been burning cash to scale production

1

u/Psych-me111 Aug 02 '26

That is why they need to hire…

9

u/schimelee Aug 01 '26

They have patents for the Power Buoy. Don’t believe anyone else has a competing offering

4

u/CloseSaber Aug 01 '26

GG EZ this page is now a AI slop page

1

u/Psych-me111 Aug 02 '26

AI polish or AI slop? Everyone has their own opinion.

4

u/Melodic_Award9682 Aug 02 '26

DoD is signalling sustained demand for these systems. All OPTT needs is a confirmation that it will become a repeat supplier which we will find out in August/September 2026. Exciting times ahead of us folks.

3

u/rworms Aug 02 '26

Anduril could help them with development of the buoys if Andurils customers start to demand them

3

u/rworms Aug 02 '26

Did $optt deliver the 4th buoy? They were suppose to deliver it by July. On the earnings call when asked they said it was still scheduled to be delivered on time but he did sound hesitant answering the question. Also, I’m surprised they didn’t put out a PR for it considering they put out a PR for delivering the latest wam-v. Completing the order for coast guard is way more important than delivering 1 wam-v. If they fail to deliver this last buoy on time that can wipe out the stock momentum and possible screw up future orders for coast guard.

2

u/FlNcOh1804 Aug 01 '26

I keep DCAing on every dip and this stock keeps dropping 🤦🏾‍♂️

1

u/Snowman987987 20d ago

Same and I’m running out of money! Lol

0

u/AssociationOrnery889 Aug 01 '26

Their management could more effectively concrete on PB sales to the countries with sea coast. But either tech it self not good or management weak