Antarctic Circle Capital

Antarctic Circle Capital

Share this post

Antarctic Circle Capital
Antarctic Circle Capital
#8 Counter-Drone Tech Stock Growing 50%+
Copy link
Facebook
Email
Notes
More

#8 Counter-Drone Tech Stock Growing 50%+

Antarctic Circle Capital's avatar
Antarctic Circle Capital
Jan 14, 2025
∙ Paid
8

Share this post

Antarctic Circle Capital
Antarctic Circle Capital
#8 Counter-Drone Tech Stock Growing 50%+
Copy link
Facebook
Email
Notes
More
1
3
Share
  • Growth: Counter-drone technology revenues growing +50% YoY.

  • Tailwinds: Air defense modernization boosts demand for advanced technologies.

  • Catalyst: $500M contract on the horizon

  • Valuation: Forward 2026 P/S at 0.73x

  • Resilience: Defense sector offers strong protection during economic downturns.

  • Potential: Long-term upside of 5x.

With markets running hot recently, many suggest that opportunities have dried up. However, I’ve identified what I believe to be a significant opportunity for investors. This investment checks all the boxes for a great opportunity:

  1. Sustainable Growth

  2. Reasonable Valuation

  3. An exciting narrative that will capture investor interest.

Currently, most investors overlook this company, viewing it as a "boring commercial laser company." What they fail to see is its high-growth potential in Aerospace and Defense technology. But they won’t miss it for long.

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Antarctic Circle Capital
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More