Kratos Defense and Security Solutions Inc (KTOS)

[G. Falcone]

What a day!

[G. Falcone]

You are a dope. LOL

[Past and present]

***KTOS..Kratos Announces Award of BQM-177A Subsonic Aerial Target Drone System Low Rate Initial Production Contract of $37,091,710 from U.S. Navy

7:00 am ET June 28, 2017 (Globe Newswire) Print
Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS), a leading National Security Solutions provider, announced today that its Unmanned Systems Division (USD) was awarded an amendment to a previously awarded contract to exercise an option for Low Rate Initial Production Year 1 (LRIP 1) from the U.S. Navy, for BQM-177A Subsonic Aerial Target (SSAT) Drone Systems. The SSAT LRIP 1 order has an initial value of $34,553,229. Coincident with the LRIP 1 order, Kratos was awarded a contract to provide Contractor Logistics Support (CLS); initial value of the CLS award is $2,538,481 for fiscal 2017. In addition, separate contracts for Peculiar Support Equipment, Initial Systems Spares, External Payload Systems and Flight Consumables will follow shortly. Kratos' USD is at the forefront in the design, development, demonstration and delivery of Affordable, High Performance, Jet Powered Unmanned Aerial Tactical and Target Drone Systems. The BQM-177A is one of the highest performance unmanned aerial drone systems in the world today, with unmatched flight performance characteristics in multiple key mission areas. SSAT LRIP 1, which coincides with the Fiscal 2017 U.S. Department of Defense (DoD) Budget, is the initial annual production order for this unmanned aerial target drone system, which recently completed development. The Fiscal 2018 SSAT production order LRIP 2 is currently expected to be approximately 25 percent higher than Fiscal 2017 SSAT LRIP 1.

A photo accompanying this announcement is available at http://www.globenewswire.com/NewsRoom/AttachmentNg/49dd9e0d-865b-46c5-8ba2-90cc11639438

The SSAT Program is designed to meet the U.S. Navy's requirements for a new High Fidelity Target to replicate subsonic anti-ship cruise missile threats in direct support of fleet training and weapon system testing and evaluation. The BQM-177A will initially augment, and will eventually replace, the existing BQM-74E Chukar Targets and will deliver longer range, lower cruise altitudes and greater maneuverability.

The BQM-177A is based on Kratos' BQM-167X Aircraft, a derivative of the BQM-167A Skeeter Target currently being supplied to the U.S. Air Force. While leveraging legacy designs of the BQM-167A, the BQM-177A introduces a new fuselage with area ruling, high mounted wings and an internally integrated MicroTurbo TR-60-5+ turbo jet engine for reduced transonic drag. The BQM-177A can support various mission requirements by carrying a variety of internal and wing tip mounted payloads, including electronic counter measures, active and passive radar augmentation, infrared, identification friend or foe, internal chaff and flare dispensing, threat emitter simulators, smoke and scoring.

Steve Fendley, President of Kratos' Unmanned Systems Division, said, "We are extremely proud of the performance capabilities of this target aircraft, arguably the most capable and maneuverable low altitude high subsonic unmanned aircraft in existence. Transitioning to production is a significant milestone for our team and with this achievement it delivers a much needed capability to the Navy in supporting our country's National Security requirements."

[Rogerthat1]

And the stock went red? Where are the pumpers at? Lmfao

[Past and present]

***Kratos Receives $16 Million in Radar and System Contract Awards

7:00 am ET June 27, 2017 (Globe Newswire) Print
Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS), a leading National Security Solutions provider, announced today that its Modular System Division (MSD) recently received approximately $16 million in radar and system contract awards. MSD is a provider of specialized systems, products and equipment that support strategic National Security related programs and platforms including; radars, unmanned systems, missile and ballistic missile defense systems and satellite communications. Work under these contract awards will be performed in a secure Kratos manufacturing facility. Due to customer related and other considerations, no additional information will be provided related to these contract awards.

Tom Mills, President of Kratos' Modular System Division, said, "Our entire organization is proud to support our customers and their mission critical National Security programs. With what we believe to be a recapitalization of strategic National Security platforms and systems globally currently underway, MSD is uniquely positioned to provide our customers affordable modular systems, products and solutions for their C5ISR requirements."

[JohnnyJay]

All similar but different: Paris Air Show

http://www.janes.com/article/71576/paris-air-show-2017-kratos-uavs-offer-glimpse-into-future-of-air-combat


http://aviationweek.com/paris-air-show-2017/kratos-promote-valkyrie-mako-drones-paris


http://www.engineering.com/DesignerEdge/DesignerEdgeArticles/ArticleID/15114/Kratos-Announces-Two-Low-Cost-Wing-Man-Drones.aspx

http://www.defense-aerospace.com/cgi-bin/client/modele.pl?shop=dae&modele=release&prod=184432&cat=3

https://www.manufacturing.net/news/2017/06/paris-air-show-unleashes-worlds-most-lethal-drones

[radly]

Does anyone think this could be another Raytheon or Boeing someday?

[JohnnyJay]

Hey Immortan, check this out. Last days of relatively "low dollar" accumulation are drawing to an end.

http://www.sandiegouniontribune.com/military/sd-me-kratos-drone-20170618-story.html

[JohnnyJay]

Jusr wait for when a new unmanned tactical aircraft contract (MAKO) is announced or for the Q2 earnings report. Both will be major catalyst. Just rockin along waitng for the good times to begin and they are on the way.

[G. Falcone]

Good movement I'm seeing,JJ

[JohnnyJay]

Good article:

https://www.mideasttime.com/kratos-defense-security-solutions-ktos-buy-rating-reaffirmed-at-canaccord-genuity/1782163.html

[radly]

Sounds like we have more great news. GLTA longs here

[JohnnyJay]

Yes, buy as much as you can as soon as you can AND HOLD. JMHO

[G. Falcone]

I hear ya, brother. KTOS long.

[JohnnyJay]

Last post, this board. Moving on. Staying long term with Kratos defense just leaving this bored.

[Rogerthat1]

Carrying bags?

[JohnnyJay]

Hang in there, You'll get use to it.

[Rogerthat1]

Turd up again

[JohnnyJay]

Another:

http://www.satmagazine.com/story.php?number=1004335693

[JohnnyJay]

Another for your review:

http://www.talkmarkets.com/content/stocks--equities/kratos-defense-and-security-solutions-chart-of-the-day?post=136845

[JohnnyJay]

For you review.

https://online.capitalcube.com/#!/stock/US/NASDAQ/KTOS

[JohnnyJay]

The DT's/ MM's /algorithms will play but the buying base will continue to expand. Long term planning will pay off. Just listen to the last three reports. It takes some effort and time but it will help to understand the long term strategy.

http://edge.media-server.com/m/p/cjqywjih

http://edge.media-server.com/m/p/w4b2vqa7

http://edge.media-server.com/m/p/6f8kbbs6

[JohnnyJay]

Go up $3.36 since May 4th. This is anticipated day trading jockeying. Not a major pull back. Also, no news blues.

[JohnnyJay]

I'm watching, still minor at this point.

[Rogerthat1]

Told ya

[JohnnyJay]

Good response, I appreciate it and, although I watch very carefully, I will do so even more so. Thanks.

[Rogerthat1]

By pump I mean this stock has been bought by several newsletters. Once they start dumping, this will retrace sharply. This is the curse of stocks with solid potential. Newsletters and their sheep followers get in and then price action ceases from staying organic. All imo.

[JohnnyJay]

Angelo, I am in total agreement with you. There are 6 division of this company and I have done DD on each of them individually. They are all doing well and have tremendous upside potential with the new defense budget in place. In particular, the unmanned systems, defense and rocket support, technology and training, microwave electronics divisions all look fantastic on the military side and the Public safety and security is doing great on the commercial sector. I am not that knowledgeable on the modular systems but know they are doing well. I understand where Rogerthat is coming from and do believe that since the growth has been so spectacular, it would not hurt to protect your gains in any way you can, including take some off the table if it feels go to do so. I take his advise seriously and appreciate it. However,Rogerthat made a contradicting statement calling this a pump and then asking "where is the news"? If this were a pumped stock, there would be paid pumpers placing any news they could, real or fake, all over the place. A definition of pumping is pumping up flowery story in order to sway investors into buying. Where is the news is a contradiction of that. Additionally, there is no proof of pumping that I have seen. I say, imho, buy it on any pull back, and then set it and forget it under a very, very careful eye. Caveat emptor applies to this stock and every stock there has ever been.

[Rogerthat1]

Book gains if I were you. Thank me later

[JohnnyJay]

It's called a trailing stop order.

[Rogerthat1]

The company is pumped. It rose 52% in May in 15 trading days. Pps is unsustainable imo. This will pullback hard. Watch.

[JohnnyJay]

There is quite a bit out there but you have to search for it .I quit posting because it seems to have little interest. I, also believe the company is not posting much even though they announced a lot during the earnings report May 5th. Not really sure why they are not distributing on a regular basis.

Here are a few small tibits but if you want the rest, you have to listen to the earnings report.

http://www.marketwatch.com/story/driverless-crash-trucks-ready-to-keep-road-crews-safe-2015-08-27

http://www.defenseworld.net/news/19377/US_Approves_US_250_Million_Saudi_Navy_Training_Program#.WSdVOiIpDYU

click on first quar. webcast.. boring but informative

http://ir.kratosdefense.com/events.cfm

This one, in my opinion, is for long tern, not speculative.

[Rogerthat1]

Where is the news?

[Rogerthat1]

$100? Lmfao. It's a penny stock man. Overbought right now to boot.

[ComptonBrosInc]

Is RADA on KTOS's radar?? They should be

[radly]

I didn't say it was a pump. I was just replying to another post. You may be right about this being $100 long term. My $25 prediction is short-medium term. GLTA longs here

[angelo2112]

Pump?? Lmao do you have any idea how valuable their technology is? President Trump being elected just cemented this stock in the 100.00 territory long term if a major defense company isn't buying them out before hand!
KTOS
$$$$$

[JohnnyJay]

News not covered much. http://satnews.com/story.php?number=399107369

[radly]

Pump er up. $25 stock here.

[Rogerthat1]

Read between the lines: it's a pump.

[robtewms]

Thanks for sharing. Price was stagnant for months then suddenly jumped. So, I bought a few shares, realizes a gain, and cashed out. Outlook is promising. And, I'm watching this one daily.

[JohnnyJay]

Great, I thought about doing the same thing but I am trying to just accumulate as much as I can. Right now, it looks like it may be hard to buy back but that is today. We shall see. Thank you for post; I was beginning to think nobody is watching this one which surprises me. Here is a link to a video you may like to watch. Informative !!

http://noble.mediasite.com/mediasite/Play/d2655f353e9746408453df6c767554601d

[robtewms]

Thanks for sharing. I took a small profit. And, still watching on sidelines.

[JohnnyJay]

If you are interested in this stock at all, look at the chart on the right side of this page. Click on the one year chart and look at the results. Then click on the link below and it should take you to a broadcast of the last quarterly report for the first quarter of this year. Listen carefully to the future as the CEO describes it and then, you should have a pretty good idea of whether to continue your interest or go elsewhere. I have done a ton of DD and, if interested, you should too. Plenty of information is available.

http://edge.media-server.com/m/p/cjqywjih

This is about one hour long and you have to give your name and email address but not your company. I have done this for about 8 months and no one has tried to contact me. I think they just want a record of who is listening. The link does not work on all browsers so you may have to try more than one. I am not a broker and really don't care if you like the stock or not. I just feel it is a good stock and want to give others a chance to look at it. It is a long term stock and not a quick money maker unless you day trade it. It is owned 65 to 75% by institutional investors depending on your source.

[Rogerthat1]

No pumperish posts from you today?

[JohnnyJay]

No more days in the $7 dollar range.

[JohnnyJay]

As I expected, there will be frequent news to keep us on a roll.

https://invest.ameritrade.com/grid/p/site#r=jPage/https://research.ameritrade.com/grid/wwws/research/stocks/news/article?c_name=invest_VENDOR&docKey=100-128u0955-1

[JohnnyJay]

Why Kratos Defense & Security Solutions Stock Just Jumped 17%
Sales were more than expected, and losses less.
Rich Smith
(TMFDitty)
May 5, 2017 at 3:15PM
What happened

Shares of Kratos Defense & Security Solutions (NASDAQ:KTOS) are charging skyward today, up 17.1% as of 2 p.m. EDT.
So what

This being earnings season on Wall Street, you might suspect that an earnings report had something to do with Kratos' stock movement -- and you're right. Yesterday after close of trading, Kratos reported its first-quarter 2017 earnings. Revenues climbed 9.7% versus last year's Q1 to $153 million. However, Kratos earned no profit during the quarter, losing $0.13 per share instead.

That being said, Kratos expanded its gross profit margin significantly -- up 340 basis points, to 26.9%. Despite higher operating costs, this left the company with an operating profit for the quarter. Interest on debt and a one-time charge to earnings for extinguishing some debt were the factors that pushed Kratos into the red on a net income basis.
Investor riding a bull along an upward arrow

Kratos' bull run continues. Image source: Getty Images.
Now what

Kratos management thinks it's still on course to hit its previous guidance numbers. Accordingly, management is reiterating its promise to book revenues of between $170 million and $176 million in Q2 (currently underway), and $700 million and $720 million this year.

Management did not give guidance for GAAP (generally accepted accounting principles) profit, because it does not expect to earn any. For what it's worth, though, management did say that "adjusted" earnings before interest, taxes, depreciation, and amortization (EBITDA, a very non-GAAP metric) will range from $8 million to $12 million in Q2 and from $52 million to $54 million for the year as a whole.

That's not a lot of help to investors trying to fix a valuation on the stock. It does, however, at least tell us that Kratos expects to grow (some form of something distantly related to) earnings over the course of the year. If the company is expecting to end the first half of 2017 with about $21 million in adjusted EBITDA, but to end the year with $52 million or more, this implies that the second half will see $31 million or more in adjusted EBITDA booked.

So I guess that's progress of a sort. I'm not sure it's progress sufficient to justify a 17% jump in the stock price, but I suppose that's in the eye of the beholder.

Rich Smith has no position in any stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

[JohnnyJay]

I HOPE EVERYONE IS PAYING ATTENTION !!!!

[JohnnyJay]

A good quarter after you get by the headline and if you listen to the conference, thinks are definitely looking up for 2017 and beyond. Kratos reports 1Q loss
[Associated Press]
Associated PressMay 4, 2017

SAN DIEGO (AP) _ Kratos Defense & Security Solutions Inc. (KTOS) on Thursday reported a loss of $10 million in its first quarter.

The San Diego-based company said it had a loss of 13 cents per share. Losses, adjusted for non-recurring costs and amortization costs, came to 1 cent per share.

The results beat Wall Street expectations. The average estimate of four analysts surveyed by Zacks Investment Research was for a loss of 6 cents per share.

The military contractor posted revenue of $167.8 million in the period, which also beat Street forecasts. Five analysts surveyed by Zacks expected $159.6 million.

For the current quarter ending in July, Kratos said it expects revenue in the range of $170 million to $176 million.

The company expects full-year revenue in the range of $700 million to $720 million.

Kratos shares have risen roughly 4 percent since the beginning of the year. In the final minutes of trading on Thursday, shares hit $7.67, a climb of 44 percent in the last 12 months.

_____

This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on KTOS at https://www.zacks.com/ap/KTOS