@mauiguy2 you strike on the exact points I have been making for a very long time.

Number one, the fact that Cyberlux has completely paid off and settled with the plaintiff means the receiver was never actually needed to begin with. The funds were always there.

Number two, a receiver is only needed when there is a severe risk of default, which was NEVER the case here but now the whole situation has created much higher risk of it. In simple terms the receiver has caused a lot more damage for EVERYONE on ALL sides.

Finally, I do place some blame on Cyberlux’ s legal strategy, as they should have just settled very early on before the receiver was assigned. Yes it is a tough pill to swallow, but in lawsuits like this it is not about who is in the right or wrong it is about cost benefit analysis.

1, 2

My take: new eyes, substantially lower float, and strong momentum in the security sector.

Biggest irony is the RS split everyone dreaded seems to have at least temporarily reversed course. Next question how long does it last?

I have also been very frustrated with this as well. Constantly having to scour and read legal filings.

If I am not mistaken, they may be under some receivership constraints until it is lifted. That AWH case may be holding back PR releases unfortunately.

same here, that is about what I need to break even...

Thanks for the update.

This is also this proposed order in Harris County Case. Not signed YET!

CAUSE NO. 2024-48085
ATLANTIC WAVE HOLDINGS, LLC, and
SECURE COMMUNITY, LLC,
Plaintiffs/Judgment-Creditors,
v.
CYBERLUX CORPORATION and MARK
SCHMIDT, Individually,
Defendants/Judgment-Debtors.
IN THE DISTRICT COURT
129th JUDICIAL DISTRICT
HARRIS COUNTY, TEXAS
ORDER ON NONSUIT
Pursuant to the Notice of Nonsuit filed on March 9, 2026, the claims of plaintiffs/ Judgment Creditors Atlantic Wave Holdings, LLC, and Secure Community, LLC, to collect and enforce the underlying judgment in this proceeding against defendants/Judgment-Debtors Cyberlux Corporation and Mark Schmidt are hereby DISMISSED. All costs and fees are paid by the parties that incurred them

More updates in the Harris County AWH case yesterday. It seems like the receiver is getting desperate in my opinion.

"Federal courts often resist letting state receivers override an interpleader." March 9th deadline for settlement in VA.

No matter what the outcome the end is likely near for the legal issues.

Good point, technically that alone should render the entire case closed if AWH is resolved fully, this is ridiculous. The receiver's sole job and role is to get the judgment creditor paid, which is done... The other money has zero to do with this case.

Atlantic Wave Holdings withdrew their counsel yesterday. This could be a very good sign...

Finally found it... Thanks for the updates.

Can you confirm your source for this information? I cannot see any updates regarding this. Thanks

Thanks for the feedback.

When I saw "UKRAINIAN DEFENSE DRONES TECH CORP" on the phase 1 list I was very curious if they might have a connection with CYBL...

all good points. I do not understand why they do not just settle this one and get it over with. It has to be cheaper than the attorney fees and time impact on the business. From their recent PR I thought that is the way it was going.

I see this as positive; they were way overweight on labor. Their SP was not much higher at double the workforce. Having all those extra people clearly was not helping them.

Lean out and refocus is what most businesses did in 2025.

The irony is a receiver is supposed to help ensure entities deemed owed are paid. Why would you want to handicap a business? Wouldn't it be in your best interest to ensure the business is fully operational to there were sufficient funds available?

That might be the case, but curious what links and evidence you can provide that back your opinions that you present as hard fact.

What federal lawsuit?
What dilution are you talking about that wasn't already disclosed?
They are also near breakeven and have a substantial backlog even absent anything new.
Lawsuits are very likely to clear soon...

It is one thing to be pessimistic but there are also plenty of opportunities that align with their structure. I think many are missing the scale and scope of drone dominance.

Time will tell who is right, but when big news comes out I will not be surprised.

I am locked and loaded, waiting as patiently as I can!

Key here in this video is CYBL is a victim, and this alleged action was predatory.

I don't understand why people are not understanding this, I wonder how high the stock would have been without this nonsense.

Yes they may be involved, but they are the victim in this case.

And what is your exact point? Cyberlux was not his company and they could not control his apparent reckless and potentially illegal actions.

If anything, this is good for Cyberlux to distance themselves from him.

Old news that could have profound implications during the Drone Dominance vendor tests and review. Ability to scale quickly will be a key factor. Cyberlux seems to have focused everything they are planning on the new standards and evaluations.

https://www.otcmarkets.com/stock/CYBL/news/Cyberlux%20Corporation%20Provides%20Operational%20Update%20-%2001.15.2026?id=506799

While I definitely understand that sentiment, in most of these types of acquisitions there are special gag orders in the contracts. Deals can fall apart in the last minute, until the ink dries or it falls apart, I doubt we hear anything at all.

Hoping all is well, but the lack of communication in itself is not deeply concerning for me.

https://www.accessnewswire.com/newsroom/en/aerospace-and-defense/cyberlux-corporation-unveils-next-phase-of-uas-strategy-to-address-the-attrit-1102188

Hey @SuperLogisticsMan,

It is refreshing to have a decent exchange on here, thanks for your input and insight. What you are saying makes sense.

I am not as positive as I once was given all the less the positive signs but feel this will turn around. The primary driver might be getting the lawsuits cleared up. If I am not mistaken Cyclops has a relationship with Cyberlux.

Only time will tell on this one. Like you, at this point I am holding for long vs short, but some days I kick myself for not taking 200% profits when I could.

Cheers to high ROI!
John

I respect your opinion here, but I am not sure that is fully correct. The judge has not ruled on the motion to expand the receivership, which is also highly contested. This receivership is limited to the scope of the case at the moment, meaning other business is moving forward.

Although it is a risk (all investing is) these prices will look very attractive if / when CYBL gets a contract or subcontract.

All my opinions of course but they are based on reading all of the court filings and news I can find. I doubt we will see a ruling until December at the earliest though, but it would not surprise me to see some type of production new contract announcement sooner. They also have operations in CA and ongoing presence in Ukraine.

SP could also drop some more before the next move, not panic selling here, already turned down 200% profit.

Great point and I agree. If you look this up this is only considered a "limited receivership" not full control. It is only applicable to this case and CYBL has already (over) paid the full amount.

The goal of the receiver legally is to make sure all parties get paid out a manner compliant with court rulings or mandates. It is technically in the receiver's best interest for Cyberlux to do well not bad.

That was my take as well, looking at his LinkedIn it is not even updated, it still shows Cyberlux as a present position.

Yes, been saying for months the OBBB would have a delayed impact and CYBL is likely a major player as a subcontractor. All the naysayers keep saying where is the contract, give it some time. I have always said Q4 at the soonest.

Also, although lawsuits look rough now once cleared the sky is the limit.

I agree with that assessment @ghostandgurgi.

I also think once the HII money gets paid out to Cyberlux they will be in a very strong position to clear any other BS.

You have a good point, especially regarding the 25M from the HII. That will help greatly to get all the lawsuits either settled, or be in a position to fight and win. I think it is getting very close on that based on the updates.

That said, this quarter was a banger!!!
Revenue: $23.6 million
Gross Margin: 57%
Net Income: $7.9 million
Largest UAS Contract: Executed to date, marking a new operational peak
Funded Backlog: $19 million as of June 30, 2025
High-Probability Pipeline: Over $27 million, indicating strong visibility and upcoming growth

https://www.linkedin.com/posts/telvantis_telvantis-set-to-fast-track-ai-and-web3-expansion-activity-7361784915106963459-fYlt?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAFdmZwBnD3V7lU_3PQe-JOU07nDMWyCl_E

No one has gotten any new contracts from the OBBB yet. That is still going through the formal govt processes. Anything getting alerted recently was a deal already working... If you have evidence to the contrary, please share.

$CYBL's share is coming soon based on their recent partnerships and alignments with DoD Demand / Design for future drone designs imho. My guess is by Q4, but it might even be 2026. People should understand even though this is being expeditated it is still the govt.

LFG! This is huge!

UNLEASHING U.S. DRONE DOMINANCE:
American made, American tested, and American built pic.twitter.com/lDalgqHo7Z

— Under Secretary of War Emil Michael (@USWREMichael) July 29, 2025

This is just a guess, but my thought is it could be lots of new people getting a very small entry into their portfolio to watch what happens, they might have bigger GTC limit orders slightly lower hoping for a dip.

I do this as well as with new securities as it is much easier to watch the price action.

Thanks for the post, good find!

Cyberlux was one of the vendors at the forefront of this anti-jamming technology. I know the below article is from May, but keep in mind Trump had basically paused all Ukraine Military aide, which he is now opening back up 10x. I think we will see some foreign contracts come in while we are waiting on some domestic contracts from the OBBB. Everyone keeps jumping up and down for the contracts, but there are min 2-3 months out if not 6.

https://cuashub.com/en/content/cyberlux-develops-jam-resistant-drone-for-us-special-operations/

Exactly, most intelligent people should see through it (I hope).

Anyone that does not allow engagement is full of it and is flat out lying.

The fact that he came out of the woodwork after being silent for so long, and other bashers are even more frequent with very desperate nonsense tells me the inflection point is coming soon. I am thinking the lawsuits will be resolved in the coming weeks or less and most of the noise will fade away on next contract.

I definitely see that viewpoint, however I do not believe it was legal the way the so called "receiver" has tried to interfere with over 25 M from the Hill contract in a 1.5M case. A receiver is supposed to be a neutral third party, this one looks to be hell bent on hurting them. That recent document is very tersely written and desperate. The recent Cyberlux document looks composed and from a place of strength.

Also, the court has never officially put this receiver in charge, at least not over the company.

Cyberlux needs their final payment and then they can decide how to handle what appear to be at least some frivolous lawsuits. The momentum I am seeing strongly favors Cyberlux. The plaintiffs will likely try and negotiate a settlement once they realize they might lose the case.