Red Cat Holdings Inc (RCAT)

[investor2004]

In my humble opinion, DroneBox if they’re speaking directly to institutional investors is igonna play a big part in this. Mainly because that’s really investing in the future of drones in general over the next few years and the whole FAA system. Obviously if skyway was purchased by Verizon and they’re their main competitor and are working on similar products Verizon would’ve put a lot of thought and effort into if it was feasible In the market and the future of drones. I think the fact that skyway is working on it
as well at this point and is now owned by Verizon says loads about where RCAT is going and institutional investors will probably see that also with projections on dronebox that would be shared with them for funding purposes. Also dawned on me that obviously AT&T etc. may end up needing a competitors product in the space against Verizon if they somehow get into this game. RCAT could be that competitive product. Honestly, we aren’t stupid here and understand that even if skyway got 75% of the market because of Verizon if RCAT was able to grab 25% of it we will be talking probably hundreds of millions once the whole thing matures and maybe even billions. I don’t think RCAT necessarily wants to or has the capital to be the majority holder of the market. They just want to get a good chunk of it. Maybe be the better alternative. But then again who knows. If the thing really takes off ultimately you can see this company bought out by a company that does have the capital to become an industry leader. Or, at the very least, you can see Wall Street throw a bunch of money at us. Jmho for what it’s worth.