Careful.
If the infrastructure bill is passed, then by definition only solutions that exist will be acquired. RedCat doesn't have anything. Let's assume they had something right now, a contractor will still use what he already owns or has several years of existing market time.
Now, you might say, but what about Teal. Teal is a one-stop shop. They make everything. They will not benefit from any synergies from RCAT, as Teal's tech is by and large beyond everyone else. So, Teal's investors will price in what they bring to the table, as they should, and cash out. Unless you think that these investors - angel funds who specialize in early ventures and technology - are stupid and will just hand you free money.
Remember last year when Rotor Riot predicted 4M revenue? They didn't even manage half, and if we're assuming that their first fiscal months were like their last ones in the previous year, their revenue is down over 50%. Their youtube views are down over 50% from their peak 6 months ago, or over 30% from a year ago. When market shares decline, in order to prop up numbers new products have to be launched. There is one goggle in the lineup which at best will cannibalize Fatshark's existing goggle sales. Nobody is ditching DJI's offering in favor of Fatshark's, which is what they would need to capture new customers (or avoid losing old ones permanently). Rotor Riot has nothing coming. Fatshark will additionally siphon profits through the factory, using chip shortage as an excuse, as they should, because anyone dumb enough to fall for the most obvious trick in the book (owning both parties in a transaction but selling access only to one) will only learn their lesson one way. Additionally, Teal is a sinking ship by admission of investors selling their stakes, leaving the RCAT investors to pay for the parachute.
And after all this, you, Mr. Shalom, still seem willing to turn the other cheek. More power to you, I say!
