Great question—I’ve asked the same question myself since SkyWorks cherry picked our assists years ago.
My research strongly suggests the company will continue to function as an aviation company, continue with aviation research and development (I.e., VTOL), work on developing new patents, explore eVTOL opportunities (smaller, not larger craft), potentially develop and design DARPA projects—(in ADDITION to working government contracts—how close are they to HAFB? And do they have high friends in high places on DAFB?), and I see within 5 yrs of this: GnBA being bought out by the likes of a company like Joby, Grumman, or a host of Chinese eVTOL companies (I.e., DJI, etc.) that are looking to increase their business footprint in the US (commercial and military).
Oh, and did I forget to mention the GRAVY?: NO debt, owns 5% of Skyworks Aviation, and is lean and mean as ever after having gone through these past 15 years of rapid technological change.
My two cents worth….
Why I’m 100% BULLISH. Why I’m holding my LARGE chunk of shares. Why I support the corporate team. And why I think the TIME HAS COME to spread the word.
“The early bird gets the worm!”
