🧠 What Oscar’s Words Actually Mean (Decoded)
1️⃣ “We have an MOU with Aerodyne”
What he’s really saying:
➡️ We’ve already agreed on the direction of the partnership.
➡️ The relationship exists, it’s formal, and they’ve tested our tech.
An MOU is not just “we talked once.”
It’s: we shook hands on the general deal, now we iron out detail.
For a microcap, having an Aerodyne MOU = credibility cheat code.
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2️⃣ “We’ve been talking to them for a long time”
This means:
➡️ This isn’t a new relationship.
➡️ They’ve trialed the tech before.
➡️ There’s trust and familiarity.
In business-speak: “They know our stuff works.”
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3️⃣ “Very large drone company”
He’s deliberately not naming Aerodyne unless asked — because:
• It’s a public communications boundary
• He can’t announce a new deal prematurely
• He wants to avoid front-running
But he chooses “very large drone company” over “drone company” because:
➡️ He’s signalling Aerodyne-level scale, not some small contractor.
That’s intentional positioning.
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4️⃣ “We may or may not do a deal with them”
This is the classic CEO compliance phrase.
What he means behind the scenes:
➡️ We’re negotiating but can’t promise the outcome yet.
➡️ It’s on the table.
➡️ Progressing but not finalized.
This isn’t “we’re cold.”
This is “lawyers are involved and I legally can’t overpromise.”
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5️⃣ “We have a letter of interest out there”
This is a big one. A LOI (Letter of Interest) means:
➡️ AFFU/MTI has put a proposal on paper
➡️ Aerodyne acknowledges it
➡️ It’s serious enough to bring to board-level or exec-level review
This isn’t just coffee-shop talk.
This is deal-drafting, valuation, scope, and structure.
LOI = “We want you formally.”
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6️⃣ “It’s still early”
Translation:
➡️ We’re not at due diligence yet
➡️ We’re not negotiating acquisition price
➡️ We’re not ready for public disclosure
It means the deal is inside the pre-negotiation zone, not the “fantasy” zone.
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7️⃣ “National deployments”
This is HUGE. When he says this, he’s signalling:
➡️ Government-level implementations
➡️ Multi-city, potentially multi-country rollouts
➡️ Disaster-response + Smart City + IoT stuff that scales
“National” is NOT a word CEOs use lightly.
This is not “we’re doing a trial in a village.”
This is “we’re talking big, bureaucratic contracts with long tails.”
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8️⃣ “We already have the software”
He’s telling investors the missing piece is NOT:
❌ building tech
❌ raising tech money
❌ developing functionality
Instead:
➡️ Partnerships + distribution + adoption
➡️ Exactly what Aerodyne specializes in
MTI’s DRONOS + Aerodyne’s deployment fleet = plug-and-play.
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9️⃣ “This could be a very big deal for us”
Oscar avoids hype words normally.
So when he uses “very big deal”, it means:
➡️ Revenue impact is material
➡️ It would change the company’s trajectory
➡️ It’s strategic, not cosmetic
➡️ It could precede a NASDAQ narrative
In CEO speak, this is near-code for:
“This deal materially boosts valuation if it lands.”
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🔟 “Multiple acquisitions we haven’t even talked about”
This line is heavy.
It implies:
➡️ There is more than one target
➡️ These talks are active
➡️ The company is being positioned for rollup mode
➡️ He’s signalling the market: “We’re far bigger behind the scenes than the current $2M market cap.”
A CEO says this when:
• They’ve got inbound interest
• They’re negotiating
• They need investors to stay patient
It’s not random hype.
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⚡️ So What Does All This Actually Mean About Aerodyne Specifically?
It means:
Aerodyne isn’t a dream target — they’re already in the room.
The relationship isn’t speculative — it’s established.
The LOI means something formal is being pushed forward.
Oscar is trying to manage expectations while signalling that it’s HUGE.
When CEOs use this language all at once:
👉 It means “We’re close enough that I need to be careful with my words.”
Which… is exactly what he’s doing.
Bullish
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