Karel🦑
@Karelw04
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Kraken investor $KRKNF $PNG.V | NFA
Joined August 2017
With the recent surge in Kraken Robotics $KRKNF , both in attention and price, I see a lot of interested investors wondering if missed the opportunity at a P/E multiple of around 100. Here is why this is still a very compelling opportunity and NOT an overpriced point to enter:
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A new Anduril facility in the UK for unmanned submarines could be very big for Kraken Robotics $KRKNF $PNG.V With all the news from the industry, demand and capex guidance, I think further expansion of Kraken's capacity is a very logical step in the near future👀🦑 "Anduril,
theguardian.com
As navies seek to counter submarines and protect cables, startups and big defence companies fight to lead market
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$KRKNF $PNG.V - Canadian markets still open today and Kraken Robotics was halted trading just now (due to volatility) because someone decided to load up 300k shares (at market) on a low liquidity day lol
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Retail Mourinho’s Team of the Week ⚽️ – Thanksgiving Special Formation: 3-4-3 Goalkeeper: Oliver Kahn – @DeepValueBagger Defenders: -LCB: Rio Ferdinand – @moninvestor -CB: Jaap Stam – @YodaStockInvest -RCB: Paolo Maldini – @BMSInvests Midfielders: -LM: Pavel Nedvěd –
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$KRKNF Each Ghost Shark XL-AUV is estimated to incorporate $2M–$10M CAD worth of Kraken technology. With Anduril’s Sydney facility now in low-rate initial production (full-scale ramp-up in 2026) and plans for 200+ units annually across programs like Ghost Shark and Dive-LD, this
🇦🇺 BREAKING: Anduril Australia is set to deliver the first Ghost Shark autonomous underwater vehicle (AUV) to the Royal Australian Navy in January 2026. 🔹The extra-large AUV, capable of intelligence, surveillance, reconnaissance, and strike missions, was developed under a $100
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🇦🇺 BREAKING: Anduril Australia is set to deliver the first Ghost Shark autonomous underwater vehicle (AUV) to the Royal Australian Navy in January 2026. 🔹The extra-large AUV, capable of intelligence, surveillance, reconnaissance, and strike missions, was developed under a $100
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Desjardins just raised their $PNG.V target 30% to C$6.50. Still conservative in my view. The note says Kraken is “significantly undervalued” vs defense peers trading at 30-140x. They also mention Anduril’s Ghost Shark factory is “up and running” and first Navy delivery is
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For Anduril investors who want public market exposure: Kraken Robotics $PNG.V $KRKNF Anduril's exclusive supplier of subsea batteries and synthetic aperture sonar for Ghost Shark, Dive-LD, and the entire autonomous underwater vehicle lineup.
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Somebody compared $KRKNF to $ONDS in a X post. I looked into it. 📊 KRKNF vs ONDS — Quick Side-by-Side KRKNF • Q3 2025 revenue grew 60% to C$31.3 M (~USD equivalent) vs C$19.6 M prior year. • Gross margin ~59% vs ~52% year-on-year. • Adjusted EBITDA margin ~25.5%. •
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$KRKNF $PNG.V: Industry observers speculate that Krakren Robotics powered Anduril Ghost Shark will be a beneficiary of Boeings Orca XLUUV and GARC USV program cancellations Navy Looks To Cancel Orca XLUUV And GARC USV Programs In Favor Of Others, Memo Says - Defense Daily
defensedaily.com
The Navy's draft plan for a new unmanned acquisition office calls for canceling and redirecting funding of both the Boeing Orca Extra Large Unmanned
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$KRKNF $PNG.V - Kraken Robotics starting to catch a bid again after 2 Price Target raises over the last few days following a strong Q3, 25 report. Desjardins Securities: $5 -> $6.50 Raymond James: $4 -> $6.25 We also just recaptured the 50 day MA ($3.99). It's up 6% today.
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Only 23% of $KRKNF is institutionally owned. Not because they don’t want it… but because many funds aren’t allowed to hold Venture-listed stocks. TSX uplisting opens the door. Nasdaq uplisting blows it wide open. Kraken isn’t short of demand, it’s short of access.
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here’s why the Estonia “Digital Shield” exercise matters for $KRKNF, despite no immediate or direct payoff. NATO just tested a new system where all sensors, radars, acoustic arrays, drone trackers were fused into one live network using Anduril’s software. What normally takes
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Kraken Robotics $KRKNF price target updates: -Raymond James: $6.25 – Outperform -National Bank of Canada: $7.50 – Outperform -Desjardin Securities: $6.50 – Outperform $KRKNF closed at $3.84 today. -RM
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Kraken Robotics $KRKNF 🦑 with an impressive intraday reversal after an overreaction to excellent earnings. Fundamentals and thesis remain fully intact. Can’t wait for $KRKNF to multiply in 2026. -RM
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$KRKNF: Great results overall, however Q3 revenue of $31.3M was a little light vs. $34.5M consensus estimate. Gross margin was better at 59.3% vs. 52.7%. EBITDA a tad light at $7.97M vs. $8.12M. Investors should know that quarterly results can be a bit lumpy. 2025 guidance was
$KRKNF | $PNG.V Q3 2025 Earnings Results Kraken just posted one of their strongest quarters ever: • Revenue up 60% YoY → $31.3M • Gross margin at 59% → 6% higher than expected thanks to high-margin services • Adjusted EBITDA up 92% YoY • Record subsea battery + SAS
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$KRKNF $PNG.V: 🦑Anduril Australia set to deliver first Ghost Shark AUV - Janes 11/24/25 Key points Australia's first Ghost Shark is scheduled to be delivered to the RAN in January 2026 The AUV can undertake ISR and strike missions, but its mission set will be determined by
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Weird reaction, I added some more cash and bought the dip. $KRKNF $PNG.V Old allocation: 100% Kraken Robotics New allocation: 100% Kraken Robotics Lets ride!🦑
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the real Q3 signal for $KRKNF / $PNG.V wasn’t the +60% revenue or the 59% gross margin. It was CapEx. Kraken just lifted 2025 CapEx by 50% because it’s expanding subsea power manufacturing right before Anduril’s Rhode Island + Sydney lines move into full-rate Ghost Shark +
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$KRKNF | $PNG.V Q3 2025 Earnings Results Kraken just posted one of their strongest quarters ever: • Revenue up 60% YoY → $31.3M • Gross margin at 59% → 6% higher than expected thanks to high-margin services • Adjusted EBITDA up 92% YoY • Record subsea battery + SAS
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