EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Kratos Defense & Security Solutions (KTOS)

Industrials

Alembic Global Advisors

Skyborg fears overdone - Pete Skibitski believes there will be very little, if any, backing away from drone purchases by the Air Force. Investors should keep in mind that KTOS, just won a $338m six-year contract for Air Force target drones, and Pete expects additional orders from the Navy and other customers before the year is out. The recent selloff from $30.00 (stock currently trades at $21.40) provides a compelling opportunity for investors to augment/initiate drone exposure.

Edition: 117

- 20 August, 2021