EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      
Filters

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