[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Fund.Crypto.Batteries.AI.TrumpGrift.Drone [@fundmyfund](/creator/twitter/fundmyfund) on x 6110 followers Created: 2025-07-21 16:36:57 UTC $UMAC interview very little in terms of new nuggets. First of all @evansall is such a likeable person you want to be friends with him. Great sense of humor and sharp. Not as informative as prior discussions - we are in a valley here next X weeks. Essentially the talk was the winners and losers are going to be determined shortly. $UMAC in their niche of the market will be a winner either by actually winning the next group of Hegseth awards OR alternatively buying whomever the winner of said rewards are with their cash war chest. There niche (supplier) is full of smaller private companies. I liked his confidence on that. End game, is a lot of the supply base in the industry with be out of business in X years - those who remain are going to be grow bigly as manufacturing is a hard business (even wondergod Elon needed government $$ to save Telsa in 2013 or whenever it was) and scale is scale. Allan intends $UMAC to be one of the winners by hook or crook, as described in prior paragraph. I think the size of the co would shock people. XX people. That seemed crazy small to me. They are shooting to get to 40+ quickly. Still tiny in the big picture. Recent capital raise was discussed - you can see the reasons above for the raise plus he needs scale with lead times for components. Think he said in prior interview customers want to see big cash on their balance sheet to trust them with big orders. Aiming to be a winner down the road when the Hegseth awards come down he needs to have inventory "soon" so that's also part of that cash raise. He said he went to banker Friday for the capital raise and by that evening it was over subscribed. All these things are good implications for $RCAT - a lot of angst about timing of SRR but based on the Hunger Games Allan is describing coming very soon, it's comforting to have that trust of the Army and being tested for years. Allan and Jeff are on vacation for a week - again seems sort of crazy considering what the next few months will bring but it's company policy to take X weeks back to back vacation at $UMAC and he wants a full cleanse before he gets back to the crazy that will be fall 2025. I don't think these guys would be taking vacations if they were too worried about their spot in the pecking order about to hit, but that is just me speculating. XX engagements  **Related Topics** [discussions](/topic/discussions) [$6753t](/topic/$6753t) [$umac](/topic/$umac) [Post Link](https://x.com/fundmyfund/status/1947334996072497275)
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Fund.Crypto.Batteries.AI.TrumpGrift.Drone @fundmyfund on x 6110 followers
Created: 2025-07-21 16:36:57 UTC
$UMAC interview very little in terms of new nuggets.
First of all @evansall is such a likeable person you want to be friends with him. Great sense of humor and sharp.
Not as informative as prior discussions - we are in a valley here next X weeks. Essentially the talk was the winners and losers are going to be determined shortly.
$UMAC in their niche of the market will be a winner either by actually winning the next group of Hegseth awards OR alternatively buying whomever the winner of said rewards are with their cash war chest. There niche (supplier) is full of smaller private companies. I liked his confidence on that.
End game, is a lot of the supply base in the industry with be out of business in X years - those who remain are going to be grow bigly as manufacturing is a hard business (even wondergod Elon needed government $$ to save Telsa in 2013 or whenever it was) and scale is scale. Allan intends $UMAC to be one of the winners by hook or crook, as described in prior paragraph.
I think the size of the co would shock people. XX people. That seemed crazy small to me. They are shooting to get to 40+ quickly. Still tiny in the big picture.
Recent capital raise was discussed - you can see the reasons above for the raise plus he needs scale with lead times for components. Think he said in prior interview customers want to see big cash on their balance sheet to trust them with big orders. Aiming to be a winner down the road when the Hegseth awards come down he needs to have inventory "soon" so that's also part of that cash raise.
He said he went to banker Friday for the capital raise and by that evening it was over subscribed.
All these things are good implications for $RCAT - a lot of angst about timing of SRR but based on the Hunger Games Allan is describing coming very soon, it's comforting to have that trust of the Army and being tested for years.
Allan and Jeff are on vacation for a week - again seems sort of crazy considering what the next few months will bring but it's company policy to take X weeks back to back vacation at $UMAC and he wants a full cleanse before he gets back to the crazy that will be fall 2025. I don't think these guys would be taking vacations if they were too worried about their spot in the pecking order about to hit, but that is just me speculating.
XX engagements
Related Topics discussions $6753t $umac