Red Cat Holdings: U.S. Drone Player in Scaling Phase. Strong Preliminary Q4 Numbers.

Red Cat Holdings (RCAT) is trying to establish a significant strategic role as a pure U.S. provider ("Pure Play") for small tactical drone systems (sUAS) of NATO Class 1. The company fills a critical gap: The U.S. Army requires readily available, affordable, and "attritable" reconnaissance and attack drones but cannot use any Chinese technology anymore. Red Cat supplies exactly this hardware with the "Black Widow" and "Teal" series – certified, encrypted, and U.S.-made. Strategically, the company is transitioning from a pure drone manufacturer...