UMAC
Unusual Machines$24.03live · 9h agoTotal predictions
1
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Predictions (1)
Randy Kirk1 callStrongly Bullish
The guest, who discloses his fund owns roughly 3% of the company, argued that Wall Street's revenue estimates for Unusual Machines are dramatically too low, projecting next year's revenue in the $250-300 million range versus consensus of about $60 million. He based this on the company's own guidance that revenue can be predicted from its planned employee headcount growth, tied to strong demand for US-made drone parts amid bans on Chinese drone components.