Jerry McGee

Voyager Technologies is taking a significant step towards public markets, launching its roadshow for a proposed NYSE listing that could value the defence and space technology firm at $1.6 billion. The company plans to price shares between $26.00 and $29.00 each, with trading expected under ticker symbol "VOYG" subject to regulatory approval. This IPO represents a notable milestone for the national security and space solutions sector. Voyager's credentials are impressive: serving over 500 customers across 35-plus nations and successfully completing more than 1,240 customer missions to space stations. The company has established itself as a leader in mission-critical technologies for both defence and commercial space applications. Central to Voyager's growth strategy is the Starlab joint venture with Airbus, designed to expand human presence in low-orbit space. This partnership positions the company at the forefront of the next generation of space infrastructure development. The proceeds will primarily fund strategic growth initiatives, including enhanced research and development programmes and capital asset acquisition to support long-term innovation. The company has also indicated potential mergers and acquisitions within its core business areas. For investors and industry professionals, this IPO offers exposure to the rapidly expanding intersection of defence technology and commercial space exploration. As governments and private entities increasingly prioritise space capabilities, companies like Voyager are well-positioned to capitalise on growing demand for sophisticated space-based solutions. The listing could also signal broader market confidence in the defence technology sector's growth prospects. #DefenceTech #SpaceInnovation

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UAS Nexus Launches Drone Syndicate To Solve Blue UAS Component Supply Chaos Utah engineering firm unveils NDAA-compliant parts marketplace and MOSA-first FPV platform as Pentagon drone orders surge. While defense contractors battle for Blue UAS contracts, a Salt Lake City engineering firm is solving a more fundamental problem: sourcing the thousands of NDAA-compliant components needed to actually build drones at wartime scale. UAS Nexus launched the Drone Syndicate Store on November 20, 2025, offering vetted marketplace access to NDAA and Blue UAS compliant components alongside Platform One, a Modular Open Systems Approach (MOSA) FPV platform capable of 10,000-plus aircraft monthly production through decentralized manufacturing. The Component Sourcing Bottleneck "It can be tough to scour the globe for drone parts when you're looking to build an NDAA or BlueUAS compliant platform," CEO Bobby Sakaki said in the company announcement. "So we developed a resource for OEMs and end-users to procure hardware quickly and reliably that layers into our technical engineering services." The marketplace operates through a membership request system, reflecting the specialized compliance requirements and limited availability that plague NDAA-compliant component sourcing. The timing addresses urgent military demand. The U.S. Army plans to purchase at least one million drones over the next two to three years, while the Marine Corps recently ordered 8,000 FPV drones under a $17 million contract with manufacturers like Neros Technologies. Platform One: Ukraine-Inspired Manufacturing Platform One takes direct inspiration from Ukraine's battlefield-proven approach to FPV production. The MOSA-first design works with most Commercial Off-The-Shelf (COTs) components, creating supply chain resilience through vendor flexibility. "It's simple, and it works with just about everything on the market, so you have a truly resilient supply chain because if one vendor is maxed out, you can leverage dozens of others," said Ryan LaBarre, UAS Nexus Head of Mechanical who designed Platform One. "Plus when you manufacture on the edge, you can customize it however you want." The decentralized manufacturing model mirrors Ukraine's successful strategy of producing drones through distributed networks rather than centralized facilities. Ukrainian manufacturers are projected to produce 2 million FPV drones in 2025 alone, with individual units costing roughly the same as an Android smartphone. MOSA Architecture Mandated By DoD The Department of Defense now requires Modular Open Systems Approach in all major defense acquisition programs under Title 10 U.S.C. 4401(b). MOSA mandates designs using interchangeable components with standardized interfaces, eliminating vendor lock and accelerating technology upgrades. The approach allows system components to be added, removed, or replaced throughout a platform's lifecycle. For FPV drones operating in contested electromagnet...

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Anduril Industries is raising $4bn in a new funding round led by Thrive Capital and Andreessen Horowitz, at a reported $60bn valuation. The Costa Mesa-based defence tech group is seeking the capital as it scales manufacturing capacity, including a planned Ohio facility to mass-produce aerial and maritime drones. The valuation would nearly double Anduril’s previous mark and follows guidance that 2025 revenue is on track to reach $2bn, driven primarily by US and allied defence contracts. The company had previously explored raising up to $8bn, underscoring the depth of investor appetite for defence-aligned AI and autonomous systems. The round signals how venture capital continues to flow into dual-use and defence platforms as Pentagon procurement shifts toward software-defined systems, autonomy and advanced manufacturing. At a $60bn valuation, Anduril would sit alongside the largest privately held technology companies in the US — a notable milestone for a business built around defence modernisation rather than traditional enterprise or consumer markets. #defencetech #venturecapital #AI #aerospace #startups

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Lake Street Capital Markets, LLC initiates research coverage of Amaero Ltd (ASX:3DA) with target price of $1.00. Lake Street Capital is a well respected U.S. IB / research firm focused on small caps. As indicated prior, Amaero plans to pursue a NASDAQ listing and establishing strong research engagement is an important step in the journey.

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Daily Hard Tech Headlines: - Seasats, the San Diego small uncrewed surface vehicle startup, has raised a $20M Series A. The startup has three core vessels built for missions such as ISR, maritime security, surveying and research, and tactical operations, focused on commercial, defense, and science end markets, with traction from the U.S. Navy and Marines. The round was led by Konvoy. - Ondas Inc. Sentrycs has secured a contract with a German State Police agency for counter-UAS technology, with police deploying a man-portable system that enables detection, identification, and safe takeover and landing of unauthorized drones through protocol manipulation, as Germany has recorded more than 1,000 suspicious drone incidents across the country in 2025. - Canada is advancing a strategy to strengthen its domestic defense industrial base through the creation of a Defence Investment Agency focused on industrial policy and procurement, with priority areas including shipbuilding, land systems, aerospace, cyber, space, and digital technologies, alongside expanded efforts in Arctic operations and critical minerals, including rare earth elements. - Overland AI, the ground autonomy startup, supported the 82nd Airborne during training at Panther Avalanche, where its ULTRA autonomous ground vehicles operated alongside convoy elements, performing missions including route scouting, signal relay, and rear security in unstructured terrain. - Japan is committing $550 billion in investment into the United States, including development of a large-scale natural gas power facility in Ohio to support growing data center demand, a deepwater crude oil export terminal, and domestic synthetic diamond manufacturing capacity. - Helsing has kicked off operations at its second resilience factory in Germany. The factory is producing 1,000 HX-2 UAS per month. - Picogrid is partnering with Cameron University in Oklahoma to launch a four-year engineering degree, apprenticeship, and research program, helping establish a new hard tech hub in Lawton, Oklahoma. The initiative represents the largest corporate research program in the university’s history. - Lockheed Martin has made a strategic investment in Radiant, the nuclear startup developing portable nuclear reactors designed for mass production. - Palantir Technologies relocated its headquarters from Denver, Colorado, to Miami, Florida. - Dominion Dynamics, the Canadian defense tech firm building next-generation Arctic technology, has deployed to Inuvik in Canada’s Northwest Territories to support the Canadian Rangers during a two-month exercise, contributing to Arctic training and operational readiness efforts. - Divergent, the LA-based additive manufacturing firm, has partnered with OC defense startup Mach Industries to build Venom, a prototype flight demonstration aircraft, delivering a flight-capable system in just 71 days using Divergent’s digital manufacturing and 3D printing platform.

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🇺🇸 What this means for CRG clients - This transition opens a wide opp landscape beyond the traditional defense primes. ●Q: Is this just about buying interceptor drones? ●A: No. Counter-UAS is an ecosystem problem requiring: ▪︎sensor & radar networks ▪︎electronic warfare systems ▪︎AI-assisted targeting & tracking ▪︎distributed launch & staging infrastructure ▪︎secure comms & data fusion ▪︎logistics hubs & sustainment architecture ●Q: Where can innovative firms compete? ●A: In the enabling layers of the defense ecosystem: ▪︎autonomous guidance software ▪︎counter-drone sensors & detection platforms ▪︎rapid manufacturing & additive production ▪︎energy systems & battery technology ▪︎field logistics & modular operational infrastructure ●Q: What funding pathways support these capabilities? ●A: Programs increasingly flow through: ▪︎Other Transaction Authority (OTA) consortiums ▪︎SBIR/STTR innovation programs ▪︎Defense Innovation Unit prototypes ▪︎subcontracting across the expanding defense industrial base. ■CRG operates as the conduit between innovation, government demand, & operational deployment. Through our footprint across DC/key CONUS sites, CENTCOM, AFRICOM, and INDOPACOM, we help clients: ▪︎position technologies inside emerging defense programs ▪︎build teaming structures w/ primes & integrators ▪︎develop compliant capture strategies & proposals ▪︎deploy the logistics, infrastructure & sustainment systems that make tech operational. CRG is the pathway to that deployment. Meet our teams in DC or Dubai: 📩 contact@crgroupinc.com #CRG #CounterUAS #Drones #DoD #DoW #Hegseth #Trump #Sensors #Radar #Targeting #Defense #Secure #UAV #UAS #cUAS #sUAS #AR #VR #Unmanned #Training #TAA #Mentors #Advisors #SecurityForces #Troops #Army #Navy #AirForce #Marines #USMIL #MiddleEast #GCC #UAE #Dubai #AbuDhabi #SaudiArabia #Qatar #Lebanon #Jordan #Iraq #Erbil #Egypt #Israel #Oman #Bahrain #Kuwait Source: https://lnkd.in/dG4ncpxX

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Proud to be joining Eric Brock and the Ondas Autonomous Systems team and taking this next step together. What stands out to me is the clarity of the vision and the urgency behind it. The future of ISR is integrated, multi-domain, and driven by speed to decision. Bringing together Ondas’ capabilities with World View’s persistent stratospheric systems allows us to deliver a layer of awareness that has been missing, and to connect it seamlessly across the full mission stack. I’m incredibly proud of the World View team. We have spent years building a capability that can persist where others cannot, and deliver unique, high-value data from the stratosphere. Seeing that capability now integrated into a broader, AI-enabled architecture with Ondas and Palantir is a powerful step forward. This is about more than technology. It is about delivering real outcomes for our customers and for the warfighters who rely on these systems every day. We have a lot of work ahead. I’m energized by the team, aligned on the mission, and ready to get after it. #ISR #Defense #Autonomy #AI #Leadership

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I am thrilled to share that we have agreed to acquire Roboteam. Their tactical ground robotics are exceptionally reliable, highly mobile, and proven in some of the most demanding operational environments. Roboteam’s systems have earned the trust of top-tier militaries and security forces worldwide, demonstrating not only technical excellence but real mission adoption at scale. This acquisition is an important step in strengthening OAS’ integrated air-and-ground autonomy portfolio. Roboteam’s mature UGV platforms complement our Optimus ISR system, Iron Drone Raider interceptor, Apeiro’s ground mobility technologies, and the advanced Cyber-over-RF and land intelligence capabilities across the OAS ecosystem. Together, these technologies form a unified, system-of-systems architecture designed to support the evolving needs of defense, homeland security, and public safety customers. We see this combination driving significant momentum for Ondas as we expand our presence in high-value defense programs and deliver multi-domain autonomous systems that enhance operational safety, efficiency, and mission effectiveness. We are excited for the road ahead and proud to welcome the Roboteam Team to the Ondas Team!

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