Archer Aviation May Be About To Deliver Its 6 Military Aircraft to the USAF AFWERX Commitment Soon Including the Reveal of its NEW Hybrid-Propulsion Military-First Midnight/Anduril Variant Aircraft. I wish you and me small retail investors could invest in Anduril. Here's your chance!
TLDR; The Archer Aviation and Anduril partnership is going to be extraordinary. If you’ve ever wanted to invest in Anduril as a retail investor, this is your chance! The collaboration between Archer Aviation and Anduril will bring a hybrid-propulsion aircraft capable of exacting Electronic Warfare (EW), RF/Pulsar Intra-connected multi-spread sensors and mission-critical defense applications on the front lines of modern warfare. For this reason I believe ACHR at levels that are below $10 (initial offering) is worth a much larger MCAP of between $10 - $15 Billion and share price of $27 - $30.
And, The new administration along with Saudi Arabia Investment funds have announced $600 Billion in U.S. Investment and specifically this week at Davos The Saudi investment fund announced $20 Billion with 102 signed deals specifically for aviation build out for projects in Riyadh, NEOM, and the red sea initiatives in Saudi Arabia.
Firstly, I noticed that the new Archer website for it's Archer Defense division. It looks super serious and in fact, when you look at this list of accomplished Generals, Lieutenant Generals, and Other Military personal it begs the question; How large, and how significant is this potential program of record with the U.S. Military.
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An most interesting update, just this week, it was announced that Lieutenant General (Ret) Scott A. Howell, who left Joby recently, came to Archer Aviation as another military advisor and consultant to Archer and Anduril's partnership. Notably he left Joby 20 days prior to the Anduril partnership announcement and joined Archer 2 months later. To me that is a significant development. This plus finding what I think is the program of record is DARPA air initiative for Strategic Technology Office-wide Broad Agency Announcement is perhaps the program Archer and Anduril will apply to.
Moreover, this quote just released this week by Lt. Gen. Howell is more proof and confirmation to what I have researched and discovered for my thesis. Archer already has begun this program of record and it's significant.
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There are 3 things on the site that caught my attention, besides the obvious amazing announcement of the partnership with Anduril.
At first glance I was thinking this was a down the road thing and that they would have to do something in "hopes" that the DoD would fund. But I think this is way more immediate and significant than what I initially thought.
- Archer places something on the front page of their website that is very interesting. It says "1. Rapid Development: Proven ability to quickly design, build, and test next gen aircraft within \~18 months" So there are 2 parts to this.
First, Archer has a history of getting out aircraft in 18 months. I didn't really notice this before. But it fits like a glove. First, they announced and presented Maker in June 3, 2021 and unveiled it June 10, 2021. Literally on the 18 month nose they announced Midnight in November 2022 and presented it in November 15, 2022. After that, they completed its first uncrewed hover test flight on October 24, 2023.
From the initial Midnight unveiling literally roughly \~18 months later Archer completed its first transition flight moving from vertical to wing-borne flight, on June 8, 2024. And 2 months after that