Added to YB: 2026-01-20
Pitch date: 2026-01-16
MOB [bullish]
Mobilicom Limited
-19.36%
current return
Author Info
No bio for this author
Company Info
Mobilicom Limited engages in the provision of hardware products and software and cybersecurity solutions for drones, small-sized unmanned aerial vehicles (SUAV), and robotics in Israel, the United States, Canada, and internationally.
Market Cap
$64.0M
Pitch Price
$6.92
Price Target
N/A
Dividend
N/A
EV/EBITDA
-18.89
P/E
-5.83
EV/Sales
20.41
Sector
Communications Equipment
Category
growth
Mobilicom (MOB): Validation Phase Complete, Multibagger Setup for 2026
MOB: CEO validated Teledyne thesis - production started Jan w/ purchase orders. 6 Tier 1 customers expanding to 8-10 by 2026. Regulatory monopoly from Dec US cybersecurity mandates (Sept 2027 deadline), no competing solutions. Profitability target end-2026 but Q1 possible. No dilution planned, rejected Q4 acquisition talks. Catalysts: Feb EOY report, Mar/Apr new integrations, Apr Q1 results.
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