Author argues DFSC is a mega-undervalued Canadian defense microcap with Thales and Canadian MOD partnerships, dilution runway to end of 2026, and unique electronic warfare products, held back by lack of Canadian investor exposure.
Unpriced research observations (excluded from Calls and Returns):
DFSC — LONG The author claims DFSC is mega undervalued at a 4 million market cap near all-time lows, with dilution already done on December 22nd and no need for more until end of 2026 given a 7 million cash runway. The company has partnerships with Thales, a billion-dollar French defense company, and the Canadian MOD for TAK-compatible software for first responders and army mortar teams, plus electronic warfare decoys and laser detection/countermeasure systems likely for the Bradley IFV replacement. The stated reason for the low valuation is lack of exposure because Canadians don't invest in their own stocks and TSX volume remains nothing. resolved_entity_name_mismatch
All in all this shit is mega undervalued and it’s just lacking exposure because Canadians don’t invest in their own stocks volume remains nothing on the TSX!