With the new capital raise of $2.5 billion, Anduril will have ample money to purchase all shares or a controlling interest in Kraken, which is presently only a $460 million total market cap, at a premium to the existing ticker price. I think Anduril wants a battery factory in the US, probably as close to its MA or RI plants as possible, as the essence of its mission is very quick manufacture. I believe the Kraken management is already quite friendly to Anduril, as it has been a central client for several years. It is only a speculation at this point of course, but it makes sense from an operational standpoint and an IP standpoint. Thanks for the comment, Alejandro!
What a great reading, thank you Sean! Being a newbie to investing, I have to ask: how an acquisition by Anduril would play out?
With the new capital raise of $2.5 billion, Anduril will have ample money to purchase all shares or a controlling interest in Kraken, which is presently only a $460 million total market cap, at a premium to the existing ticker price. I think Anduril wants a battery factory in the US, probably as close to its MA or RI plants as possible, as the essence of its mission is very quick manufacture. I believe the Kraken management is already quite friendly to Anduril, as it has been a central client for several years. It is only a speculation at this point of course, but it makes sense from an operational standpoint and an IP standpoint. Thanks for the comment, Alejandro!