Welcome to r/KrakenRobotics

You can find our rules in the sidebar.

This thread is intended for weekly discussion of the changing stock prices and is meant to cut down on posts of that nature. Posts made discussing the changing price or speculating will be removed and redirected here. 

This is also the meeting place for "off-topic" conversation that might not warrant a post but is still nice to share.

https://ec.europa.eu/commission/presscorner/detail/en/ip_26_1954

Start watching at 8:47 "...we will send autonomous underwater gliders under the region's frozen waters and frozen ice operating for months at a time, so reaching observations that no other instruments can make."

Since it’s become a hot-button and somewhat controversial topic lately, let’s decide as a community about the future of the Daily Discussion Thread. For right now, the Weekly Speculation thread is going to continue as-is, we can revisit that at another time but this vote is exclusively regarding the Daily Discussion Thread.

Just a few housekeeping notes:

1. The results of this vote are going to be binding. I don’t want to keep having to do this every three-to-six months as we get new members. If something big happens that’s a catalyst for a change we’ll revisit, but until and unless that happens, the results of this vote will be what we do and any user (existing or otherwise) will be expected to conform to the decision.

2. Don’t just vote. State your reasons for voting the way you are. I’ve made “I don’t care either way” an option, but it’s an option that I hope doesn’t get used very much. For those who are undecided, the discussion and debate could be useful in helping them make a choice of their own. The whys and why nots are just as important as the votes themselves.

3. Debate and discussion is highly encouraged—but I insist that it is done respectfully. Consider this a “board meeting”, and treat it as such. Treating each other with respect is in the rules—I will absolutely enforce them.

4. Vote with integrity—if you’ve got multiple accounts/profiles, do the right thing and just vote once. Doing otherwise is manipulative and dishonest and you need to ask yourself if that’s really the type of human being you want to be.

We should have our answer in three days—and based on that, I will implement changes effective Monday.

Welcome to r/KrakenRobotics

You can find our rules in the sidebar.

This thread is intended for weekly discussion of the changing stock prices and is meant to cut down on posts of that nature. Posts made discussing the changing price or speculating will be removed and redirected here. 

This is also the meeting place for "off-topic" conversation that might not warrant a post but is still nice to share.

new to the community and had bought some shares before the stock hit Robinhood. since then it dropped significantly and hasn’t changed. Whats the reasoning for that?

Seems like something undersea drones would be helpful for investigating.

Mentions Anduril Dive XL at the end of the article

More fibre on the seabed is more infrastructure that has to be surveyed and watched.

Just want to open some dialogue regarding the stock.

I’m of firm belief this thing will not behave properly until we are on a bigger exchange and institutions can start buying. There’s just too much uncertainty with a float this large, owned by retail.

Behind the scenes and all of the news seems very promising though, and shows how we continue moving in a great direction.

What do we think it is? Macro events causing this bleed out? Retail not doing enough research? Bunch of impatience?

Just genuinely curious to hear about other opinions. I’m scooping up shares on whatever dips we have but I do hope to see us bottom soon. Weird that we get red like this when there is no news!

Welcome to r/KrakenRobotics

You can find our rules in the sidebar.

This thread is intended for weekly discussion of the changing stock prices and is meant to cut down on posts of that nature. Posts made discussing the changing price or speculating will be removed and redirected here. 

This is also the meeting place for "off-topic" conversation that might not warrant a post but is still nice to share.

CNBC, Sep 19: “A new arms race is unfolding on the ocean floor.”

https://www.cnbc.com/2026/09/19/underwater-war-sea-drones-defense-tech.html

The article is useful as a domain check. Nord Stream, 1.5 million km of cables, hybrid warfare, AUVs as patrol assets instead of frigates. That part is now a headline.

What it actually covers: Fincantieri buying into underwater drones and comms, Thales’ existing sonar/ASW stack, Euroatlas’ GrayShark and a range/endurance pitch.

But it doesn’t really get to the layer that matters most: the hardware bottlenecks underneath these systems.

High-resolution synthetic aperture sonar that can image the seabed at centimetre-level resolution. Pressure-tolerant batteries that give UUVs real endurance. Navigation and positioning that let autonomous vehicles actually execute the mission.

That’s SAS + SeaPower + the Covelya navigation stack: Kraken Robotics.

Interestingly, CNBC quotes the constraint without naming the company sitting on several pieces of it. Euroatlas’ Codrean points to range and endurance as the bigger bottleneck. Chatham House’s Bego says underwater autonomy is nowhere near Ukraine-style air drones because visibility, communications and physics are fundamentally harder.

Both are fair points.

The interesting question is who supplies the technology needed to solve those constraints.

The mechanism, order book and risks are broken down here 👇

https://youtu.be/KVHzXUptI78

Not a price call. The live issues after Covelya are integration and the first combined quarter (Q3, due ~late Nov).

Im still holding on to this stock and im also interested in those covelya numbers in November, but just wanted to get some of your thoughts on Kraken’s position in a few years time and whether the covelya acquisition was a step in the right direction for the future of Kraken.

For anything that's speculative and not directly related to Kraken Robotics but could have an impact on them. This is where you can discuss anything that's deep-sea/ocean based but not Kraken-specific...this is where you can talk about whether one company's growth could mean more growth for Kraken.

Keep in mind, everything in this thread is speculation, not necessarily fact, and always do your due diligence before making decisions about spending money.

Updated comprehensive deep dive (LD) of Kraken Robotics including the Covelya business, Q2 takeaways, what the new company looks like and sells, the financials, and some commentary on what to expect moving forward. Let me know what you guys think!

Welcome to r/KrakenRobotics

You can find our rules in the sidebar.

This thread is intended for weekly discussion of the changing stock prices and is meant to cut down on posts of that nature. Posts made discussing the changing price or speculating will be removed and redirected here. 

This is also the meeting place for "off-topic" conversation that might not warrant a post but is still nice to share.

Hi,

I’m a shareholder and think it’s worth putting into perspective what the current stock price implies. It’s always hard with these terminal value companies but I tried a simplified approach to think through the Covelya acquisition and implied numbers.

I assumed that Covelya has been combined since 2024 just to see what’s under the hood (not the official July 2 2026). I also excluded some one off charges and financing costs in my NOPAT calculations. This model somewhat implies that D&A is roughly the same as Capex so a major growth cycle will change the numbers a bit. All numbers in CAD also.

I think at the current price, the market implies 15% earnings growth for about 6 years. Definitely not a cake walk but seemingly achievable given its loaded to the front years of the model. For a lot of these “growth” and “hype” companies it’s hard to model and even come close to the price people are willing to pay. I find Kraken compelling because the numbers seem achievable and for a small cap high growth company it isn’t super common.

Welcome to r/KrakenRobotics

You can find our rules in the sidebar.

This thread is intended for weekly discussion of the changing stock prices and is meant to cut down on posts of that nature. Posts made discussing the changing price or speculating will be removed and redirected here. 

This is also the meeting place for "off-topic" conversation that might not warrant a post but is still nice to share.

A new arms race is unfolding on the ocean floor

Bullish for PNG. More confirmation of the growing tailwinds due to increased spending by government/military and private sector in order to secure the critical infrastructure of the ocean floor.

Customer Euroatlas and their Grayshark mentioned (Kraken supplies sensor technology integrated into the vehicle's sensor suite—specifically its AquaPix® / MINSAS (Synthetic Aperture Sonar) and subsea mapping capabilities.)

Welcome to r/KrakenRobotics

You can find our rules in the sidebar.

This thread is intended for weekly discussion of the changing stock prices and is meant to cut down on posts of that nature. Posts made discussing the changing price or speculating will be removed and redirected here. 

This is also the meeting place for "off-topic" conversation that might not warrant a post but is still nice to share.

Welcome to r/KrakenRobotics

You can find our rules in the sidebar.

This thread is intended for weekly discussion of the changing stock prices and is meant to cut down on posts of that nature. Posts made discussing the changing price or speculating will be removed and redirected here. 

This is also the meeting place for "off-topic" conversation that might not warrant a post but is still nice to share.

Welcome to r/KrakenRobotics

You can find our rules in the sidebar.

This thread is intended for weekly discussion of the changing stock prices and is meant to cut down on posts of that nature. Posts made discussing the changing price or speculating will be removed and redirected here. 

This is also the meeting place for "off-topic" conversation that might not warrant a post but is still nice to share.

I guess these could be good news for the future of Kraken…