$OPTT

Ocean Power Technologies - Reg S

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$OPTT

Ocean Power Technologies - Reg S

Past 12mo:2mentions1voices

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All voices1 call since Jan 2026show all

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Recent calls

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@kawzinvestsJan 24, 2026 · 11:21 PM

$OPTT (~$90M) just partnered with Anduril to deliver PowerBuoys to the U.S. Coast Guard / DHS. Let that sink in. A sub-$100M microcap is now working directly with one of the fastest growing defense primes in America on maritime domain awareness infrastructure. Anduril doesn't partner with nobodies. The setup: - Backlog up 184% YoY to $15M - Pipeline at $137.5M (+63% YoY) - Mythos AI partnership for autonomous systems - AUVSI Trusted Operator certification - Expanding into UAE via defense partners - HC Wainwright initiated Buy, $1.50 PT (stock is ~$0.40) Maritime autonomy is exactly where defense spending is headed. PowerBuoys + WAM-V autonomous surface vehicles = persistent ocean surveillance without manned assets. But here's the catch: -> Q2 revenue was $0.4M vs $2.4M prior year -> Net loss of $10.8M in Q2 -> Cash position is $11.7M as of Oct 31, 2025 -> Operating cash burn was $13.1M over six months -> Stock-based comp drove expenses to $8.7M (vs $4.7M prior year) The Anduril partnership legitimizes the tech. The backlog is real. The sector tailwinds are there. Seems pretty asymmetric to me but the cash runway is tight. Dilution risk is real if they need to raise before revenue scales.

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Frequently asked

Who mentions $OPTT most on Surfaced?

@kawzinvests (KawzInvests 🦑) mentions $OPTT most — 2 mentions in the past 12 months.

When was $OPTT first mentioned on Surfaced?

The earliest tracked mention of $OPTT in the Surfaced archive was on Jan 24, 2026.

How many voices track $OPTT?

1 FinTwit voice has mentioned $OPTT 2 times in the past 12 months.

What kind of voices mention $OPTT most?

$OPTT is mentioned most by Long Research voices on Surfaced.