The stock fell to the cash-floor bear case while the C-130J design review cleared and the FAA moved to mandate the very traffic layer Merlin's autonomy already fuses.
"The root patent on this is forward-cited by the people who would know whether it matters, and the list is the tell. Honeywell is the single heaviest citer of the ATC-audio IP, and Honeywell is also a stated Merlin partner. Airbus, Boeing, Collins Aerospace, and Thales all cite the family as well. A public avionics peer, Innovative Solutions and Support, cites Merlin's dual-assurance certifiable-compute patent. When the legacy primes who dominate the cockpit are citing your patents in their own filings, you own something real and specific in the one place autonomy has to live, the certified flight deck."
Please can you elaborate on this/guide me how to research this further. Great work as per
Where is MRLN in the names you cover in regards to conviction? Is it your #1 conviction name on a risk/reward basis?
100%
Thanks!
"The root patent on this is forward-cited by the people who would know whether it matters, and the list is the tell. Honeywell is the single heaviest citer of the ATC-audio IP, and Honeywell is also a stated Merlin partner. Airbus, Boeing, Collins Aerospace, and Thales all cite the family as well. A public avionics peer, Innovative Solutions and Support, cites Merlin's dual-assurance certifiable-compute patent. When the legacy primes who dominate the cockpit are citing your patents in their own filings, you own something real and specific in the one place autonomy has to live, the certified flight deck."
Please can you elaborate on this/guide me how to research this further. Great work as per
Part I has Crossroads Capital bear / base / bull scenarios at $53, $366, and $1708, respectively… do you know if those have been revised?
And your updated bear / base / bull / moonshot from this article are for the next 12 months?
Appreciate the article and updates… nice to see the $MRLN big move today
no revision! and yes, mine is med-term