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Added to YB: 2025-11-27

Pitch date: 2025-11-25

PNG.V [neutral]

Kraken Robotics Inc.

+1.5%

current return

Author Info

Wolf of Oakville takes a magnifying glass to Canadian small cap stocks. Sign up for the newsletter.

Company Info

Kraken Robotics Inc., a marine technology company, engages in the design, manufacture, and sale of sonar and optical sensors, batteries, and underwater robotic equipment for unmanned underwater vehicles used in military and commercial applications in Canada, the Asia Pacific, Europe, the Middle East, Africa, North America, and internationally.

Market Cap

CAD 1.7B

Pitch Price

CAD 6.00

Price Target

N/A

Dividend

N/A

EV/EBITDA

76.61

P/E

92.26

EV/Sales

16.00

Sector

Electronic Equipment, Instruments and Components

Category

growth

Show full summary:
Kraken Robotics ($PNG.V) FINS ReviewTeva’s pivot continues - highlights from Jeffries Healthcare conference

PNG.V (trimmed position): Underwater robotics co up 900% in 22mo despite Q1/Q2 misses. Strong Q3: +60% rev, 59.4% margins (+700bps). But trading at 16x sales, 100+ P/E in speculative frenzy driven by social media hype. Balance sheet solid w/ $126M cash. High dilution (48% shares added). Trimmed at $7 peak, still holding 2/3 position.

Read full article (6 min)