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Mobilicom/MOB

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Drone and robotic cybersecurity solutions company Mobilicom Ltd. (MOB:NASDAQ) secures about US$1.4 million in new orders from a top-tier U.S. drone manufacturer. Find out why one analyst said this stock may be overlooked by some investors.

Drone and robotic cybersecurity solutions company Mobilicom Ltd. (MOB:NASDAQ) announced it has secured approximately US$1.4 million in new orders from a top-tier U.S. drone manufacturer.

This manufacturer, which boasts over US$5 billion in annual sales, has incorporated Mobilicom's SkyHopper PRO into its drones supplied to the U.S. Department of Defense (DoD), the company said in the release, dated July 21.

"We view these recent orders, totaling US$1.4 million from one of our key customers, as the start of a pivotal phase for our company as we gear up for significantly larger production scale shipments," said Chief Executive Officer and Found Oren Elkayam. "The drones equipped with our SkyHopper PRO are currently being evaluated for multiple Programs of Record with the DoD, which we expect will lead to ongoing, larger-scale orders."

Mobilicom's growth trajectory is further supported by recent governmental actions, including a recent executive order titled "Unleashing American Drone Dominance" signed by U.S. President Donald Trump last month, which is anticipated to boost demand for drone technologies significantly.

"Having been recently listed as a Blue UAS-certified vendor by the DoD, and with increased interest from major U.S. defense contractors, we are optimistic about securing additional design wins," Elkayam said. "These developments, coupled with the executive order, position Mobilicom to capture a substantial share of the expanding U.S. market."

The SkyHopper PRO, a Secured Cognitive Software Defined Radio (SDR) known for its combat-proven performance even in harsh environments, offers what Mobilicom believes to be the best performance-to-SWaP-C (Size, Weight, Power, and Cost) ratio in the market. In 2025, after extensive testing by the DoD, the SkyHopper PRO was selected and certified under the DoD Blue UAS Framework, which identifies approved vendors with advanced capabilities for UAS manufacturers. It also complies with the U.S. National Defense Authorization Act (NDAA) and trusted cyber-U.S. regulations.

Mobilicom provides cybersecure solutions for the burgeoning defense and commercial drones and robotics sector. With a comprehensive portfolio of field-proven technologies encompassing cybersecurity, software, hardware, and professional services, Mobilicom's end-to-end solutions are pivotal in mission-critical operations. Serving over 50 customers worldwide, including some of the globe's largest drone manufacturers, Mobilicom's technologies are deployed globally in a variety of mission-critical applications.

An Overlooked Opportunity?

*In a piece on July 28, John Newell of John Newell & Associates explained why he thinks Mobilicom may be one of the most overlooked asymmetric opportunities in the drone-tech space.

Mobilicom has recently completed a multi-month base formation and is now exhibiting classic signs of a bullish reversal. The latest chart update shows a cup-and-handle pattern, with a decisive Point of Recognition (POR) breakout above the resistance zone of US$2.20–US$2.30, Newell wrote. This level had previously acted as a cap on the stock for over a year, creating a psychological barrier throughout 2024. The breakout was accompanied by a significant increase in volume, signaling strong institutional and retail interest.

Technically, Mobilicom has also seen a golden cross occur, with the 50-day moving average crossing above the 200-day, signaling a potential long-term uptrend. The stock has reached its initial target of US$3.20, maintaining strong bullish momentum.

Looking ahead, the next price target is set at US$4.20, corresponding with previous price congestion areas, while a third target at US$5.00 aligns with the high from earlier in 2025 and may serve as near-term resistance. The ultimate target of US$7.25 is based on a measured move from the cup-and-handle base, suggesting a complete reset in market sentiment if achieved.

Mobilicom is not just another small-cap stock. The company specializes in cybersecurity solutions for drones, robotics, and autonomous platforms — essential components for both military and industrial applications. With operations based in the U.S. and Israel, and research and development centered in Israel, Mobilicom has positioned itself as a global entity.

SkyHopper systems are utilized in 18 countries by top-tier defense clients such as Airbus, Israel Aerospace Industries, Rafael, and the Israeli Ministry of Defense, and its presence is growing among major U.S. drone manufacturers.

Recently, Mobilicom was added to the U.S. Department of Defense's Blue UAS list, affirming that its systems meet NDAA compliance, are cyber-secure, and are suitable for U.S. military applications.

What stands out about Mobilicom, beyond its innovative technology and favorable chart patterns, is its financial health, Newell said. As of mid-2025, the company boasts a market cap of approximately US$20 million, holds about US$8 million in cash, carries no debt, and is experiencing accelerated revenue growth.

"Whether you're a chart-based trader or a fundamental investor looking for leverage to drone autonomy and cyber defense, Mobilicom deserves a serious look right now," Newell said.

Co. Merging Offerings for Enhanced Capabilities

In June, the company announced a strategic collaboration with Palladyne AI Corp., a leader in advanced artificial intelligence software for robotic platforms and unmanned systems across defense and commercial sectors.

Mobilicom will merge its offerings with Palladyne AI’s cutting-edge Pilot autonomy software for unmanned aerial vehicles (UAVs) and Palladyne’s IQ autonomy software for industrial robots and cobots. This integration will be enhanced by Mobilicom’s OS3 (Operational Security, Safety, and Standards compliance) cybersecurity software.

"This unified solution leverages our combined strengths to enable secure, unprecedented autonomous operations, safeguarded against hostile threats in even the most demanding tactical environments," Elkayam said. "Several of our existing customers are eager to deploy this enhanced capability."

Mobilicom’s OS3 software provides state-of-the-art cybersecurity for next-generation AI-driven drones by continuously monitoring, detecting, and preventing threats throughout the mission lifecycle. Its sophisticated architecture includes advanced intrusion detection systems (IDS) and intrusion prevention systems (IPS) that safeguard against tampering, data theft, and unauthorized access in real-time. Designed for complex operations, OS3 ensures resilience through proactive threat detection and automated responses while adhering to regulatory compliance.

The Catalyst: No More Red Tape?

U.S. Secretary of Defense Pete Hegseth recently announced a new directive to enhance the nation's unmanned aerial systems arsenal in a video posted on X, standing in front of the Pentagon.

In the video, Hegseth receives a memo delivered by a drone, which he then signs, stating, "While our adversaries have produced millions of cheap drones, we were mired in bureaucratic red tape. Not anymore," emphasizing the shift towards bolstering the U.S. drone industry and arming military personnel.

Trump's executive order, titled "Unleashing American Drone Dominance," although primarily focused on civilian drone applications, contains several provisions that could significantly affect the Pentagon and military operations, as reported by Brandi Vincent for DefenseScoop on July 8.

"The Department of Defense must be able to procure, integrate, and train using low-cost, high-performing drones manufactured in the United States," the directive mandates, highlighting the growing importance of autonomous systems in contemporary warfare.

Despite significant investments, U.S. military branches encounter considerable challenges in adopting and deploying a diverse array of cost-effective drones on a large scale.

"At first glance, the EO is directionally sound — it signals a strategic interest in accelerating the adoption of commercial unmanned aerial systems in the U.S. and reducing barriers to their use, particularly for testing and training," noted Lauren Kahn, a senior research analyst at Georgetown University’s Center for Security and Emerging Technology, in a conversation with Vincent.

David Rothzeid of Shield Capital, an Air Force reservist and Defense Innovation Unit alum, echoed this sentiment, stating, "It sends a meaningful demand signal to American entrepreneurs and primes the broader market to accelerate development."

streetwise book logoStreetwise Ownership Overview*

Mobilicom Ltd. (MOB:NASDAQ)

*Share Structure as of 7/15/2025

The executive order also instructs the Department of Defense and military leaders to identify programs where drones could provide more cost-efficient or lethal alternatives to current systems, with findings to be reported to the president within 90 days of the order's issuance.

The global market for drone components is expected to see substantial growth, with a projected compound annual growth rate (CAGR) of 11.4% through 2028, driven by the increasing integration of drones across various sectors and the expansion of their applications, according to Tech Sci Research.

Ownership and Share Structure

According to Refinitiv, about 11% of the company is owned by institutions and the rest is retail.

Top shareholders include Bard Associates Inc. with 8.53%, UBS Financial Services Inc. with 0.67%, Morgan Stanley & Co. LLC with 0.63%, Ground Swell Capital LLC with 0.31%, and PFG Investments LLC with 0.24%, Refinitiv said.

Its market cap is US$26.54 million with 7.5 million shares outstanding. It trades in a 52-week range of US$0.85 to US$5.00.


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Important Disclosures:

  1. As of the date of this article, officers and/or employees of Streetwise Reports LLC (including members of their household) own securities of Mobilicom Ltd.
  2. Steve Sobek wrote this article for Streetwise Reports LLC and provides services to Streetwise Reports as an employee.
  3.  This article does not constitute investment advice and is not a solicitation for any investment. Streetwise Reports does not render general or specific investment advice and the information on Streetwise Reports should not be considered a recommendation to buy or sell any security. Each reader is encouraged to consult with his or her personal financial adviser and perform their own comprehensive investment research. By opening this page, each reader accepts and agrees to Streetwise Reports' terms of use and full legal disclaimer. Streetwise Reports does not endorse or recommend the business, products, services or securities of any company. 

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*John Newell's Disclaimers for quotes from July 28:

  1. For the quoted article by John Newell on July 28, the Company has paid Street Smart, an affiliate of Streetwise Reports, between US$1,500 and US$3,000.
  2. Author Certification and Compensation: [John Newell of John Newell and Associates] was retained and compensated as an independent contractor by Street Smart for writing this article. Mr. Newell holds a Chartered Investment Management (CIM) designation (2015) and a U.S. Portfolio Manager designation (2015). The recommendations and opinions expressed in this content reflect the personal, independent, and objective views of the author regarding any and all of the companies discussed. No part of the compensation received by the author was, is, or will be directly or indirectly tied to the specific recommendations or views expressed.
  3. As always it is important to note that investing in precious metals like silver carries risks, and market conditions can change violently with shock and awe tactics, that we have seen over the past 20 years. Before making any investment decisions, it's advisable consult with a financial advisor if needed. Also the practice of conducting thorough research and to consider your investment goals and risk tolerance.




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