u/Worldly_Doctor_2175

I’ve noticed that a lot of the discussion around BBAI lately has been focused on the stock price, dilution concerns, and speculation. Those are valid things to discuss, but I think they’re causing some people to overlook the underlying business.

Personally, I’m still bullish, and here’s why:

1. BBAI continues to operate in the AI and national defense space, which I believe will remain a priority for U.S. government spending for years to come.

2. The company has real-world deployments, including AI-powered security screening technology at airports.

3. They’ve continued to build partnerships and expand their government presence rather than remaining just a “story stock.”

4. Financial performance has been improving compared to where the company was a couple of years ago, even though profitability is still a work in progress.

5. The company has a sizable backlog, giving some visibility into future revenue.

6. I also think it’s worth paying attention to the broader trend of government and congressional interest in AI and defense technologies.

That said, I’m not saying BBAI is risk-free.

The company is still speculative, execution matters, and investors should understand the risks before investing. It’s definitely not a stock for everyone.

I’m simply saying that I think there’s a legitimate bullish case that often gets drowned out by the negative sentiment surrounding the share price.

Curious to hear both sides.

If you’re bearish, what’s your biggest concern? If you’re bullish, what’s the strongest part of your thesis?

Castellum (CTM) announced this morning that its subsidiary SSI was awarded a $4 million U.S. Navy ADMACS modernization subcontract, and the stock reacted positively in premarket trading.
In today’s livestream, I’ll be discussing:
• The new Navy contract and why management believes it’s important
• The upcoming Maxim Group Defense Tech Conference featuring CEO Glen Ives
• The Corvus acquisition and its relationship with Peraton
• Army Cyber Command funding tranches and what investors have been tracking
• The bullish and bearish arguments surrounding CTM
• Whether today’s market reaction is justified
I’m not affiliated with the company and this is not financial advice. Just sharing my research and looking forward to hearing other investors’ opinions.
Going live in about 15 minutes:

I’ve been digging deeper into Castellum (CTM) and wanted to share some research that I found interesting.

One of CTM’s subsidiaries, Corvus Consulting, appears to be performing work through its relationship with Peraton on government cyber-related programs.

According to publicly available government contracting records, there are approximately $131 million in funding obligations associated with work being performed through this relationship.
A few important points:

• This is not a newly announced $131 million contract awarded directly to Castellum.
• This is not management claiming CTM just won a $131 million deal.
• The figure comes from tracking funding obligations connected to the work being performed through the existing Peraton relationship.
What caught my attention is the trend. The funding appears to have increased across multiple periods over time, eventually reaching roughly $131 million in total obligations.

For a company of Castellum’s size, investors naturally pay attention when a subsidiary appears connected to a significant amount of funded work through a major defense contractor relationship.
Separately, management has also discussed plans to pursue acquisitions and continue growing the business. I’ll be paying close attention to whether future acquisitions are:

Profitable or near-profitable
Strategically complementary
Acquired at reasonable valuations
Accretive to long-term shareholder value
As always, this isn’t financial advice, and everyone should do their own due diligence.
What do you think? Is the Corvus/Peraton relationship being overlooked by the market, or is the recent attention already reflected in the stock price?

#CTM #Castellum #Cybersecurity #DefenseStocks #GovernmentContracts #SmallCapStocks

Castellum (NYSE American: CTM) announced this morning that its joint venture, CTM JV LLC, has secured a position on the Navy’s LIIS CMDS Multiple Award Contract (MAC) with a total potential contract value of approximately $250 million.

A few important points:
CTM did not win $250 million outright.
This is an IDIQ/Multiple Award Contract, meaning companies on the vehicle compete for future task orders.
The Navy selected 59 companies for the vehicle.
The award gives CTM access to compete for Navy logistics IT modernization, software engineering, DevSecOps, infrastructure, and supply chain-related work.
Management described it as a multi-year pipeline of task order opportunities.

What stood out to me was CEO Glen Ives’ comment that this award supports CTM’s strategy of pursuing larger and more complex prime contract opportunities while expanding its pipeline of higher-quality opportunities.

The market appears to be reacting positively, with shares up significantly in pre-market trading.

My take:

The headline “$250 million” will grab attention, but the real story is that CTM continues gaining access to larger government contract vehicles. Whether this becomes meaningful revenue will depend on how many task orders the company actually wins going forward.

What do you think?

1. Major Catalyst?
2. Overreaction by the market?
3. Or a sign CTM is continuing to execute on its long-term growth strategy?

Interested to hear everyone’s thoughts.

I recently put together a video breaking down a discussion that mounwp the creator of the CTM discord had with Castellum CEO Glen Ives.

Some of the key topics discussed included:

• Potential M&A opportunities and how management is evaluating acquisitions

• The company’s growth strategy moving forward

• Discussion surrounding Space Force-related opportunities

• Scaling revenue and expanding capabilities

• Building long-term shareholder value versus focusing on short-term stock price movements

• The competitive position Castellum is trying to establish within government and defense contracting

One thing that stood out to me is that management continues to appear focused on growing the business through both organic growth and strategic acquisitions while positioning the company for larger government opportunities.

For CTM investors, I think these types of discussions are valuable because they provide additional insight into how management is thinking about the future of the company beyond the quarterly earnings reports.

Curious what everyone thinks:

• What was the biggest takeaway from the discussion?

• Do you think acquisitions will be a major driver of CTM’s growth?

• What revenue level do you think CTM can realistically achieve over the next few years?

I know this vote happened yesterday, but I wanted to share a breakdown because I’ve seen a lot of confusion around what was actually approved.

🎥 Full video breakdown: https://youtu.be/sgREwn9nlTM?si=-NP0lcq05xRG5wSe

The proposal to increase authorized shares from 500 million to 1 billion was approved by shareholders.

A few things worth noting:

• This does not mean 500 million new shares were immediately issued.

• It gives management additional flexibility going forward.

• Depending on how those shares are used, some investors view this as a positive for growth while others are concerned about potential dilution.

I’ve seen people on both sides of the debate, so I’m curious:

Are you viewing the approval as a positive for BBAI’s future, or are you worried about dilution risk?

With the SpaceX IPO expected to begin trading Friday, I’m curious how everyone here is thinking about it.

Are you planning to buy on day one, wait for volatility to settle, or avoid it altogether?

I’m also interested in the potential ripple effects on other space-related companies like:
Rocket Lab (RKLB)
Redwire (RDW)
BlackSky (BKSY)
Intuitive Machines (LUNR)

Do you think the SpaceX IPO brings more investor attention to the entire space sector, or does it pull capital away from these smaller companies?
I’ll personally be following the IPO closely at market open and would love to hear everyone’s thoughts.

I’m very excited to see what will happen with this company within the next 4 to 8 months and over the next two quarters what about yall what are yall thinking?

Just got off a conversation with CTM CEO Glen Ives and wanted to share some major points discussed. This is NOT financial advice — just my notes/thoughts from the discussion.

📉 **Share Price / Investor Base**
Glen made it very clear that nobody is more frustrated with the share price than he is. He believes one major issue after the uplisting was attracting short-term “penny flippers” instead of long-term institutional investors who understand defense/government contracting businesses.
He emphasized management is focused on:
Scaling revenue
Improving profitability
Long-term execution
Attracting institutional investors
He repeatedly said improving the actual business is what ultimately fixes the stock price.

**IR Firm / The Equity Group**
Website improvements are actively being worked on
Glen was actually late to our meeting because he was discussing IR/website improvements
The Equity Group agreement is month-to-month
Management will spend the next 4–6 weeks building a larger roadmap
Russell 2000 inclusion appears to be a major long-term goal

**Buybacks / Growth Strategy**
Glen said buybacks can make sense depending on company size and financial position, but right now management believes the best use of capital is:
Organic growth
Acquisitions
Scaling revenue/profitability
He said CTM’s focus is reaching $100M+ annual revenue and maintaining a strong balance sheet with minimal debt.
He compared M&A to “Tom Brady throwing to Gronk for a huge play,” but stressed acquisitions alone are not enough without continued execution and organic growth.

**Insider Alignment**
Glen said his original investment into the company was around $250K
Claims he has never sold shares and has only added
Said his salary is in the lower 10% of executives in the industry
Believes the current stock price does not reflect how much stronger the company is today compared to when he took over

**XRA / Smart Glasses Defense Tech**
One of the most interesting parts discussed was XRA smart glasses technology for Navy applications.
The concept:
Deployed sailors could remotely connect with experts in real time through smart glasses
Experts could guide repairs remotely without needing to physically deploy specialists
Glen said this could potentially solve “90%” of certain technical problems remotely while saving major time and logistical costs

Overall, the biggest theme I took away was management seems heavily focused on:
✅ Revenue growth
✅ Profitability
✅ Strategic acquisitions
✅ Organic growth
✅ Institutional credibility
✅ Long-term execution over short-term hype
Again, not financial advice — just sharing notes from the conversation.

Just got off a conversation with CTM CEO Glen Ives and wanted to share some major points discussed. This is NOT financial advice — just my notes/thoughts from the discussion.

📉 Share Price / Investor Base
Glen made it very clear that nobody is more frustrated with the share price than he is. He believes one major issue after the uplisting was attracting short-term “penny flippers” instead of long-term institutional investors who understand defense/government contracting businesses.
He emphasized management is focused on:
Scaling revenue
Improving profitability
Long-term execution
Attracting institutional investors
He repeatedly said improving the actual business is what ultimately fixes the stock price.

IR Firm / The Equity Group
Website improvements are actively being worked on
Glen was actually late to our meeting because he was discussing IR/website improvements
The Equity Group agreement is month-to-month
Management will spend the next 4–6 weeks building a larger roadmap
Russell 2000 inclusion appears to be a major long-term goal

Buybacks / Growth Strategy
Glen said buybacks can make sense depending on company size and financial position, but right now management believes the best use of capital is:
Organic growth
Acquisitions
Scaling revenue/profitability
He said CTM’s focus is reaching $100M+ annual revenue and maintaining a strong balance sheet with minimal debt.
He compared M&A to “Tom Brady throwing to Gronk for a huge play,” but stressed acquisitions alone are not enough without continued execution and organic growth.

Insider Alignment
Glen said his original investment into the company was around $250K
Claims he has never sold shares and has only added
Said his salary is in the lower 10% of executives in the industry
Believes the current stock price does not reflect how much stronger the company is today compared to when he took over

XRA / Smart Glasses Defense Tech
One of the most interesting parts discussed was XRA smart glasses technology for Navy applications.
The concept:
Deployed sailors could remotely connect with experts in real time through smart glasses
Experts could guide repairs remotely without needing to physically deploy specialists
Glen said this could potentially solve “90%” of certain technical problems remotely while saving major time and logistical costs

Overall, the biggest theme I took away was management seems heavily focused on:
✅ Revenue growth
✅ Profitability
✅ Strategic acquisitions
✅ Organic growth
✅ Institutional credibility
✅ Long-term execution over short-term hype
Again, not financial advice — just sharing notes from the conversation.

Hey everyone I know not everyone could attend the shareholder meeting so here is a livestream of the event

I will be having a call with Glen Ives this Friday at 11:30 AM EST. Please tell me if you guys have any questions you want asked

With Castellum ($CTM) heading into Tuesday’s annual shareholder meeting, I’ve noticed more investors starting to ask questions about communication, transparency, and the company’s overall direction moving forward.

One topic that keeps coming up is The Equity Group PR / investor relations firm that CTM hired. A lot of shareholders expected a stronger investor relations push by now — including more visibility, better communication, and potentially more institutional awareness surrounding the company.

Many bulls continue to point toward CTM’s exposure to areas like:

1. cybersecurity
2. defense
3. electronic warfare
4. signals intelligence
5. government technology

But at the same time, investors are looking for clearer updates regarding:

1. profitability progress
2. acquisition strategy
3. dilution concerns
4. long-term scaling ambitions
5. and overall company direction

Management has discussed growth ambitions before, so I think many shareholders want more clarity on where things currently stand heading into the rest of the year.

I’ll be covering the shareholder meeting LIVE Tuesday morning on my YouTube channel. Since it appears to be more of a phone-call style event instead of a standard webcast, there’s always a chance of audio or technical limitations, but if anything happens I’ll still upload a full recap afterward covering the biggest takeaways.

Curious what everyone here wants addressed most during the meeting.
What questions would you ask management if you had the opportunity?

For all those who still have not joined the CTM discord and are interested and follow the stock

https://discord.gg/R5MWt2utr

Just wanna get the opinions of the community as we all know Castellum CTM chose the equity group as their IR firm and you know they have success stories, especially when you look at what they did to the ticker symbol ASTH taking it from $18 all the way to $120 in roughly 9 months. Over a 12 year period. What price levels do you think we could reach?