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Yes CAMM is what i had in mind ..especially with the new ExLS launchers . But now there is also a naval version of IRIS- T with a launcher bolted directly to the deck. (So no deck penetration)
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10 quality stocks with high ROIC and low debt - Part 4 $CVLT $HRB $WHD $EXLS $UFPI $ACLS $HLNE $FTDR $RMV $POWI I’m building a public portfolio and sharing the process: montacapital.substack.com/

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TL:DR; • Distributed ops need affordable missile mass • ExLS/CAMM helps but remains too expensive • Anduril opportunity: Cheap ~200lb multi-role missile • Phase 1: Dual-mode APKWS seeker Adranos ALITEC motor • Phase 2: Proprietary AESA RADAR → portfolio-wide boost • Flattens cost curve accelerates market dominance
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Replying to @papakia_mantola
Για CAMM ειναι πολυ πιο ευκολο.να χωροθετηθουν 2/4 χωροι για Exls *(υποθετω 4.5t ανα εκτοξευτη) περιμετρικα του σκαφους *(αντικριστα πλευρα υποστεγου ΕΚ,εκατερωθεν καπνοδοχου) απο το να βρεθει χωρος για ενα VLS διαστασεων Sylver A50-CL και βαρους τουλαχιστων 7.5t
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Yes, hugely expensive refit (there isn't any money, so no need to be realistic). I'd really like to know if the current Aster silo can be expanded to accommodate MK.41 (64 cell) plus ExLS for 'Quad Sea Ceptor' - anything, again, to increase mag. depth ('Drone Barges' would help).
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Long $DOX / $EXLS at -3.08σ on a 60-day lookback, and the system says to hold it until -0.17σ. The Hurst is a shitty 0.34, and the Bond is on the low side at 93.3%...but does that spread chart look like its just started to reverse off its lows?
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Replying to @NatSecLedger
A look at Mk. 41 ExLS modules would be interesting. USN is looking hard at those & baseline CAMM missiles for use in smaller vessels, especially medium USVs, for AD.
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Replying to @Kasper_H41
CAMM/CAMM-ER has always used cold launch but the Sylver VLS fitted on French ships is inherently hot launch NG has now developed a locally modified container allowing a single Sylver cell to accommodate 3 missiles in a tri-pack configuration without needing to procure the ExLS
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Been thinking of adding to my $EXLS position at these levels. Their worst YoY top line growth in the last 5 years is 12.74%. Worst EPS growth YoY is 10%. Shares outstanding has also reduced each of the last 5 years. Forward PE is now ~13.
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Replying to @JC_ParetsX
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$EXLS - EXL announces integration with NVIDIA $NVDA Transaction Foundation Model workflow to help financial institutions build next-generation AI for fraud, risk and transaction intelligence
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Replying to @Lotto282 @FennellJW
The original parent design has 56 vls & up to 80 is possible (32x mk41 24-48 mk56 vls ) If you delete the extra boatbays you have plenty of space for more short-medium range missiles (like CAMM in ExLS).
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Replying to @jedpc @R_P_one
Saudi MMSC with ExLS insert in Mk.41 shortly... Swedish Visby in Standalone ExLS vshortly... Then Poland and UK in T31/AH140...
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I think a Visby will stsrt its MLU this year where it will get the ExLS and cold launch quad CAMM
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May 20
Replying to @R_P_one
It’s real as in it’s being test fired, from the ExLS adapter, perhaps it just needs some mk41 customer to actually buy it …??? I would rather see the Naval Group dense packed (24 CAMM/ER in the space of an 8 cell Sylver) cold launch VLS come to fruition ASAP
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Replying to @wolski_jaros
Przy czym oferta brytyjska zakładała integrację CAMM-ER z modułami ExLS, więc siłą rzeczy była ona dla nas korzystna
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