AeroVironment, Inc. (NASDAQ:AVAV)

CAPS Rating: 5 out of 5

The Company is engaged in the design, development and production of unmanned aircraft systems and energy technologies for various industries and governmental agencies.

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Member Avatar MotleyGiu (59.97) Submitted: 9/22/2014 9:42:42 PM : Outperform Start Price: $29.92 AVAV Score: +1.21

I mean...drones!!! Countless potential commercial uses, countless potential new markets...and AVAV is at the forefront of it all!!

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Member Avatar FrankoJames (92.71) Submitted: 9/22/2014 8:55:28 PM : Outperform Start Price: $36.84 AVAV Score: -23.61

http://en.m.wikipedia.org/wiki/AeroVironment

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Member Avatar cstevens8 (< 20) Submitted: 7/28/2014 4:13:17 PM : Outperform Start Price: $31.97 AVAV Score: -6.81

best interest border security and surveillance

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Member Avatar Steele67 (< 20) Submitted: 7/24/2014 7:34:34 PM : Outperform Start Price: $32.99 AVAV Score: -8.31

Its easy to see that drones are becoming more and more useful and ubiquitous in the every day world. I don't see why they would not continue this trend.

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Member Avatar jonnythekay (21.49) Submitted: 7/14/2014 3:39:20 PM : Outperform Start Price: $35.47 AVAV Score: -14.97

drones....

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Member Avatar bellpa (< 20) Submitted: 6/20/2014 11:23:22 AM : Outperform Start Price: $31.71 AVAV Score: -5.70

I'm thinking that law enforcement will buy into using drones in the near future to catch the bad guys. Imagine a car chase in which the law breaker has no idea he is being chased?

Our streets would be a lot safer but it sure wouldn't make for a very exciting action movie.

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Member Avatar zsilver (33.69) Submitted: 4/11/2014 9:22:01 AM : Outperform Start Price: $35.03 AVAV Score: -22.16

drones

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Member Avatar AkilRangwalla (< 20) Submitted: 3/25/2014 9:27:17 PM : Outperform Start Price: $41.45 AVAV Score: -32.80

Leader in its core business for unmanned air systems. Large commercial opportunity in agriculture. Recent partnership with Lockheed.

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Member Avatar csyburg (< 20) Submitted: 3/16/2014 11:22:02 AM : Outperform Start Price: $37.59 AVAV Score: -26.16

grwing demand for drone technology in industrial/non military sector

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Member Avatar columbianflash (< 20) Submitted: 3/5/2014 10:00:33 PM : Outperform Start Price: $39.47 AVAV Score: -28.50

due to the stocks last couple of months, the stock has been out preforming the s and p 500

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Member Avatar tdonb (< 20) Submitted: 2/8/2014 10:36:27 AM : Outperform Start Price: $29.81 AVAV Score: -8.77

super stock

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Member Avatar clearthought (33.98) Submitted: 1/31/2014 6:06:15 PM : Outperform Start Price: $29.77 AVAV Score: -9.48

This is a dominant player in the drone market, which is principally thought of in war or spying. The world is not safe and most people will adjust or not care about implementation, so this space will continue in strength. However, as none "military" style uses become more prevalent (crops, safety, traffic reports and etc.) people will become more accustom to drones and increase use will follow - think what Amazon said about delivering packages -- hey what about pizza delivery.

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Member Avatar jdowning22 (< 20) Submitted: 1/18/2014 8:06:56 PM : Outperform Start Price: $29.92 AVAV Score: -8.16

Drones are up and coming to the USA

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Member Avatar gazment (< 20) Submitted: 1/17/2014 7:32:24 PM : Outperform Start Price: $30.42 AVAV Score: -7.84

The future is all about high tech and with new aircraft technology this company will rise to the top

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Member Avatar cherylsmess (47.95) Submitted: 1/16/2014 10:31:07 PM : Outperform Start Price: $30.00 AVAV Score: -6.78

why argue with the well informed. Imagine groceries delivered or real time visual.

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Member Avatar TMFMattyA (99.72) Submitted: 1/15/2014 10:43:28 AM : Outperform Start Price: $29.82 AVAV Score: -5.96

After revisiting the company and speaking recently with a VP at AeroVironment (AVAV), I came away thoroughly impressed by the company's innovative culture, CEO Tim Conver's ownership stake (> 10%), and, most importantly, the company's strong position in both military and commercial UAS applications. Below is part of my interview:

1. How realistic is Jeff Bezos’s (of Amazon) vision of using drones to deliver small consumer goods directly to customers at their home?

From a technical perspective, package delivery via unmanned aircraft is possible. We developed a demonstrator called SkyTote (much larger than the aircraft shown in the Amazon demonstration video) in the early 2000s that was designed to deliver up to 50 pounds of supplies to remote locations. We even delivered a submarine sandwich using and early version of our Puma small UAS a number of years ago. Of course, the specific mission requirements for a small UAS will determine the practical feasibility of the idea. Specifically, these areas must be addressed:

• Airspace regulations, defined by the FAA, will affect how high and far an unmanned aircraft can operate, whether or not it is required to be within visual line of sight of the operator, if it can operate over populated areas, what type of aircraft certification will be required, whether autonomous operation will be permitted, etc.

• There are technical issues to address as well: small UAS operate within a tight "SWAP" trade space (Size, Weight and Power are directly related to one another). This means that the longer an aircraft must fly, the larger and heavier its energy source must be, which will drive aircraft size up and will reduce the maximum weight of its package. Truly autonomous operation, meaning no human in the loop, means the aircraft would have to sense and avoid obstacles (trees, power lines, other aircraft, people, birds), and it would need to be a able to identify a safe landing spot as well as know when it's safe to land and takeoff. Radio frequency communication require line of sight between the transmitter/receiver and the aircraft – easy over short distances, more challenging over greater distances.

• Safely and effectively integrating this technology into current processes (delivery company, air traffic control, FAA, consumers, etc.) requires focus, time and dedication. This is something we do regularly, for it is not enough to provide an innovative new solution; ensuring successful adoption requires working closely with initial customers to integrate it successfully into the way they operate.

With time, focus and the right resources, it is possible to address these issues over time. Regulations must accommodate the concept.

2. How does the expected drawdown (or at least moderation) in Pentagon defense spending over the next decade affect AeroVironment’s business? Can domestic security and private usage make up the difference and then some?

Unmanned aircraft systems, particularly the small, or "tier 1" types of systems we provide, are now integrated into the way the US military plans, trains, equips and operates. The latest US Department of Defense Unmanned Systems Roadmap shows that our Raven, Puma AE and Wasp aircraft make up more than 86% of all unmanned aircraft in the fleet. Wherever the Army, Marines, Air Force and Special Operations Command operate, they take their small UAS with them to gain situational awareness of their environment. In most cases, our small UAS represent the only way these troops can see what's around them within 10 to 15 kilometers.

We are working on several growth opportunities that could increase revenue significantly. Some of these target defense customers, other do not:

• Near-term: Switchblade (tactical missile system) and international small UAS sales (we've already sold our small UAS to more than 25 allied nations)

• Mid-term: Mission services (our people operate UAS and provide the information they produce to a customer on a fee-for-service basis) and use of our small UAS for domestic operations (public safety, border security, agriculture, oil & gas, resource management, asset monitoring, etc.) in the US and abroad

• Long-term: electric vehicle charging solutions (we are a leader in charging systems for plug-in electric vehicles, having been chosen by Nissan, Ford, Chrysler/FIAT, Mitsubishi and BMW to deliver home charging solutions for their customers) and Global Observer, a high-altitude, long-endurance UAS designed to provide geosynchronous satellite-like capabilities more effectively and efficiently than currently possible.

3. There are a lot of different perceptions (and perhaps misconceptions) about what the FAA’s impending decisions on drone usage will mean for the industry and your business. Can you clarify what the FAA’s decision will/can do for AeroVironment?

Operators cannot use unmanned aircraft systems today in the US without restrictive approvals granted by the FAA. The FAA plans to establish regulations that would permit the broader use of small unmanned aircraft systems (less than 55 pounds) in the national airspace. Congress required them to do so by September 30, 2015. These new regulations have the potential to permit the use of systems like our Qube™ and Puma ™ UAS by public safety, border security, agriculture, oil & gas, resource management and asset monitoring entities. [A data point: there are more than 40,000 local law enforcement agencies and fire departments in the US, and more than 95% of them lack aviation units.] This represents one very large market opportunity for small UAS. A recent study commissioned by AUVSI calculated a total economic impact from unmanned aircraft systems in the US of more than $82 billion from 2015 to 2025. Our Puma AE system was the first and remains the only hand-launched UAS approved by the FAA for commercial operation through a restricted type certification that currently limits these operations to an area within the Arctic Circle. The gradual opening of the national airspace system to UAS will provide us with a potentially significant new growth opportunity.

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Member Avatar greengrass12 (< 20) Submitted: 1/14/2014 1:32:48 PM : Outperform Start Price: $29.75 AVAV Score: -6.25

The commercial market for drones should be ready in about 5 years so good time to buy stock and hold long term.

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Member Avatar sinvestor (46.88) Submitted: 1/14/2014 6:47:42 AM : Underperform Start Price: $29.76 AVAV Score: +7.04

I see how drones could be useful at some point in time. On 60 minutes, Amazon estimated 2015 at the earliest...
Did anyone look at the earnings and cash flow #'s on this company? Am I missing something?

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Member Avatar Kleo (< 20) Submitted: 1/13/2014 10:49:13 PM : Outperform Start Price: $29.48 AVAV Score: -6.20

Because it is using a technology that started for military but is expanding the use to a more widespread use for delivery and other ideas.

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Member Avatar Treborn822 (85.63) Submitted: 1/13/2014 3:37:44 PM : Outperform Start Price: $29.33 AVAV Score: -6.09

Drones

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