SWMR Swarmer Inc.

$SWMR Bearish: SWMR’s IPO was priced at just $5.00 on March 17, with 3.0 million shares sold for $15 million. At roughly $42.10, those original holders are sitting on an unrealized gain of about 742%—not exactly a group that needs much encouragement to take profits. The lock-up expiration on September 14 removes the selling restrictions on approximately 9.35 million shares, creating a potential supply event that is enormous relative to a tightly traded name. Calling that setup “bullish” because insiders can finally sell is some impressive mental gymnastics. A 740% paper gain for early holders plus millions of newly unlocked shares does not guarantee a collapse—but pretending it is irrelevant ignores the most obvious incentive in the entire cap table: people who paid $5 may eventually want to turn some of that gain into actual cash. That is why SWMR carries genuine falling-knife risk into the lock-up expiry, not because the business has no story/value

Genuinely wishing everyone well on $SWMR — hope it works out for all of you. But numbers are numbers: 11.8M shares (of 15.9M o/s) unlock Sept 14 — ~30x average daily volume — on a name that IPO'd at $5 and trades ~$43 now. They also minted 4M new shares via option exercises on 8/19, weeks ahead of the unlock. That's not a hot take, that's the filings. Good luck out there.

$SWMR ....this will explode soon enough ---float is extremely low and shorting is extremely high.....TRUST THE PROCESS!!

$SWMR Swarmer to acquire Ratel Robotics for up to $224M in cash and stock Swarmer announced it has entered into a definitive agreement to acquire Ratel Robotics, a manufacturer of unmanned ground vehicles in Ukraine. The consideration for the acquisition includes a mix of cash and stock worth up to $224 if all earnout milestones are met. Closing remains subject to customary conditions and any required legal, regulatory and shareholder approvals. This year, Ratel Robotics has secured contracts totaling $86M and is in contract discussions with multiple NATO nations under the "Build With Ukraine" initiative. Its portfolio includes several modular UGVs that are currently being used for battlefield logistics, casualty evacuations, reconnaissance, drone launching and demining. The company is also developing two unmanned aerial vehicles variants, mobile workshops and solar-powered trailers. Ratel Robotics has more than 300 employees who are expected to join Swarmer upon closing, bringing the entire pro forma company's size to nearly 500 employees. Ostapchuk will continue in his role as founder and CEO of Ratel Robotics and will report directly to Fink.

$SWMR as it goes higher. “Let’s get higher, baby. Higher baby. And never come down.” Msyje 39$ will be the low soon

$SWMR come on guys, on the day you are looking down the barrel of one of these killer machines. You wanna be able to look them in eye, or lens.... and say I invested in you bro.

$SWMR certainly seems like a good day to add here. Soon to be the leader in ground warfare robotics with the new acquisition. Insider lock up expired today, possible reason for the pullback today.

$SWMR I was here first day. Bought at 8$ after IPO. Has not dropped below 28$ since. Yeah yeah it’s at 33$. Or was. So what. Shorts haven’t dropped this to 5$ IPO. Have they? Nope. War is continuing. Ukraine is kicking ass with drone with our software. You do the math

$SWMR a short replied my post like ypu better sell by friday. No shorty you better suck it

$SWMR Red Flag 1: 9.35 million shares represent roughly 59% of outstanding shares will be available for sale next week. It is a very large potential increase in tradable supply. Red Flag 2: How will Swarmer pay for Ratel? Swarmer is almost certainly not paying for Ratel from operating profits. SWMR has minimal revenue and is loss-making. The announced transaction is valued at “up to $224 million” in cash and stock. I repeat: s t o c k! Ratel’s owners receive stock instead of cash. This costs Swarmer little immediately but dilutes existing shareholders. Red Flag 3: I had a long position that was on loan. August 14, 2026—SWMR had 539,328 shares sold short, up from 502,192 previously. Days to cover: approximately 2.1 days. Someone is betting heavy against SWMR. Red Flag 4: Many Swarmer employees received shares at at IPO at $5. The stock trades at $36. This is an Eastern European company. Do you think many will sell next week? I am a bear with an open short position. Good luck to all....

I find this $SWMR intention to buy Ratel rather suspect in combination with the fact that next Monday about 88% of the float will become available to sell for management and early investors, along with the fact that the 8-K filing misses some essential financial elements from both the seller and the buyer for any investor to be able to make an inference on wether this is a good idea or not....not

$SWMR lower wait till all the shares come out of lockup then load up no point to buy here

$SWMR Thiz wet brained choco account was made last week. 0 followers, and it looks like a RCAT crazy, who bashers other drone stocks. In other words, irrelevant. And likes Zeb’s tech too/. Dude, that has 54 million shares with ATM and warrants with strike price of 2.50.

$SWMR The future of war is drones & drone swarms. CEO is tied into powers to be to have D.O.W (Dept. of War) contracts. $48 ish

$SWMR my take on earnings was it wasn't very good but I was surprised how well the stock held up after the numbers were out. Drone stocks been pretty hot lately.

$SWMR This deal sounds GREAT from now than. However in short term, this will hurt. Where does the money come from? Only way is DILLUTION for fundraising to complete this acquisation. I will walk away until all dust settles down.

$SWMR I am very surprised with the little volume after they’re about to acquire death robot company. Could this be the next rheinmetall?

$SWMR I thought of a new saying just now: If the market can fuck you in the ass, it will! That always holds, by the way....

$SWMR last week I said moron shorts gonna buy me a rolex, thanks for rolex morons. Now I m waiting for a new car. Come on shorties stop crying and buy my shares get me a new car.

$SWMR SWMR Stock In Focus: Drone Software Provider Swarmer To Buy Ukrainian Defense Firm In $224M Deal https://stocktwits.com/news-articles/markets/equity/swmr-stock-in-focus-drone-software-provider-swarmer-to-buy-ukrainian-defense-firm-in-224-m-deal/cZtabiFRJCQ