Sorites Research
Notes
Short observations on companies, markets and changing economics. Ideas to revisit as the evidence develops.
These notes sit outside the thesis ledger. Each carries its own dates, disclosures and correction record.
Kraken Robotics ยท TSXV: PNG / OTCQB: KRKNF
Kraken Robotics: Sensor Platform or Overextended Roll-Up?
A technically differentiated subsea platform, a transformative acquisition, and the cash flow and integration tests behind a rounded C$4.00 valuation.