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  1. Agha Sher

    Live Conflict Military Operations Syria

    It is interesting that PKK is taking all this heavy beating in Syria without being able to do much about it.
  2. Agha Sher

    TR Defence Exports & Updates

    I think 2023 may be way higher than 6bn USD. Let's break down the numbers. In 2022, we will probably be around 4.2bn in exports. Out of the 4.2bn USD roughly 1bn USD is from Baykar and the rest is from others. In 2023, Baykar is expecting to export around 5bn USD alone. If we assume the rest...
  3. Agha Sher

    TR Defence Exports & Updates

    Do you know what the total is for 2022 so far?
  4. Agha Sher

    TR Air Defence Programs

    Like everything else on their ships, the VLS is likely imported.
  5. Agha Sher

    Live Conflict Military Operations Syria

    Manbij countryside being hammered. UCAVs on duty as well
  6. Agha Sher

    Live Conflict Military Operations Syria

    Hopefully operation starts tonight. Turkish bases Syria has switched of their light.
  7. Agha Sher

    TR Defence Exports & Updates

    6 Akinci a month would mean 72 a year. This in itself is a crazy number not even considering 48 KE. Baykar could in the near future become one of the largest defence companies in the world. If 5bn USD is reached in 2023, they will enter top 25. By 2030, they could easily be in top 10...
  8. Agha Sher

    TR Defence Exports & Updates

    At least in corporate accounting practices, cash payment is not the same as revenue recognition. Of course, cash is paid upfront in most cases to cover production expenses and working capital
  9. Agha Sher

    TR Defence Exports & Updates

    Yes - so all deliveries made in that given month will contribute to that month's export figure.
  10. Agha Sher

    TR Defence Exports & Updates

    Revenue is registered when delivery is made. That is why signing multi-billion dollar export contract has no impact on this year's export figure as revenue must be recognized when delivery is made. In some large scale construction projects, revenue can be partially recognized as important...
  11. Agha Sher

    TR Defence Exports & Updates

    UAE's ASP is then also 16.7m USD per drone. Aligned with Romania. Seems to be new price for the entire package for non-allies.
  12. Agha Sher

    TR Defence Exports & Updates

    ASP of TB2 will be significantly higher in 2023 than 2022. Baykar did raise prices dramatically after demand surged. For example, Romania put aside 300m USD for 18 TB2 (incl. training, support and munitions) leading to a crazy 16.7m USD per drone. Production capacity will also more than double...
  13. Agha Sher

    TR Defence Exports & Updates

    Baykar will be exporting both TB2, AKINCI, MINI and DIHA next year. Production capacity is increased dramatically. Should be possible.
  14. Agha Sher

    TR Defence Exports & Updates

    He is very reliable. Have been following him for years.
  15. Agha Sher

    TR Defence Exports & Updates

    TB2 exported to 25 countries in total.
  16. Agha Sher

    Live Conflict Military Operations Syria

    Observing shia militia movement today. Operation seems to be happening. They are rushing militants to PKK areas
  17. Agha Sher

    TR UAV/UCAV Programs | Anka - series | Kızılelma | TB - series

    What is Tolun's range when fired from Akinci under ideal conditions? If I remember correctly, it is +100km when fired from F-16 under ideal conditions (altitude and speed)
  18. Agha Sher

    Live Conflict Military Operations Syria

    You usually have a silence just before an assault.

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