Source: AI-generated with Nano Banana

Hensoldt’s High-Frequency Sensing Pushing the Limits

Hensoldt plays a pivotal role in the European defence industry and supplies electronics for heavy military equipment. Among other things, the Munich-based company equips Rheinmetall’s Skyranger 30 anti-aircraft gun tank with its radars. In addition, the Federal Police rely on the sensor specialist’s mobile vehicle solutions for airspace surveillance. Through the ASUL defence system, Hensoldt integrates weapons from the manufacturer Kongsberg to neutralize missiles kinetically. While the passive Twinvis radar system operates in a way that makes it immune to anti-radiation weapons, defence systems in the civilian sector face bureaucratic headwinds. Although private port and power plant operators are permitted to collect radar data, they lack the legal authority to actively jam the frequencies of approaching drones or even shoot them down. The German Aviation Security Act currently restricts the use of active interception systems to such an extent that operators of critical infrastructure have little time to defend themselves against approaching drones.

DroneShield: Jammers vs. AI-Controlled Systems

DroneShield focuses on the development and distribution of portable and rapidly deployable defence devices for close-range use. The company, which uses high-frequency jammers, supplies security forces with portable handheld devices such as the DroneGun Mk4, which weighs just 3.2 kg including the battery and transmits targeted frequency interference. For stationary use, the company combines RfOne passive sensors with omnidirectional jammers from the DroneCannon series. DroneShield’s frequency jamming disrupts the signals of common control devices on the 2.4 GHz and 5.8 GHz frequency bands and interferes with civilian satellite navigation systems such as GPS and Galileo. However, this approach is reaching its limits in an increasing number of operational scenarios. Autonomous drone systems that navigate using optical sensors and can operate without a continuous radio link to a ground station are largely immune to conventional signal jamming. In addition, such jamming can cause significant interference with cellular networks in densely populated metropolitan areas, further limiting its practical use.

Volatus Aerospace: Drone Platform for NATO Countries

As a platform provider, Volatus Aerospace offers a comprehensive suite of drone-related solutions, combining hardware with software and services. With its VIGIL-V300 unmanned platform, the Canadian company provides a flight system capable of a maximum flight duration of up to seven days, an altitude of 16,000 feet, and a range of 18,000 km. For battlefield logistics, the company provides the CONDOR XL unmanned heavy-lift helicopter, which can transport payloads of up to 180 kg over distances of 200 km. In addition, the company relies on the Peremoha and ReKam small systems—flexible, modular drones that can switch between reconnaissance optics and electronic warfare capabilities depending on their configuration. To develop its own Canadian interceptor drone, Volatus Aerospace signed a non-binding memorandum of understanding (MoU) with Sentinel R&D.

Exciting portfolio, volatile stock – Volatus Aerospace.

Services and SaaS Platform as Additional Pillars

But Volatus offers far more than just hardware. Through its Remote Operations Center in Vaughan, Canada, Volatus can conduct reconnaissance missions worldwide as a service for its customers. The in-house Volatus Academy also trains drone pilots for unmanned missions and accommodates even extreme environmental conditions. With the launch of the SKYDRA SaaS platform, Volatus expanded its portfolio to include a digital simulation environment. This enables government agencies and operators of critical infrastructure to simulate specific threat scenarios to ensure they are prepared in the event of an emergency. With the expansion of its own manufacturing capabilities in Québec and its foray into the US defence market, Volatus Aerospace continues to grow.

Volatus Aerospace on the Radar of Defence Experts

In recent quarters, Volatus Aerospace has repeatedly received orders from NATO countries. Follow-on orders in this area are likely to serve as catalysts for the share price, as are those in the services and training segments or via the SKYDRA software platform. As asymmetric threats are on the rise, particularly in Europe, and this increases pressure to remove regulatory barriers for drones, Volatus Aerospace could benefit. Things have quieted down somewhat around the stock in recent months. This can be an advantage for investors who want to act countercyclically. Drones are a pressing issue in Germany, and Volatus has relevant solutions in its portfolio.


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