Hawkmont Research

Initiating Coverage | Hawkmont Research | April 2026 HAWKMONT RESEARCH | EQUITY RESEARCH | NATIONAL SECURITY SPACE The most important satellite manufacturing program in U.S. defense history has one company that has won every tranche. That company just went public at $34 and trades at $22. Rating: Neutral (Hold) | Price Target: $28 | Current Price: ~$22 | Ticker: NYSE: YSS Investment Thesis York Space Systems is the dominant prime contractor for the Space Development Agency's Proliferated...

The Most Significant Supply Disruption Since 1973. Here Is What It Means for Your Portfolio. Hawkmont Research | Energy Geopolitics | Macro | Commodities EXECUTIVE SUMMARY Iran's Islamic Revolutionary Guard Corps has imposed a de facto naval blockade on the Strait of Hormuz since March 3, 2026, reducing commercial transits from a normal daily average of 130 to 150 vessels to just 7 as of March 29. That single fact has already sent Brent crude from $86 to $138.40, a 61% spike in under four...

Initiating Coverage | Hawkmont Research | March 2026 Investment Thesis ZenaTech (ZENA) presents a rare structure in the small-cap defense universe: a self-funding DaaS rollup that generates real and growing revenue today, while simultaneously incubating a portfolio of autonomous drone and counter-UAS platforms that address one of the most urgent capability gaps in modern defense. We initiate coverage with a Speculative Buy rating and a 12-to-18 month price target of $7.00, representing...