Bureaucracy Progress

Some months move with a visible force. Others, like this one, build momentum behind the scenes—paper by paper, signature by signature. May is a month of quiet work: confirmations, filings, and deals lining up for when the doors open again.

🧾 Confirmation Statement: Submitted

A quick note for those tracking our formal trail:
Our annual Confirmation Statement submission was delayed due to evolving SIC codes and legal transitions. The paperwork is now in and processing; we expect all changes, including new classifications, to be fully reflected on Company House by June 1st. Transparency remains our baseline, might be tagged as “late” for a couple of days, negligible.

💼 PitchBook: Partnership Planned

We’re excited to confirm our engagement with PitchBook. This partnership, formally underway and ramping into July, will streamline our data room transparency and make our investor-facing metrics frictionless and standardized for the next round. If you’re an analyst, expect more up-to-date data points and easier access.

🏈 KCM Defense LLC: Delaware Path Chosen

After considerable strategy review, we have greenlit our U.S. entity formation. KCM Defense LLC will be incorporated in Delaware within Q3, aligning our dual-use ambitions with the regulatory and financial infrastructure favored by U.S. defense and deeptech partners. This marks another step in our long-term engineering sovereignty and alliance-grade interoperability.

🌍 Expo Season: U.S. & Germany

The team is now in full preparation for our U.S. Space Tech Expo presence—Long Beach, California, 2025. In parallel, we’re assembling insight and partnerships for the EU Sister event in Bremen, Germany, this November. These events anchor our public roadmap and align us with both U.S. and European innovation pipelines.

📢 DACH Marketing: 50+ Publications, 4 TV Spots

KCM’s presence across the DACH region (Germany, Austria, Switzerland) is set to expand. We’ve secured a 12-month marketing and PR arrangement, including over 50 print and online publications and at least 4 scheduled television interviews or features. This campaign will build technical visibility and reinforce our credibility as an industrial and dual-use leader in the region. Expect more insights by July.

💳 Asset & Account Management: Growth

Operationally, we’re running a disciplined, lean model through the close of this fiscal period. Core capital will remain untouched to preserve balance sheet integrity. In the upcoming months, we’ll introduce private Paper Bonds to optimize liquidity, in line with demand for more robust working capital. Our latest estimates: liquidity projections are up, with positive cash flow reinforced by growing demand.

📝 Everything: On Track

Behind every headline, most weeks look like spreadsheets, not spotlights. This is that kind of month—a necessary stretch of bureaucracy, filings, compliance reviews, and resource planning.

Thank you for your continued trust and curiosity.

— Your KCM Team 🚀