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  5. PNG: Is it possible to estimate even very approximately the potential market of this so interesting small cap? [Kraken Robotics Inc.]
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Q: Is it possible to estimate even very approximately the potential market of this so interesting small cap?
Thank you very much in advance
Asked by Gabriel on January 27, 2026
5i Research Answer:

PNG has not released an estimate of its total addressable market, (TAM). But the global seabed survey and mapping services market, a core segment for Kraken's KATFISH sonar and related products, is projected to grow from about $1.2 billion in 2024 to $2.5 billion by 2033 at a 9.1% CAGR. Kraken derives roughly 80% of revenue from defense applications (e.g., remote minehunting systems) and 20% from commercial uses like offshore surveys, amid rising global defense budgets targeting NATO's 2%+ GDP spending goals through 2035.