Info on price moves, page-7

Seems to make sense.
Aust Defence has a very big land400 procurement due which will require many new vehicles plus weapon systems, and now under these new Gov rules, they mush have effectively Aust technology incorporated if possible. eos make the weapon system on the current Bushmasters etc over the last 8 yrs or so, so they look very much in the mix.
Also their space tracking telsecope in WA must be almost completed, hence once testing is complete they will likely strat to sign long term tracking contracts. My thinking is this is where the really big money is that no-one seems to talk about, and the mkt doesn't understand.