EOS 4.71% $1.34 electro optic systems holdings limited

agm ... some bits about it

  1. 6,973 Posts.
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    #3 significant areas of business
    1. crows 3 ...... draft tender July, final tender document Nov.... anticipate 5 bidders... there will be 2 winners and they share the spoils, known late first half 2012.
    SO 4 bill btwn 2, thats 2 bill, and if successful EOS and NGC share 50/50.... thats 1 bill to EOS over the 7 to 10 years ?

    2 final suppliers because the US Army knows it cant get the best in all 3 sections .... PRODUCTION (KRONSBERG best placede here at the moment... but Northrop say they can ramp up to whats needed within 2 to 3 years
    the next section that the Army will be looking at is TECHNOLOGY (upgrades) and lastly ONGOING MAINTENANCE and support.... in these last 2 EOS believs that EOS/NGC shine... so overall EOS are optimistic!
    Customers:- US the biggest, followed by Asia then Europe

    2. Remote Weapon Systems (exclude CROWS) .... current products and existing customers... expetced to take off in 2013

    3.SPACE.... the amount of junk "out there" is skyrocketing (sic)... threatens the antional interst of countries... satellites provide :- banking, communication , surveilance, etc .... expect this area to take off in 2014 ... again existing customers and products

    In these last 2 areas the GFC and the ongoping GFC has had governements delay expenditures by 12 months ... they are expected to start spending agauin soon but not to the level as first thought before the GFC

    hope this helps.... i stand to be corrected on what I have written from what i thought i heard
 
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