EOS 1.54% $1.28 electro optic systems holdings limited

Basically the company has stated most of the cap ex required has...

  1. 475 Posts.
    Basically the company has stated most of the cap ex required has been spent, and it's cash has gone from $1 mill, 12 mths ago to $13 mill today. 'Space' they have stated will be likely a 50/50 jv, assuming Lockheed spend an equal amount, $83 mill on building out the debris tracking infrastructure over the next 12-18 mths say. What l could never understand is who spends $83 mill, plus the 83 Lockheed will spend, without some certainty of long term debris tracking contracts? I would love the company to give some commentary on this point. My thinking is there has to be some certainty here that companies will sign up, once the telescopes are built and running. I view this company as offering long term growth as satellite operators look to Derisk their satellites, via the likely only operator world wide who can do it. Eos caps at say $70 mill, yet with a massive 'satellite' mkt world wide, has to offer serious longer term value in terms of revenue contracts, without any upside from their weapons business?
 
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