What l don't get is if the Eos/Lockheed space tracking data...

What l don't get is if the Eos/Lockheed space tracking data contracts will be long term contracts, upto 10yrs, to governments and large commercial operators, what sort of PE could it trade on?
It will cost around $180 mill to build and be ready second quarter next yr, and be largely automated, hence a high margin business.
The business will likely be similar to a toll road, yet be also debt free.
As orbits change daily, operators will have little option but to gain access.
A bit like the 'toll road' of the sky.
If once running, Eos can't make $10 mill pa I will fall off my chair. Even $10 mill on 15 times = $150mill cap?

They also made the comment that they expected a number of contracts to be in USD's also, which will help with the falling A$.

The barriers for others to enter this market are huge also, hence it seems to meet all the criteria to be referred to as an infrastructure asset, once running.
Who knows, but just seems to look very very solid.