EOS 4.71% $1.34 electro optic systems holdings limited

I heard they had problems with servicing crows 2. As always the...

  1. 3,045 Posts.
    I heard they had problems with servicing crows 2. As always the probability of success lies with the existing provider. However we know EOS has a superior product offer. Now NG are on side it could be a compelling package. Don't forget EOS will lose much of the revenue to NG. Worth the risk as EOS has a nice pipeline of other product and markets. Their success in winning contracts even after the crows 2 loss remains impressive. If they do win it I'd expect a massive reratIng to occur. I wouldn't see the need to sell either as the revenue would remain for many years. But I'm no military expert so worth getting more opinions here.
 
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