I was going to post this on the current thread, but thought the...

I was going to post this on the current thread, but thought the topic deserved its own thread.

For the last quarter or two(?) it seems to me that weapons have been driving/catalyst for the sp, and providing volume. However, I think space is where the BIG sp gains will be made, followed in the mid term (3 years or so) with a dividend. This investment thesis is based on two pillars: a) by virtue of its proprietary technology (otherwise Lockheed would be driving the bus, not EOS) EOS has an economic moat, being the sole southern hemisphere "Watcher of the Skies," strongly underpins their position; b) the business model for the space story is SUBSCRIPTION.

Concerning weaponry, it is growing because: 1) the technology is currently best in class, and; 2) Trump is Commander in Chief. However, I think the current killing/targeting systems are not the ultimate, ie. no economic moat based on technology. Someone somewhere is tooling away, as EOS researches the next generation, ie. a technological competitive edge now, but that can erode. Space cannot.

Both are the future. Space is HUGE, sadly killing better is too.

I'm not framing this as a debate, but a filling in of the picture of the two sides of EOS.

OV