Thanks Zed.
I'm just working off Known Knowns...facts per se. In my crude assessment, the space sector hasn't been factored in, with the current SP. Otherwise the defence sector - in my view, has already been priced in.
Great to know that the profit margin for defence is 8%, while space is targeted at >40%.
How was the AGM? Did the directors feel bullish about it?
Valuation, page-53
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