EOS 1.54% $1.28 electro optic systems holdings limited

What happened today?, page-36

  1. 927 Posts.
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    I think the space tracking has been a bit slower than some investors had anticipated, myself included. I had expected to be hearing a bit more about that side of the business at this stage of the game.
    And then on the other side of the coin, we haven't had any big contract wins from the weapons. If we see some news there the SP should recover quickly IMO. I think the loss in the last report scared off a few people.

    I for one am only really interested in the space tracking side of the business. While a big contract win on the weapons systems side would be nice for the bottom line, I really believe the real revenue will be space tracking. Weapons systems are a very lumpy earner. We could go years with slim pickings and then score a huge contract... or not. The space tracking on the other hand should see a very high level of recurring revenue, and as other posters have mentioned, the barrier to entry in this space is pretty high.

    I have buy orders in case it gets any lower!
 
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