Some events needed for a derisk here:
1. June Q2 4C- hope to see cash position more improved through customer collections and a big decrease in the contract asset- war chest for future revenue expansion and pay down of debt
2. Paydown $20m debt due September. At like a teens interest rate thats a $2-3m increase in earnings to fall to the bottom line.
3. Ukraine product test- need to get products into country to go unconditional- must be due in Q3? Will an unconditional announcement derisk the SP more?
4. CUAS market- lots of talk here around engagement with customers etc- need to see some contracts which gives EOS another product segment.
5. Strategic partnership- again lot of talk here- tie up with a Prime to give market penetration and quicker time and cheaper access to market for products surely will get the markets attention.
6. Space- when are we finally getting some momentum in SDA and "Space Warfare"? Revenue of $4m means its not contributing to group profit much. What happened to JP9360?
7. New Products pipeline- Directed Energy commercialisation in defence and Space? R800 launch? T1600?
Ann: EOS Secures Contract (approximately A$51m) to Supply RWS, page-8
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Last
$1.28 |
Change
-0.020(1.54%) |
Mkt cap ! $246.0M | |||
| Open | High | Low | Value | Volume |
| $1.30 | $1.32 | $1.27 | $1.122M | 873.1K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1600 | $1.27 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.28 | 7938 | 3 |
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| Last trade - 16.10pm 08/11/2024 (20 minute delay) ? |
| EOS (ASX) Chart |