SMN 1.72% 57.0¢ structural monitoring systems plc

Some of my rough analysis on SMN, page-6

  1. 3,107 Posts.
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    Interesting guestimate. Maybe slightly ambitious about the timing, but who am I to say.

    Is your 75 aircraft per quarter only based on Delta applications to its own fleet or are including other airlines as well?

    Down the track you would need another column for revenue covering the annual Technology licensing agreement.   That's where the real cashcow is. Although I don't think that Delta is required to pay this fee.

    Not bad.

    cheers Lies
 
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