EOS 3.02% $1.71 electro optic systems holdings limited

Ann: AGM Presentation and 2021 Financial Guidance, page-50

  1. 2,753 Posts.
    lightbulb Created with Sketch. 383
    The management lean on Covid pretty hard to explain their dismal performance. New management is a priority, but it won't happen.

    Concerning any CR, EOS seems to indicate that will probably depend on sales followed by incoming/delayed revenue -- Idon't believe them ruling a CR out.

    The rationale for a short thesis is strong, unless there's a positive catalyst floating about.

    The rationale for a long thesis is; a) a long term hold until EOS rule space comms, and; b) the beaten sp.

    OV
 
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