Hot off the press!, page-592

A month old article but worth highlighting Defence priorities when it comes to sovereign capabilities.

According to Defence, the four new priority areas for defence industry are:

• Robotics, Autonomous Systems, and Artificial Intelligence;
• Precision Guided Munitions, Hypersonic weapons, and Integrated Air and Missile Defence Systems;
• Space; and
• Information Warfare and Cyber Capabilities.

Defence releases four new Sovereign Industrial Capability Priorities - Defence Connect

Obviously EOS has a portion of their company aimed at the first three areas mentioned. Still lots of opportunity there to increase the domestic share of revenue which would be less impacted by global supply chain disruptions.

There's also the C4 EDGE program which we should hear more news about sometime in Q4 2021 to Q1 2022 when they deliver on their proof of concept.

I still think EOS is nearly perfectly positioned to capitalize on the upcoming demand. It's just on management to not drop the ball and really make the case for EOS over the bigger global primes.