The T-2000 is based on a MT-30 turret under license from Elbit. It looks identical but is not. EOS have added a bunch of their sensors, software, training and human interface with ability to add more (eg directed energy weapons). We shall see if customers just think its a MT-30, but the T2000 was presented to Army for RMA. Are you saying it wasnt presented? Army down selected the T2000 as part of the RMA so why wouldnt Team redback present it? Its a competitive advantage in mind over the Lynx.
Im not really sure how you can look at a picture and conclude EOS will get nothing from the program. In public annoucements, they has said EOS share of T2000 is $1bn over eight years. Not sure what the margin is on this, but expect 10-15%. Hopefully this excludes any Elbit share. Plus maintenance revenue on top of that for EOS as a higher margin revenue stream.
Either way, we know Army has mandated EOS RWS on either machine.
EOS Price at posting:
$2.79 Sentiment: Buy Disclosure: Held
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