Any whiff from SMA potential and who knows how the market could react. The drum is beating louder and louder for increased defence spending. Question is will eos not only get a slice but be in a good position to deliver in the next year or two given the backlog without overcommitting on spacelink?
the obscurity of the Nova JV and other negotiations etc must drive some investors crazy. No wonder the shorts have been right this whole time- bet against a company that for the foreseeable future doesn’t have a clear growth trajectory. I think there could be a short term possibility that the company releases something soon that might give a bit more confidence to the market with regard to the un-risked pipeline or improvement in backlog. I wouldn’t expect it so soon though given they just addressed all of this recently.
still I think interesting times ahead for people starting to accumulate now. Time will tell.
gltah and dyor
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