My view only!

My viewonly!

I recentlyviewed EOS’s presentation on “Navigating Demand and Emerging Technology inCounter-Drone Systems.” In my opinion, the presentation lacked genuine marketanalysis and appeared to be more spin than substance.
One notable observation: EOS was referred to as an "aerospacecompany"—a claim that I find highly questionable, to say the least. Whenit comes to real-world applications of laser technology, there arewell-documented limitations on its effectiveness, which were convenientlyoverlooked.
The CEO’s statement regarding AI “developed internally” by EOS also raises redflags. It is far more likely that this is off-the-shelf image recognitiontechnology, rather than proprietary AI development.
This level of exaggeration is misleading to the market and shareholders. Ifsuch claims are proven false, it could potentially open the door for aclass-action lawsuit.

My list of cons about laser application in the battlefield: Based on myassessment investment in such technology in Australia is very risky. Assuch EOS should not invest in shareholder money in such technology. Thiscan be another EOS starlink pursuit which didn't end well for investors.

HighDevelopment and Production Costs

• Laser weapons require significant investment in research, development, testing, and infrastructure.
• Advanced technologies, such as precision optics, power sources, and thermal management systems, can drive costs up, potentially limiting profit margins.

LimitedOperational Environments

• Laser weapons are highly sensitive to weather conditions (e.g., fog, rain, dust) and require clear line-of-sight targeting, which can reduce their effectiveness.
• Developing ruggedized systems to address these limitations adds complexity and cost.

Power andLogistics Challenges

• Laser weapons require significant and continuous power supply, which may not be feasible in remote or battlefield environments.
• Integrating them into existing platforms (e.g., ships, aircraft, vehicles) requires modifications and robust logistics.

MarketCompetition and Customer Affordability

• Other nations may develop their own laser systems, increasing market competition.
• Only a limited number of international customers may have the financial and operational capacity to deploy such systems, restricting the market size.

ChangingThreat Environments

• The effectiveness of laser weapons against evolving countermeasures (e.g., reflective coatings, high-speed projectiles) remains uncertain.
• Investing in systems that may become obsolete or less effective in the future represents a financial risk for customers.