In terms of the satellite business its hard to value- and the market hasnt placed any value on it imo into the SP.
Neverthelss, the vision here is an integrated comms platform in space, utilisning optical which is EOS's core technology in the long run giving a cost and capacity benefit beyond any competitor and integrated into radio and ground based (through EM). You can see the wider strategy here and the strategic vision. I also like managements creation of the Comms business given the slower uptick in the Space division revenue. You can also see a strategic partnership with an existing satellite platform or a communications end user securing the next generation of space comm bandwith that minimises capital cost.
The EOS strategic approach to space communications is based on the widely-held industry
view that optical communications, where EOS has very advanced technology and strong
capabilities, will carry the majority of space communication traffic by 2036. This traffic is then
expected to be around 100 times the volume of today, but will generate revenues for service
providers at only the same level as today. For the market segment EOS intends to service,
which excludes broadcast and internet applications, this revenue currently exceeds AU$100
billion annually. EOS intends to address a niche in this segment.
The EOSLink business model seeks to address a market segment comprising government
and commercial customers who collectively require a tenfold increase in capacity over the
next eight years to 2028, linked to a tenfold reduction in the market price per unit of capacity
with higher reliability and lower latency than available from current infrastructure. The same
x10 increment of improvement is again required over the following eight years to 2036. This
evolution of the market is driven by new technology, new data-intense applications, expanding
end-user numbers, and fundamental commercial limits on all customers’ ability to pay.
The planned EOSLink satellites will offer a leap-ahead to the capacity and cost metrics
required by the market from their initial operational date, currently expected to be in 2024, and
address new market segments which cannot be otherwise serviced cost-effectively.
It would when operational represent a good annuity income stream not dependent on tender wins etc and not focused on the consumer given its governmanet and business customers they are focused on- building a diversifed technology group operating across industries.
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