specvestor, good post.One other aspect many on here have not...

specvestor,
good post.
One other aspect many on here have not considered is the financial strength of DRO.

Let's say I am the purchasing officer of a small or large military in DRO's target markets and my job is sending through to the top brass my assessment regarding the overall strength of each potential supplier. First off I would have the recommendation of the technical guys that DRO is say one of a couple of suppliers whose technology they favour. I reckon the next most important aspect he/she would look at would be the financial stability/strength of each potential supplier. A look at DRO prior to this CR would show $50mill+ cash, no debt but what many don't take in to account is the 30 million already owed to suppliers. Thus with only $20/$25 million spare cash that would be at least an orange, possibly a red flag.
A major consideration then for the PO and his superiors would have to be DRO's ability to honour the long term job of maintaining and servicing the gear including regular software updates.

Contrast that with the company's cash position after this CR, still not in the league of a major defence contractor but certainly a lot stronger than previously particularly having shown the very strong support from shareholders.