The issue is they put a time frame on the smaller constellation...

The issue is they put a time frame on the smaller constellation builder,that was april.(and one of many broken time frames including production statements).
Not forgetting the previous time frame for the larger constellation which now they don't have the confidence they can meet the june 2024 operational date.
So its now may.? And in their last report eos lists risks ,one being losing the RF spectrum because they missed the operational june 2024 .
Hmm but again I have read the skycraft website and the various news announcements and imo only it has potential.

I'm sitting on the fence,one leg either side and its not comfortable.I could easily 'sell out' if i feel they will lose the spectrum because imo only the constellation is a material entry into space connectivity and links all eos divisions and they can grow the meo and leo satellites and be a material player in space.
But if they make an announcement that i feel is material and gives me the confidence they will make the june 2024 deadline I may 'buy back' my 2nd tranche.
Because as posted i believe they can have a material interest in C4Edge and eventually dew laser and imo only i'm satified with the eos global market share for their R range of weapons although they are competing with very lge co's.Hypersonics also important so i hope they get some involvement.
ps poland just bought another 120 boxers with israeli sampson remote weapons systems (no mention of dew laser).My point and I know u disagree,i would have preferred eos not spend the time and money on their turret and instead worked with rheinmetall and hanwha.
So we sit here and wait.