Ann: Pause in Trading, page-83

This is my simplistic financial view.
govt ordered 251 R400 for only the hawkei and bushmaster back in feb 2020.1H revenue 1H increased over 1H 2020 my guess due to the start of delivery on this contract.
NZ just ordered 43 bushmasters they use the R400 for their previous bushmasters so imo we can add some extra R400 for NZ.
Re laser weapons,eos has said they r working with a customer on its development,i obviously expect this is the ADF and covers all military ie army,navy infratsructure protection i expect a material announcement on this contract ie today C41SRNET repeats an older article on which countries have DEW's and in eos case they refer to a time frame. being end this year for initial delivery.
Then just read an announcement a little co 'cyborg dynamics engineering' won an Australia govt contract to provide a platform for what is pictured the vehicle has eos remote weapons systems mounted,article in defence connect.(not the milrem platform)
Then we have the C4Edge ongoing contract with some type of performance results in nov.
The satellite partner for me just confirmed the viability of spacelink and the entire eos developing business model.
No i haven't changed my medication i just believe the ADF contracts r material and why i'm becoming more positive..
As Ben said there getting into missiles ,the warhead and rocket will be sub contracted out and eos will provide the brains something to do with gyro's ,guidance and connectivty.
I can't ignore that eos expenses IP development,its IP is not like telco IP etc which can become redundant in a heart beat.
So for me holding eos is like holding a developing lockheed martin or kongsberg etc with the competitive advantage for space development including eos satellite ambitions being our geographical position and govt support.
hmm i hope the update is as positive but Ben shows a little more restraint in presentations/updates.