I am actually concerned following the Q4 results.
Hanwha $100M lead time extended out
Ukraine conditional contract now in "budget" discussions
Recent wins have been piecemeal at best
2H results seeing a reversal in performance
The risk here is if EOS follows the same trajectory as DRO - amassing large capital position, no significant contracts secured and riding the cash cow wave
Outlook is determined by contracts secured. The market is not getting the confidence it needs on contract pipeline to price in "growth". EOS management really needs to aggressively drive this forward this year.
Ann: Quarterly Activity Report & Appendix 4C - Dec 24, page-3
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Last
$2.81 |
Change
0.060(2.18%) |
Mkt cap ! $530.6M | |||
| Open | High | Low | Value | Volume |
| $2.77 | $2.82 | $2.77 | $594.6K | 213.2K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 6 | 20099 | $2.79 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.81 | 13838 | 5 |
View Market Depth
| Last trade - 10.13am 17/06/2025 (20 minute delay) ? |
| EOS (ASX) Chart |