SMN 1.74% 58.5¢ structural monitoring systems plc

Thoughts: When is a fait accompli not 100% certain. Bit of a...

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    Thoughts:

    When is a fait accompli not 100% certain. Bit of a retrace there.

    Margin as a percentage of savings a bit smaller than expected. However they expect total market penetration.

    Earnings in perpetuity.

    Current management ready to step aside when big hitters needed for commercialisation.

    Good news re helicopters coming.

    Looking outside the aerospace area. Could be even bigger markets in infrastructure.
 
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