EOS 1.96% $1.50 electro optic systems holdings limited

I'm also keen to have a discussion about EOS given the last...

  1. 124 Posts.
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    I'm also keen to have a discussion about EOS given the last 3 weeks on the share price.

    We know that governments are allocating money to fiscal stimulus.
    QUESTIONS: do governments take promised spending to defence and space programs away in times like this?
    Do we have any info on defence spending trends durig the GFC?

    We know companies with higher debt to equity are being punished.
    QUESTIONS:How is EOS sitting compared to the market? Against competitors?

    EOS has a great pipeline of work and contracts for the next 2-3 years as well as all the tenders.
    QUESTIONS: Is there any risk to current pipeline, e.g. could Australian Defense reduce orders by 30% ona. 2 year contract?
    Do we foresee any risk to the tenders?

    Any other risks or opportunities to consider?

    I'm certainly tempted by the current discount and just as bullish on EOS but am not very educated on the secotr or comapny.
 
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