EOS 1.54% $1.28 electro optic systems holdings limited

Whilst you don't mention exponential growth, your statement But...

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    Whilst you don't mention exponential growth, your statement

    But I believe EOS won't be affected so much by covid-19. They do have exemptions from the Australian Government in terms of borders (logistics and negotiations) and will be going about their business as per usual.

    Is inconsistent with the updates in their quarterly updates/presentations. I mean look at the market sensitive ann on 10/09 (just last month) regarding "Delivery of Major Overseas Contract Resumed". How can they be going about their business as per usual? Can you name many workplaces that are "going about their business as per usual"?

    To make a blanket statement that they aren't affected by COVID-19 isn't correct. Making it out that AusGov logistical "exemptions" has been specially granted to EOS doesn't paint the right picture either - it's freight that accounts for most air travel movements at the moment. This is no different from me buying a pair of socks from Canada, to an EOS delivery from Canberra to the UK.

    The short term market volatility remains, but EOS is currently far more stable than others. This is one of my largest holdings and I'm genuinely excited for EOS' medium and long term prospects.

    Not having a go at you mate - just up for a healthy two sided discussion.
    Last edited by getbig: 22/10/20
 
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