EOS 4.98% $1.58 electro optic systems holdings limited

Hot off the press!, page-445

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    Some of the interesting information. IF any is incorrect let me know.

    EOS is one of only two or three candidates to qualify as a a defence prime contractor in Australia

    Total 515 Employees - As of 2021 guidance

    Target Areas: AUS, USA, UAE, SGP, EU

    Strategic Synergies;
    Defence Systems
    Space Systems
    Communication Systems

    Older information - COVID Outlook 2020 was Reduced from $36M to $27M EBIT. That didn't happen. Share price down
    What happened -2020 Underlying loss $14.2M and an operating loss of $29.9M

    Newer Information -
    - Domestic Market Growth. Australia will spend $1T on defence over 20 years to 2040
    - $1.5B IP Portfolio
    - CoA - 90 of 251 orders of RWS . Balance done Q3 2021 - Total CoA to 530 units
    - HDA - T2000 expected 2022 Q2
    - C4Edge - further expansion. Australian Defence Force (ADF)
    - Titanis performing demonstrations in Q3 (Started), Q4 with overseas customers
    - Defence Systems received the first payment from Diehl Defence.
    - Agreement with Diehl Defence for European and NATO markets
    - CUAS contract H2 2021

    - EM Solutions record revenues $13.8M H1 2021
    - Space Systems demonstrated breakthrough with Guide Star Laser

    - Potential for material contract awards 1 Billion worth in H2 2021, for which negotiations are currently underway.
    - Mynaric deal signed $28M
    - NASA International Space Station Demo 2024.
    - Space Systems partnered with Palantir Australia
    - SpaceLink adds Blue Marble to partners list.
    - SpaceLink expects to complete and awards a contract in Q3

    Overseas -
    - Middle East contract proceeding (March 31) - 120mln
    - NATO member contract mid 2021 ROCV - Larger order 2022 - EOS first operational deployment of ROCV by a NATO defence force
    - Overseas - Anticipates further cash receipts of over $100M from this business by Q4 2021.

    2021 Financial Guidance
    - 2021 to $235-245M, representing growth of 30%.
    - $3M-8M EBIT after Spacelink costs $20-25M


    Ground Segment: Established 1 October 2019 with the acquisition of EM Solutions
    Space Segment: Established 28 January 2020 with the acquisition of Audacy Corporation business




 
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