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Jayze87

622 Posts.

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15/05/23

15:57

Post #: 67781582
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Originally posted by writer: ↑

Speaking of Defense, and more out of boredom than anything, but noted in previous updates re the multi-year, circa US$1B Defense contract opportunity, the language in the latest update changed from, Pointerra has partnered with a Tier 1 US Defense contractor, to Pointerra is partnering with a giant US defense sector contractor.Which got me thinking about the difference between a Tier 1 and a Giant.

The attached is a list of the Top 100 based on revenue in 2022:

With a significant difference in cutoff revenue as a % of total between #6 and #10 and from #11 downwards, you could be forgiven for thinking that the giants reside in the Top 10, if not the Top 5 or 6.

If that's the case, all I can say is I hope the stars line up and we get the gig!

The prospect of any one of these companies as a Pointerra customer is mouthwatering.

https://dsm.forecastinternational.com/wordpress/2023/02/22/top-100-defense-contractors-2022/

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You can keep an eye on contract wins here.

https://www.defense.gov/News/Contracts/

3DP Price at posting: 10.8¢ Sentiment: Buy Disclosure: Held
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You can keep an eye on contract wins...

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