I had pencilled in Q1 2022 as power output announcement, a bit surprised at the Q3 timeline announcement today will have to go back and re-evaluate my model on this one. Will be interesting if they can stabilise the output and we start seeing joules reported.
As for stealth technologies I always held the belief that the best path to commercialisation there is via Honeywell and getting some sort of acceptance test organised for border security in the US. Thus any announcement working with defence anywhere is a positive in that sense for me as its getting closer to that long shot. In my mind the probability has gone from 10% to 15% or so.
SOR Price at posting:
29.0¢ Sentiment: Hold Disclosure: Held
