EOS 4.20% $1.83 electro optic systems holdings limited

Ben made the comment there was around $500billion worth of...

  1. 476 Posts.
    Ben made the comment there was around $500billion worth of assets in space that currently lack any real risk mitigation option, besides luck. He thought this market really had no choice but to 'buy data' to reduce risk and keep them out of harms way. Peter Leigh also made the comment that one of the defense forces biggest issues, would be operating in an environment without 'space', ie the communication options it currently offers.
    This looks a business with long term, durable competitive advantages, hence likely worth a lot of money. Preso to mkt was very bullish.
 
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