Page 6, annual report from last week:
-They expect 5 billion in foreseeable sales from RWS: the R-400S Mk2 & the product based on its R-2000 remotely operated turret
-EOS customers typically provision around 150% of the initial acquisition cost over 15 years for repairs, spare parts and other support [another 7,5 billion, in the long run]
-Space, they have been kicking the can forward multiple times. Now they expect the division will transition through break-even to profit before late in 2019.
They also mentioned missile defence while announcing the new facility in Huntsville. Stressing that Huntsville is home to the missile Defence Agency [MDA]. New opportunities. Lot’s of synergies.
It all seems to work out very well. Heavy investments are being made. Dilution being the other side of the coin.
Last week we saw a strong rise of the share price with heavy volume. Despite intense general market turmoil. A strong omen for things to come. Investors have done the math and are accumulating.
Enjoy the ride.
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