Electro Optic Systems Holding Limited WKN: 580850 ISIN: AU000000EOS8 Forum: Aktien User: NoFinnboNoParty

Denke auch da geht noch was

Von vorgestern muss ich noch anhören https://web.quartr.com/link/companies/18130/events/530840/transcript?targetTime=0.0 EOS has signed over the weekend a contract with a partner in Korea, which is a contract coming quite to our surprise. It was not planned for many, many months. We got an inquiry only a few months ago, and we started negotiations, which came to a positive and earlier than we've expected. So also that is happening in defense industry. Usually things take longer than expected, but sometimes you get positive We have signed this contract with an industrial partner, which is for us the big door opener for the Korean market. With this industrial partner, we will create a joint venture, a joint venture which we will consolidate, which we will control that is important. So you will see then the numbers in order intake and in revenue, whatever we do in the future in Korea. And this partner will benefit from being with us in this joint venture, and we will provide a transfer of technology. We give a license for the production of this 100-kilowatt laser weapon technology to our joint venture in Korea. What does it mean? It means that it's obviously of highest importance of the clients to get access to the IP, to get access to a local production line. Korea has grown its defense industry by those kind of localization effects. And with the laser weapon technology, which EOS will bring to the table, they will do the next big step. That's exactly the kind of argument we are using also with respect to other localization attempts in our other negotiations with other potential countries. That is one key discriminator where EOS can offer something which others cannot offer. We have signed this contract with an industrial partner, which is for us the big door opener for the Korean market. With this industrial partner, we will create a joint venture, a joint venture which we will consolidate, which we will control that is important. So you will see then the numbers in order intake and in revenue, whatever we do in the future in Korea. And this partner will benefit from being with us in this joint venture, and we will provide a transfer of technology. We give a license for the production of this 100-kilowatt laser weapon technology to our joint venture in Korea. What does it mean? It means that it's obviously of highest importance of the clients to get access to the IP, to get access to a local production line. Korea has grown its defense industry by those kind of localization effects. And with the laser weapon technology, which EOS will bring to the table, they will do the next big step. That's exactly the kind of argument we are using also with respect to other localization attempts in our other negotiations with other potential countries. That is one key discriminator where EOS can offer something which others cannot offer.

we own all the IP and as we are in a position to transfer all those IPs. That makes a big, big difference. And also here, that was a key decision maker for the client in our favor. So the contract has a volume of USD 80 million, 8-0. It comes with this technology transfer. It comes with a down payment of USD 18 million. And the rest -- the remainder of the contract volume will be secured by letter of credit. In order to put this in place and in order to give the client a chance to visit and audit our brand-new facility in Singapore, which, by the way, will have its formal opening during the Singapore Airshow in February next year. Once this is done, the contract will have fulfilled all the condition precedents and we become effective. We expect that to happen before end of January 2026. So very soon from today, given the fact that we have some weeks of Christmas vacation all around the world. So this contract is for EOS of particular importance, not only because it's Korea, it's also of importance because of the size of the local demand. I was mentioning in some previous calls and investor meetings and publications that we are in negotiation with 2 countries for a larger quantity of laser weapons to be procured.

And I was mentioning that Korea is one of them. So what does it mean? It means now that we are in a kind of pole position for the future large volume procurement program in Korea. And obviously, we expect whenever there is a tender coming up in the future, we have a great chance of winning this. We do not expect such a tender to be 100 in 1 batch or in 1 piece in 1 contract. We expect those kind of contracts to come also in smaller batches in sizes of 10, 20, 30, something like that units. But given the fact that one laser weapon sells for a quite significant price, the volume of each of those contracts will be very significant. And all that justifies the localization of our technology and the buildup of a local supply chain. So that is, I think, the key essence of this contract. We will use this momentum now, obviously, to push also other contracts forward. We are in negotiation with a couple of clients. And most of those clients, obviously, will have a specific focus on local content. For those of you who have dialed in not from Australia, but more from the European side, I'm pretty sure that you have noticed, for example, our activities in Germany where we have offered to the German government also full localization of our laser weapon technology for a very attractive price.

And also here, we expect in the course of 2026, some kind of decisions, but Germany is not the only country which is highly interested into EOS laser technology. So this is the growth path #1 for EOS over the next few years to come. This will build upon a steadily growing RWS market, which we said before, we can probably triple quadruple over the next 3 to 5 years just by the demand of counter EOS [ cannon-based ] solutions. On top of that, we come this laser weapon technology, the revenues out of laser technology. And we expect this to become the dominant sales and revenue generator within the next 3 to 5 years, by far, the dominating one. And then in a step afterwards, if we go to space warfare, where we'll employ this kind of laser technology, but not to shoot down drones, but to engage against satellites from ground. Also, that one is coming into play now much earlier than we have ever expected before. So this is, in a nutshell, the situation. I'm happy to answer any kind of question which you might have in mind. So please feel free to raise those ones, and David will moderate those questions for us. Thank you so far.

Solide da packen wa heute noch 25cent druff👍

Moinsen 7.53 A$ / 4.25€ Schlusskurs.

Moin auf ein schönes Bergfest heute👍

Ja dort wurde Seite 19:57 nichts mehr gehandelt auf LS und LS Ex. Daher der Kurs von 4.04€ (haben auch höheren Spread von 3% Tradegate ist 22:02 4.17 € Kauf (spread 1%)

Bei LS zumindest.

Musst bei den Plätzen mit dem höheren Volumen schauen. Klar kannst auch Hamburg schauen dort wurden heute 2000 Aktien gehandelt und der Kurs ist seit „18 Uhr ausgetzt“. Aber

Kommt drauf an wo du schaust, manche Börsenplatze zeigen nur einen Kurs, wenn dort auch was gehandelt wurde. Mittlerweile haben wir auf Tradegate etwas Volumen von knapp 550k Aktien und gettex 330k. Ist halt kein Vergleich zu ASX mit 9 Mio

Ok, der Handel ist seit 2 Stunden ausgesetzt…

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