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

Umme 4 € werden wir bleiben denke ich solide.

Umme 4 € werden wir bleiben denke ich solide.

Bin sehr zufrieden über die aktuelle Konsolidierung. Waren selbst auf Tageschart überkauft. Unschöner Rücksetzer wäre gapclose bis 5.20 AUD.

Erstmal aber ein Rücksetzer

https://www.enewstoday.co.kr/news/articleView.html?idxno=2369280 Dann steckt hinter dem JV wesentlich mehr Dieser Vertrag ist in dem so wichtig, dass er nicht auf eine einfache technische Zusammenarbeit beschränkt ist, sondern auch die Einrichtung eines gemeinsamen Produktionssystems auf der Grundlage der inländischen Produktion vorsieht. Mit dieser Gelegenheit plant EOS, sich als strategische Produktionsbasis für 100-kW-Hochleistungslaserwaffen zu etablieren, und plant in Zukunft, ein kooperatives Mehrparteienverteidigungsmodell zu betreiben, das ernsthaft auf den Nahen Osten und die Märkte von Drittanbietern abzielt. Insbesondere fand diese Unterzeichnungszeremonie im Zusammenhang mit der Ausweitung der strategischen Zusammenarbeit zwischen Korea und den Vereinigten Arabischen Emiraten auf den Bereich Verteidigung und High-Tech statt. Basierend auf der Produktionsstätte im Nahen Osten, die sich im Besitz von CALIDUS, einem Verteidigungsunternehmen in den Vereinigten Arabischen Emiraten, und der tatsächlichen Betriebs- und Platzierungserfahrung basiert, ist es als kooperative Struktur konzipiert, die in Zukunft mit dem Verteidigungsnetzwerk des Nahen Ostens verbunden ist.

Den Investor Calls sind brutal, verpackt mit so vielen Informationen dass man sich die Zusammenhänge mehrfach ansehen muss. Aber wie gesagt mit Korea hat niemand gerechnet. Vor paar Wochen war NATO und UAE im Fokus und plötzlich bist weiter in Asien und im U.S. Markt. Und die Amis sind echt strikt bei ihrer eigenen Produktion.

Kann jedem Quartr app empfehlen, kannst dich mit Google oder Apple oder anderem Konto einloggen und kannst bei jedem Investorcall live oder auch im Nachgang anschauen & siehst den Transkript. Zusätzlich paar andere Sachen. Betrifft aber nur Offizelle Veranstaltungen und Investor Relationsthemen. Calls aus ASX Stockmarket direct bell (ähnlich wie aktionar nur aus Auszrakien) usw. Gibt’s mur auf YouTube

Alterschwede da hast ja mal was dargestellt gefällt mir. 👍

Geht noch paar Minuten weiter interessanten Aussagen. CEOs sind oft Clowns und verkaufen nur ihr Unternehmen, bei Andreas kannst jede Aussage über zukünftige Kooperationen und anstehende Verträge als Bare Münze nehmen. Top update

Yes, the Australian government is very open in this LAND 156 program in terms of further expansion stages. In the beginning, you are right. The baseline LAND 156 configuration only comprises soft kill from an Australian-based company and our hard kill solution, the [ cannon-based ] Slinger solution, which is coming also from us from within Australia and some 70-millimeter rocket systems. That is the baseline effector suite. But yes, the government is ready to include further effectors. And obviously, we want to come into play not only with the laser weapon, but also with Interceptor drones, which we have recently acquired. That's another potential.

Yes, India is one of the countries which has reached out to us, has shown a strong interest in our laser weapon technology, not only in the 100-kilowatt domain. Here, we talk about different tenders and different opportunities coming up, varying between 30 kilowatt and 300 kilowatt. The customer has seen our 36-kilowatt laser weapon as the Dutch government has seen this laser weapon, and they have been impressed by the quality of the product. And we have explained them and show them how we can scale this easily up to 100 or 150 kilowatts. And as this scale up does not come with any technology risk, they were very confident that we can easily do that. And that's the same reason why the Dutch have signed this contract.

I'll give the figure in U.S. dollars. Otherwise, people will be confused as we're always talking here in U.S. dollars. So if you buy a 100-kilowatt laser weapon in low quantities, the typical sales price in U.S. dollars is between USD 45 million and USD 50 million. If you buy large quantities and large means, I would say, USD 20 million and above, the price goes down to USD 25 million to USD 30 million. That is a kind of typical price range for 100-kilowatt laser weapon. But as you also see in this particular contract here, where we have signed not for USD 45 million to USD 50 million, but for USD 80 million, usually in such a contract, you sell more than just a kind of blank laser weapon. In this case here, it comes along with the transfer of IP, the transfer of skills, technology and the training locally of the people within the country, plus spare parts and many other things. So that's the reason why typically those contracts are reflecting a much higher dollar value than the net price of recurring 100-kilowatt laser weapon.

Yes. As I was mentioning before, we are also in negotiation with 1 government, 1 country to fully finance the development of a 300-kilowatt laser weapon family. Those discussions are still ongoing. And if we get this signed in the course of 2026, we will be the only company worldwide outside the U.S. being able to produce then 300-kilowatt laser weapons within the time horizon of, let's say, 3 to 4 years. That will give us a much more substantial, say, advantage over anybody else. Yes, we have quite a lot of discussions and negotiations ongoing, some of them with governments from the Middle East. Obviously, Middle East is a very key market to us, and it's not only one country. We are talking here with 3, 4 different countries. But we expect that the majority of sales long term will be more in the European landscape, given the political -- the geopolitical tension there. And here, we're in discussions with a multitude of governments in Europe. And I mean, most notably, as you can read in the press, it's Germany and France. Next to obviously the Dutch client, which is already in contract with us. But where we also expect some further steps to follow. Also here, the Dutch government has announced to be extremely eager to give us more contracts and to enter into a strategic relationship. We have already started those discussions with the Dutch government.

Yes, obviously, it could be an option as the Korean government has in place very significant defense deals with the Polish government. It could well be that also here, we might be asked by one of those 2 governments to enter into this kind of arrangements and to produce weapon systems in this joint venture in Korea for the Polish market. That could happen.

have agreed that the production license and the IP transfer will only be valid for the Korean market and case by case for certain export market. This depends on two factors. First of all, on the industrial link and network and lobby power of our industrial partner into certain areas or countries. And secondly, about the Korean government itself, if they have a government-to-government deal, obviously, we want to benefit from that. And also in those cases, we would then produce within the joint venture for this third country.

Q Yes. So we always said in Singapore, we can produce between 5 or 10 systems per year. We have still further -- we can do that today with the facility size, which we are preparing now. We can expand this facility to double the kind of throughput if needed. But again, we do not expect that we need to do that as most of the clients as also here in the case of South Korea will insist on the local production. So we will use our joint venture in Singapore -- sorry, our joint venture in Korea to produce any future laser weapon for the Korean domestic market. So this first one for Korea is the only one which will be produced in Singapore. So it's more about the question how much can we -- how much kind of capacity we can set up in our new joint venture arrangements like this one here in Korea. And this depends always on the size of the market. So if they would buy, for example, 100, we would have a production capacity of, I would assume, about 15 to 20 per year, something like that.