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

! I was mentioning before that we expect first clients to order lower quantities to get used to the system to integrate them into the CONOPS, the mode of operation in military context to see the effectiveness and then to go into the procurement of larger quantities. But even if that's the predominant way of procurement, we already have been approached by 2 clients who clearly told us they want to field more than 100 systems, 100 kilowatt each at least over the next 10 years. So you see there's a lot of potential. Those kind of countries, they want to protect their air bases, the military bases, but they also want to protect the civil airports with that one. And just by the 2 -- those 2 types, they need more than 100 systems. There's nothing else included in the equation. So that should give us a clear indication of how many systems we can expect over the midterm to be positioned in any kind of medium or top level kind of country. So those kind of opportunities will obviously not come tomorrow into fruition, but maybe at the end of next year and beyond in larger quantities

So turning to the financials. This is a EUR 71 million contract or AUD 125 million roughly with a Western European NATO member, as Andreas said. So the revenue profile, we would expect to earn a small amount of that revenue in 2025, perhaps AUD 5 million [sic] to AUD 10 million [ sic ]. That does not -- that is not going to provide anything other than an underpinning of our existing outlook for 2025. So it's not an uplift to this year's revenue. We would expect to earn most or the majority of the revenue in 2026 and 2027 and a bit in 2028. In our -- in terms of margin, in our existing business, we look for a gross margin on materials of 45% to 50%. On this project, we would expect to earn a 50% gross margin on materials or perhaps just a little bit higher. In terms of impact on operating expenses, we would expect to incur additional operating expenses, including people and property and other costs of approximately AUD 5 million or AUD 6 million per annum. So it's not expected to provide a significant increase in the existing $95 million overhead or OpEx base, sorry, that the company has. So overall, we would look for an EBITDA margin in our projects that we do in our existing business of 20%. It can be 15% up to 20% on existing projects. On this project, we would expect the incremental margin to be potentially 20% or a little bit higher.

We are planning some other demonstrations to happen by end of this year in Australia and during the first half of next year in the Middle East. We will invite any kind of interested party to those kind of demonstrations to maximize our market access and our probability for order intake in the course of 2026.

So I would say that the EOS is at least 5 years ahead of them. And we will also localize and offer the German government the production of our systems in Germany for the German markets. There's also a consortium in U.K. working on laser weapons. It's a consortium around MBDA, Leonardo and QinetiQ, so 3 quite significant players. They have teamed up to develop a system, which is called Dragonfire. Dragonfire is a 50-kilowatt system. So it's half of the power level which we have already offered today, which we have signed today. The objective is to make this 50-kilowatt system ready for qualification and for distribution by 2028. So I would say at least 3 years of headwind for us here -- of tailwind for us in the U.K. market, 3 years of advantage at least for EOS. So that means in the Western world, there's only one competitor to EOS, which is the Israeli consortia. There is nobody else for the non-U.S. Western market. There's one competitor from China offering 50-kilowatt systems with a very poor beam quality. We have seen those kind of systems. We are not too much afraid of. And if you look to our -- to the majority of our clients, which are Western clients, they do not want to have Chinese systems embedded into a multilayer air defense system because of potential softer backdoors and security risks.

The U.S. Congress is not allowing any export beyond 30 kilowatts into any other country. So that gives us the confidence that the American companies will take care for the U.S. market. We as EOS will take care for the rest of the world. That is big enough for us. It's a multibillion-dollar business, and we believe that this is where we as EOS should concentrate on. If you look to France, there's a French consortium working on today a 2- to 5-kilowatt solution.

Kopier mal paar nette Ausschnitte rein We expect that in the mid and long term, all kind of civil airports, all kind of civil infrastructure needs to be fully protected with such kind of system. That gives us a market which is much, much bigger than even the military market if you look to that alone. So that is from an overall perspective, extremely promising for EOS. And we as EOS are 100% sure that this makes this kind of first contract, the first of its kind, a groundbreaking change for EOS and historic moment. And we believe with that one, many more customers will follow, and we believe that this will be a very, very strong business segment, a strong business line of EOS in the short and midterm. There are only very few competitors with us on the marketplace. There's an Israeli company offering similar type of product. They are also offering 100-kilowatt systems to the market, but they don't own all IPs because all the IPs are coming from different companies. So it's complicated to transfer IP to transfer and to localize production in other country. So this Israeli collaboration, which is mainly between the 2 companies, Rafael and Elbit, they obviously are our only competitor in the 100-kilowatt range today on the marketplace.

Heute gab es Investor update mit Slides und call https://web.quartr.com/link/companies/18130/events/370915/slide?sp=0

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läuft, korrigieren oder konsolidieren wohl in den letzten Stunden wobei der Dip halb wieder aufgekauft wurde

Ja hab vllt nur 1% vom Depo bei EOS mein Problem ist auch ich Handel viel Zuviel und schmeiß Kohle aus dem Fenster bei den Trades. Aber die paar Stück hol ich mir morgen trotzdem 😅

Hatte es vorher nicht geprüft 😕

Ich habe bei Consors über 100€ an Nebenkosten gehabt.

Zahlst glaub 15€ oder? Nasdaq zahl ich 25 In D ist die Order bei mir 6€ L&S

Ich finde nur die Handelsplatzkosten sind enorm in Australien.

Bei DS bin ich auch schon wieder raus, und habe den Einstieg verpasst 😐

DS hatte auch vor kurzem ihren größten Einzelauftrag von 61 Mio aud. Hier haben wir einfach das doppelte. Zusätzlich ist das Teil aktuell nur über ASX handelbar und völlig unter dem Radar. Wenn man mal die Marktkapitalisierung vergleicht liegt DS bei 3 Mrd AUD und wir bei 500 Mio AUD wobei EOS auch die Jahre zuvor mehr Umsatz generiert. Wobei die Expansion von DS nicht zu unterschätzen ist vorallem der gesamte Backlog. Bin leider dort komplett raus und wollte bei 1.6€ nochmal rein. Hab hier nochmal eine kleine Ordner für morgen eingestellt 😅