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

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.

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.

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.

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.

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.

Denke auch da geht noch was

Das letzte Interview war schon besonders, wenn man erstmal einmal im U.S. Markt ist, dann können die Australier kaum abwarten bis Ende Dez die 900 Mrd US Budget unterzeichnet sind. Stehe einfach noch zu viele Möglichkeiten im Raum. us army receives first M1E3 main battle tank. Full release in January 26 in Detroit. ON TOP of the next gen tank, production of Current fleet to continue with added 4.6 billion dollar upgrade budget, for predominantly counter drone upgrades. big upgrade budget! cant wait for this RWS contact to land. https://www.armyrecognition.com/news/army-news/2025/u-s-army-confirms-first-delivery-of-m1e3-abrams-tank-prototype-by-general-dynamics

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