Added to YB: 2025-05-23
Pitch date: 2025-05-22
EOS.AX [bullish]
Electro Optic Systems Holdings Limited
+303.75%
current return
Author Info
No bio for this author
Company Info
Electro Optic Systems Holdings Limited engages in the development, manufacture, and sale of telescopes and dome enclosures, laser satellite tracking systems, and remote weapon systems.
Market Cap
AUD 569.2M
Pitch Price
AUD 1.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
-35.35
P/E
-15.13
EV/Sales
3.34
Sector
Aerospace and Defense
Category
value
Long idea: Electro-Optic Systems (EOS-AU)
EOS.AX long trade: 55% market cap in cash (0.88/share), hated due to legacy issues. Defence hardware integrator with counter-drone 'Slinger' & high-energy laser prototypes. $740M pipeline: R500 ($500M+), R400 ($260-300M), 2x HELW ($100-200M each). Catalysts: imminent contracts amid rising defence spend. Risks: AI eroding competitive edge, poor management.
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