The Observer @TheObserverCap

@JeevacationCap @CaesarCapitalz Calm down bro

@JeevacationCap I don‘t think thats accurate

@AktienAkademie No all figures are in AUD

Now confirmed. $EOS.AX announced an order from $LHX worth US$5M (~A$7M) for integration into a counter-drone weapon system, manufactured in Australia, delivering during 2026. The bigger headline from today's announcement: EOS raised its 2026 base business revenue guidance from $180-230M to $240-270M. Still excludes MARSS. MARSS 2026 guidance is due within the next ~2 months. Even a conservative MARSS contribution on top should push total 2026 group revenue comfortably above $300M.

The Observer @TheObserverCap

6 days ago

L3Harris just booked a US Army order worth up to $106M for VAMPIRE counter drone systems. The headline belongs to $LHX, but the supply chain tells a second story: the positioning component that aims VAMPIRE's APKWS rocket launcher is the AS-65 gimbal from $EOS.AX, and EOS

3 3 35 24K 5

@JeevacationCap I don‘t think anyone cares bro

Friday's space stock dump ($RKLB -8%, $ASTS -10%, $LUNR -13%, $SPCE -24%) was sector rotation into the $SPCX IPO, not a thesis break. With SpaceX now public and the rotation done, the listed names look poised to grind back up. The obvious candidates: $RKLB Neutron debut in 2027 against a $2.2B backlog, plus a slot on the DoW Space Based Interceptor program under Golden Dome with Raytheon. Joins the Nasdaq-100 next Monday (June 22). $ASTS Direct-to-cell constellation deploying BlueBird 8/9/10 this Wednesday (June 17) on SpaceX Falcon 9. Targeting 45 satellites in orbit by end of 2026, with $3B+ cash on hand. The European alternatives: $AVIO Italian launcher behind Vega-C, returned to flight in late 2024 with ESA and commercial missions stacked through 2026/27. Also won a slice of ESA's European Launcher Challenge. $OHB German satellite prime building Galileo Second Generation, ARTES, and inside the SpaceRISE consortium that won IRIS² (EU sovereign secure connectivity). Pure-play European space that hasn't run with the US names. The hidden players: $ENSI UK fabless ASIC chipmaker for space communications, and AST SpaceMobile's chip partner (developing the next-gen ASIC for AST's spacecraft payloads). Plus an April 2026 deal with another major European satellite operator: $6.8M NRE plus potential $50M+ supply, against a ~£400M pipeline. $FTC UK supplier of HF power amplifiers and E-band modules to SpaceX Starlink. SpaceX owns 10%, two production contracts locked in (£15.8M + £47.3M GaN E-band), direct read-through to SpaceX scaling. Friday was rotation. The thesis is intact.

@JeevacationCap No need to comment

@JeevacationCap No one cares dawg

@EhrmantrautCap_ I was talking about ending your life

Diehl just revealed the IRIS-T SLS Mk. 4 at ILA Berlin 2026, a new mobile air defense launcher on a 6x6 vehicle, capable of firing on the move. The detail relevant to $EOS.AX : Diehl explicitly said the integration of a weapon station is also possible on the platform. $EOS.AX is already Diehl's RWS partner. EOS supplies its Slinger C-UAS to Diehl, who integrates it onto 4x4 platforms for the Bundeswehr (January 2024 contract, A$15M). On top of that, EOS and Diehl jointly bid on the German UTF tender to equip up to 4,200 Bundeswehr heavy logistics vehicles with RWS. If Diehl outfits the Mk. 4 with a weapon station, EOS is the natural fit.

@PhotonBull

Retweeting this from April because something significant just dropped today; and it adds several layers the market hasn't priced. The US has been paying $EOS.AX for space data since 2022. NOAA awarded EOS two contracts for Space Object Commercial Data - confirmed on USASpending.gov. EOS is one of only five commercial providers selected globally for GEO space object tracking data. Southern hemisphere coverage is their edge, nobody else has it. The UK has locked EOS in as their laser ranging partner. November 2025 - Spaceflux led consortium awarded all three major UK Government Space Domain Awareness contracts under the National Space Operations Centre framework. EOS is the laser ranging supplier. Partners include Safran, GMV, and the UK MoD. Multi year + multi million pounds. Today - Mount Stromlo laser goes live. EOS announced integration and commissioning of their advanced laser system at Mount Stromlo as part of the space debris mitigation project. The data pipeline is now visible NOAA (US civilian) → UK Space Command (Five Eyes) → US Space Force (Allied Space Enterprise) → all feeding from the same EOS southern hemisphere laser network. The photo in my April post was the relationship, with today's posts being the relationship going operational. 🫦

OptimusDelta @OptimusDelta

2 months ago

$EOS.AX - The Ultimate High Ground strategy is going live. $EOS just dropped a visual confirmation of their Tier-1 status. A delegation including Lt Gen Gagnon (US Space Force) and MAJGEN Novak (Australian Space Command) just visited Canberra for a live demo of ATLAS-R. For

0 6 46 23K 16

L3Harris just booked a US Army order worth up to $106M for VAMPIRE counter drone systems. The headline belongs to $LHX, but the supply chain tells a second story: the positioning component that aims VAMPIRE's APKWS rocket launcher is the AS-65 gimbal from $EOS.AX, and EOS handles integration and support from Huntsville, Alabama, the same city where L3Harris stood up high volume VAMPIRE production in March. VAMPIRE has logged more than 350,000 operational hours since 2023, built originally as a low cost answer to Russian drones over Ukraine. This order converts a battlefield proven aid program into domestic US Army procurement at scale. Every unit that rolls off the Huntsville line pulls EOS content with it.

FSMN @faststocknewss

6 days ago

L3HARRIS $LHX DELIVERING COUNTER-DRONE SYSTEMS TO US ARMY

3 1 10 9K 1

@saso_capital Thanks saso

x.com/i/article/2064…

@retail_mourinho Generational buy at 160

@YungAds_ @EhrmantrautCap_

A lot of significant news for Palladyne AI ($PDYN) in the last few weeks. Today: exclusive U.S. licensing MoU with Israel Aerospace Industries (IAI), the company that invented loitering munitions 40+ years ago and still leads the category globally. Palladyne gets exclusive U.S. rights to manufacture and market HARPY, HAROP, and Mini-HARPY drones to the U.S. government. Up to 10-year term. They Americanize the systems and add SwarmOS swarming software. First target: U.S. Army LRPM competition, $100-$200M prototype OTA expected in October 2026. Wolff says Palladyne is competing for 5+ funded DoW programs over the next 12 months. Operational momentum: → Northern Strike 26-2 DoW exercise: SwarmOS demonstrated on four different drone OEM platforms simultaneously, one operator → Invited to 5 DoW joint exercises since April 1 → Multiple new drone OEM SwarmOS partnerships in progress → Previously unannounced significant order for the BRAIN X2 flight computer $PDYN today: ~$300M MC. Q1 2026 revenue $3.5M (+107% YoY), $17M backlog, $43.7M cash. 2026 guidance $24-$27M, implying 357-415% revenue growth.