Only significant pureplay EO player left

2023年1月6日

• Cheap satellites that work and keep getting better
  
• Dominant position in ag, civil gov
  
• Catchup up to Airbus, and Maxar within D&I
  
• Good platform, one-to-many business model
  
• Only significant player within EO left after Maxar, Nearmap buyout
  

2023年8月29日

註釋

Bought and sold for ~$3.50. Too much uncertainty in the topline.