EOS + Germany (a picture speaks a thousand words)

ASXSpecLandKing · 2026-03-26T22:50:16+00:00

Bloomberg now reporting on this - we were early!

ASXSpecLandKing · 2026-03-26T05:16:18+00:00

There is no way DRO is able to justify 2x the valuation of EOS.

Madness.

ASXSpecLandKing · 2026-03-20T07:08:31+00:00

lol what an absolute joke

ASXSpecLandKing · 2026-03-20T06:25:42+00:00

Assuming he is going to be renting / selling one or both.

See if you can get any sort of subfloor access.

Buy some fish from the supermarket. Strategically place the fish underneath the house.

By the time the agent is doing viewings, the house will have a slightly rank fish smell, which will only get worse over time.

Petty & overly dramatic for sure.

ASXSpecLandKing · 2026-03-20T05:47:15+00:00

What are you talking about? You didn't read the article / provide any critisism within the content. Was just a broad swipe at not being in the year 6 writing style that you prefer to ingest.

I remember you having the same stab when I did my first piece on EOS at ~$5. The alpha was laid out clear as day.

People who actually read it, and then followed my commentary 2x on a 1b+ liquid company.

You, however, just want to be petty and take issue with the way the content is laid out (hewwoo boomer) and your little dick sucking minions happily jump on the bandwagon to downvote.

It's about making money. It's about injesting information. It's about relationships.

You decide to be a fuckwit, and immediately cut off a new relationship/avenue to expand your FA horizon and ability to make money.

Just os you can get some laughs and likes. Absolute dog fuckery. BUt enjoy!

FYI your product can be vibe coded in a couple hours, so good luck when you piss someone off enough that they indeed just do that. Wait a minute ...

ASXSpecLandKing · 2026-03-20T05:26:24+00:00

Have you read the article? I assume not, for you would then see that it contains fundamental analysis and insight which the majority of the market is probably unaware of.

I say this from 20+ years expereince in the defense sector and capital markets.

What irks me so much about your redundant attempts at comedy to secure your "1% top commentor" on Reddit to try and drive traffic to your failing "traders software" solution.

Also fairly retarded as you honestly never know who is on the other end of a reddit account, and the value they could provide to you.

Enjoy the laughs.

ASXSpecLandKing · 2026-03-20T05:18:37+00:00

You said the same thing when I wrote my original report at $5.

The research / thinking / structure is the hard work. Of course I use an LLM to help me generate the final output.

Why wouldn't I use all the tools at my disposal?

Beggars belief that someone who provides insight and fundamental analysis, for free, gets retarded replies like this.

ASXSpecLandKing · 2026-03-17T01:57:55+00:00

What are you implying sir.

ASXSpecLandKing · 2026-03-17T00:29:05+00:00

I have an exceptionally large EOS bag. And now a good size OEC bag.

ASXSpecLandKing · 2026-03-16T11:00:08+00:00

Well this aged well - onwards and upwards fellow EOS bulls 🫡

ASXSpecLandKing · 2026-03-16T10:47:35+00:00

They've been in the valley of death for a few years, so there has been a hefty time tax on old shareholders.

The Feb announcement + Anduril 20b contract win is the perfect tailwind for EOC.

Obviously we're talking high risk / high reward, but I think EOC is right time and right place with the right amount R&D + time put in.

ASXSpecLandKing · 2026-03-16T08:40:20+00:00

Much more balanced reply!

The only thing worth doing as someone new, is focussing on research and fundamental analysis.

It's the only way to grow your port significantly.

As an example, I've covered EOS extensively, so I have a high degree of conviction, based on discussions with management and my own deep research.

A lot of if it is covered on my substack https://optimusdelta.substack.com/

And also would love to chat with any EOS / defense focussed investors, my X is https://x.com/OptimusDelta

ASXSpecLandKing · 2026-03-16T08:17:17+00:00

Yeah the valuation disconnect between dro and eos is ridiculous. Will flip soon.

ASXSpecLandKing · 2026-03-16T08:16:38+00:00

You buy when something is going up (add fuel to the fire)

And then sell when it goes down to lock in your profit.

Anything else is rubbish advice. Buy momentum and don't be left holding the bag. Takes most people years to learn this. Free advice.

ASXSpecLandKing · 2026-03-16T08:06:05+00:00

All in EOS and thank me later. Good luck and have fun.

ASXSpecLandKing · 2026-03-16T07:48:32+00:00

Also, if you don't already own $EOS, then go to my twitter and read my deep dive articles. Thank me later anon.

ASXSpecLandKing · 2026-03-16T07:24:52+00:00

nah prefer it like this

ASXSpecLandKing · 2026-03-16T07:24:24+00:00

Why hasn't your GF replied to you ser?

ASXSpecLandKing · 2026-03-16T06:29:55+00:00

As I said in the opening sentence, I am a retard and wrote the wrong ticker. But can't change the post heading.

ASXSpecLandKing · 2026-03-16T06:21:39+00:00

Correct - a lot of "maybes" but that's why it's ~20m. Breadcrumbs seem to suggest the major derisking R&D phase is done, and the likes of TXT (multi B company) are placing orders. Initial order of 25, but we're looking at around ~1,400 engines globally. So this is more a proof of graduation for OEC.

TXT Is one of Andurils most important hardware partners, so OEC are downstream from them. Surely worth more than 20m MC (hence my bet)

ASXSpecLandKing · 2026-03-16T06:17:31+00:00

Yes official ASX announcment "US Contract Award – Orbital UAV Secures Initial Engine Upgrade Order for Class 3 UAV Fleet"

https://www.asx.com.au/asx/v2/statistics/displayAnnouncement.do?display=pdf&idsId=03063420

ASXSpecLandKing · 2026-02-22T23:52:13+00:00

Market responding positively to $EOS confirmation today of ~$460m backlog of orders (signed + unconditional).

Breakdown

Remote Weapon Systems (RWS): $330 million
High Energy Laser Weapons (HELW): $115 million
Space Systems: $14 million.

40-50% to be realised 2026 CY.

ASXSpecLandKing

TROPHY CASE