TSXV:MRS.H - Post by User
Comment by
LucasKnighton Mar 12, 2018 1:56am
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Post# 27698955
RE:Rev DD
RE:Rev DDThrow in $400Million USD 5yrs up to $800Million USD over 10yrs (2nd leg) from 2018 to 2023 on a single order? * add in $150Mill to $250Mill 2022 and beyond possibly with Canada as another single order?
These are hard numbers being supplied by a government agency like the CAF above or by MRS related to details of its Sept 6/17 Dist Agreement not just some poster randomly pulling them out of their _ss?
So you can see how/why company focus on execution would be front and center and pulling any sales of Flex9 down off its PTF online order website...cuz you can have to much demand and possibly unable to deliver with to big a backlog etc etc...
So if you take just those two events...one was announced as "no material change" thru IR communication to investors and is massive- $400million USD over 5yr for starters...just as the first leg of that PO would be ending and the possible second leg kicking in if exercised? You would have the Canadian Armed Forces as per the link above re-issuing their new body armor to their armed forces personnel coming onstream..and all the while during this entire time frame?
Other products commercialized like the Amber Project First Respoders Suit currently as announced going thru the companys commericalization process-so that from the queue perspective of MRS?
Will be their next revenue stream out of their robust pipeline-of possible en masse' scale proportions (big) as Schwartz was quoted in the past as saying the First Responders Suit market could be the biggest opp for MRS of all...
So from a long term perspective? if we can get past the PO not being in hand as of yet and starting production on that large Dist Agreement of Sept 6th? Once the PO is announced any and all other things that MRS has in the queue is going to have a "FORCE MULTIPLIER" effect on whatever valuation appreciation the PO announcement will have on the share price. because once the PO is announced?
The doubt or uncertainty is removed of viability for investors/certainty comes in-and even those bashing fools from stockhouse could see-the size and scope of the market opportunity for MRS is that massive. when opportunity and certainty and size of market and investor capital looking for a safe haven of growth predictability come together?
These are often where the exponential Return on Investments are found and for those of us in the markets long enough to remember 98/00 internet or 08 sub prime cycles...we know those types of investment opportunties just dont' come around that often-maybe once or twice...possibly three times in a real investors portfolio lifetime and are considered when they do happen? lifestyle changing events. Good Weekend all. See you in markets the week coming.
TheRev16 LucasKnight wrote: I just had to post this by theRev over at ceo.ca. For those interested, it is simply a great analysis and debate.
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Canadian Armed Forces Re: Body Armor Re: mention of Canada (and the Ukraine) in CC of Dec 2017.
The timeline for new body armor as per the Canadian Armed Forces Government Website is 2022-4yrs from now. So a contract generating revenue from any sale of body armor to Canada is 48 mths into the future. However the size of the contract is large. Between $150Million to $250million (1/4 billion $$$).
If you look at the detailed description of what the Canadian Armed Forces is migrating to replace its current body armed issue to their war fighter/security/peach keeping forces? Its easy to see they are near word for word describing the Flex9Armor PTF product line. CAF BODY ARMOR MODERNIZATION REQUIREMENTS
Replace Existing Systems Objective Soldiers require a new lighter weight modular, configurable and integrated individual protection system which is compatible with current and future equipment.
Preliminary Estimate $100 million to $249 million Anticipated Timeline 2022 Options Analysis 2024 Definition Approval 2025 Request for Proposal Release 2026 to 2035 Implementation Approval Contract Award Final Delivery\ Point of Contact Director Land Requirements Phone: 819-994-4225 https://www.forces.gc.ca/en/business-defence-acquisition-guide-2015/land-systems-382.page