EOS was already 34% of my portfolio before this news. my biggest position. The whole defense sector has been down, but EOS has held up because management keeps executing. And investors focus on the wrong tailwind. I believe this company is going to re-rate hard as it goes from a weapons supplier into a provider of complete turnkey defense solutions for NATIONS. My first entry was at A$2.80. I presented it to our members in July 2025 at around A$4. My confidence in this company is sky-high. Europe’s push toward non-ITAR solutions and plans to spend €800 billion to €1 trillion on defense and specifically counter-drone. And this creates massive tailwinds for EOS. This latest contract, while still subject to conditions, reinforces exactly why I have such strong conviction. Counterdrone is THE defense trade $EOS.AX

An excellent piece by @eosnos; the clearest takeaway for Chinamaxxers is this point by @RushDoshi: “A country tends to create an external order that looks a lot like its internal order" And the piece ends with a fortune teller, which I of course love!