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Re: Katfish post# 5118

Sunday, 11/11/2018 10:31:52 AM

Sunday, November 11, 2018 10:31:52 AM

Post# of 5799
I think they undersell thermite’s potential

They are saying they think it will contribute 4-7 million annually. I bet it winds up being more. Quantum neglected the product and coda bought it for a song 4 years ago. They have spent a bunch of money refreshing the product line just as military spending is ramping up. This was a component in the Apache helicopter program and others plus you have the endeavor angle. In addition to the contract I mentioned and some of their other big wins endeavor is one of 2 competitors for a 500 million dollar DoD contract. 10 million plus annually on thermite wouldn’t surprise me in a couple years. They bought it for about a million.


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