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Re: Twister post# 52309

Wednesday, 06/08/2022 11:11:16 PM

Wednesday, June 08, 2022 11:11:16 PM

Post# of 53781
If there's no IVAS, then the question arises "why has the company been putting all their eggs in the US Army basket?" They started this conversation at least in 2018, if not sooner. SVT won't be in LRIP until, as of now, 2024. So that'd be 6 years until they've grown into a serious military revenue stream, assuming that works out.

So at this point, if you don't believe in IVAS, why are you invested?
A) You believe in growth in police training -- something something "insanity is expecting different results..."
B) IVAS-spinoff programs --- surely these are another 1+ years out to redefine and test and way smaller opportunity than IVAS

Neither of these are all that appealing IMO.
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