Kleos Space - Geo-location of Radio Frequency (RF) (Seite 105)
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Beitrag zu dieser Diskussion schreiben
Das Volumen ist noch gering – ich denke das Kleos einen erfolgreichen Launch braucht um Fonds und potente Anleger zu erreichen. Gerade bei Fonds ist ein Start-up mit bevorstehendem Launch in einer Risikoklasse die ein Investment noch nicht zulässt. Man darf ja nie vergessen, dass der Launch auch schiefgehen kann und sich das alles verschiebt. Ich habe meine Stückzahlen mühsam über Monate zusammengetragen und die größte Einzelorder einmal mit 50.000 abgeschlossen. Allerdings damit drückt das schon mal den Kurs um 1 Cent nach oben. Am besten in 5000 oder 10.000 Schritten kaufen, meistens war ca. 1 Stunde nach Handelsbeginn in Australien ein guter Kurs möglich.
Antwort auf Beitrag Nr.: 65.383.830 von v272 am 14.10.20 15:40:07
...
Hört sich gut an, empfand das Volumen mit knapp 100.000 heute Nacht etwas gering. Denke das wird noch kräftig ansteigen bis zum Start. Und wie bereits gesagt ist gar nicht so einfach sich eine höherer Position aufzubauen ohne den Kurs extrem zu pushen
Bis 0,395 AUD sind nur 27.000 im ASK in Australien - die sind schnell weg. Ich tippe wir schließen morgen mit ,40 ab. Bis zum Launch Date wir die Aktie stetig steigen - die Chance das die Inder den 50 Launch in Folge mit der PSLV nicht realisieren liegt bei 0%.
Vor allem die Position vor dem Trading Halt stärken. Hab noch nicht 100% verstanden wann die Australier den Halt ansetzen aber für den Payload bei Rocket Lab ist das gleiche passiert und dann kann man weder in Sidney noch in Fra handeln. Falls das so kommt ist das sicherlich ein .10 AUD Gab.
Im australischen Forum wurde es zu treffend zusammen gefasst. Man sollte sich seine Position vor dem Start jetzt aufbauen so lange der Preisloch unter 40 australischen Cent steht. Viele Leute haben bereits ihre Position und werden diese nicht mehr hergeben vor dem Start. Auch die Verkäufer werden immer weniger.
https://www.barchart.com/stocks/quotes/KSS.AX/cheat-sheet
Letzte Nacht Widerstand durchbrochen, Monatshigh und 13 Wochen high erreicht. RSI bei 70 beginnend RSI von 80 wären .44 ausd bei einem Event wie dem bevorstehenden locker drin
Letzte Nacht Widerstand durchbrochen, Monatshigh und 13 Wochen high erreicht. RSI bei 70 beginnend RSI von 80 wären .44 ausd bei einem Event wie dem bevorstehenden locker drin
Yes - sehr gut zusammen gefasst. Kleos hat mir zugesagt das der nächste Berlin Equity Report auch in Deutsch verfügbar sein wird, wann der allerdings kommt weis ich nicht. Jetzt sind wir 2 mal an 35.5 abgeprallt aber die 40 sollten bis Donnerstag erreicht werden. Es gilt sich vor dem Trading Halt zu positionieren - falls das noch jemand hier vor hat.
Antwort auf Beitrag Nr.: 65.369.586 von v272 am 13.10.20 13:30:04
Danke
Vielen Dank für das reinstellen. Ich habe mich sehr gefreut als ich diesen Bericht im australischen Forum gelesen habe.
noch zu ergaenzen ist das der Report nur den 2ten Cluster mit einbezieht - das Geschaeftsmodell sieht allerdings 10-20 Cluster vor.
Zusammenfassung - hoffe alle sind dem Englisch maechtig.
Der naechste Berlin Equity Report wird bilungual sein.
KLEOS SPACE LAUNCH SCHEDULED 1st week of NOVEMBER
Please see an overview below on Kleos Space (ASX:KSS) from Evolution Equities.
Kleos Space SA (ASX:KSS)
Shares on issue: 117m
Top 3 Shareholders’ Holding: ~71m shares
Top 3 Shareholders’ Holding: ~60%
Market Cap at 30c: $35m
KEY HIGHLIGHTS
Kleos has developed a cluster of small satellites to deliver a global picture of radio frequency data to assist governments and defence players by improving their maritime intelligence.
Kleos’ launch date is set for beginning November 2020 and was delayed due to Coronavirus restrictions in India which have now been lifted - Satellite build 100% complete, transported to site and ready for launch
+$8m revenue contracts already secured from major global Defence players from USA, EU, South America
130+ potential customers in current pipeline – equating to $80-100m in potential revenue with 1st cluster and doubling to $160m-$200m with 2nd cluster
2nd cluster launch signed with SpaceX and scheduled for mid-2021 – 2nd cluster will double revenue of contracts due to increased data accumulation
Former Managing Director for Airbus Intelligence South America, Pierre Duquesne managing South American Sales / US based Karyn Hayes Ryan 30+ years in US Gov intelligence and procurement for US Gov managing US sales
Signed partnership with L3 Harris (NYSE:LHX)(US$45bn Market Cap), Kleos has been placed on GSA Schedule in USA to rapidly speed up US Government procurement cycle with immediate access to 100’s of US Gov Agencies (this usually takes 2 years to complete)
MOU’s signed with leading global space and defence players to create higher value added products including Airbus, Ball Aerospace (NYSE:BLL) and Spire Global
Pricing model for first Kleos DaaS Product released – Annual revenue per ‘Single User’ starting from A$120,000 up to A$1,000,000 for ‘Government User’
DaaS model – Data as a service Allows an ‘unlimited’ number of potential customers
Only competitor in the market, Hawkeye 360 raised US$70m at a US$200m Valuation in August 2019 and have already secured $50m of contracts
Kleos Market Cap only $35m
WHAT DOES KLEOS DO?
Kleos has developed a multi-satellite Scouting Mission that can deliver a global picture of Radio Frequency data.
By detecting where there is or isn’t radio frequency data they can assist gov’s, defence players etc with maritime intelligence
Think illegal fishing, pirates, illegal people smuggling, border protection, maritime insurance etc
If a boat wants to go ‘hidden’ or dark, they can simply turn off their AIS and GPS monitoring, however the radios on board will still emit radio frequencies – KSS data can assist in detecting these locations when other data is unavailable
Satellite build 100% complete, transported to site and ready for launch at the Indian Space Research Orgnisation (ISRO)
2nd cluster launch signed with SpaceX and scheduled for mid-2021
COMMERCIALISATION
SUMMARY
+$8m revenue contracts already secured from major global Defence players from USA, EU, South America
130+ potential customers in current pipeline – equating to $80-100m in potential revenue with 1st cluster and doubling to $160m-$200m with 2nd cluster
2nd cluster launch signed with SpaceX and scheduled for mid-2021 – 2nd cluster will double revenue of contracts due to increased data accumulation
The following companies have entered into MOUs or have early adopter contracts in place with Kleos.
Airbus, L3 Harris, Ball Aerospace, UTC Collins, Red Group Technologies, Oriondata Internacional, Telepazio, IMSL, Victoria Falls, Spire, ImageSat International, Brazilian Government Agency, Geollect, confidential Nation State, Earthlab, Chilean Geociences and Brazilian HEX Geospatial Technologies.
L3 HARRIS (NYSE:LHX) CONTRACT
L3Harris (NYSE:LHX) 6th largest US Defence company to market Kleos DaaS Products to government agencies
https://www.l3harris.com
Market Cap US$45bn - Annual revenue US$17bn – customers in 130 countries
This is the most significant deal Kleos could have signed anywhere in the world
Importantly, L3 Harris placed Kleos on GSA portal - This is usually a 2 year procurement cycle to achieve
GSA PORTAL – importance of L3 Harris
GSA portal is used to pre-negotiate gov contracts in the USA– GSA negotiates all terms including price and delivery etc so gov agenices can just log in and order products – no need to negotiate with end user as GSA portal has already negotiated terms of the deal
Usually takes up to 2 years to be placed on GSA portal
GSA Schedule Contracts are the most widely used US Government Contract accounting for $45Bn USD in annual sales
100’s of government agencies are on the GSA portal
Every 10 customers captured will provide ~$10m revenue per year – with L3 Harris marketing KSS data on the portal we expect multiple contracts to occur from this deal
This is why L3 Harris above is such a significant deal and underestimated by the market
https://gsa.federalschedules.com/gsa-schedule/
EARLY ADOPTERS CONTRACTS
Early adopter revenue contracts over $8m already secured from major global Defence players and governments from USA, Europe and South America
2 early adopter pre-orders with leading international defence and security contractors with combined annual revenues in the order of A$30 billion
Brazilian Government recently signed a pre-order with Kleos
In South America Kleos has secured pre-orders with leading Chilean, GEOCIENCIAS E.I.R.L and Brazilian HEX Geospatial Technologies for up to $1.5m per year.
Further Brazilian integrator also signed for $500k per year minimum bolstering recurring revenue
Geollect has signed a minimum EUR 300,000 agreement to use Kleos’ data. Geollect is a leader in geospatial intelligence and analysis in the UK and are used by the UK’s Royal Navy and other prominent global maritime organisations
Multiple US Air Force programs currently in progress with multi-million projects and funding potential to be won from successful programs
OTHER DISTRIBUTION AGREEMENTS
IMSL - commercial agreement with UK- based (IMSL) for them to purchase Kleos Scouting Mission Data as a Service and to integrate and sell the Kleos data with related analytics services to governmental and commercial customers around the world.
VICTORIA FALLS - which allows procurement and integration of Kleos’ radio frequency reconnaissance data into US defence programmes including those projects proposed to the US Air Force Small Business Innovation and Research (SBIR) programme.
MOU’s SIGNED
Leading Global players want to partner with KSS data to create valuable products.
Airbus MOU 1 – expand RF uses
to expand the international market of radio frequency monitoring, transmitter geolocation, and to investigate opportunities to collaborate.
Airbus MOU 2 – in-space 3D printing
This MoU covers the companies’ agreement to collaborate on In-Space manufacturing technology
Ball Aerospace (NYSE:BLL) – enter US market
to enter the significant US Geospatial Intelligence market - subsidiary of Ball Corporate (NYSE:BLL)
ImageSat International – value add to current imagesat customers
Under the MoU, the companies will develop a value-add proposition for current and future iSi maritime customers.
EarthLab – use RF data for Insurance sector
to examine collaboration opportunities for the use of Kleos RF Reconnaissance and Geolocation data for the insurance sector and for other different Geospatial intelligence (GEOINT) purposes.
Spire Global –combine AIS and RF data
Kleos and Spire will collaborate to combine Spire AIS data with KLEOS RF data to create a new shared capability to bring safety at sea (Safety at Sea Collaboration).
REVENUE & PRICING MODEL
Pricing model for first Kleos DaaS Product released – Annual revenue per ‘Single User’ starting from A$128,000 up to A$970,000 for ‘Government User’ - Doubles to A$256,000 up to A$1,940,000 after second cluster data resumes
GSA portal has 100’s of Gov agencies
Former Managing Director for Airbus Intelligence South America, Pierre Duquesne joins Sales Team to target South America
US based Karyn Hayes Ryan 30+ years in US Gov intelligence and procurement for US Gov managing US sales
DaaS model – Data as a service
Allows an ‘unlimited’ number of potential customers
The same data can be re-sold and re-sold over and over for no additional cost
COMPARABLE COMPANY - HAWK-EYE 360
The company is of similarity to Hawkeye 360 and will generate similar data
Hawkeye launched their satellites in 2019
Hawkeye raised US$70m at a US$200m Valuation in August and have already secured $50m of contracts since launch.
Importantly, customers have advised that rather then choose one or the other, they will have demand for BOTH hawkeye and Kleos data as an insurance policy if one fails, and also as a value add for more data
These governments and defence organisations are intent on receiving as much data as possible – hence it is not a competition but rather both will supply users
The quality of Kleos data is far superior as the information comes from a 4 satellite cluster vs Hawkeye360 only 3 satellites in its cluster.
If you consider the customers already paying for the data, the cost of adding the other company’s data is minimal
SUMMARY
Kleos satellites have been transported to Launch Site in India and are now on site and ready for final stages of integration into ISRO’s launcher. Launch is scheduled for November 2020.
With current +$8m in contracts already secured pre-launch, combined with multiple contracts expected to be received once data is flowing from the satellites, 2021 should be a pivotal year for the company in which revenue ramp-up accelerates with existing and new customers and Kleos launches its 2nd cluster with SpaceX.
Current Market Cap at 30c is only $35m
Der naechste Berlin Equity Report wird bilungual sein.
KLEOS SPACE LAUNCH SCHEDULED 1st week of NOVEMBER
Please see an overview below on Kleos Space (ASX:KSS) from Evolution Equities.
Kleos Space SA (ASX:KSS)
Shares on issue: 117m
Top 3 Shareholders’ Holding: ~71m shares
Top 3 Shareholders’ Holding: ~60%
Market Cap at 30c: $35m
KEY HIGHLIGHTS
Kleos has developed a cluster of small satellites to deliver a global picture of radio frequency data to assist governments and defence players by improving their maritime intelligence.
Kleos’ launch date is set for beginning November 2020 and was delayed due to Coronavirus restrictions in India which have now been lifted - Satellite build 100% complete, transported to site and ready for launch
+$8m revenue contracts already secured from major global Defence players from USA, EU, South America
130+ potential customers in current pipeline – equating to $80-100m in potential revenue with 1st cluster and doubling to $160m-$200m with 2nd cluster
2nd cluster launch signed with SpaceX and scheduled for mid-2021 – 2nd cluster will double revenue of contracts due to increased data accumulation
Former Managing Director for Airbus Intelligence South America, Pierre Duquesne managing South American Sales / US based Karyn Hayes Ryan 30+ years in US Gov intelligence and procurement for US Gov managing US sales
Signed partnership with L3 Harris (NYSE:LHX)(US$45bn Market Cap), Kleos has been placed on GSA Schedule in USA to rapidly speed up US Government procurement cycle with immediate access to 100’s of US Gov Agencies (this usually takes 2 years to complete)
MOU’s signed with leading global space and defence players to create higher value added products including Airbus, Ball Aerospace (NYSE:BLL) and Spire Global
Pricing model for first Kleos DaaS Product released – Annual revenue per ‘Single User’ starting from A$120,000 up to A$1,000,000 for ‘Government User’
DaaS model – Data as a service Allows an ‘unlimited’ number of potential customers
Only competitor in the market, Hawkeye 360 raised US$70m at a US$200m Valuation in August 2019 and have already secured $50m of contracts
Kleos Market Cap only $35m
WHAT DOES KLEOS DO?
Kleos has developed a multi-satellite Scouting Mission that can deliver a global picture of Radio Frequency data.
By detecting where there is or isn’t radio frequency data they can assist gov’s, defence players etc with maritime intelligence
Think illegal fishing, pirates, illegal people smuggling, border protection, maritime insurance etc
If a boat wants to go ‘hidden’ or dark, they can simply turn off their AIS and GPS monitoring, however the radios on board will still emit radio frequencies – KSS data can assist in detecting these locations when other data is unavailable
Satellite build 100% complete, transported to site and ready for launch at the Indian Space Research Orgnisation (ISRO)
2nd cluster launch signed with SpaceX and scheduled for mid-2021
COMMERCIALISATION
SUMMARY
+$8m revenue contracts already secured from major global Defence players from USA, EU, South America
130+ potential customers in current pipeline – equating to $80-100m in potential revenue with 1st cluster and doubling to $160m-$200m with 2nd cluster
2nd cluster launch signed with SpaceX and scheduled for mid-2021 – 2nd cluster will double revenue of contracts due to increased data accumulation
The following companies have entered into MOUs or have early adopter contracts in place with Kleos.
Airbus, L3 Harris, Ball Aerospace, UTC Collins, Red Group Technologies, Oriondata Internacional, Telepazio, IMSL, Victoria Falls, Spire, ImageSat International, Brazilian Government Agency, Geollect, confidential Nation State, Earthlab, Chilean Geociences and Brazilian HEX Geospatial Technologies.
L3 HARRIS (NYSE:LHX) CONTRACT
L3Harris (NYSE:LHX) 6th largest US Defence company to market Kleos DaaS Products to government agencies
https://www.l3harris.com
Market Cap US$45bn - Annual revenue US$17bn – customers in 130 countries
This is the most significant deal Kleos could have signed anywhere in the world
Importantly, L3 Harris placed Kleos on GSA portal - This is usually a 2 year procurement cycle to achieve
GSA PORTAL – importance of L3 Harris
GSA portal is used to pre-negotiate gov contracts in the USA– GSA negotiates all terms including price and delivery etc so gov agenices can just log in and order products – no need to negotiate with end user as GSA portal has already negotiated terms of the deal
Usually takes up to 2 years to be placed on GSA portal
GSA Schedule Contracts are the most widely used US Government Contract accounting for $45Bn USD in annual sales
100’s of government agencies are on the GSA portal
Every 10 customers captured will provide ~$10m revenue per year – with L3 Harris marketing KSS data on the portal we expect multiple contracts to occur from this deal
This is why L3 Harris above is such a significant deal and underestimated by the market
https://gsa.federalschedules.com/gsa-schedule/
EARLY ADOPTERS CONTRACTS
Early adopter revenue contracts over $8m already secured from major global Defence players and governments from USA, Europe and South America
2 early adopter pre-orders with leading international defence and security contractors with combined annual revenues in the order of A$30 billion
Brazilian Government recently signed a pre-order with Kleos
In South America Kleos has secured pre-orders with leading Chilean, GEOCIENCIAS E.I.R.L and Brazilian HEX Geospatial Technologies for up to $1.5m per year.
Further Brazilian integrator also signed for $500k per year minimum bolstering recurring revenue
Geollect has signed a minimum EUR 300,000 agreement to use Kleos’ data. Geollect is a leader in geospatial intelligence and analysis in the UK and are used by the UK’s Royal Navy and other prominent global maritime organisations
Multiple US Air Force programs currently in progress with multi-million projects and funding potential to be won from successful programs
OTHER DISTRIBUTION AGREEMENTS
IMSL - commercial agreement with UK- based (IMSL) for them to purchase Kleos Scouting Mission Data as a Service and to integrate and sell the Kleos data with related analytics services to governmental and commercial customers around the world.
VICTORIA FALLS - which allows procurement and integration of Kleos’ radio frequency reconnaissance data into US defence programmes including those projects proposed to the US Air Force Small Business Innovation and Research (SBIR) programme.
MOU’s SIGNED
Leading Global players want to partner with KSS data to create valuable products.
Airbus MOU 1 – expand RF uses
to expand the international market of radio frequency monitoring, transmitter geolocation, and to investigate opportunities to collaborate.
Airbus MOU 2 – in-space 3D printing
This MoU covers the companies’ agreement to collaborate on In-Space manufacturing technology
Ball Aerospace (NYSE:BLL) – enter US market
to enter the significant US Geospatial Intelligence market - subsidiary of Ball Corporate (NYSE:BLL)
ImageSat International – value add to current imagesat customers
Under the MoU, the companies will develop a value-add proposition for current and future iSi maritime customers.
EarthLab – use RF data for Insurance sector
to examine collaboration opportunities for the use of Kleos RF Reconnaissance and Geolocation data for the insurance sector and for other different Geospatial intelligence (GEOINT) purposes.
Spire Global –combine AIS and RF data
Kleos and Spire will collaborate to combine Spire AIS data with KLEOS RF data to create a new shared capability to bring safety at sea (Safety at Sea Collaboration).
REVENUE & PRICING MODEL
Pricing model for first Kleos DaaS Product released – Annual revenue per ‘Single User’ starting from A$128,000 up to A$970,000 for ‘Government User’ - Doubles to A$256,000 up to A$1,940,000 after second cluster data resumes
GSA portal has 100’s of Gov agencies
Former Managing Director for Airbus Intelligence South America, Pierre Duquesne joins Sales Team to target South America
US based Karyn Hayes Ryan 30+ years in US Gov intelligence and procurement for US Gov managing US sales
DaaS model – Data as a service
Allows an ‘unlimited’ number of potential customers
The same data can be re-sold and re-sold over and over for no additional cost
COMPARABLE COMPANY - HAWK-EYE 360
The company is of similarity to Hawkeye 360 and will generate similar data
Hawkeye launched their satellites in 2019
Hawkeye raised US$70m at a US$200m Valuation in August and have already secured $50m of contracts since launch.
Importantly, customers have advised that rather then choose one or the other, they will have demand for BOTH hawkeye and Kleos data as an insurance policy if one fails, and also as a value add for more data
These governments and defence organisations are intent on receiving as much data as possible – hence it is not a competition but rather both will supply users
The quality of Kleos data is far superior as the information comes from a 4 satellite cluster vs Hawkeye360 only 3 satellites in its cluster.
If you consider the customers already paying for the data, the cost of adding the other company’s data is minimal
SUMMARY
Kleos satellites have been transported to Launch Site in India and are now on site and ready for final stages of integration into ISRO’s launcher. Launch is scheduled for November 2020.
With current +$8m in contracts already secured pre-launch, combined with multiple contracts expected to be received once data is flowing from the satellites, 2021 should be a pivotal year for the company in which revenue ramp-up accelerates with existing and new customers and Kleos launches its 2nd cluster with SpaceX.
Current Market Cap at 30c is only $35m