Kleos Space - Geo-location of Radio Frequency (RF) (Seite 96)

[wmaddin]

hallo,
nochmals vielen dank für deine erläuterungen. das klingt alles sehr vielversprechend. ich habe allerdings noch nicht so richtig verstanden, ob Kleos auch noch Geld für den Datentransfer erhält bzw. eine jährliche Gebühr...

Übrigens habe ich mir die Winance Website einmal angeschaut. Irgendwie werde ich das Gefühl nicht los, das eine etwas fragwürdige Gesellschaft ist. Die Referenzliste ist zudem sehr klein, nichts bekanntes und viele Auskünfte zum Unternehmen oder Historie findet man auch nicht..Vermutlich 5 Mann Bude..

Ich frage mich hier allen Ernstes;
Wenn Du so ein tolles Produkt hast, wieso hat keine ordentliche Bank hier finanziert?
Oder eben auch die 4.reichste Frau Australiens??

Verstehe nicht so ganz wie man mit so einer Bude sich einlassen kann? Wenn sie es mussten, finde ich es ebenfalls komisch, weil dann niemand an die Geschäftsidee glauben würde (mit fast keinem Wettbewerb) und die 4.reichste Frau Australiens nicht hier investiert hätte..

Meinungen dazu?

[v272]

Space is sexy

[Plomo_o_plata]

Ein Highlight nächstes Jahr, auf das ich mich jetzt schon freue, wird der Start mit Space X ....

Gratulation zum 100. erfolgreichen Start

https://eur04.safelinks.protection.outlook.com/?url=https%3A…

[Recalion]

Zu Winance
Auch wenn mir das Thema Finanzierung über Winance etwas merkwürdig vorkommt, weil ich in den letzten 2 Jahren andere Pennystocks kennengelernt habe, die das ebenfalls über Winance gemacht haben. Das Kapital wurde mit einer jeweils großen Anzahl an Shares abgesichert, dann gab es "News", der Kurs ist gestiegen und dann wurde verwässert, als die Portionen von Winance veräußert wurden (European Lithium zum Beispiel). Winance tritt meistens dann auf, wenn keine Bank oder seriöser Investor (mehr) bereit ist, Risikokapital zu geben...

Zu ISIS BV
Jedenfalls findet man die Liason mit ISIS BV auch auf deren Homepage, was ich wiederum ein gutes Zeichen finde. Wenn etwas nach Fake riecht, dann findet man bei dem genannten Partner meist keine Nachricht dazu, weil angeblich immer alles geheim ist. Hier aber nicht:

https://www.isispace.nl/news/kleos-space-second-cluster-proc…

[Plomo_o_plata]

ein letzter Gedanke und dann verabschiedeich mich in den sonnigen Samstag:

bis vor knapp 4 Wochen, sind alle die nachgeladen, oder eine Position aufgebaut haben, günstiger reingekommen als die großen Geldgeber Winance(0,38 AusD), Cameron(0,30 AusD) ect.

aber keine Angst, das waren nicht viele

[Plomo_o_plata]

und obwohl V es bereits postete: hier die Chancen:

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

[Plomo_o_plata]

zum Thema Winance finde ich folgendes:

The Company agreed to issue the warrants in connection with the loan agreement announced by the Company on 18
February 2020, pursuant to which Winance agreed to loan $5.5 million to the Company. No funds will be raised by the
grant of the warrants. Funds raised on exercise of the warrants will be used for general working capital purposes.

The warrants have a 3-year term and an exercise price of $0.38 and each warrant entitles the holder to subscribe for one
CDI.

[Plomo_o_plata]

In meinen Augen wurde der Kurs nunmehr "von der Leine gelassen"

[Plomo_o_plata]

The contract price is 2.1 million EUR and will be payable in milestone-based instalments over
a period of approximately 10 months. ISISpace will receive approximately 11% of the contract
value by way of Kleos CDIs, priced at the 5-day VWAP leading up to execution of the contract,
with the balance to be paid in cash. The CDIs will be issued utilising the Company’s issuing
capacity under Listing Rule 7.1. The delivery of the multi-nanosatellite system is planned to
take place in Q2 2021

11 % von 2.1 million Euro sind 231.000 Euro.

Zu zahlen in Shares mit einem 5 Tages Warp : 0,2566 Euro = 0,43 Aus Dollar : 900.000 Shares.

Das erklärt im übrigen warum der Kurs in Australien die paar Tage um 0,40 Aus Dollar rumschwabberte. Wenn Du mit mitliest V, du hattest Recht mit deiner Theorie des Preisdeckelns. Der Rest wird Cash bezahlt. ISIS BV ist führender europäischer Hersteller von Nanosatelliten.

[wmaddin]

Antwort auf Beitrag Nr.: 65.483.778 von wmaddin am 24.10.20 10:11:46

habe es nmochmals nachgelesen..die 900k sahres am montag werden ISIS BV gutgeschrieben. Kommen vermutlich also nicht in den Handel. Die Verwässerung ist aber ja trotzdem da, insofern bin ich da am Montag eher vorsichtig/skeptisch.

Was ich in der Mitteilung dazu nicht verstehe ist das:
Please peovide an estimate of the AUD aquivalent of the consideration being provided for the securities
412,000,000000

Verstehe hier überhaupt nicht diese summe für die 895,996 shares...