Mike Kalms

Defence Industry Partner @KPMGAustralia. Tweets on #defenceindustry trends, views expressed are my own.

[Mike Kalms @MikeKalms]

Great to see Defence Australia, Ventia and Raytheon co-investing in sector leadership. Like the ADF system, there is value in training together; understanding the different cultures/drivers, and growing respect for the important r…https://t.co/oARuk2Qkrg https://t.co/9bt3eSSPWX

[Mike Kalms @MikeKalms]

Australia exports more defence products than you might think, but this deal is comparatively large. Give our small and fluctuating national demand, exports must form part of our Defence Industry strategy. What does it signal for…https://t.co/GFvgVJe6Nf https://t.co/NCm3Zh9V4l

[Mike Kalms @MikeKalms]

We've commenced the 18-month start-up phase of ASCA. $748m over the next four years for innovation. We've traditionally had no shortage of ideas in Australian Defence Industry, it's the linking of matured tech/services into the I…https://t.co/e1Em3YRIei https://t.co/YFA7GtCRBU

[Mike Kalms @MikeKalms]

Good result for Lockheed Martin Australia Pty Ltd and regional NSW. Deeper maintenance on tightly controlled US technology isn't simple. Over 200 staff in an integrated ADF/APS/Industry team demonstrating what can be achieved. #defenceindustry https://t.co/vMiVJFgWHz

[Mike Kalms @MikeKalms]

Unlike other countries, Australia doesn't often use political leaders in military sales. Both Rheinmetall and Hanwha Defense Australia appear to be offering export options. Given the reduced ADF scope these foreign sales are crit…https://t.co/5gEQq4gPsy https://t.co/NvxgZ5Fspz

[Mike Kalms @MikeKalms]

Australia can and does produce guided weapons, now. Ask BAE Systems Australia, Thales and Black Sky Aerospace. Scaling and broadening this industrial capability is a great ambition. Local industry is excited to do that with Rayt…https://t.co/H31OmVVMQc https://t.co/K5YeFR2Ta3

[Mike Kalms @MikeKalms]

Fascinating collision of strategic choices here, to be resolved 30 Sep 23. Do Adelaide jobs matter more than Navy missile launch cell numbers? Will fast from overseas trump slower but higher AIC? Perhaps odd that a retired US Ad…https://t.co/larJ0zzdJv https://t.co/YCILfDmdFx

[Mike Kalms @MikeKalms]

#defenceindustry is a tough crowd. A $52B FY24 spend (up 7%). Why so sour? Because this is the 5th/6th time in the last 20 years where Defence Industry has been told "give us time - we'll be ready to seriously invest in 18 month…https://t.co/rmLKUXDbMK https://t.co/FZcPWkAnvC

[Mike Kalms @MikeKalms]

The ADF continues to grow its expertise in autonomy, this time with Deakin University. Technologies that enable less people in less danger is the ambition #defenceindustry https://t.co/BRanOpS0BC

[Mike Kalms @MikeKalms]

Few disagree that Defence needs to harness Australia's entrepreneurial class more effectively. ASCA is part of that, but BAE Systems Australia and Stone & Chalk's efforts will be very welcome. #defenceindustry Tom Tizard Michael Bromley https://t.co/HEgYHTHenC

[Mike Kalms @MikeKalms]

Positioning, Navigation and Timing (PNT) - in all its technological forms - is at the core of our space and defence ambitions today. Business' in this US$1.6T industry such as LinQuest know its threats and opportunities. #defence…https://t.co/Qie3MEhoRY https://t.co/P4DvQP1U1S

[Mike Kalms @MikeKalms]

It feels like India's Defence Economy is swinging back towards US/NATO equipment. The Australia-India economic corridor might be a surprise 2020's growth engine for local #defenceindustry Tim Thomas https://t.co/IjSPblPljy

[Mike Kalms @MikeKalms]

DSR demands we move faster. How? Well, one idea is using Mission Engineering to rapidly align warfighter needs directly with acquisition system requirement. Integrated ADF and integrated coalitions. Learn more here #defenceindustry https://t.co/1cxfa1keDf

[Mike Kalms @MikeKalms]

This RFT came to market in 2018. Qld and Vic supply chains have therefore been readying for some 7 years. Tough conversations if it goes overseas. #defenceindustry https://t.co/p1BVkHrAbp

[Mike Kalms @MikeKalms]

Economic headwinds, follow-on Defence internal reviews, talent shortages, large scale organisational redesign: what are the odds Defence isn't able to spend its $52B FY24 budget? #defenceindustry https://t.co/Ssq5CKGITI

[Mike Kalms @MikeKalms]

Biden will ask Congress to classify Australian Defence Industry as 'Domestic Source' for US procurement decisions. If it happens, this should open a world of investment and contractual opportunity for Australian business. #defenceindustry https://t.co/F5q34T7pL1

[Mike Kalms @MikeKalms]

Since 1957 we've put nearly 11,000 objects into space. 33,000 debris items are being tracked. #esg in space matters, humans will live there one day. Read our report on how we keep the space environment sustainable. #spaceeconomy #spaceindustry https://t.co/WqWYH9nQzl

[Mike Kalms @MikeKalms]

The Defence budget 2023: Hard choices for the Department - new challenges for Defence Industry as programs and priorities are re-ordered. Read KPMG Australia's analysis here #defenceindustry https://t.co/gGrMLs67Um

[Mike Kalms @MikeKalms]

Defence Budget will see growth, 6.97% to $52.6B in FY24. But with plenty of initiatives to consume this cash, will everyone be pleased? Read KPMG Australia’s analysis tomorrow. Time to revisit your business strategy #defenseindustry. https://t.co/5sGzLO8UG6

[Mike Kalms @MikeKalms]

Undoubtedly CEA is a great business with world-leading radar technology. Deliberately low profile, essentially operating as a GBE for the last two decades one could argue. Still an unusual move to acquire, what else might be hoov…https://t.co/coukqaPx5p https://t.co/V58YqNA7yP