ShrexWithJeff

Not the real Shrek.

[ShrexWithJeff @tradershrex]

@ChrisAnder50n @JimmySpencer Nice self own

[ShrexWithJeff @tradershrex]

@Johnny448811474 @JimmySpencer It's embarrassing!

[ShrexWithJeff @tradershrex]

@DallorJall68120 @davidbellow Funny how long it took to find this comment. So many zipper supporters who still fail to understand when you should merge.

[ShrexWithJeff @tradershrex]

@mattragland Just make enough... Get out of the more mindset, and you will have time for everything.

[OptimusDelta @OptimusDelta]

If you're new to $EOS.AX, here's everything that matters. I think this is a prime in the making. Here's why.

What they actually do

Electro Optic Systems is an Australian defence technology company with four decades of experience in lasers, optics, and weapons systems. They build remote weapon stations, high-energy lasers, counter-drone systems, and space domain awareness infrastructure; and now the AI command-and-control layer to connect all of it.

Land

EOS has sold over 2,500 remote weapon stations globally. Their R400 Slinger is battle-proven in Ukraine; 160 systems deployed, with the Ukrainian Ambassador visiting EOS headquarters this week and publicly confirming the Slinger is receiving positive operational feedback from the battlefield.

General Dynamics selected EOS as sole partner to integrate the R400 autonomously onto the M1 Abrams tank.

Thousands of platforms, $3B addressable market over 15 years.

Counter-drone

Apollo is their 100kW high-energy laser.

The Netherlands signed the world's first 100kW HELW export contract at €71.4M, and it's running six months ahead of schedule.

Their Slinger cannon system is the kinetic layer.

EOS has recently acquired MARSS, bringing NiDAR; an AI-enabled command and control system with 60+ fielded systems globally as the brain connecting everything.

EOS can now sell a full integrated kill chain - detect, decide, engage.

Sea

EOS doesn't build ships. What it does is provide the weapon layer on unmanned surface vessels.

R400 RWS demonstrated on BlackSea Technologies' USV at Sea-Air-Space in April alongside Lockheed Martin.

A €31M order for Slinger counter-drone systems configured for naval deployment; EOS's largest ever naval RWS contract, funded by a Western European government.

Space

This is the part most people miss. EOS has been tracking objects in orbit from Mount Stromlo for four decades.

Atlas Space Control - unveiled at IAC 2025 - weaponises that capability.

Ground-based high-energy lasers, fixed or mobile, scalable from surveillance through to active engagement.

As Russia parks military satellites 500 metres from commercial imaging assets supplying Ukraine, this stops being a niche product.

They just appointed Air Vice-Marshal (Ret'd) Catherine Roberts to the board; inaugural Commander of Defence Space Command in Australia, 40 years of aerospace engineering, and oversight of $16B in major programmes.

They're stacking the deck to own the space domain.

C2 - the connective tissue

Without command and control, EOS is a components vendor, but MARSS NiDAR changes that.

It fuses sensors and orchestrates effectors across all domains at machine speed.

The integrated EOS-MARSS stack has already defeated Iranian Shahed drones defending Gulf infrastructure in active conflict.

Netherlands

World's first export contract for a 100kW high-energy laser weapon @ €71.4M and running ahead of schedule.

The Dutch client is already signalling readiness for serial production orders before first delivery. This is NATO reference architecture.

Germany

Defence Minister Pistorius visited Mount Stromlo in March 2026. CEO Schwer presented binding offers for 10 Apollo 100kW systems (€380M) plus Atlas.

EOS pitch - twice the power, half the price, half the time. A German CEO with Rheinmetall executive pedigree doesn't walk into those rooms by accident.

Middle East

500+ EOS remote weapon stations already in Emirati service.

Calidus - Abu Dhabi's major defence integrator - took a A$40M strategic stake in EOS and is co-producing systems in a UAE manufacturing hub.

Their joint system DAMITA is the UAE's first indigenous integrated counter-drone platform; EOS laser, EOS turret, MARSS NiDAR brain.

This is the Gulf reference architecture, with a clear replication path into Saudi Arabia, Kuwait, Qatar, and Bahrain.

Africa

MARSS is finalising a >US$190M C4I programme with Nigeria's Ministry of Defence; NiDAR as a national command architecture, regional hubs, ISR UAVs.

One of the largest defence programmes ever commissioned in Africa, with both sides publicly confirming they're moving toward contract signature.

When it converts, it pushes the combined order book toward A$1B.

The ITAR advantage

US laser and defence companies are world class but export restricted, whereas EOS is ITAR free.

They can sell to Europe, the Middle East, and Asia without years of Washington approval.

That's not a minor detail; it's the entire competitive moat in a market where every NATO ally is scrambling to rearm.

The numbers

Order backlog - A$700M+ and growing.

Gross margins - 76%.

Net cash: ~A$235M post capital raise. A$190M institutional raise just completed with Calidus as strategic anchor investor.

The setup

The market is still pricing this like a small Australian manufacturer.

The order book, the partnerships, the product depth, the combat validation, and the geopolitical tailwinds say something else entirely.

Air, land, sea, space, and the brain to run them. That's the company EOS is becoming.

[ShrexWithJeff @tradershrex]

@AnilVohra1962 thanks for circling it... i was so lost...

[ShrexWithJeff @tradershrex]

@UTriangle99997 @SpencerFernando Research will pick up on this category. Past research is pretty conclusive on some serious impacts to wildlife, soil, insects, humans. But we've never been able to research the insane dB infrasound levels which these centers will produce, so its just extrapolating on the physics.

[ShrexWithJeff @tradershrex]

@SpencerFernando What's irrational is the lack of consideration for the infrasound emissions.

[ShrexWithJeff @tradershrex]

@shitlibtribal @TheChaosWeeber It's called Infrasound, and it definitely impacts humans. As well as wildlife, insects, even soils. More research will continue to be done on this, but the infrasound is the bigger issue here, especially at the larger datacenters (300MW+). latest study https://t.co/Sa25WDDPV5

[ShrexWithJeff @tradershrex]

@PeteBaranowski @MarkJCarney Dude, there are over 13 datacenters currently planned in AB which are between 300W to 7GW each.

[ShrexWithJeff @tradershrex]

@aziz0nomics Have you researched the scale of infrasound emissions from these datacenters in the 500mw to 7gw scale? Have you researched the effects on humans, wildlife, insects, soil, of infrasound at the dB levels expected?

[ShrexWithJeff @tradershrex]

@BaileyHoskinsX @dsean @chellgod yet one ends with a potential life changing injury...

[ShrexWithJeff @tradershrex]

@ramit What a world class mistake. Guy sounds like he needs a perspective shift.

[ShrexWithJeff @tradershrex]

@Anthemius31625 @happyhamers @anotherglassbox It's true. And truly wild to see so many poor takes about his admins accomplishments so far. You'd think we have trump in power, based on much of the online sentiment. But irl I am finding most people feel like you.

[ShrexWithJeff @tradershrex]

@MarkosAAIG 100%. Doing a deepdive in to leadership was critical for my performance optimism. We are seeing country by country pivoting and expanding their defense spending, so it definitely feels like we caught the start of a wave.

[ShrexWithJeff @tradershrex]

@PierrePoilievre what were the backroom deals? Do people ever cross lines genuinely? Would the opposing party ever believe that it was genuine?

[ShrexWithJeff @tradershrex]

@TheMG3D This is dogshit. Even if they can fix the voices, the inconsistencies, the story, the acting, the cinematography, it's still soulless slop. AI tools will be powerful to aid in so many of the filmmaking process steps, but not as a complete replacement. What a waste of resources

[ShrexWithJeff @tradershrex]

@planert41 Don't lose yourself in the process, cause it gets much better really soon. I have an almost 6 year old and a 7 year old, and it feels like I have a new lease on life. More time to take care of myself. I realized I needed to treat food like fuel. I started taking 800IU vitd+k2.

[ShrexWithJeff @tradershrex]

@vizual__ @htwrk2 @mortimer_1 ... Culturally its odd, confusing for some, and a clear point of contention. It should be replaced. It would not reduce the awareness and support by agreeing on something like "Marginalized", or "vulnerable", depending on context. Or just be more specific? We can figure it out.