Invested Here.
2 Things to keep in mind with defence adjacent companies.
- Order Delay/Cancellation happens routinely. Confirmed Orders are just that. Only Delivery and acceptance by end user are a reality.
- Be ready for Long WC / delayed payments.
Apart from this company seems to be pursuing multiple opportunities across adjacent spaces. Execution will be key. CP seems overextended and can be range bound and even fall with broader markets.
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