I produttori di armi - gz
By: GZ on Lunedì 23 Dicembre 2002 19:03
In teoria se un conflitto è imminente si dovrebbe guadagnare comprando le società che fabbricano armi e il mercato dovrebbe farle salire. In realtà non è così facile perchè da mesi non si vedono affatto salire i titoli della difesa militare come ^Northrop#^, Allied Signal, Boeing e simili
Su quelli piccoli e sottili che fanno sistemi di sorveglianza ad es invece si vedono ogni tanto degli strappi, sono società che se prendono la commessa dal governo o della marina di colpo raddoppiano, ma hanno tecnologie molto specifiche, non facili da capire
Ad ogni modo come idea interessante c'è ^Sensytech#^, STST, Nasdaq, sistemi di sorveglianza passiva di vario genere, un titolo da studiare (e con un grafico bullish)
Sensytech, Inc. (formerly known as Sensys Technologies Inc.) is the successor company to Daedalus Enterprises, Inc. (DEI) which was organized in 1968, and S.T. Research Corporation (STR) which wasorganized in 1972. On June 9, 1998, STR acquired DEI, and as a result of this overall transaction, Sensytech was organized.
The Company defines, designs, develops and manufactures systems and equipment for integrated passive surveillance systems for military and commercial customers. Signals of interest within the electromagnetic spectrum are intercepted by the Company's or its partners' products.
Pertinent information is then evaluated and the relevant situation is assessed. Those signals of interest may include radio waves, microwaves, infrared and light; the signals may be intentional, under the control of
The Company operates in one segment, the passive surveillance system segment. Within this segment, the Company's principal products and services include: (i) System engineering services which provide concept studies, system definition and services to aid in specification of customer
requirements. These activities are performed for either present or prospective customers and are principally undertaken to assist the customer in the procurement of major integrated passive surveillance systems. (ii)
Electronic support products which intercept, analyze, classify, identify, localize and track microwave signals from radars and weapons. The Company's electronic support measure systems are used on military platforms, such as ships, submarines, patrol aircraft, and at ground installations, to
intercept, analyze and identify radar/weapon signals. (iii) Communication products which intercept signals, analyze the on-line communication, and identify and localize the involved parties. These systems are generally
employed in aircraft, ships and ground installations to intercept transmissions occurring over established communications networks. And (iv) Multispectral infrared and light imaging systems which are employed on land and on aircraft for the remote sensing of damage assessment, environmental
Revenue for the year ended September 30, 1999 was $26,424,000 compared to
$21,927,000 for the year ended September 30, 1998, a $4,497,000 or a 20.5% increase. The increase primarily resulted from additional revenues from three significant contracts, the U.S. Navy Integrated Electronic Warfare
System (AIEWS) subcontract from Lockheed-Martin Corporation, the U.S. Navy ESM Receiver Systems and Bobcat Systems. The AIEWS subcontract originated in late fiscal 1998, generating approximately 2% of the 1998 revenue compared to 13% of the 1999 revenue. The Bobcat contract also originated in late fiscal 1998, but generated no revenue in that year compared to 25% of
the 1999 revenue. The ESM Receiver System generated 25% of the 1999 revenue
compared to 20% of the 1998 revenue. Customer funded development which is included in revenues was $7,694,000 and $5,368,000 in fiscal years 1999 and 1998, respectively. The increase in customer funded development of $2,326,000 or 43.3% resulted from the U.S. Navy Integrated Electronic Warfare System (AIEWS) ubcontract from Lockheed-Martin Corporation.
Edited by - gz on 12/23/2002 23:8:10