Remember that nothing changes the master DD I prov
Post# of 2306
(Total Views: 160)
Posted On: 05/03/2019 1:50:49 PM
Remember that nothing changes the master DD I provided here
https://investorshangout.com/post/view?id=5418951
which is the same line I've been pushing to my 100s of followers here ever since the Tristar fleet was acquired in March 2018 and I first took an interest in $TMPS - which of course has several other multi-year, multi-$M DoD special mission aircraft contracts. I have also been sharing those views over on iHub since the contract award on April 18,2019.
Right up until the contract was awarded in its current form on April 18,2019 - and it became obvious it had been a 3-way competition - I was expecting $TMPS to get a contract in its own right - specifically tailored to what it can deliver - which is 50% more than Omega if it uses 3 aircraft or 100% more if it uses 4 aircraft.
I was also expecting Omega to carry on with its smaller contract which - although the then "requirement" was tailored to its small fleet - was nevertheless worth a total of $396 over the last 12 years for which contract information is available on-line (out of 20 years total).
I have consistently stated that there is more than enough work - worldwide - for any small contractor that can come up with ex-military or converted civilian aircraft - both to help out with the DoD "tanker gap" that will persist for 20 to 30 years - and for those that get taken over / merged into larger operations - such as the Northrop Grumman initiative for the USAF or a conglomerate mirroring the UK's Airtanker $16.5M model providing and entire percentage of the capability for a significant time period (27 years in the UK).
Whatever happens, the $TMPS Tristar fleet - and any other retired or new aircraft they might add to the fleet later - will be fully employed by someone.
https://investorshangout.com/post/view?id=5418951
which is the same line I've been pushing to my 100s of followers here ever since the Tristar fleet was acquired in March 2018 and I first took an interest in $TMPS - which of course has several other multi-year, multi-$M DoD special mission aircraft contracts. I have also been sharing those views over on iHub since the contract award on April 18,2019.
Right up until the contract was awarded in its current form on April 18,2019 - and it became obvious it had been a 3-way competition - I was expecting $TMPS to get a contract in its own right - specifically tailored to what it can deliver - which is 50% more than Omega if it uses 3 aircraft or 100% more if it uses 4 aircraft.
I was also expecting Omega to carry on with its smaller contract which - although the then "requirement" was tailored to its small fleet - was nevertheless worth a total of $396 over the last 12 years for which contract information is available on-line (out of 20 years total).
I have consistently stated that there is more than enough work - worldwide - for any small contractor that can come up with ex-military or converted civilian aircraft - both to help out with the DoD "tanker gap" that will persist for 20 to 30 years - and for those that get taken over / merged into larger operations - such as the Northrop Grumman initiative for the USAF or a conglomerate mirroring the UK's Airtanker $16.5M model providing and entire percentage of the capability for a significant time period (27 years in the UK).
Whatever happens, the $TMPS Tristar fleet - and any other retired or new aircraft they might add to the fleet later - will be fully employed by someone.
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"Per Ardua Ad Astra" - "Through Adversity To The Stars"
A very apposite motto for those who trade successfully in the OTC market..
All posts are my opinion - trade at your own risk.
A very apposite motto for those who trade successfully in the OTC market..
All posts are my opinion - trade at your own risk.