What a incredible detailed writup. Military companies seem to be coming more and more to the focus and this seems a like a great company with many good competitive advantages etc. Valuation of course reflects that. Will dig deeper into this idea to get a better understanding ( regulatory stuff etc ).
Do you have any idea what the competitors would require to catch up on "true solid state" ?
My 2 cents...I think they may have an edge on the low cost FOG, also based on the fact that the founder has a fiber optic PHD. Honeywell have been and is the unquestionable leader in MEMS (gyroscope solid state) I purchased MEMS gyrosin the 2005 circa for a INS )and honeywell gyros were miles ahead. gyros MEMS is cheaper smaller less power hungry but way less accurate.....than FOG so suspect so by combining both you can consume less power - turning on the FOG on specific events while running the MEMS all the time. Seems like Honeywell is positionning the CNS as low cost FOG. Maybe they have an edge on cost... I think one threat is that MEMS gyros due to advanced slilicon developement replaces FOG - ie achieving parity in performance. This is a long term threat since CNV core tech is on FOG. To be monitored.
What a incredible detailed writup. Military companies seem to be coming more and more to the focus and this seems a like a great company with many good competitive advantages etc. Valuation of course reflects that. Will dig deeper into this idea to get a better understanding ( regulatory stuff etc ).
Do you have any idea what the competitors would require to catch up on "true solid state" ?
My 2 cents...I think they may have an edge on the low cost FOG, also based on the fact that the founder has a fiber optic PHD. Honeywell have been and is the unquestionable leader in MEMS (gyroscope solid state) I purchased MEMS gyrosin the 2005 circa for a INS )and honeywell gyros were miles ahead. gyros MEMS is cheaper smaller less power hungry but way less accurate.....than FOG so suspect so by combining both you can consume less power - turning on the FOG on specific events while running the MEMS all the time. Seems like Honeywell is positionning the CNS as low cost FOG. Maybe they have an edge on cost... I think one threat is that MEMS gyros due to advanced slilicon developement replaces FOG - ie achieving parity in performance. This is a long term threat since CNV core tech is on FOG. To be monitored.