Aug. 21 at 12:59 PM
$BOSC
From earnings call
- has 60M tax loss carry forward, could be attractive for being acquired
- looking at 2 different acquisition opportunities currently
- 2H 2025 should be normalized compared to exceptional strength in Q1, keeping guidance conservative though.
Robotics
- backlog of robotics division 3M usd, great year for the division (still concentrated to 1 customer tho)
- Division can be increased significantly once more projects from LBIT is grabbed
Defense market
- continued strong outlook of the israeli defense market
Closing remarks
- Optimistic about forward strong demand across several relevant markets
- full suite offering is resonating with market and strong tailwinds from trends in industrial automation etc
- Confident about future outlook