Dec. 24 at 5:20 PM
$NUKK This statement is unrealistic and sets wrong ideas.
NUKK / Rimon are not primes. They are subsystem suppliers.
Subsystem suppliers do not capture percentage-of-program revenue the way primes do. Subsystem suppliers such as Rimon is more likely to capture 0.01% – 0.3%, often much less, PER program.
A more realistic framing is
$2–10M contracts per year. People wildly overestimate this stock.