Companies / EXA
EPAExail Technologies (EXA) in our theses
Exail Technologies appears in one of our theses. Below is why it entered the basket and how it has done since publication.
Iran and Oman are negotiating a corridor through Hormuz, and the bottleneck is not warships but mine hunting robots
Reopening Hormuz requires lanes certified clear of mines, and the West retired its minehunters: the scarce asset is unmanned mine countermeasures.
Why this company: Prime contractor on the Belgian and Dutch rMCM programme, the largest unmanned mine countermeasures effort in the world, and one of very few firms selling the complete toolbox of drones, sonars and navigation rather than a part.
Where these numbers come from
The reference price is recorded on the thesis publication date and never changed afterwards. The current price is refreshed several times a day. Returns are in the listing currency and exclude dividends, so for dividend payers the real total return was somewhat higher.
This is not a recommendation to buy or sell. A company enters a basket as a beneficiary of the mechanism described in the thesis, and the full argument is on each thesis page.
See all of our theses
Each with a publication date, a causal map and a score assigned before the market ruled.
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