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Electro Optic Systems (EOS) and Sun Silver Ltd (SS1)

Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.

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Electro Optic Systems (EOS) and Sun Silver Ltd (SS1)

Im so sorry for late question about EOS AND SS1 I understand if I missed the cut off First thank you to everyone involved in Market Matters You are all outstanding Your thoughts please on EOS AND SS1 many thanks marg

Answer

Hi Marg,

Two very different companies here, I even wondered if you had one of the stock codes wrong!

Electro Optic Systems (EOS) – has surged over 5-fold in 2025, back in July we preferred EOS over DRO when it was trading at $3.70, we should have made that call from the rooftops with the stock almost doubling while DRO is up ~15%. This Australian defence and space technology company is operating in a very “Hot” space at present, including remote weapon systems, counter‑drone solutions, and space surveillance and tracking equipment, with volatility surging along with the share price.

  • We like the risk/reward towards EOS around $6.50 but this may increase if they win more contracts on top of the ~$180mn out of Europe this year.

Sun Silver Ltd (SS1) – A $161mn recently listed mineral exploration company focused on developing its flagship Maverick Springs silver-gold-antimony project in Nevada, USA. It holds a large, inferred resource and is advancing through drilling and feasibility work, with antimony emerging as a potential value driver – the second time we hear antimony in one Q&A.

The stock has traded in very choppy fashion since it listed in May 2024, with a low ~40c and high ~$1.10. It’s not for us at MM due to its size and liquidity but the more the critical mineral comes into focus the greater the chance of a decisive breakout above $1, potential interesting for high-risk traders.

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Electro Optic Systems (EOS)
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