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Friday, November 8, 2019

Re-reading Jeff's comments around the DPA Funding, he did mention the CR challenge but again with the confidence that the funding will come but not knowing when. The money for AFRL/Wright-Patterson, which is the DPA Fund administered there is being held up, no question by NDAA's non-passage. But the "discussions are intensifying", his words, the time-line is compressing with the Primes surrounding the F-35 upgrade. They are in a hurry. They have planes to sell and they need the GENIII. What I think could be happening is staggered funding from the OTAs Elbit CEO was talking about coupled with Private Sector "contributions." They want their stuff out the door. My gut, we'll hear about funding before the ASM but the first number may be just to prime the pump."keep things humming" as JL said until the situation in Byzantium resolves itself. Just a guess. Heard a lot of confidence around this issue.

Think of the companies in waiting. Lockheed, Collins, L3Harris, Elbit, UTX, DRS, BAE. They have clout. I suspect some arms are being twisted.

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