Flir, since folded into Teledyne, is what comes to mind when I look at Exosens; my mind makes a similar connection between Theon and L3Harris - though the latter is obviously much larger and more diversified.
Back to Exosens and Theon, with the former bringing the technology and the latter the packaging - you get a lot of bang for your buck if you're acquiring night vision (etc.) goggles for your militaries. This is especially true given the evolution of modern warfare currently happening.
Now, the business at Exosens goes far beyond which slides them closer to a Teledyne than Flir, interesting that.
Sensors are at the backbone to everything being iterated on at the moment, even machine learnings algos - if they're to involve more than editing emails, etc., i.e. the real world!!
Exosens should see the float increase and I'm nothing if not patient right now - though if you look at Galderma ... these new issues can carry some momentum if they start to build a positive track record.
br. -john
p.s. bridge maintenance also fascinates currently (as well as construction, engineering, etc. thereof)
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