I wonder if the LockMart outreach is a result of fear of loss of interest. Both abroad and at home.
Buyers abroad are concerned that when they need the kit LockMart will find itself in the same situation that Rheinmetall found itself on Gepard Ammunition - the Swiss wouldn't release it for use in a war zone, and that applied to stocks held by third parties. Leos. Same thing. Taurus. Same thing. Storm Shadows / Scalps. Same thing.
They would also be concerned that The Doge gets his way and shuts down the F35 leaving everybody stranded.
Both those prospects would be of concern to LockMart and its share holders.
....
Possibility?
LockMart diversifies internationally. Makes it look more like Ford. Ford is widely produced around the world, supplying vehicles tailored to meet local markets and stays competitive. They send money back to the US and get support from there but they don't force US models on the international market.
Is there a possibility of LockMart decentralizing? Of making kit for the locals? Of making non-ITAR versions of their kit? Trump might have opened the door to that with his talk of two-(multi-?)tiered F47s.
....
As to the question of buying all 88 aircraft rather than some smaller number, rather than betting on replacing Gen 5 with some Gen 4s that are stale-dated or Gen 6s that are a ways down the road how about placing a cheaper bet on a future option?
For a long-range Quick Reaction Force - Bomarc on steroids, and ones that can actually reach out and touch without needing a nuclear warhead.
All further details of the Kratos project—including the design, performance and schedule—cannot yet be released.
aviationweek.com
www.kratosdefense.com
Safe bet? Who knows but they are the only one in the field that has been doing what they have been doing for decades, not months.
“Bleeding edge—something that’s never been done before—those are the types of fixed-price contracts that we tend to stay away from because it’s never been done before,” (Kratos CEO) DeMarco said at the McAleese Defense Programs Conference outside Washington on March 18. “We don’t have the size or the scale like a
Boeing to be able to absorb and get the thing done for an amount of money. That’s just crazy. We just can’t do it.”
There have been hints that Kratos has been in the Hypersonic business for a while.
“Beyond traditional turbojet and turbofan engines, we are also focused on developing advanced, affordable engines for a new class of hypersonic propulsion system,” DeMarco said.
DeMarco has never elaborated on that statement. However, as its name implies, KTT specializes in air-breathing, turbine-based propulsion systems, not the solid rocket motors that boost hypersonic glide vehicles to hypersonic speed.
Kratos already has built a hypersonic portfolio with a pair of hypersonic glide vehicles called Erinyes and Dark Fury. Both can be powered by Kratos’ new Zeus rocket, an offshoot from the company’s Oriole sounding rocket.
Hypersonic technology—and air-breathing propulsion in particular—remains mainly at the developmental stage in the U.S. industrial base, with the operational Lockheed Martin/Leidos Long Range Hypersonic Weapon for the U.S. Army being the sole exception.
Despite the advanced nature of the technology, Kratos remains committed to avoid crossing the “bleeding-edge” of capability in new products. The company prefers to work on fixed-price contracts, and the risk of overruns with inventing new technology are too high for Kratos, with its $1.1 billion of annual sales, to bear.
The Big Guys seem to have struggled with Hypersonics. Meanwhile smaller players, like Kratos and Nammo, have played away at the edges with smaller ventures.