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VectorStrategy

  1. We stumbled across this May 18 contract modification for Bradley reset. Read it to better understand reset activities. bit.ly/JY4Bte
  2. Carter criticizes Congress add-backs as initiators of a hollow force. Strong words and a good PR strategy? bit.ly/L3D8IE
  3. The possibility of a true US owned armor steel supplier? Bring on that IPO Essar! bit.ly/L3zNJJ
  4. Secure Planet gets Army PUG contract for 75K Shrapnel Shorts. bit.ly/KR5ODM
  5. APG plans to award up to 5 contracts for Lightweight-X Side Ballistic Inserts. RFP anticipated on June 11. bit.ly/KMElDi
  6. Tencate acquisition illustrates broader trend of ballistic composites supply chain addressing oil, gas, automobile, etc.http://bit.ly/KGOmli
  7. Vector's 2012 armor material requirements just released. How good is the recovery in steel, fiber, ceramics by 2020? bit.ly/LjChUa
  8. Interesting article on how sequestration is not being planned for. GAO said similar when we talked to them last week. bit.ly/Li2ann
  9. Mike Micucci of Textron says follow the money, talk with the customer, in this IDGA article. Good insight on veh trends.http://bit.ly/LhXZaY
  10. BAE gets another Bradley ODS SA award. $69M. Just to clarify, these awards are funded with appropriated FY10and/or FY11 procurement dollars.
  11. BAE to sell Safariland unit for $114M to private equity firm. bit.ly/JCom9p
  12. Change of command at PEO Soldier. bit.ly/JCgiW7
  13. Purchase Vector Strategy's US Mil Ground Vehicle & Armor Forecast now to learn more about procurement trends thru 2020. bit.ly/KlpMXA
  14. Our report clients knew a month ago that GCV was suspectible to HBCT cuts and a flat bottom to DVH Stryker reset was a consideration.
  15. Fog of Future Vehicle Funding: use this chart to explain to managment the uncertain funding environment we are in. bit.ly/IHtdJL
  16. AM General - Tom Douglas to join executive staff in Wash DC. From DRS. bit.ly/ICZPlb
  17. DRS Technologies announces reorganization. bit.ly/ICZeQm
  18. DSM Dyneema Completes First Large-Scale Ballistic Tape Facility. bit.ly/KewXUl
  19. JV of DynCorp, Force Protection, Oshkosh, and McLane formed to address MRAP logistics/sustainment. bit.ly/IuXhXZ