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02_strategy
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Sumeet Sen
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Updated May 23, 2022
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Chapters
00:00
Chapter 1
02:26
Chapter 2
03:41
Chapter 3
05:42
Chapter 4
Audio Transcript
Auto-generated
00:01 - 00:02
welcome back.
00:03 - 00:06
So we were talking about the portfolio matrices, the BCG matrix.
00:07 - 00:09
So what we are doing here is
00:10 - 00:11
we're trying to see that.
00:13 - 00:14
What is our cash card?
00:14 - 00:19
So our data sale, which is the sour data out of observation data,
00:20 - 00:20
is,
00:21 - 00:21
uh,
00:22 - 00:24
what satellite
00:25 - 00:31
they record. And that is what we sell to the customer. And on top of that, we see sale
00:31 - 00:35
some analytic solution that
00:36 - 00:37
generate constant revenue.
00:39 - 00:39
Uh,
00:39 - 00:42
we are trying to make, uh, missions is,
00:42 - 00:44
which means that we sell the entire ecosystem
00:44 - 00:48
the satellites and ground stations that antennas the
00:48 - 00:52
the processing platform to everything. And those are,
00:53 - 00:53
yes,
00:53 - 00:55
very expensive solutions that
00:57 - 01:00
we can sell to our customers. So they will be our star product.
01:00 - 01:01
Uh,
01:02 - 01:02
yeah,
01:03 - 01:04
What might be
01:05 - 01:06
our
01:06 - 01:10
relative question, Mark. So which means that, uh,
01:11 - 01:11
the
01:12 - 01:13
the relative
01:14 - 01:18
the market share is not yet developed that much.
01:18 - 01:21
But then the market is growing rapidly.
01:22 - 01:25
So which maybe that, uh,
01:25 - 01:27
satellites that we have It has only
01:27 - 01:30
the imaging capability for some human processing.
01:32 - 01:35
Martin. In future, we can have multi model,
01:36 - 01:39
uh, capabilities on the satellite.
01:39 - 01:43
And also we can use not only satellites, but might be true
01:44 - 01:45
or something else,
01:46 - 01:47
so the market
01:48 - 01:51
might grow towards that. But, you know,
01:52 - 01:57
and, uh, sometimes we are trying to customise our solutions,
01:57 - 02:02
the processing or some of our customers who already have this.
02:02 - 02:03
Our imaging capabilities.
02:03 - 02:06
They already have some satellite in the constellation,
02:06 - 02:08
and we're just offering them the processing.
02:09 - 02:13
But that is our kind of dog, because the market growth there is
02:13 - 02:17
non existent, probably or very less.
02:17 - 02:19
We don't have many customers,
02:19 - 02:24
but we do spend a significant amount of our time to create the solutions.
02:26 - 02:27
Thank you.
02:28 - 02:30
Hm. And then, too
02:30 - 02:35
in the strategy clock, we need to see a bed. Do we
02:36 - 02:36
past
02:37 - 02:39
lie? So, what are our,
02:41 - 02:41
uh
02:43 - 02:45
what kind of products do we create?
02:46 - 02:49
So for our products that we see,
02:49 - 02:54
they are mostly on this differentiation and focus differentiation
02:54 - 02:55
aside.
02:55 - 02:56
So we what kind of
02:57 - 02:59
products we have? We have observation data.
02:59 - 03:02
Said the first system monitoring solution.
03:02 - 03:07
Uh, mission said daily and normally change direction of the
03:08 - 03:12
of the earth. Uh, satellite manufactured.
03:12 - 03:15
We have a very large consolation, and we have fleet management.
03:15 - 03:20
So all these things are very niche market. Uh, not many companies.
03:20 - 03:23
They have the capabilities to offer that solution. And
03:23 - 03:26
so we are in this differentiation
03:26 - 03:27
kind of market.
03:27 - 03:33
So we have our aggressive value on the added value is very high,
03:33 - 03:36
and the price is also quite high
03:37 - 03:38
job.
03:38 - 03:39
Oh,
03:39 - 03:40
so we are good there,
03:43 - 03:43
and
03:45 - 03:51
more direction should be followed. So the strategy development house new
03:51 - 03:53
Which direction should be go.
03:53 - 03:54
Mm.
03:54 - 03:56
We can see that, uh,
03:56 - 04:00
our strategy development, our existing products,
04:00 - 04:02
like the Earth observation data base.
04:02 - 04:05
Uh, flat money. So we have solutions like, uh,
04:05 - 04:09
so we have this existing market and existing production
04:09 - 04:13
or flood monitoring system Maritime solutions,
04:13 - 04:15
where we can track the meditation vessels.
04:16 - 04:16
Uh,
04:16 - 04:19
we have a mission sale and the markets that
04:19 - 04:22
we are catering to our the insurance market,
04:22 - 04:23
the military market.
04:24 - 04:26
But what are the new market that we can enter?
04:27 - 04:27
So
04:28 - 04:31
So that is still a kind of a question mark,
04:31 - 04:33
because there are a lot of opportunities there.
04:33 - 04:37
There's our imagery, is very nice, and it's kept.
04:37 - 04:39
This can be a constantly trying to catch up
04:40 - 04:40
mhm
04:41 - 04:45
market our capabilities to our different customers
04:45 - 04:46
in order to develop that market.
04:48 - 04:49
But new products
04:51 - 04:56
we can have for this observation data we can have deforestation solutions. We have,
04:57 - 04:57
uh,
04:58 - 04:58
uh,
04:59 - 04:59
agriculture.
04:59 - 05:02
So we can see that how the agriculture,
05:02 - 05:06
the crops are growing over the years so we can monitor that from space.
05:06 - 05:11
We can have better fleet management system. We can have higher resolution imagery.
05:11 - 05:12
All these things
05:13 - 05:16
are being worked on at the moment.
05:16 - 05:17
So
05:18 - 05:20
So we are working towards that,
05:20 - 05:24
and then the sun imaging payload,
05:24 - 05:26
you know, for other airborne flight,
05:26 - 05:31
Uh, probably we can diversify their, uh, you're moving from?
05:32 - 05:34
Yes, we are only focusing on,
05:35 - 05:36
uh, satellites,
05:36 - 05:39
But we can also focus on other airborne devices like the
05:39 - 05:41
drones on the flights and all these kinds of things.
05:43 - 05:44
Yeah.
05:45 - 05:49
And what what kind of methods do we use for the strategy? Development. So
05:50 - 05:51
So going forward,
05:52 - 05:52
uh,
05:54 - 05:54
mhm
05:54 - 05:58
diversification might not be that
05:58 - 06:05
essentially right now, because we are in a very niche market and we are growing, uh,
06:05 - 06:07
production.
06:07 - 06:12
So probably what we need to do now is we need to innovative more.
06:12 - 06:18
We need to make ourselves more international to attract global talent. And
06:19 - 06:23
and in order to do that, we have to have organic growth in our company
06:24 - 06:26
and also me.
06:26 - 06:31
They are looking into strategy alliance with other existing companies,
06:31 - 06:33
like the ESA and other private
06:34 - 06:36
enterprise. This But
06:37 - 06:39
we can share that. Our capabilities.
06:40 - 06:42
We're going to go to the market even quicker.
06:43 - 06:43
Yeah,
06:44 - 06:44
So
06:45 - 06:46
thank you.
06:47 - 06:49
Or for your patient?
06:49 - 06:49
Yeah,
06:50 - 06:53
listening. And I am hopeful that
06:53 - 06:57
together we can get the strategy into a
06:57 - 07:03
place where our company growth is maximised and
07:03 - 07:06
we can start generating revenue.
07:06 - 07:09
And we don't need to depend on the investors anymore,
07:10 - 07:11
so thank you very much.
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