MPF Light Tank Profits Estimated ~$495M: Byron Callan

By SYDNEY J. FREEDBERG JR.

The Army's said it wants 504 of the MPF light tanks. But analyst Byron Callan is betting that either the Marine Corps or foreign buyers (or both) add another 106, bringing the total to 610 machines.

WASHINGTON: Tis the season to buy... tanks?

When you Google any kind of military hardware, odds are the autocomplete algorithm will suggest “....for sale.” Of course, pricing weapons systems isn't actually so straightforward. Whatever autocomplete may think, you can't actually buy a fighter jet or tank online, and trying to buy one anywhere as a private individual is a good path to prison. The Pentagon announces budget figures and contract values, but how do you figure out what a program will cost before that data's public?

One of our favorite defense industry analysts, Capital Alpha's poetically named Byron Callan, just came up with an estimate for the Mobile Protected Firepowerprogram. The Army just announced Monday that established armsmakers BAE Systems and General Dynamics will build competing prototypes of the new armored vehicle, with a final winner picked in 2022.

Now, MPF is effectively a light tank to accompany airborne troops and other infantry where the massive M1 Abrams cannot go. The Army's said it wants 504 of the vehicles, 14 per infantry brigade (both active-duty and National Guard) plus spares and training vehicles. But Callan is betting that either the Marine Corps or foreign buyers (or both) add another 106 tanks, bringing the total to 610 machines.

Full article: https://breakingdefense.com/2018/12/mpf-light-tank-profits-estimated-495m-byron-callan