Leon,
There are a number of Requirements and markets that could be serviced by the HAV. That doesn't mean that the HAV is the only way of fulfilling the need, but remains an option. In a mil context, for example, PWAS could be manned aircraft, MALE/HALE UAVs, the HAV or a satellite; the discrimiators will be sensor payload, endurance and Whole Life Costs - HAV has the right to be in the mix, but may not be the right solution. In the civ context, building roads/airstrips to access remote areas for mineral extraction is very expensive, the bigger Airlander would, again, be an option. Nobody's saying that HAV has the right to win any of this business, but they have a right to compete.