DRONESHIELD LTD WKN: A2DMAA ISIN: AU000000DRO2 Forum: Aktien Thema: Hauptdiskussion

@Dach68 hast du zufällig noch n schlanken Spruch für Rainer?

Zwenn, heißt das Deal gilt?

Deal ??!!

DRO From Concept to Scalable Defence Platform. $8+ Is Not Fantasy. For anyone still calling DroneShield “speculative”, that narrative should be finished after this result.Let’s look at the facts.FY25 revenue: A$216.55mNet profit: A$3.52mClear shift from loss to profitabilityOperating in a structural global defence expansion cycleThis is no longer a concept story. This is now a profitable counter-UAS supplier in what has become a permanent defence budget category.The real inflection here isn’t just profit. It’s the business model transition: • Moving from lumpy, one-off wins • To repeat institutional procurement • To multi-year defence contracts • To scalable manufacturing • To margin expansionThat is how defence companies re-rate. Now on valuation. The narrative model shows a fair value of A$8.57. People will focus on P/S looking “rich” but high growth defence companies always look expensive before earnings fully scale.If the following continues: • Order book growth • NATO and US defence channel conversions • Increasing repeat customers • Gross margin expansion through scaleThen a valuation re-rating over the next 12–24 months is not unrealistic it’s logical. At $3.30–$3.50 the market is still pricing execution risk. It is not pricing structural dominance.Ask yourself one question:Is counter-drone temporary or is it becoming a permanent line item in global defence budgets?Ukraine, Middle East instability, NATO expansion, base protection, airport and infrastructure security this is not a 12-month theme. It’s a decade-long defence shift. When a company transitions from: Loss → ProfitPrototype → ProductionNarrative → RevenueThe multiple expands before earnings catch up.My view:$5–$6 is achievable on continued execution this year.$8+ is not hype if revenue compounds, margins widen, and institutional buying increases. This is no longer a speculative punt. It’s a structural defence growth play.DYOR but I’m more confident now than I was 6 months ago.

Zwenn, gebärdest Dich hier, wie ein Elephant im Porzellanladen, ebenso im Unterforum, von EOS will ich gar nicht anfangen. Entweder verbal plump, oder Daumen runter ohne Hintergrund. Wenn man nachfragt, bekommt man keine Antwort. Gibt es bei Dir noch so etwas wie Selbstreflektion?