DRONESHIELD LTD WKN: A2DMAA ISIN: AU000000DRO2 Kürzel: DRH Forum: Aktien Thema: Hauptdiskussion
Patience will reward. There’s plenty of evidence their business as usual case is consistent with steady revenue growth - we know that multiple small sub $20m contracts which would have been announced last year are still happening this year but flying beneath the radar. How much remains to be seen. The Euro contract looks to be on track with some promising indicators occurring, but realistically, I think it’s Q4 or even next year we see it announced. But there’s two other sizeable contracts in play for Q3 and 4 and we know Land156 is yet to announce all its most significant contracts. U.S. air bases look very promising, the new backpack sized device could produce huge sales yet and to me the big sales accelerator may be the new generation of DroneSebtry that integrates AI - there would be a number of buyers aware it’s on its way and holding off major acquisitions until it’s released. So Q4 may be large. Then you’ve got the European manufacturing as an accelerator - Germany, Netherlands and Latvia look promising beyond Belgium there. And who knows what sales US manufacturing will open up - again many procurement contracts may be being deferred until U.S. manufacturing is available so they can meet local content requirements. The there’s the smokies - Asia, Columbia, Civilian sector, partnerships that see mass acquisitions (e.g. standard equipment on fleets of vehicles), and things like naval set ups for littoral craft and even helicopter protection - we’ve seen the company making successful inroads into these areas in the last year, any of which have the potential for widespread take up. Add constant demand for sub $20m acquisitions by law enforcement under the Safer Skies Act and I think it looks promising - the proof though will be in both the business as usual implications in the mid year reports and the major contract results we’d hope to see by Feb 27. Requires patience, but don’t be surprised to see significant turbocharged growth to be apparent in an intense period.
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| 1 | DRONESHIELD LTD Hauptdiskussion | ||
| 2 | Droneshield Fakten | ||
| 3 | Droneshield-Fakten und fundamentale Beiträge | ||
| 4 | Droneshield für Anleger |
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| 1 | Security der nächsten Generation | +12,10 % | |
| 2 | für alle, die es ehrlich meinen beim Traden. | ||
| 3 | Strategy B | -2,23 % | |
| 4 | OTL nach dem RS 1:20 | +15,64 % | |
| 5 | ALPHABET Hauptdiskussion | -4,73 % | |
| 6 | SpaceX-Haupt-Hauptforum | -7,37 % | |
| 7 | DEUTSCHE TELEKOM Hauptdiskussion | -1,54 % | |
| 8 | NETFLIX Hauptdiskussion | -6,77 % | |
| 9 | SAP Hauptdiskussion | -1,75 % | |
| 10 | ACCENTURE Hauptdiskussion | -7,81 % | Alle Diskussionen |
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Thema | ||
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| 1 | Security der nächsten Generation | +11,71 % | |
| 2 | Strategy B | -2,90 % | |
| 3 | OTL nach dem RS 1:20 | +15,64 % | |
| 4 | ALPHABET Hauptdiskussion | -4,71 % | |
| 5 | SpaceX-Haupt-Hauptforum | -7,41 % | |
| 6 | DEUTSCHE TELEKOM Hauptdiskussion | -1,90 % | |
| 7 | NETFLIX Hauptdiskussion | -6,71 % | |
| 8 | SAP Hauptdiskussion | -1,87 % | |
| 9 | ACCENTURE Hauptdiskussion | -7,68 % | |
| 10 | Virgin Galactica | -6,99 % | Alle Diskussionen |