Great outcome for DRO bringing in much needed $$$ to balance the costs incurred to date.

They probably cant really talk too much about what type of solution as the Defense Industry is always a bit ambiguous to avoid others knowing where they are focusing their efforts (see recent presentation).

It wouldn't surprise me if they get another bunch of orders over the next couple of months from the US, to spend their available budget in advance by the end of FY (use it or lose it).

Agree, could be Donald Trump’s secret service detachment.

These DRO announcements about orders are part of the standard stock pump (maybe Oleg and Peter have some options vesting soon that they want to sell). Cynic aside, at least the scale of the orders they are announcing are getting significantly larger. This single announcement is larger than 2021 revenue, and nearly the size of 2022 revenue. Even relative to 2023 its a quarter.

DISC: Held IRL and SM (and hoping that this stock pump might give me another opportunity to offload some more shares > $2 … if the next announcement is a big order for the IDF the stock price will rip)