Forum Topics DRO DRO Bull Case (maybe)

Pinned straw:

Added a month ago

Droneshield up 14% on no news.

Any ideas ???

Disc - Hold IRL and SM

nerdag
Added a month ago

And still going up. The buying pressure doesn't seem to be stopping.

There is still no shift in fundamentals, no new contract news, and pricing remains on extreme end.

I think I am heading to an exit.

If Oleg or any directors start selling, then that's a confident sell signal because they have form in that department.

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lastever
Added a month ago

Trump made some kind of executive order about drones within the last week. Pretty sure that's what this recent jump is about.

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nerdag
Added a month ago

Ah, OK. I missed that.

Even so, can anybody rely on what Trump says?

There are multiple players in the space and it would follow through to the whole sector, not only Droneshield.

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Escapetrader
Added a month ago

Gday guys,

This Land 156 Government Tender is looking quite positive for Droneshield. My understanding is the winner/s of this tender are due to be announced by the government quite soon, perhaps early July.

However, there have been some interesting updates on the Aus Tender website. There have been 2 x sub $5m contract wins by Droneshield in relation to this Land 156 tender in the last 30 days. Interesting to note that both sub $5m contracts sit just below the reportable $5m 'reportable to the market' amount. I wonder if this is deliberate by the government as they are not ready to announce the winner but have already awarded Droneshield almost $10m in the last month.

I think winning this tender will be a huge catalyst for Droneshield and may explain the recent run up.

You can find the contract wins here:https://www.tenders.gov.au/Search/KeywordSearch?keyword=droneshield

If you click on the details of the tender you can see they are linked to the LAND156 tender.

INTERESTING INDEED!

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Escapetrader
Added a month ago


"The Australian Defence Force’s Project LAND 156, aimed at deploying Counter-small Uncrewed Aerial Systems (CsUAS), is estimated to be valued between AUD $300 million and $500 million."

https://www.listcorp.com/publisher/shaw-and-partners/droneshield-takes-aim-at-land-156-a-pivotal-300m-500m-defence-opportunity-3127366.html?utm_source=chatgpt.com

Could be massive for Droneshield!

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Tom73
Added a month ago

Maybe because Ukraine wiped out a third of the Russian strategic bomber fleet a few days ago by using short ranged FPV drones on airbases deep in Russia.

Now every nation with an airport needs to counter that threat - which has been there for years, but it's now in everyone's faces...

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Summer12
Added a month ago

I tend not to watch the news. - so bloody depressing

certainly makes sense Tom

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Tom73
Added a month ago

Very depressing watching the news I agree, I just hope the cost of this war to Russia is getting too much for them to continue (or anyone else to start it).

A short video on the attacks:

Bing Videos

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topowl
Added a month ago

I always thought about how easy it would be to blow up half the Australian f35 fleet at Williamtown when you drive by….

You can see where they’re all parked.

pretty much exactly the same for all airfields globally except maybe area51 lol…

lets get serious though….there’s never going to be a major war between global superpowers…

too many common sense deterrents eg nuclear, trade

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Chagsy
Added a month ago

Isn’t that exactly what they said before WW1 (minus the nuclear bit)

Lets hope you're right



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