I find it funny that no one has done a strawman valuation on Droneshield since January.....lol (correct me if I'm wrong)

Probably help to see where it lands price wise taking into account it's latest contract wins and assuming a win in the upcoming ADF LAND contract.....

BBQ hype speccy at it's finest.....the great Australian tradition.....after real estate of course....lol

Wonder how it would be going if it was called something like Droneswatters......

Not to hard to predict the reaction it will get if it doesn't take a complete and overwhelming win in the LAND156 deal that's meant to be announced in August.

I'd say it doesn't win 100% of it....gurgle gurgle..

Congrats (so far to those that held on) !

Hope it stays the course for you...

Bit too hard to predict for my taste.

@topowl, no doubt there is some speculation.

Land156 is what, 400-500m over five years? And Droneshield won't win all of it - more than likely a fraction of that.

So does a potential win of conservatively $100m justify a doubling of SP? Absolutely not.

I have been looking at trading volumes and substantial holder notices, a significant chunk of trading in the last two weeks has been institutional buyers building large positions.

That didn't happen last year.

And we haven't seen any director sales yet either, which is what happened on the way up.

when all people talk about is the price and what’s going on in the market daily, it’s the perfect time for a sober conversation about value.

has anything substantially changed sales wise or are the current contract wins built in to the valuations from earlier this year.

i think everyone would agree Droneshield is now a national playground for pumping, dumping and traders.

i thinks it’s probably a bad sign when no one even has the energy to do a new dcf….maybe including a new outlook on sales that may or may not have improved from a few months ago…

i think the probability of making a decent guess at what droneshields price will do has gone out the window….when it’s this much of a bbq stock, the sentiment swings could be wild…

imo

A fun watch from the sidelines for me.

Here is another Aus Tender announcement today for a cheeky $12.5m.

It is strange that Droneshield doesn't make a market announcement immediately after these AusTender contract wins pop up. It took more than a month for the first $5m to be announced to the market after it first appeared on AusTender on 11th June.