Forum Topics DRO DRO CEO Meeting

Pinned straw:

Added 2 months ago

Morning all,

@Strawman its' been 2 years since we last spoke with Oleg at DroneShield, a lot has happened in that time.

US and European expansion, Russian drones breaching NATO airspace, Drone wall discussions in Europe, Land 159 deals , Five Eyes deals, European manufacturing, the list goes on.

Would you mind sending another invite to chat?

Cheers

Disc hold IRL & SM.

Strawman
Added 2 months ago

Good call @Summer12 -- i've just emailed Oleg now.

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Summer12
Added 2 months ago

Huge run today too, i imagine the run in share price has to be the latest Russian attack, or a cynic in me might say we have a leak for some coming news.

Thank you @Strawman

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nerdag
Added 2 months ago

Shorts have been building since ASX200 entry, so my suspicion is that it's a short squeeze on a background of the macro news of drone defences being dreadfully woeful across NATO territory being the key drivers.

There is otherwise no reason for such a big rise on thematic and not specific news.

EOS is also up today, but only 10% compared to Droneshield at 19%

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Strawman
Added 2 months ago

@Summer12 I managed to snag Oleg from Droneshield -- he'll be joining us for a chat on Monday the 13th of October at 9am AEDT.

I just looked at the first meeting we had back in 2022... the stock was at 20c then and has since gone up over 22 times!

I was "clever" enough to buy some at 30c here on SM, but progressively sold down between 70c and $1.95. Genius! :(


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Rocket6
Added 2 months ago

@Strawman feel your pain. Bought at 0.18c and sold out around $1.00.

A 5 bagger within a year? Great! I was pretty happy. Another Rocket6 brainfart -- hindsight is humbling.

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Summer12
Added 2 months ago

That is awesome, thank you.

I feel it will be a different kind of conversation from the previous ones (when it was a meme stock)

Got to be honest, first sign of weakness in defence Industry and ill be out.

Uneducated kid from the rough streets of Manchester, it's a lot of money for me in one stock.

Unsure if i am foolish or brave holding on, time will tell.

GLTAH

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nerdag
Added 2 months ago

I'm currently sitting on 20x, and was looking at selling out on valuation grounds.

But the buying momentum is incredibly strong with good volume.

This might be thesis creep, but the buying pressure makes me wonder about an unsolicited takeover.

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Summer12
Added 2 months ago

I have also had that thought re. takeover.


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GazD
Added 2 months ago

Me too @Strawman but remember you probably put the proceeds into something which also did well…

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edgescape
Added 2 months ago

@Strawman

Nearly anything with the keywords defence or strategic materials has gone up IF there's a binding agreement with a government agency

Look at MTM who you also had a meeting with. Best pick I've had in a long time since NST with over 12x return. But i bought way before that meeting on a hunch

Having said that MTM got suspended for submitting their report late so maybe this own goal will kill the momentum....

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