What might be a bull case for Droneshield's business prospects is also likely a bear case for broader humanity. Depressing, huh? For those that haven't seen, tension in the middle east continues to escalate, with the latest conflict between Iran and Israel raising eyebrows globally.
Why is this relevant? Drone warfare once again appears to be at the forefront of the conflict. While I haven't been able to locate confirmation, reading between the lines, the Israeli's employ Droneshield's counter drone defence solutions. Supporting this is this article, with the Israeli's being a close ally of the five-eye alliance / coalition and highly likely the referred to party.
While the conflict in Gaza is controversial and blurred for many, any conflict with Iran (or Iraq) is likely more straightforward. The broader coalition are almost certain to a) support their close ally in Israel and b) look to curtail any Iranian aggression. This might lead to further interest in Dronshield's defence solutions by not just Israel but others in the coalition. Whatever the case, as one of few market leaders -- arguably the market leader -- Droneshield stands to benefit from continued use of drones in conflict.
Recent reporting by Droneshield themselves indicated "By simply being on the NSPA (NATO) framework, additional end-users are likely to place orders with Droneshield". Major non-NATO allies include Japan, South Korea and - you guessed it - Israel.