Company Report
Last edited 3 months ago
PerformanceCommunity EngagementCommunity Endorsement
ranked
#21
Performance (53m)
9.1% pa
Followed by
82
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#Bear Case
Added 3 months ago

I don’t know the company and never looked at it at all but i know it has been a very hot stock.

This blog raises some questions on the financials. Not sure anything completely damming but orange flags for sure.

https://open.substack.com/pub/crashcapital69/p/droneshield-dro-au-1h25-results?r=2051q&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false

https://open.substack.com/pub/crashcapital69/p/droneshield-dro-au?utm_campaign=post&utm_medium=web

#Industry/competitors
Added 5 months ago

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#Industry/competitors
stale
Last edited one year ago

I don’t have much of a view on what i think is a very overhyped stock but clearly the US is throwing a lot at the space - https://www.wired.com/story/us-military-robot-drone-guns/

Competition heating up though:

‘At the Technology Readiness Experimentation (T-REX) event in August, the US Defense Department tested an artificial intelligence-enabled autonomous robotic gun system developed by fledgling defense contractor Allen Control Systems dubbed the “Bullfrog.”’

‘Consisting of a 7.62-mm M240 machine gun mounted on a specially designed rotating turret outfitted with an electro-optical sensor, proprietary AI, and computer vision software, the Bullfrog was designed to deliver small arms fire on drone targets with far more precision than the average US service member can achieve with a standard-issue weapon like the M4 carbine or next-generation XM7 rifle. Indeed, footage of the Bullfrog in action published by ACS shows the truck-mounted system locking onto small drones and knocking them out of the sky with just a few shots.’

‘August that the testing of the “low-cost” Bullfrog solution had “gone really well.” Should the Pentagon adopt the system, it would represent the first publicly known lethal autonomous weapon in the US military’s arsenal‘