$DRONESHIELD LTD(DRO.AU)$ lot of favourable macro factors, namely geo-political tensions worldwide and the increase of electronic warfare. A $1000 drone taking out a $10m tank is a problem.
Key points to watch is sales fulfillment in the near term. Downside overblown with potential end of Ukraine war as sales occurring with US, Asia, LATAM and Europe. 2024 dissapointed growth expectations but 2025 already showing very positive signs with multiple contract wins in the last 3 months.
Company has increased operations scale as to be expected as a growth company. Sales conversations are tricky given governments are the buyers. High risk but high reward.
Currently 10% shorts as reported by ASIC. May seen dramatic up days as shorts cover or continued downwards pressure if no sales news occurs.
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