$DRONESHIELD LTD(DRO.AU)$ cont

$DRONESHIELD LTD(DRO.AU)$ continues showing strong performance as rotation into defense stocks continues. Short interest still reasonably high at 6.31% as of 13 March. Further upside expected as this unwinds however, material sales announcement needed in the near term to support the growth thesis that is underpinning the price action. Significant event to watch for is the Australian govt Land156 contract worth $300m+ AUD which should be announced by June/July. I would not expect DRO to win the full amount but a large percentage will be expected given the sovereign nature of defence considerations.

Watch too the AUS v US relationship. Expected to fair better than others - any material changes here could impact future earnings with 70% of historic revenues coming from the US

Top Picks for Defense Industry Stocks in 2025

Bank of America analysts recently said that Northrop Grumman (NOC.US), Booz Allen Consulting (BAH.US), Rocket Lab (RKLB.US), Raytheon Technologies (RTX.US) and GE Aerospace (GE.US) is the top pick for defense industry stocks in 2025. Although Republicans may control the White House, Senate and House of Representatives and federal budget constraints will remain an issue, defense spending is still expected to increase.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

emalou
03-25
emalou
i have seen DRONESHEILD go up and down over 10% often past 6 months. .585 to $2.75 no dividends either.

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":415195983274336,"tweetId":"415195983274336","gmtCreate":1742355605971,"gmtModify":1742355891519,"author":{"id":4203041852496872,"idStr":"4203041852496872","authorId":4203041852496872,"authorIdStr":"4203041852496872","name":"Specvestor","avatar":"https://community-static.tradeup.com/news/6a789fdc2a7665cb535020b88361009f","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":6,"starInvestorFlag":false},"themes":[{"themeId":"9487b30b330d0625c78263334aa52e26","categoryId":"2929bb7468f5415f853fd96fb35d7c3b","name":"Top Picks for Defense Industry Stocks in 2025","type":2,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":9487b30b330d0625c78263334aa52e26}&rnconfig={\"headerBarHidden\": true}","description":"Bank of America analysts recently said that Northrop Grumman (NOC.US), Booz Allen Consulting (BAH.US), Rocket Lab (RKLB.US), Raytheon Technologies (RTX.US) and GE Aerospace (GE.US) is the top pick for defense industry stocks in 2025. Although Republicans may control the White House, Senate and House of Representatives and federal budget constraints will remain an issue, defense spending is still expected to increase."}],"images":[],"coverImages":[],"html":"<html><head></head><body><a href=\"https://ttm.financial/S/DRO.AU\">$DRONESHIELD LTD(DRO.AU)$&nbsp;</a><v-v data-views=\"1\"></v-v> continues showing strong performance as rotation into defense stocks continues. Short interest still reasonably high at 6.31% as of 13 March. Further upside expected as this unwinds however, material sales announcement needed in the near term to support the growth thesis that is underpinning the price action. Significant event to watch for is the Australian govt Land156 contract worth $300m+ AUD which should be announced by June/July. I would not expect DRO to win the full amount but a large percentage will be expected given the sovereign nature of defence considerations.\n \nWatch too the AUS v US relationship. Expected to fair better than others - any material changes here could impact future earnings with 70% of historic revenues coming from the US\n </body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/DRO.AU\">$DRONESHIELD LTD(DRO.AU)$&nbsp;</a><v-v data-views=\"1\"></v-v> continues showing strong performance as rotation into defense stocks continues. Short interest still reasonably high at 6.31% as of 13 March. Further upside expected as this unwinds however, material sales announcement needed in the near term to support the growth thesis that is underpinning the price action. Significant event to watch for is the Australian govt Land156 contract worth $300m+ AUD which should be announced by June/July. I would not expect DRO to win the full amount but a large percentage will be expected given the sovereign nature of defence considerations.\n \nWatch too the AUS v US relationship. Expected to fair better than others - any material changes here could impact future earnings with 70% of historic revenues coming from the US\n </body></html>","text":"$DRONESHIELD LTD(DRO.AU)$ continues showing strong performance as rotation into defense stocks continues. Short interest still reasonably high at 6.31% as of 13 March. Further upside expected as this unwinds however, material sales announcement needed in the near term to support the growth thesis that is underpinning the price action. Significant event to watch for is the Australian govt Land156 contract worth $300m+ AUD which should be announced by June/July. I would not expect DRO to win the full amount but a large percentage will be expected given the sovereign nature of defence considerations. Watch too the AUS v US relationship. Expected to fair better than others - any material changes here could impact future earnings with 70% of historic revenues coming from the US","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/415195983274336","repostId":0,"isVote":1,"tweetType":1,"viewCount":1362,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["DRO.AU"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":660,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":417329924817424,"commentId":"417329924817424","gmtCreate":1742905546639,"gmtModify":1742905551505,"authorId":4192852316404952,"author":{"id":4192852316404952,"idStr":"4192852316404952","authorId":4192852316404952,"name":"emalou","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.02.22","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1102},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":415195983274336,"objectIdStr":"415195983274336","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"i have seen DRONESHEILD go up and down over 10% often past 6 months. .585 to $2.75 no dividends either.","text":"i have seen DRONESHEILD go up and down over 10% often past 6 months. .585 to $2.75 no dividends either.","html":"i have seen DRONESHEILD go up and down over 10% often past 6 months. .585 to $2.75 no dividends either.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/415195983274336"}