Funny, I stumbled across this very stock $EOS yesterday while doing some research. 😎 I was looking for opportunities to invest against the drone hype and not have to take Rheinmetall. Sounded interesting for further research. If you don't want to buy in Sydney, you can go to Frankfurt and from Monday 22.09. also via the Munich stock exchange.
@Tenbagger2024 No, I did not buy. The market was very tight at the beginning, now it's better.... However, the system is not that convincing based on my findings so far, the competition is there and the larger potential orders are still too vague. Let the initial hype run its course and if there is a stronger setback due to a lack of news, I'll think again
@Dividendenopi I think $RTX and $ESLT are also well positioned in drone defense. Both companies are broadly positioned, which I see as an advantage. And the valuation is still acceptable. Elbit could perhaps become even cheaper with peace in Gaza.
