I don't know if it's too risky 😉 But at the moment I can't assess where they are positioned in relation to other drone providers.
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@Multibagger Of course there are several providers such as $DRO, for example, but I think there is room for several companies in the market. Just like there are several chip manufacturers or streaming platforms etc. Drones are currently in demand like never before.
Military: reconnaissance, attacks, logistics
Agriculture: field monitoring, fertilization
Logistics: parcel delivery, medical transportation
Industry: inspection of wind turbines, bridges, pipelines
Security: search & rescue, monitoring of disaster areas
Media: filming, sports broadcasts
Research: environmental monitoring, climate research 😜
Military: reconnaissance, attacks, logistics
Agriculture: field monitoring, fertilization
Logistics: parcel delivery, medical transportation
Industry: inspection of wind turbines, bridges, pipelines
Security: search & rescue, monitoring of disaster areas
Media: filming, sports broadcasts
Research: environmental monitoring, climate research 😜
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@Multibagger US order approx. 6,000 drones, something between €25-65m. EBITDA -20.93 - positive EBITDA expected from 2027. Share price optimistic 20€+ from 2030 (without irrational hype, just based on figures). As with Lockheed Martin, the order situation is good and can still be worse operationally - the question is whether they can deliver well. Competitors such as Teledyne and AeroEnvironment are better positioned, but probably no longer the TenBagger share.
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•@Qheherain 20€+ would be nice 🤪
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@Brandon90 Just as with Droneshield, not unrealistic - by 2030.
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•@Qheherain if both can reach €20, then rather $DRO, because with them it would be a tenbagger😉
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@Multibagger a 20+ excavator for me, I'll take it 😎
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