2Sem.·

Droneshield

Hi folks,

wanted to ask you for your opinion regarding $DRO (-5,83 %) about?

I think the market they have in front of them is very exciting!

The fact that both Vanguard and State Street are now in with ~5% makes me very positive!

Maybe some of you would like to share your opinion with me or even discuss this stock a bit!

I'm looking forward to it😊

15.01

DroneShield

Acheté à 0,42 €

13 Commentaires

Maximilian@Max095

Always buy when nobody is interested. Very good 👍🏻🚀

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Daxhund@Daxhund

@Max095 well currently the institutions are very interested in it. State Street, Vanguard, JP Morgan...all have bought 5%+ in the last month and black Rock is also currently buying (although br only buys for etfs but still reduces the supply).

I now have a large position in DRO.

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Maximilian@Max095

@Daxhund A good sign when the big ones buy 😎

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Daxhund@Daxhund

@Max095 I think so too! As you know, they know how to invest money. At the moment, the share is still being talked to death. But while all the normalos are selling, the big players are stocking up cheaply.

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Maximilian@Max095

@Daxhund It was exactly the same with Bitcoin. When nobody was interested in it, BlackRock stocked up big time

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Zadiel L.@Zadiel

2Sem.

I'm also in there with 2 different portfolios. One I want to stay in for 5-8 years and the other for a small gamble until it rises a little, which I am patiently waiting for :)

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Daxhund@Daxhund

2Sem.

@Zadiel I actually only put it in my portfolio for the long term.

I find it very exciting what a "big" market is waiting for DRO in the civilian sector. In use against cartels, at airports, in prisons... at events in general. It's hard to imagine the danger that drones can pose if the wrong people get the wrong ideas... Ukraine is an impressive example of the immense damage that a €5 Aldi drone can cause!

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Jonas@Leipziger_Jung

Earnings are out https://www.droneshield.com/investor-relations

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Daxhund@Daxhund

@Leipziger_Jung already seen , thanks !Missed the target a bit, but the turnover that can be recorded for 2025 through large contracts alone is strong.

Already 46 million for 2025!
In addition, there were significantly more smaller deals than in previous years and the SaaS business is also slowly picking up.

I think this year will break 100 million and I believe that even more institutions will jump on board 😁

June/July will also be exciting, I believe that DRO can pick up some shares in the LAND 156 project!

I remain very, very optimistic for the future!

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Jonas@Leipziger_Jung

@Daxhund I remain positive and will certainly go back in with a few good shares over the next few weeks.

Furthermore, the company still has 100 million US dollars on the high edge and therefore does not have to raise new capital and dilute the shareholders for the time being.

I had also hoped for more for 2024, but the outlook looks very strong, especially as the SaaS business is slowly picking up speed and growing strongly (to my knowledge recurring revenues because it is sold by subscription, right?).

I think other catalysts will be the increasing defense spending of European nations after Trump's election and his threat to leave NATO if member countries don't finally invest more in their defense.

Then there are all the new employees. After all, they have hired 100 new people and will be adding another 70 in the coming months. That alone will ensure a significant increase in turnover.

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Daxhund@Daxhund

@Leipziger_Jung right! SaaS is a subscription model for maintaining and updating e.g. detection of new drone types. I think it could become a good money-making machine with a nice margin!

NATO is indeed naked when it comes to the defense of the Aldi drones ..but also in the Asian and Latain American area there are a lot to get.

Whether in the fight against cartels, to secure the US border or anywhere else.
I also believe that these radars and c-uas systems will become an integral part of every military base!

This year will be very exciting and I think we will see a few more institutes jumping on board this year...

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Sebi@Seebi

2Sem.

Pommesbude

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Daxhund@Daxhund

2Sem.

@Seebi and if the fries there taste good? What makes you think so? The course ?

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