Hello my dears,

as I was shocked to discover while watching today's "Presseclub". The EU, and Germany in particular, is very poorly positioned when it comes to critical infrastructure, cyber attacks and drone defense. The plan here is to improve security at all costs.

Dear all, which companies do you think should benefit from this?

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Following airspace violations in Denmark and Eastern Europe, the European Union is pushing ahead with the construction of a "drone wall". What is known about the project so far.

Following several mysterious drone overflights in Denmark and repeated airspace violations by Russian drones in Eastern European countries, the EU wants to better protect its eastern flank. At the heart of the plans is a so-called "drone wall" - a defense system designed to detect, track and intercept unmanned aerial vehicles. What exactly the EU is planning, who is involved and how quickly the wall could be built: the most important questions and answers.

Who is building the drone wall?

The plans for the drone wall were presented at a video conference of EU defense ministers. The conference was mainly attended by Eastern European EU states, Bulgaria, Estonia, Latvia, Lithuania, Poland and Romania, as well as Finland. EU High Representative for Foreign Affairs Kaja Kallas, several representatives of the NATO defense alliance and the current Danish EU Council Presidency also took part. Conspicuously absent from the meeting was Germany - although security experts in this country have long warned of serious gaps in drone defense.

The EU wants to use its own financing instruments to fund this. EU Defense Industry Commissioner Kubilius spoke of a "protective shield for the eastern flank that will benefit the whole of Europe". At the same time, national defence budgets and the European defence industry are to be mobilized.

When will the drone wall be in place?

EU Defense Industry Commissioner Kubilius said in an interview with the news website Euractiv that the drone wall could be built within a year. However, EU officials do not expect the development of a comprehensive sensor network to improve airspace surveillance to be completed until the end of 2026. The development of an interception system is likely to take even longer. In the short term, additional sensors are to be installed first.

With material from the news agencies dpa and AFP

https://www.zeit.de/politik/2025-09/drohnenwall-eu-russland-drohnen-abwehrsystem-ostgrenze#wer-baut-den-drohnenwall

Dobrindt announces drone defense center

Following numerous drone sightings in Europe, the German government wants to introduce countermeasures. Interior Minister Dobrindt classifies the threat as "high" and is planning a drone defense center.

The German government wants to set up a drone defense center. This is Interior Minister Alexander Dobrindt's response to the numerous sightings of missiles of unknown origin. The CSU politician said that there was a threat that could definitely be classified as "high".

Detecting, intercepting and shooting down drones are the basis for drone defense. Repositioning is an urgent project, explained Dobrindt.

Pooling expertise

According to him, the drone defense center should bundle the competencies of the federal police, the Federal Criminal Police Office and the police authorities of the federal states. Dobrindt said he wanted to bring together expertise and initiate new research projects.

New technology for fighting drone against drone

Fighting drones with nets or by so-called "jamming" (interrupting radio signals) has limited effect, according to Dobrindt. The Minister of the Interior is focusing on developing new technologies for drone-on-drone combat: "We can't wait for others to make this available".

According to the Interior Minister, the new drone defense center is the first part of a two-pillar strategy. As the second pillar, Dobrindt announced a new version of the Aviation Security Act in order to regulate the legal basis for defense measures.

DroneVation in Vienna - Austria discusses drones & drone defense. $RHM (-0,7%)

Appropriate systems are needed for defense. The Austrian head of armaments was accordingly proud to announce that he was the first customer for Rheinmetall's Skyranger system. He was in Zurich just last week and was able to see the progress of the procurement. "I can tell you that the 3.5 cm cannon systems will arrive on time and on schedule."

Painful for the German Bundeswehr - it will have to wait longer than planned for its new Skyrangers. Austria will receive its 36 air defense turrets earlier. The German Armed Forces have selected the Pandur Evo from GDELS as the carrier platform, as the vehicle is also available in other functions in the troops.

https://defence-network.com/1-dronevation-oesterreich-diskutiert-drohnen/

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AeroVironment: Step by step towards becoming a defense tech group

One of the biggest beneficiaries of the drone trend has traditionally been the US company AeroVironment from Arlington in the US state of Virginia. Founded in 1971, the company once made a name for itself with aircraft innovations and has been taking off as a drone supplier since the 2000s. AeroVironment primarily manufactures small and medium-sized reconnaissance drones and unmanned ground vehicles. Until 2025, AeroVironment was mainly known as a drone specialist, but in May the company bought defense technology provider BlueHalo for USD 4.1 billion as part of a share swap. Thanks to this acquisition, the company is now a diversified defense company with capabilities in space, drone defense, cyber, laser weapons and satellite technology. At the end of the third quarter of the 2025 financial year, the order backlog reached a record high of USD 764 million.

https://www.n-tv.de/wirtschaft/der_boersen_tag/Milliardendeal-Kampfdrohnen-Konzern-uebernimmt-Produzenten-von-Drohnenabwehr-article25372828.html

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While AeroVironment is valued at around USD 10 billion on the stock exchange, the Canadian drone specialist Volatus Aerospace, which has also been active for many years, only has a valuation of around EUR 200 million. Despite the significant difference in valuation, Volatus has also already proven that it is compatible with NATO standards. In 2025, Volatus landed NATO contracts in the areas of education and training as well as for the delivery of reconnaissance drones. Analyst Rob Goff from Ventum Capital sees these successes as indications of further potential for NATO contracts. Media reports repeatedly refer to Volatus' bulging order pipeline.

In addition to the military sector, Volatus also offers civilian solutions, for example for monitoring infrastructure such as bridges or pipelines, through to the Condor XL transport drone, with which the company intends to carry out test flights from the end of the year to test its use in the areas of logistics and forestry. Military use of such transport drones is also conceivable in principle.

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Airborne lasers - the next generation of drone defense

While the ground-based laser weapon developed in Israel has already proven its effectiveness against drones, efforts to develop an airborne system have been intensified. The airborne laser program is being led by the Israeli company Elbit Systems. Meanwhile, the lasers developed as a defensive weapon are also being considered for offensive use.

https://defence-network.com/luftgestuetzte-laser-drohnenabwehr/

Israeli drone defense for German warships?

https://marineforum.online/israelische-drohnenabwehr-fuer-deutsche-kriegsschiffe/

Drone defense: Bundeswehr receives first interceptor drones from Argus Interception

https://www.hartpunkt.de/drohnenabwehr-bundeswehr-erhaelt-erste-fangdrohnen-von-argus-interception/

https://argus-interception.com/de/

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https://getqu.in/j9ucf2/

$AXON (+2,61%) (my dears, perhaps the Kassel-based company has a good chance)

US group Axon buys Kassel-based company Dedrone

The company Dedrone discovered a gap in the market for itself with the defense against approaching drones. With great success. Now it is being taken over by an American security company. The company site in Kassel is also set to benefit from this.

https://de.dedrone.com/

https://www.hessenschau.de/wirtschaft/us-konzern-axon-kauft-kasseler-unternehmen-dedrone-v1,dedrone-verkauft-100.html

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https://esut.de/2025/08/meldungen/62305/eos-liefert-100-kw-laser-drohnenabwehr/

https://getqu.in/dd0DoN/

Echodyne launches the EchoShield Rapid Deployment Kit on the market

With the proliferation of drones in the airspace, the need to quickly deploy situational awareness zones that detect, track, identify and contain threats is increasing. The RDK is designed for quick and easy deployment of four radars for robust, high-precision hemispheric coverage. The addition of the RDK to the EchoShield portfolio creates leading positions in all areas - from fixed sites to mobile deployments (OTM) to rapidly deployable temporary missions.

About Echodyne. $NOC (-0,12%)

Echodyne, the radar platform company, is a U.S. designer and manufacturer of advanced commercial radar systems for defense, government and commercial market applications. The company combines the patented Metamaterials Electronically Scanned Array (MESA®) architecture with powerful software and machine learning to deliver highly accurate situational awareness data that locates airborne and ground-based activity with unmatched speed, accuracy and precision. Echodyne's products are proven and trusted by military, government, integrators and critical infrastructure around the world. They set a new standard for radar quality. The privately held company is headquartered in Kirkland (WA, USA) and is backed by Bill Gates, NEA, Madrona Venture Group, Baillie Gifford, Northrop Grumman and Supernal, among others. See Radar in action at Echodyne.com.

Rohde & Schwarz presents new multi-band jammer for drone defense.

(Rohde & Schwarz GmbH & Co. KG is a privately held company and therefore has no shares,)

https://www.hartpunkt.de/ardronis-effect-rohde-schwarz-praesentiert-neuen-multiband-stoersender-fuer-die-drohnenabwehr/

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Hello my dears,

with the drone attack on Poland which was fought with very expensive weapons. Probably a big topic now, how relatively cheap drones can be fought with correspondingly cheap weapons.

Feel free to share your opinion in the comments. I'm looking forward to it.

The Australian armaments company EOS presents a containerized 150-kilowatt laser system that is completely self-sufficient against swarms of drones.

Australian defense manufacturer Electro Optic Systems (EOS) has unveiled its Apollo High Energy Laser Weapon(opens in new window) - a laser weapon system that can autonomously eliminate up to 200 medium-sized drones without relying on external power sources.

The development of air defense laser systems has been ongoing for decades, with technical challenges including reliable target detection, tracking capabilities, sufficient destructive power and robustness of the system under operational conditions.

The Apollo weapon system fits into a standard 20-foot shipping container and has two emitter units mounted on the top of the container. EOS reports that the system can eliminate drone targets at ranges of up to 3 km and disable optical sensors at ranges of up to 14.5 km. The platform provides 360-degree coverage with fast target acquisition capabilities.

Technical specifications and operational performance

The announced key data shows that Apollo can engage targets in a 60-degree arc within 700 milliseconds and potentially neutralize 20 Group 1 drones per minute. The system targets unmanned vehicles ranging from 9 kg Group 1 units to 600 kg Group 3 platforms.

The laser weapon's autonomous power supply distinguishes it from competing systems that require a continuous external power supply. According to the manufacturer, the battery enables use against around 200 drone targets. When connected to the main power supply, the system is said to have an unlimited operating capacity - more precise details were not provided.

According to reports, EOS has already concluded the sale to an unnamed NATO member state. How many units are involved and whether they have already been put into service remains unknown for the time being. The system is Itar-free(opens in new window), meaning that it does not require an export license from the USA.

Countries rely on lasers, microwaves or kinetic defense against drones

In China, on the other hand, microwave weapons are used to defend against swarms of drones. China South Industries Group Corporation (CSGC) and Norinco have presented a truck-based system for this purpose. The microwave weapon is mounted on an 8×8 truck from the Shacman SX2400/2500 series and also has a radar for target detection and tracking.

Russia, on the other hand, relies on small missiles against drones and has presented the Panzir SMD-E air defense system. This system dispenses with traditional machine guns and relies on a large number of small missiles and is intended for stationary use. Up to 48 of these fit into the launchers.

The UK wants to use lasers for air defense in the future. However, the new Dragonfire system is still at the testing stage and has already completed a number of firing exercises.

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The Israeli armaments company Rafael Advanced Defense Systems and Elbit only announced in September 2025 that the high-performance Iron Beam 450 laser system was ready for series production and was about to be delivered to the Israeli armed forces. The system is said to be capable of intercepting rockets, mortar shells, enemy aircraft and drones. It is likely to be the first laser weapon to be put into active service.

September 20, 2025 at 14:30 / Andreas Donath

https://www.golem.de/news/eos-apollo-200-drohnen-pro-minute-ohne-externe-stromquelle-bekaempfen-2509-200309.html

After the spectacular start with $ONDS (+3,3%) I have discovered another absolutely exciting stock that I believe will also develop very well. Unfortunately, however $EOS (-6,51%) only tradable in Sydney, which is possible via Consors, but even I find €110 in fees too expensive.

What a pity!

$EOS (-6,51%) Cat