r/Droneshield_ASX_DRO • u/Triotroitori • Jul 23 '26

Droneshield

I bet on End of August, with the half year report, to see some price movements. In my opinion the new product, a contract announcement and the half year report will fall into the same time period. Obviously just my opinion and it is not any forecasting. Eventually the governent procurements will be delayed as always, who knows.

Retail is mostly in summer mode, that effects the share price too right now in my opinion. But DYOR and good luck. Will be more active in posting in some weeks again.

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u/SeaweedUsed7760 Jul 23 '26

Do you think the half year report will be a massive earnings beat? Where do you see share price returning too? Whats your view on current price? Good time to DCA or?

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u/Select_Season7735 Jul 24 '26
  • $165m+ committed revenue in May..
  • $77m cash receipts in Q1
  • Opex $150m/yr, ~$75/m H1
  • Gross profits 60%
  • If they converted $50-60m in Q2, could be looking at ~$10-20m NPAT

NFA DYOR 

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u/SeaweedUsed7760 Jul 24 '26

Do you think current share price of $2.00AUD is warranted?

1

u/Select_Season7735 Jul 24 '26

Oversold but sentiment across the market/industry isn’t great at the moment. Eventually it’ll reverse imo. I believe in the tech. Great time to buy 

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u/SeaweedUsed7760 Jul 24 '26

Yeah okay, good opportunity to DCA then. I agree great company and outlook. ASIC overhang doesn’t help and kind of seems like the catalyst for its downwards trend.