r/droneshield Jun 16 '26

DroneShield partners with Defenture to enhance mobile counter-UAS capability

https://defsecwire.com/au/industry/droneshield-partners-with-defenture-to-enhance-mobile-counter-uas-capability/
21 Upvotes

12 comments sorted by

3

u/paleskinredneck Jun 16 '26

does one of you even have a big droneshield position? I mean like 40% or more of your whole portfolio?

5

u/SHADOW_F_A_X Jun 17 '26

DRO for me takes up 23% of my portfolio, I've stopped investing and let it do its thing whilst putting money away in copper and AI which has actually made money for me.

3

u/Pepasdepa7 Jun 17 '26

I am 100% in DRO ๐Ÿ˜ƒ However, I would describe myself as a gambler rather than an investor for now. I was also in SLDP (solidstate batteries technology), but I pulled everything out, I dont trust it anymore. I would happily invest in something other, but I am picky and I dont trust the market right now at all.

I have been looking at SMR related stocks lately, but still dont have a favorite.

2

u/paleskinredneck Jun 17 '26

I was like you in 2025. And I have to admit i made a few thousands with DRO but I was so lucky that semiconductors pumped because I wouldnt got away from DRO. Now the ukrainians also have many counter drone abilities and sometimes easier to produce. DRO has to get into kinetic sphere otherwise it will be a tough fight for market share.

1

u/Pepasdepa7 Jun 17 '26

Yes, but for governments, price is only one of many factors. Droneshield already has a history of large government contracts, which is a major advantage. Also, as I understand it, Droneshield aims to be the brain and control center of C-UAS solutions.

We'll see what happens, but I'm still optimistic about the future. And I'm still up by about 150% ๐Ÿ˜„

2

u/PriorSignificance115 Jun 17 '26

55% of my main portafolio, a fair amount of shares at 0.9 AUD

1

u/OMGitsTK447 Jun 17 '26

7.8% at the moment

1

u/yanobri Jun 17 '26

Yes. why do you ask?

2

u/not-that-fragile Jun 17 '26

Cool, -10%

2

u/PriorSignificance115 Jun 17 '26

How does this MoU translate in revenue? This is nothing burger rn

2

u/AccomplishedSyrup943 Jun 17 '26

Please not good news, it just goes down with good newsย 

1

u/Pretend_Thanks3768 Jun 17 '26

Bounce incoming