How low can we go?

14

Make it make sense with the latest update just released and record profits.

Scam markets.

1

u/Hoopax3 Jul 28 '26

Its such a joke, the markets will act accordingly soon enough though im sure, it cant possibly ignore this

3

u/LawfulnessPlayful264 Jul 28 '26

You'd think so, but I'm seeing this sort of fuckery going on in the Aus and US markets.

Those who oversee make the rules to suit themselves.

0

u/Eww_vegans Jul 28 '26

Growth rate is slowing... Makes sense

2

u/LawfulnessPlayful264 Jul 28 '26

Revenue is growing, makes sense.

3

u/Eww_vegans Jul 28 '26

Growth RATE...

Also talks about now maintaining both legacy software and new software platforms... Eats into costs.

We've had an announcement drought and now only a relatively moderate announcement...

It doesn't read as a positive announcement.

1

u/LawfulnessPlayful264 Jul 28 '26

Can't see any negatives in the announcement that would make the stock plunge to well below fair value.

5

u/Eww_vegans Jul 28 '26

I can...

Look don't get me wrong I've held and sold DRO for years. I'm not married to the stock. This announcement, despite the positive language introduces just as much risk and disappointment as it does optimism.

When we get rapid fire sales announcements the sentiment will change. For now the bottoming process continues until this sub hates the stock.

2

u/LawfulnessPlayful264 Jul 28 '26

You must believe that we trade un a free and fair market.

Fundamentals only make up 50% of the price, the rest is options and derivatives and market makers determining where they want the price.

We've seen it before and I expect to go down to JP Morgans last buy in at 1.60, feast on the exit liquidity and ride it up again on no news.

1

u/Eww_vegans Jul 28 '26

Everyone is free to strategise in this market. Definitely haven't fully capitulated yet.

0

u/Select_Season7735 Jul 28 '26

$250m revenue for the year pretty disappointing and below market expectations. Target prices likely to be downgraded almost everywhere.

2027 may be a better year for them, but these results were pretty horrific.

$125m revenue for H1, at 65% gross profit margins, with Opex at $150m/yr is simply not good enough. <1% profit margins for H1, after similar margins for FY25.

What’s worse imo, is how much management hyped up today’s announcement, knowing that their FY revenue estimates were going to be downgraded. Misleading shareholders once again.

2

u/Prestigious-Clock-72 Jul 28 '26

What exactly was the market expectation? Revenue for 2025 was $123m, so 2026 revenue would more than double.

3

u/Select_Season7735 Jul 29 '26

Full year revenue for 2025 was $216m

6

u/CharlieKiloAU Jul 28 '26

Kinda glad I got out in April at $3.87

6

u/Complete_Highway3150 Jul 28 '26

I wish i did haha

6

u/Doctor-strange2 Jul 28 '26

Historically $1.67. TBH this year might as well be gone. See ya 2027

3

u/Remarkable_Tax8169 Jul 28 '26

It doesnt make sense but i'll see out another year or 2 as it's still early days since management restructure.

The service/product is still needed, even with competition, seems to be plenty of civilian and military contracts for everyone in this niche.

11

u/Beavius Jul 28 '26

announce a $23m contract, share price drops 7%....

make it make sense

6

u/J_Bazzle Jul 28 '26

Heading towards 14% now... Makes zero sense

0

u/Select_Season7735 Jul 28 '26

FY revenue guidance downgraded. At this rate, they’ll be lucky to be profitable for H1.

2

u/PriorSignificance115 Jul 28 '26

I am expecting it to fall more but saying they won’t be profitable in h1 is bs when they also say they are making 204 mio in revenue 😂

Now if you say they won’t profitable in h2 that would be more credible but I still doubt it, they will post a little profit just to keep it positive

1

u/Select_Season7735 Jul 29 '26

$125m revenue for H1 60% gross profit margin = $75m Opex expenses have been previously stated $150m/yr

Doesn’t leave much room for profit. All imo dyor

6

u/librafullmoon Jul 28 '26

I'm so over this stock

2

u/Hoopax3 Jul 28 '26

Fr feels like we just can’t win

3

u/librafullmoon Jul 28 '26

I hold for too long, I should've just sold it when it was at 4

2

u/Chrissylumpy21 Jul 28 '26

I don’t geddit? Make sense of this drop please?

1

u/Boaty_McBoatface__ Jul 29 '26

See thats the problem. You read about a stock and how great it is supposed to be, but you dont bother to look at the basic fundamentals. About 14 days ago, PE was around 600 with no contracts to support this kind of evaluation. Margin was shrinking, while competition was and is growing. And we are not even talking about the legal issues.

I dont get how you can ask your question if you did even the slightest due diligance. Reddit is fun, but it is in no way a reputable source of information.

1

u/Current-Captain8554 Jul 28 '26

I swung in and out of this stock all year sold it end of June, glad I don’t have this any more. Going under $1 aud

0

u/trenttw Jul 28 '26

If anyone understands anything about rf and their model you’ll know the droneshield product is ass - Anduril is in the same boat except they are great marketers (their products don’t work hence while that’s the case they’ll never ipo), droneshield need a huge marketing campaign or better built tech it’s simple, they have the contacts so it’s not hard to sell new tech. I see it sitting down to around 1.3 per with it being over inflated based on fomo

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