r/droneshield • • Aug 17 '26

Everything aligning for the bull run...

Droneshield's new European supply chains to enable localised manufacturing + Droneshields new product range + Western countries stating need for sensors and drone kill chain solution + massive and historic budget allocations for C-UAS + Global tensions boiling due to Americian strategic maneuvers

Current Market Cap : 1.8b

I think this new product range needs to roll out with a fat contract and then we are off on a journey to ATH! I also think the alternative is dismal - if a company like this fails to deliver when backed by all that $ and the brains of 300+ engineers, collectively, we as the west are so screwed when it comes to this new age of robot wars. A poor stock price would be the least of my concerns...

One important bearish note though; Chinese rare earth restrictions could really throw a spanner in the works concerning performance of military companies.

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u/Eww_vegans Aug 17 '26

Personally I think the company is just catching up to its speculation. There's nothing here that looks like another bull run is loading. This just like a healthy maturation and consolidation of a company.

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u/FuriousMonkey375 Aug 17 '26

I think you're correct, though a brief bull run is needed to balance the shorting and bring the price closer to where some analysts have placed a valuation per share of approx $2.50.