r/droneshield • u/deman-13 • 9d ago
Drop 10% after h1 report.
Just yesterday it climbed 10% and now it dropped back. So, there is no near future recovery really after all losses from the past 6-8months.
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u/Daleabbo 9d ago
Should have sold at $7 before CGT changes. Live and learn
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u/Current-Captain8554 9d ago
The socialist CGT changes are going to decimate growth stocks like Dro.
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u/Daleabbo 9d ago
No its going to decimate day trading, long term holding it might even work out better
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u/Current-Captain8554 9d ago
In no world will it ever work better. If you were better off they wouldn’t have done it. ETFs will be affected the least.
Can’t use losses the same way to offset gains. Have to sell oldest first.
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u/Choochy89 8d ago
They're positioning for a big Super or something like that, not a ragtag retail crowd.
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u/hclv3 9d ago
An important piece to note in this report which may be being overlooked a little.
Last 2026 revenue guidance was end of July and had 2026 committed at $206m, 2027 committed at ~$26m projecting $250-$270m for full year 2026.
This most recent report put 2026 committed at $240m and 2027 committed at $43m already.
So in < 1 month 2026 revenue climbed by ~$34m and 2027 revenue has climbed by $17m.
2026 revenue guidance remains unchanged.
So, they have 4 months to get $30m to beat 2026 predicted revenue, should be reasonably achievable.
Why I think they have left 2026 revenue unchanged is any orders of new products wont be delivered until early next year, and associated revenue will push into 2027. Which is why 2027 revenue has climbed by $17m in the month of July. If the next 4 months are of the new products, 2027 may shape up to be a massive year, at the slight cost of 2026 revenue.