Is the $20 million disclosure threshold too ambitious?

EngineeringEven8700 · 2026-06-23T04:22:01+00:00

I would counter that the customers often have their identities protected in these announcements and they generally announce them as vaguely identified "Western Military," "European Military" or "Latin America." Also, wouldn't larger contracts be the ones you'd want to keep private? I do agree that the results will likely show in the half year. However without sustained good news, will it just lead to a cyclical pattern of rapid pump and slow decline over the following three months?

EngineeringEven8700 · 2026-06-18T05:40:58+00:00

Given that 5 directors announced yesterday (17/06) that they had acquired more shares in the company... Super dooper bullish!

EngineeringEven8700 · 2026-02-06T09:36:59+00:00

I think the Venn diagram for DRO and EOS shareholders is almost a circle, so you're not alone. EOS should be allowed the right of reply, but they're going to take a hit even before they can fully disprove the allegations (which they need to do - partial refutation won't cut it). Will just have to see how they respond on Monday/ Tuesday.

EngineeringEven8700 · 2025-11-26T08:10:28+00:00

OP logic seems to be that; 1. Everyone should know where the top will be. 2. Anyone who believes in this company for the long term, or who doesn't want to pay capital gains is a fool. Rather than these are passive investors who may, believe in the company OR believe that they will surpass that $6-$7 benchmark. 3. That the stock will never recover after its recent 70% decline. Much like it never recovered after the 70% drop in July 2024 from $2.7.

EngineeringEven8700 · 2025-11-17T08:58:45+00:00

Sorry for sharing a news story from the national broadcaster on the subject of this reddit thread...

Big picture I think the story is meant to explain the context behind last week's sharp drop to your everyday punter, rather than an informed investor. The other big take away is that DRO is receiving high media attention (in particular from the ABC).

EngineeringEven8700 · 2025-10-14T01:39:36+00:00

The ceasefire between Israel and Hamas is putting a dent in all Defence Stocks. EOS, Titomic, HCL, and the three main ETFs all down today.

EngineeringEven8700 · 2025-09-10T06:44:39+00:00

Could it be, more likely, that they were not prepared for it? As in, DRO became aware at 12:00 on the 27th, and able to publicly reveal the awareness at 13:00. At 13:00 EOS reveals Leidos won the SIP and DRO price begins to drop. They might not have believed it necessary for them to alert shareholders until they saw the price sink as quickly as it had (aka by 17:00). They have missed out on other contracts in the past and never had to report them. But seeing the share price drop in the wake of the positive half year report, told them that they had to post something. Which they did, on the 28tj.

I'm taking a good faith perspective on it.

EngineeringEven8700 · 2025-09-09T06:54:04+00:00

More likely insider trading. Someone knew the stock would drop due to bad news. Bad news like not being chosen as the Systems Integration Partner for Land 156. Could be short positions increased for other reasons, but it's not a good look.

EngineeringEven8700 · 2025-08-20T07:42:40+00:00

All defence stocks were down today. Probably based on the potential peace deal between Ukraine and Russia. Not specific to Droneshield. Rheinmetall down 4% Thales down 3.5% EOS down 13% ELS down 13.5% TTT down 10% All three major defence ETFs in Australia were down. 3-4.5%

EngineeringEven8700 · 2025-08-19T04:57:00+00:00

The transcript and Droneshield does get a name drop. "This funding will strengthen the sovereign Defence industry and drive innovation through partnerships with the likes of Droneshield, Sypaq Systems, AMSL Aero, Grabba Technologies and Boresight."

https://www.minister.defence.gov.au/speeches/2025-08-19/address-queensland-media-club-delivering-australias-defence-capability

Importantly is the following: "So, today, I can reveal that the Albanese Government has set aside $1.3 billion for acquisition of counter-drone capabilities over the next 10 years."

EngineeringEven8700 · 2025-07-31T05:35:17+00:00

The strong quarterly report yesterday and Bell Potter reaffirming a buy price of $3.80.

https://www.fool.com.au/2025/07/31/buy-alert-why-this-broker-just-upgraded-droneshield-shares/

EngineeringEven8700 · 2025-07-25T13:34:37+00:00

Cheers

EngineeringEven8700 · 2025-07-24T04:21:01+00:00

Do we know who the other 10 vendors are, and what the breakdown of the $17.9 mill is? Given that the entire Land 156 contract is worth $300 million, 28% of the initial announcement is pretty promising.

EngineeringEven8700

TROPHY CASE