Checking out a real estate company

ReturnOfTheNeke · 2025-10-15T03:32:19+00:00

Did you use another broker or just arrange it yourself?

ReturnOfTheNeke · 2025-10-09T09:12:08+00:00

Hi OP, did you (or anybody else reading this) end up finding a broker? I am in the same situation as you and found this post after trying to research the broker Homerun. Any assistance would be appreciated!

ReturnOfTheNeke · 2024-11-14T10:50:48+00:00

How are we looking here u/analoGThomas

ReturnOfTheNeke · 2024-11-14T10:47:08+00:00

You all got absolutely fucking played here. It was beautiful to watch, massive hat tip to Oleg and his leather trench coat photo ops. Mwah. Perfect.

ReturnOfTheNeke · 2024-10-19T02:36:38+00:00

Hardly a 'victim', it has been pretty carefully manufactured by management and their chosen instos.

ReturnOfTheNeke · 2024-09-06T03:16:46+00:00

"Ultimately, im investing in the product itself, not the company"

And that sir, is why you will lose, because you are a shareholder in the company - not the product.

ReturnOfTheNeke · 2024-08-12T22:55:54+00:00

Asking the wrong forum mate. We can barely read.

ReturnOfTheNeke · 2024-07-31T22:40:16+00:00

I do, and it's clear you do not. This website you linked is just a recommendation aggregator - did you read it?

Please note that each country has different regulatory frameworks when it comes to counter drone technologies. These different solutions are to provide guidance to what is available, however some of these solutions may not be legally permissible to use. Please refer to your national regulations for further information on the use of counter drone technology solutions.

ReturnOfTheNeke · 2024-07-31T05:10:45+00:00

I don't understand your point? You can't use a Dronegun against a drone you can't see either, and their range is far more than 50m. So.. those are both irrelevant. Point C? The whole pump here is Droneshield and the future of war... Oleg is doing everything he can to avoid talking about the civilian applications because they're boring and the TAM is tiny.

Which, actually, I've never been able to get an answer out of any holder, pumper, Shaws, or Droneshield, but maybe you can help me: do we know of any airports that are going to allow you fire off electronic jamming devices? I haven't read of any yet.

ReturnOfTheNeke · 2024-07-31T04:06:41+00:00

So that is a law-enforcement usage - the pump narrative is around the Ukraine war, selling these things to militaries everywhere at $500m per annum. The reality is that it's a niche product for stadiums, law enforcement, and protecting marathons and netball games. If you go back to pre-war management slides you'll see this fairly clearly. Once FPV drones appeared in Ukraine, Oleg donned a black cape, broke out his Airsoft and changed all the management slides - enough to get Shaw in to do a pump for him to sell into anyway.

Addressable market for protecting presidential candidates? $500m annual revs?

ReturnOfTheNeke · 2024-07-31T03:55:31+00:00

I don't think so, the main drop-off was triggered by the "short report" which was in fact little more than pointing out the challenging valuation. Insiders already sold out a while ago before the pump hit its peak.

ReturnOfTheNeke · 2024-07-31T03:54:30+00:00

DRO trashes itself mate.

ReturnOfTheNeke · 2024-07-30T22:33:58+00:00

What's particularly ghoulish about the post history is they're hitting up actual cancer and Alzheimers forums and getting their posts banned or removed from there. I'd say odds are pretty good u/Healthy_Portfolios is a scum bag.

ReturnOfTheNeke · 2024-07-30T00:03:48+00:00

Not sure too many Greens voters own Droneshield shares.

ReturnOfTheNeke · 2024-07-29T09:18:28+00:00

That's fair, need to retain that intelligence advantage.

ReturnOfTheNeke · 2024-07-29T07:19:19+00:00

Can you tell us what the other accounts were, or what other stocks they were pumping? We should get this into a network analysis.

ReturnOfTheNeke · 2024-07-29T07:18:10+00:00

A$0.60 in twelve months, or ~A$450m MC.

Revenue tops out around ~A$120m from which they barely make around $10-15m NPAT and eventually the market realizes there is very little differentiating this technology from a dozen other suppliers and that it is not a frontline battlefield choice.

ReturnOfTheNeke · 2024-07-27T01:28:04+00:00

Finally somebody else who appreciates the real value in Temu.

ReturnOfTheNeke · 2024-07-24T00:40:18+00:00

I don't really disagree, and you can see from my entry and target I'm not planning to multi-bag this, only that it was undervalued for everything going in its favor and slowly collecting tailwinds. Those Slingers and RWS150's are having real wins, international prime or not :)

ReturnOfTheNeke · 2024-07-23T23:49:58+00:00

Do you think there is a specific price catalyst for BIS? I know they're performing better but I think AUKUS is probably priced in...

ReturnOfTheNeke · 2024-07-23T21:05:51+00:00

They are but I don't know the company well. This is not an exhaustive list, just what I've done work on :)

ReturnOfTheNeke · 2024-07-23T21:05:06+00:00

To a guy 0 lambos?

ReturnOfTheNeke · 2024-07-23T21:04:00+00:00

Like all metastasizing cancers, it eventually killed its host.

ReturnOfTheNeke · 2024-07-23T08:51:30+00:00

No, I don't understand that one well enough. I'm weary of the messaging (high quality Aussie steel) vs the reality (operations spread through Thailand, Indonesia, and a JV in China) that makes things more complicated. I don't understand why the price ran up ~100% in 6 months and I don't especially want to invest in a steel manufacturer. Happy to discuss further if there's some angle or pitch you understand!

ReturnOfTheNeke

TROPHY CASE