$DRONESHIELD LTD(DRO.AU)$ cont

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Specvestor
2025-03-19

$DRONESHIELD LTD(DRO.AU)$ continues showing strong performance as rotation into defense stocks continues. Short interest still reasonably high at 6.31% as of 13 March. Further upside expected as this unwinds however, material sales announcement needed in the near term to support the growth thesis that is underpinning the price action. Significant event to watch for is the Australian govt Land156 contract worth $300m+ AUD which should be announced by June/July. I would not expect DRO to win the full amount but a large percentage will be expected given the sovereign nature of defence considerations.

Watch too the AUS v US relationship. Expected to fair better than others - any material changes here could impact future earnings with 70% of historic revenues coming from the US

# Top Picks for Defense Industry Stocks in 2025

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emalou
·2025-03-25
i have seen DRONESHEILD go up and down over 10% often past 6 months. .585 to $2.75 no dividends either.
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Although Republicans may control the White House, Senate and House of Representatives and federal budget constraints will remain an issue, defense spending is still expected to increase."}],"images":[],"coverImages":[],"html":"<html><head></head><body><a href=\"https://ttm.financial/S/DRO.AU\">$DRONESHIELD LTD(DRO.AU)$&nbsp;</a><v-v data-views=\"1\"></v-v> continues showing strong performance as rotation into defense stocks continues. Short interest still reasonably high at 6.31% as of 13 March. Further upside expected as this unwinds however, material sales announcement needed in the near term to support the growth thesis that is underpinning the price action. Significant event to watch for is the Australian govt Land156 contract worth $300m+ AUD which should be announced by June/July. I would not expect DRO to win the full amount but a large percentage will be expected given the sovereign nature of defence considerations.\n \nWatch too the AUS v US relationship. Expected to fair better than others - any material changes here could impact future earnings with 70% of historic revenues coming from the US\n </body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/DRO.AU\">$DRONESHIELD LTD(DRO.AU)$&nbsp;</a><v-v data-views=\"1\"></v-v> continues showing strong performance as rotation into defense stocks continues. Short interest still reasonably high at 6.31% as of 13 March. Further upside expected as this unwinds however, material sales announcement needed in the near term to support the growth thesis that is underpinning the price action. Significant event to watch for is the Australian govt Land156 contract worth $300m+ AUD which should be announced by June/July. I would not expect DRO to win the full amount but a large percentage will be expected given the sovereign nature of defence considerations.\n \nWatch too the AUS v US relationship. Expected to fair better than others - any material changes here could impact future earnings with 70% of historic revenues coming from the US\n </body></html>","text":"$DRONESHIELD LTD(DRO.AU)$ continues showing strong performance as rotation into defense stocks continues. Short interest still reasonably high at 6.31% as of 13 March. Further upside expected as this unwinds however, material sales announcement needed in the near term to support the growth thesis that is underpinning the price action. Significant event to watch for is the Australian govt Land156 contract worth $300m+ AUD which should be announced by June/July. I would not expect DRO to win the full amount but a large percentage will be expected given the sovereign nature of defence considerations. Watch too the AUS v US relationship. 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