DRO 0.19% $1.31 droneshield limited

Ann: Investor Presentation, page-5

  1. 1,914 Posts.
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    1) what timeline/schedule do people think the following three sections of the pipeline represent?

    https://hotcopper.com.au/data/attachments/3737/3737811-e02c11652360574a44a09e14d406afb2.jpg

    2) would i be near the mark assuming that DRO's payment terms would be maximum 60 days, so the $3.5m will be banked this quarter?

    3) of the 17 projects/$11m in POs currently being processed by customers, is it reasonable to assume that this $11m should be paid within 6 months, next quarter?

    4) DRO stated that "Customer advised they are placing the purchase with DRO" to the tune of "22 projects/$86m," & imo given DRO's customers are "blue chip" these deals should all close?

    if DRO banks anything close to $86m in an FY that would imo re-rate DRO completely, sending SP flying +100%, minimum: the three sections indicate to me that $100m in sales is basically a sure thing. seems way too good & optimistic to be true: can DRO's customers & this information be trusted?
 
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