DRO droneshield limited

5.52%

$1.91

Ann: Chairman's Address to Shareholders, page-6

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Sharesdude

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28/05/25

19:42

Post #: 79225893
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Originally posted by Sharesdude: ↑

Few nuggets I found in there. Essentially it’s growth all round. Just takes some patience.

April Investor Presentation
Sales pipeline at $1.6B (as of April 2025)

AGM:
Strong sales pipeline of $2.3 billion¹ in active project discussions for FY2025 and FY2026 opportunities (risk unweighted).

1:
With the larger counterdrone program acquisitions, the procurement times to award are longer for larger projects, due to additional probity requirements associated with larger deals.
There are currently 17 separate sale opportunities, each in excess of $30 million, in the sales pipeline.

2:
DroneShield already has an on-the-ground sales team in Denmark, supported by a network of distributors throughout Europe and existing material sales that we have previously announced to the market, and is in the process of setting up its first manufacturing facility outside of Australia, in Europe.

3:
Asia is also demonstrating a significant ramp-up (especially countries neighboring China), as multiple Governments are commencing counterdrone programs against the threat of small Chinese drones conducting surveillance of sensitive areas, harassment, and potential attacks. DroneShield

4:
Back home in Australia, the LAND156 program (rollout of counterdrone solutions across the Australian Defence Force) is the largest opportunity, where DroneShield is tendering across multiple packages.

5:
Outside of the military, airports are starting to display substantial interest in counterdrone. DroneShield has hired a seasoned ex-Smiths Detection sales executive based in Sydney who commenced in 1Q25, to run its global airport strategy.

6:
In the UK, DroneShield has won several key contracts with the MoD to date, as it starts to ramp up its counterdrone capability. We operate via an exclusive partnership with British Telecom, providing a substantial local presence and relationships. The UK Government is in the process of lifting its defence spending to 3% of GDP by 2029 from the current 2.3% – a significant 30%.

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Just doubled checked and noticed their cash balance has increased by 16.6 million in 1 month.

April 2025 Investor Presentation: $196.8 million

May 2025 Presentation: 213.4 million

DRO Price at posting: $1.23 Sentiment: None Disclosure: Held
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(20min delay)
Last $1.91		Change 0.100(5.52%)		Mkt cap ! $1.670B

Open	High	Low	Value	Volume
$1.83	$1.93	$1.79	$33.62M	18.12M

Buyers (Bids)

No.	Vol.	Price($)
7	276149	$1.91

Sellers (Offers)

Price($)	Vol.	No.
$1.92	80000	1

View Market Depth

No.	Vol.	Price($)
1	3000	1.910
1	2631	1.900
1	3292	1.895
3	39000	1.890
1	10009	1.885

Price($)	Vol.	No.
1.920	53668	4
1.925	47606	5
1.930	30998	9
1.935	14325	2
1.940	85130	7

Last trade - 16.10pm 20/06/2025 (20 minute delay)

DRO (ASX) Chart

Ann: Chairman's Address to Shareholders, page-6

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Ann: Chairman's Address to Shareholders, page-6

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