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1.13%

$1.35 droneshield limited

Ann: January 2024 Investor Presentation (Updated ASX Title), page-47

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jimmy2009

363 Posts.

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25/01/24

08:29

Post #: 72055798
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Originally posted by specvestor: ↑

Less relevant given we're up 100% (40c from 20c) since then including a significant dilution event. 50% gain p.a. from that point on and making our first profit is materially different.

I voted against the ZEPOs but the majority holders voted in favour. On that basis I made 2 decisions:
I've interpreted the significant increase in YES votes to represented stronger Shareholder conviction - it's not short term holders who are voting here but LTH
The ZEPOs are approved now so no point further discussing the merits. I've chalked it on the "Con" side of the investment and i'm moving on.

No point talking about Known Knowns. Add them to your investment decision and move on.
What I find far more interesting and valuable is trying to understand exactly WHO is buying our products and how are they being used.

We've been told by management that majority of our buyers are repeat customers which is positive however, are they also buying competitors products? Are there market developments which could risk rendering our products obsolete? Was 2023 a fluke year due to demand from War which is one-off and cannot be repeated?

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fair points
DRO Price at posting: 40.0¢ Sentiment: Buy Disclosure: Held
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0 Great analysis

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(20min delay)
Last $1.35		Change 0.015(1.13%)		Mkt cap ! $1.186B

Open	High	Low	Value	Volume
$1.43	$1.45	$1.35	$20.91M	14.97M

Buyers (Bids)

No.	Vol.	Price($)
24	292717	$1.35

Sellers (Offers)

Price($)	Vol.	No.
$1.35	62365	4

View Market Depth

No.	Vol.	Price($)
1	1935	1.475
1	297	1.435
1	2633	1.430
2	5774	1.415
3	21249	1.410

Price($)	Vol.	No.
1.280	77134	8
1.300	90000	3
1.305	4619	3
1.310	70000	1
1.320	7500	1

Last trade - 16.10pm 08/10/2024 (20 minute delay)

DRO (ASX) Chart