DRO 20.9% $1.55 droneshield limited

Ann: July 2024 Investor Presentation, page-31

  1. 2,413 Posts.
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    To me there is a disconnect in timing as in Jan we had confirmed orders of $29m + new contracts ann in half 2x$5m.

    At the 1st qtr we still had $24m order book.

    Total sales in half $24m. Total order book now $28m

    Sales in qtr were $9m

    Unknown facts are;

    how much of 1st qtr orders are still not delivered?
    how much of new ann orders still not delivered?

    assumptions

    calc

    order at open 24m
    New orders 10m
    orders del 1st qtr -16m
    Orders del 2nd qtr -9m
    orders carried over = 9m

    Orders carried over this ann $28m

    Assumption

    Diff is small ord not ann = $19m

    I xannot see any other way of assessing this.



 
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