"I suspect the imminent attack from Iran and Hezbollah will also drive an uptick, as it appears they plan to use a large number of drones in their assault." – DroneShield has nothing to offer in defense against the kind of attack that is likely to come in this conflict.
"The silver lining is that H2 is their strongest season for sales." – This silver lining is still six months in the future. Before that, within the next three weeks or so, the first-half results will be released. That's going to be as weak as the first two quarterlies (of course) and won't contain any surprises, but it will provide another opportunity to drive negative sentiment in the media and on the market.
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