DRO 4.88% $1.72 droneshield limited

Ann: $13m Progress Payment, Surge in Cash Receipts, page-33

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    Ok, so if you really ask what I think the 2024 numbers will look like, I think we are seeing 200m-250m sales next year, mainly from US DoD national base roll out.

    1. This has been called out by DRO for over a year now I think, DRO won a product competition as 1 of final 3 products in this category for national military procurement.
    2. 2023 was supposed to be the year, but seems this is now delayed, dealing with government roll out programs, you can't just blame DRO for it.
    3. 2024 was now indicated the year for this national roll out, remember this is different to Ukraine support package, this is fix site national roll out, we are talking about DroneSentry here, as $1m+ per pop, does US has over 300 bases+ nationally, I bet so it does, if not more.
    4. Then you add on the recent push to expand manufacturing capacity to $400m sales, why now, why this big, looks like they are gearing up for something big upcoming.

    Let's say DRO is only able to partially fill this big order by the range of 70% of total order in 2024, I say $250m sales in 2024 is not too far off the current growth trajectory, look at 2023, what a tranforming year it has already been.
 
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