DRO 8.24% $1.17 droneshield limited

Agreed. Q3 & Q4 needs to be the money making quarters....

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    Agreed. Q3 & Q4 needs to be the money making quarters. Thankfully, we know seasonally its their best quarters, so let's see how we go.

    Thoughts on this breakdown?

    Current Situation:
    • H1 Revenue: $24.1 million
    • Order Book for H2: $28 million
    • Current FY Revenue: $54.1 million

    Target:
    • Target FY Revenue: $100 million
    • YoY Growth: 81% (from $55 million last year)

    Steps to Achieve Target:
    • Pipeline: $1.1 billion (assume $300 million pipeline for this year)
    • If Droneshield can convert $30 million into sales from the pipeline
    • Run-rate: Assume $5 million in additional sales

    Gap to Target:
    100 mil - 54mil - 30mil - 5mil = $11mil (left to reach target)

    Bluebird Contract:
    • Ideally, a significant contract (bluebird) could come through, surpassing the target

    Summary:
    To achieve the result of $100 million in revenue this fiscal year, which is an 81% YoY growth:

    • We need to close the $46 million gap.
    • With a conversion of 300mil pipeline and expected run-rate, we can realistically bring this gap down to $11 million.
    • A bluebird contract could further boost revenue and ensure the target is met or exceeded.
    Last edited by Sharesdude: 24/07/24
 
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