That’s exactly why I don’t trade this stock. Nobody holds all of...

That’s exactly why I don’t trade this stock.
Nobody holds all of the cards except for the board and even then certain information would be secret and compartmentalised on a need-to-know basis. Let’s look at what we do know:

- Cutting edge technology company producing high end defensive devices in a rapidly expanding market with global demand

- 10 year head start on the competition with research and development and 4th generation product lines

- Repeat orders from customers like the US D.O.D with their total budget of $849.8 billion

- $500m sales pipeline, including an imminent order from NATO potentially worth more than the entire revenue of 2023.

- $170+ million in cash reserves for rapid inventory scale up and further development of products

- Drone warfare has upended the delicate balance of power on the battlefield and the threat affects every conflict region in the world

- The protection of civilian infrastructure from drone attacks is an entirely separate source of revenue to military use and potentially several orders of magnitude larger, over the medium-to-long term

There’s about a dozen other points I could include here that make up the reason why I continue to hold DRO. I believe the revenue targets the board has indicated of $3-$500m are not only possible but will be seen as conservative in just a few years time. Just look at what they have achieved in the part 3 years!

Barring a black swan event like ‘world peace’ I can’t see the demand for drone defence dropping off. I’m pleased this company is finally getting decent recognition for their worth as an Australian manufacturer. There’s no reason why a home grown company can’t lead the world in this space.

GLTAH