DRO 7.39% $1.09 droneshield limited

"Detect can be that long term IP moat that will differentiate...

  1. 4,994 Posts.
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    "Detect can be that long term IP moat that will differentiate Droneshield from its competitors" - hopefully... but I'm really sceptical about that. DroneShield's detection/tracking capabilities were built to facilitate deployment of their jamming technology. High precision isn't necessary to support that. If they want to use their detection as an input to a third party weapon they are going to have to offer extremely high precision tracking for individual drones. Laser/direct-energy requires real-time tracking of an individual device while the beam is trained onto the target. The developers of laser/direct-energy have already developed this tracking, otherwise their products are useless. Projectile fire requires both tracking and accounting for ballistic trajectories. Again, any developer of a projectile-based CUAS product already has this capability. Have a look at EOS's CUAS offerings for examples.

    DroneShield's "moat" has always been that while the world has been focused on military/battlefield drone defence, they have been developing a product applicable to everything else as well as certain types of military scenarios.

    If DroneShield is doing what you suggest - pivoting away from defeat toward detect - then I would worry that they are abandoning their moat rather than enhancing it.

 
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