Shifted my thinking somewhat. While i've already been well aware of Jails, Stadiums and large Public events being a selling area I hadnt considered there is a wider implication over the next 10 years.
Note the following prediction: What is the issue? I believe we are not too far from a "drone superhighway" operating at somewhere between 200-400 feet above ground level (AGL).
If this is the case, monitoring and managing such a highway will become a significant market with governments, federal or local, as again buyers. As such the TAM will grow. While the frontline/warfare is incredibly lucrative/attractive - the civilian application may be the place we see greater results for the company over the long term.
I look at the development of the AI/ML department/product line and the already existing ARR (or MRR unsure which) as exciting product lines that will result in strong long-term growth.
Certainly feels like we're getting in early to what may be a big ASX success story.
DRO Price at posting:
15.5¢ Sentiment: Buy Disclosure: Held
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