DRO 4.29% $1.34 droneshield limited

Still in the $32m 6 monthly update.The $40m cr was used to man...

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    Still in the $32m 6 monthly update.

    The $40m cr was used to man and skill up and build to stock for this large contract IMO. Expect it to be fully supplied (invoiced) before year end so current FY.

    Stick with my full year estimate of $62 to $70m sales with $8m SaaS included.

    At 70% gm that is $49m gross margin.

    Now cashflow which is being used as sales in some estimates??? Will be different and will depend on terms and date of delivery (which is unknown). Oleg did mention he expects full supply this FY.

    I am interested in any guidance updates on full FY sales and any capital management (sbb/div) and or use of cash generated. I expect positive cashflow this fy.

    I agree fully once you start setting targets you need to achieve them otherwise sp value will be murdered, so pipeline should not be shown as guidance only realised sales/ orders
 
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