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*: MoneyTalks: RAAS Group’s Finola Burke gets defensive as ScoMo splurges on tanks and subs

Burke has a few stocks picks with exposure to the defence sector – Amaero International (ASX:3DA), AML3D (ASX:AL3), and Total Brain (ASX:TTB), as well as one other, Pointerra (ASX:3DP), which is seeking to expand its platform into defence applications.

Burke says Pointerra has stated its aim to develop defence as one of its key target markets. “We would hope to see some progress on this through the course of CY2022,” she said.“Our base case valuation of $0.90/share (against a reference price of $0.37/share) is predicated on 3DP getting to Annual Recurring Revenue of US$50m by mid-FY25."

Pointerra has developed patented cloud-deployed tech and AI-driven algorithms, which Burke says has benefits for on-ground defence force.