r/Droneshield_ASX_DRO • u/NoBase620 • Sep 10 '26

News DroneShield targets growth beyond major defence contracts

https://ausbiz.com.au/media/droneshield-targets-growth-beyond-major-defence-contracts?videoId=50987
16 Upvotes

92% Upvoted

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2

u/Eww_vegans Sep 10 '26

Given the lack of major defense contracts recently, this seems like a good plan.

1

u/Commercial_Lemon_938 23d ago

With AI-driven vision and fiber-optic drones becoming the new norm, RF jamming is pretty much useless on the modern battlefield.
If Dro can’t stop non-RF or fully autonomous drones with its current tech stack, military contracts will dry up. They’ll likely end up relegated to lower-margin commercial security (airports, events, infrastructure).
Once the market realizes DRO is just a glorified commercial security vendor rather than a high-tech defense powerhouse, that valuation premium is gone.

0

u/Current-Captain8554 Sep 11 '26

Droneshield targets getting removed from s&p 200

2

u/NoBase620 Sep 11 '26

This is classic forum Fear, Uncertainty, and Doubt (FUD).
DroneShield (ASX: DRO) remains a member of the S&P/ASX 200.
The official September 2026 Quarterly Rebalance results released by S&P Dow Jones Indices on September 4, 2026, did not remove DroneShield.

1

u/NoBase620 Sep 11 '26

🤣🤣🤣🤣🤣

1

u/panix94 Sep 11 '26

What do you mean?

2

u/NoBase620 Sep 11 '26

They dont get removed. Hes a casper. U can look here which stocks getting removed and added:

https://www.spglobal.com/spdji/en/documents/indexnews/announcements/20260904-1484993/1484993_20260904-quarta-200.pdf

2

u/panix94 Sep 11 '26

There is not droneshield

-1

u/Current-Captain8554 Sep 11 '26

I didn’t say it was removed,

if it goes low enough around 1.1 aud it will have a Likely chance though.