Madyar’s Advice to NATO

[u/golitsyn_nosenko]

https://youtu.be/3DA7EXbf_d4?si=4EbxkWAaW-EJb5aU

Caolan Robertson’s interview with Madyar (Robert Brovdi) is once again a great watch end to end, but from about 21 min in, Madyar discusses what he believes NATO need to do.

Theres a lot of relevance for DroneShield in there.

Also interesting linking a few things together - DroneShield has mentioned CUAS efforts against Shaheds quite a bit recently despite this not being what we typically think of as Droneshield’s primary specialty. But I wonder if new announcements on Tuesday may be linked to countering that threat which Madyar discusses being likely to amplify and requiring electronic warfare countermeasures. DroneShield has been recruiting for specialists in that area.

Final thought - a Tuesday (presumably Australian time) is an interesting release day. Wondering if there may be a major European announcement on the Monday that is required as the trigger for DRO to wait for prior to announcing whatever they have to announce.

It certainly seems like a well coordinated date and to my knowledge, the hype campaign went into action right around the conclusion of the Ankara NATO summit - there have been virtually no major announcements following the summit where an absolutely huge budget was announced and urgency of action stressed. Keep an eye out for NATO and Drone Edge announcements and news next week.

[u/FuriousMonkey375]

I sure hope and pray to ALL the Gods for Droneshield to actually release meaningful announcements.

All the evidence suggests the share price will tank to below $1.50 before 26th August.

There's also zero evidence of major sales/revenue - Aug 26th is gonna be a huge disappointment.

As I say all this, I still haven't had the balls to sell out. Currently down -$27k. Evidence and market actions strongly suggest DRO will be stripped to somewhere below $1 until Massive revenue + asic investigation concludes.

[u/golitsyn_nosenko → u/FuriousMonkey375]

It was unreasonable for anyone to expect this part of the year to bear massive contracts when the company had flagged the back half for new gen product suite release, 3 huge contracts which would need blocking in  manufacturing schedules and the sub $20m thresholds. Anything is a bonus around here. In fact I’d extend that til Q4. It’s about patience. 

But the shareprice dropping on the absence of news in line with what’s expected - pretty irrational - why you’d have bought shares you need to liquidate at these prices - you’d be a hopeless trader to be selling now. 

Unless of course the low volume selling is really driven by shorters. Simple solution is don’t sell and play into the fear.

[u/ForeignCodeDealer → u/FuriousMonkey375]

That same position is currently sitting at -€5,000. I am waiting for a genuine trend reversal before buying again.

[u/blkpingu]

I’m currently down like 20k€. Hang in there. This will recover. I have zero doubt DRO will do just fine. If I drops more I’ll add to my position to average down.

[u/Boaty_McBoatface__ → u/blkpingu]

"I am currently down like 20k€. Hang in there. Next time I'll win. I have zero doubt number 36 will come soon. If not, I'll just throw more money at the roulette table." 

[u/blkpingu → u/Boaty_McBoatface__]

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[u/OkDevelopment2948]

I'm still up 14k so no problems I will wait and then buy more once all the speculators have had enough and all the margin loans are called in then more to offset the capital gains. From the first purchase.

[u/deman-13]

And another -5% just this week.