Incredible service with a continuous flow of company analysis and the weekly portfolio analysis. Couple with the recommendation performance, why aren’t you already onboard??
Good luck with that.. Yes, the shares are expensive, but before we're in H2/25 they already got the orders for what analysts thought would be the FY25 revenue and then some. SaaS revenue is rapidly rising, and they have crucial tech for a dangerous world.
Dunno about that, what I do know is that they fulfill these European orders out of inventory: "DroneShield’s recent production and inventory holding expansion means that this order is expected to be fully delivered within the quarter." How about that for inventory turn.. And it also means they get paid this year in full. And anyone out there believe they won't get additional orders in H2?
Incredible service with a continuous flow of company analysis and the weekly portfolio analysis. Couple with the recommendation performance, why aren’t you already onboard??
We forgot to add SNES, GKPRF to the article :)
Any thoughts on this piece on DRSHF https://crashcapital69.substack.com/p/droneshield-dro-au
Good luck with that.. Yes, the shares are expensive, but before we're in H2/25 they already got the orders for what analysts thought would be the FY25 revenue and then some. SaaS revenue is rapidly rising, and they have crucial tech for a dangerous world.
it seemed from me read of article he was suggesting, the accounting was pretty aggressive and possibly funny stuff:
Droneshields financials are interesting and worth pointing out.
Inventory - a lot of CoGS are captialized on the balance sheet.
Like, a lot.
Inventory turn was 0.15x and days inventory climbed to ~1267 days (~3.5 yrs) in 2H’24.
Dunno about that, what I do know is that they fulfill these European orders out of inventory: "DroneShield’s recent production and inventory holding expansion means that this order is expected to be fully delivered within the quarter." How about that for inventory turn.. And it also means they get paid this year in full. And anyone out there believe they won't get additional orders in H2?