Equity Mates Investing Podcast

Droneshield: 255% year-to-date - this company is flying | Company Deep Dive

11 snips
Jun 12, 2024
Andrew Page from Strawman.com discusses DroneShield's investment potential and challenges. Topics include changing warfare nature, company operations, market size, financial overview, bull vs. bear case, and risks. The podcast explores the rise of drones in modern warfare, Drone Shield's role in defense, market growth, contract analysis, revenue growth, stock performance, and company expansion.
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INSIGHT

DroneShield's Success

  • DroneShield, listed on ASX (DRO), has benefited small-cap investors.
  • The company specializes in counter-drone technology, crucial in modern warfare.
INSIGHT

Changing Warfare

  • Modern warfare increasingly uses small, cheap drones for surveillance and attacks.
  • Defending against these drones is expensive, creating a market opportunity.
ANECDOTE

Ukraine's Drone Defense Costs

  • Ukraine spent $28 million in one month defending against $20,000 Russian drones.
  • This highlights the cost disparity between drone attacks and defense.
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