drone warfare is changing and i've been trying to figure out where Draganfly (DPRO) fits in
been watching the drone sector for a while and honestly the pace of development has been something else. started out as surveillance and mapping and has quietly turned into active strike capability in real conflict zones. happened faster than most people were pricing in.
what's getting more interesting to me now is the defensive side. counter drone, base security, infrastructure protection. feels like that part of the market is still way behind where it needs to be.
ticker i've had on my watchlist is DPRO. Draganfly have been in the game for 25+ years, public safety, military, agriculture, industrial. not some company that just slapped a defense label on themselves when the sector got hot.
they got selected alongside F4 Defense International by DEVCOM Army Research Laboratory for an early stage development contract on a modular counter UAS platform. counter UAS is basically the tech stack for detecting, tracking and neutralising hostile drones in live environments. tethered surveillance, AI drone ID, real time battlefield awareness, electronic and kinetic defeat options. mobile and fixed site capable.
not calling this a massive catalyst on its own. early contract, not a huge revenue event yet. but army research lab selection with an actual defense partner is a different signal than the usual noise you see from small caps in this space.
stock is sitting around $5 right now, was as low as $1.63 in the last 52 weeks and hit $14.40 at the top. so it has moved.
main things i'm tracking are follow on contracts, dilution risk, and whether they can hold relevance once the bigger defense primes start seriously entering counter UAS.
anyone else watching DPRO? curious what the sentiment is here
not financial advice