u/Evening-Dareccx

honestly the drone space has moved quicker than i expected. what started as recon has turned into active strike capability in conflict zones pretty fast. the defensive side feels like it hasn't caught up yet.

counter drone systems, base protection, infrastructure security. that whole market still feels underdeveloped given where the threat actually is.

one name i've had on my radar is Draganfly (DPRO). been operating 25+ years across military, public safety, agriculture, industrial. proper background, not a company that just pivoted to defense because it's trending.

they recently got selected alongside F4 Defense International by DEVCOM Army Research Laboratory for an early development contract on a modular counter UAS platform. for a smaller company that's a decent signal.

counter UAS is basically detecting, tracking and taking down hostile drones in live environments. not going to oversell it, this is still early stage. one contract doesn't move the needle on its own. but army research lab selection hits different than the usual partnership noise you see from companies in this space.

watching whether follow on contracts come through and how they handle dilution. also curious whether a company this size can stay in the game once bigger defense names start competing seriously in counter UAS.

anyone following DPRO or the broader theme? genuine opportunity or too small to matter even if the thesis plays out

not financial advice

been seeing more ecommerce brands move away from static landing pages where everything is just blocks of copy, reviews, offer, button, etc.

feels like some brands are starting to treat the page more like a guided conversation now. less “here’s everything about us” and more like helping the customer make a decision based on what they’re actually looking for.

saw this with a few SMS/chat style tools recently, TxtCart being one of them, where the brand experience feels less like a funnel and more like a back and forth.

not saying every brand needs it, but for products where people have questions before buying, it feels like it could become a pretty big part of ecommerce creative.

curious if anyone here is seeing this shift too or if it’s still mostly just normal landing pages doing the heavy lifting?

been going through Tonix Pharmaceuticals lately and there are a few things worth discussing for anyone tracking small cap biotech setups.

the company has been quietly advancing clinical stage programs across infectious disease, immunology and CNS disorders while the market cap trades like nobody is paying attention. that disconnect is what got me looking closer.

a few things that stand out. they have kept programs moving instead of going quiet like a lot of micro cap biotechs have recently. short interest has been a talking point across forums which in biotech can become relevant fast around data or partnership news. and the stock is sitting well below previous highs which is where some traders start watching for sentiment shifts if the broader biotech space heats up.

biotech is one of those sectors where sentiment can stay completely flat until one headline changes everything overnight. pipeline, cash runway and catalysts matter more than the chart most of the time.

not saying this turns into anything specific. just feels like one of those names that could get attention again quickly if the right news drops and volume comes back.

anyone been following the pipeline or tracking the short data on this one?

not financial advice do your own DD.

I have been eyeing on Element One for a while and the latest news is worth discussing.

the company just announced an MOU with Twin Sisters Olivine tied to a proposed demonstration facility in Washington State. the framework covers long-term olivine feedstock supply and access to a potential plant site, with initial capacity being evaluated at around 50,000 tonnes per year scaling up to 100,000.

what makes this different from a typical single commodity story is the co-production angle. the proposed platform is being designed to evaluate natural hydrogen, Class 1 nickel concentrate, magnesium hydroxide, iron oxide and silica all from the same processing model.

the magnesium piece is worth paying attention to. there is currently no domestic U.S. magnesium supply. nickel stays tied to battery and electrification demand. both sit inside a story that is increasingly about where materials actually come from.

still early stage, needs engineering, permitting, financing and definitive agreements. not a production tomorrow situation.

but as a watchlist name EONE is sitting at the overlap of natural hydrogen, domestic critical minerals and U.S. supply chain themes. that combination is getting harder to ignore at this market cap.

anyone else been following this one or have thoughts on the Washington State site specifically?

not financial advice do your own DD.

Been going back and forth on this for months. some people swear by campaigns for revenue spikes, others say flows are where the real money is long term.

switched to TxtCart a while back which pushes you toward a flows first approach and the unsubscribe rate has dropped which feels like a positive sign. hard to know if that fully translates to more revenue over time though.

what has actually worked for people running stores at different sizes?