u/Redtomat0_o

Been following DroneShield (ASX: DRO) recently and wondering what people think about it at its current valuation.

The counter-drone/defence sector seems to have strong growth potential, but with DRO down almost 50% YTD, I’m curious whether the current price is presenting an opportunity or whether the market is pricing in further risks.

Also, how do you think the $500m contract will play out, I am still highly skeptical about this how much could it contribute to revenue and future growth, and is the market already pricing it in?