u/golitsyn_nosenko

Short Squeeze!

16% of shares shorted and a rapidly appreciating share price. Fun!

Add to that buying pressure from those who can see there's money to be made in squeezing the shorts and running up the price of exit at a time when there's just not enough supply to meet demand and we could see some really significant gains from a nice short squeeze causing exponential gains.

If the Aug 26 numbers and a sales contract or two drop, there's gonna be some panic as all of them run for the doors all at once and have to pay out whatever they can to get out with their skin.

It's kind of fun as a long term holder who has seen it all multiple times watching those who make doom and gloom predictions on the basis of spurious reasoning and in the absence of real evidence - the morons who listen to them or tied up in their "short"-sighted greed and predictions get burnt. Incredibly unethical and wrong that what appear to be bot accounts or accounts spreading misinformation deliberately on stock forums are allowed to induce this fear (alongside often-overseas-based institutional investors who manipulate prices for their own benefit), but caveat emptor, DYOR, recgonise and report disingenuous actors.

The smart ones always have, and always will, be patient, load up when everyone else is being irrational and fear stricken, then enjoy the ride back up as the long term price inevitably grows in line with the company's development and success.

Remember every stock shorted has to be bought back at some point. Hope the instos start buying up big!

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u/golitsyn_nosenko — 14 days ago

Madyar’s Advice to NATO

https://youtu.be/3DA7EXbf_d4?si=4EbxkWAaW-EJb5aU

Caolan Robertson’s interview with Madyar (Robert Brovdi) is once again a great watch end to end, but from about 21 min in, Madyar discusses what he believes NATO need to do.

Theres a lot of relevance for DroneShield in there.

Also interesting linking a few things together - DroneShield has mentioned CUAS efforts against Shaheds quite a bit recently despite this not being what we typically think of as Droneshield’s primary specialty. But I wonder if new announcements on Tuesday may be linked to countering that threat which Madyar discusses being likely to amplify and requiring electronic warfare countermeasures. DroneShield has been recruiting for specialists in that area.

Final thought - a Tuesday (presumably Australian time) is an interesting release day. Wondering if there may be a major European announcement on the Monday that is required as the trigger for DRO to wait for prior to announcing whatever they have to announce.

It certainly seems like a well coordinated date and to my knowledge, the hype campaign went into action right around the conclusion of the Ankara NATO summit - there have been virtually no major announcements following the summit where an absolutely huge budget was announced and urgency of action stressed. Keep an eye out for NATO and Drone Edge announcements and news next week.

u/golitsyn_nosenko — 27 days ago

Latest Dutch Job Advertisement Updates Pipeline

This ad is very interesting to read:
https://www.linkedin.com/jobs/view/4438586053/?trk=mcm

“The company has grown from 11 employees in 2017 to over 450 staff globally today, and is on track to reach around 550 by the end of 2026. This expansion includes investment of over A$50 million annually in R&D, a global pipeline exceeding A$2.5 billion, and continuous scaling of production capacity to meet accelerating demand.“

So there is no indication of the pipeline shrinking or major opportunities missed. Quite the opposite.

The role also:

- focuses on POST sales support, suggesting sales are happening.

- requires fluent Dutch and English with preference also for Spanish - this market hasn’t been spoken about but looks to be nascent.

There are some ridiculous, ignorant and likely deliberately misleading claims being bantered about on the hot copper forum right now, with a lot of impatience also on display.

The thing I’d point to is this - we know we have new tech to be announced which is likely to form a large part of our offerings for the major opportunities we are tendering for in the back half of the year (or early next year). Smart customers would be holding off purchases of old tech right now in anticipation of this new suite of tech. So it being quiet during this period is fine. Any sales or revenue now is a bonus.

But it’s clear to see there’s prep for big opportunities underway, foundations have been put in place to support rapid expansion and partnership, and radio silence and focus on operational requirements by leadership is prudent. There will be a time to crow and promote. But that’s likely when the key priority customer is ready to push play.

I see maturity and discipline where others are blinded by short term share price targets / fluctuations or contract amounts or delivery dates by which they expect an announcement (based on announcements which have since been updated multiple times yet ignored by the ignorant).

The loudest and most frequent voices aren’t always the best informed.

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u/golitsyn_nosenko — 1 month ago