Draganfly — drones for defense and public safety
“Pigybacking off of this, meant to say ev/revenue not p/s above. But yeah I looked at $PDYN before too, interesting company. Also there's nothing too new with the $DPRO post since it's already popular on finx. It's just really nuanced with the infrastructure setup + large capacity ramp + no flashy contracts since it's a subcontractor -> hits Q reports that algos might not price in. A lot of p…” post →
| Date | Tweet |
|---|---|
| 2026-03-26 | Sorry to hear, drone stocks like $AVAV and $DPRO were my biggest losers and I lost solid 6 fig on that. I posted earlier I cut my losses on them since Greenland peace deal, $AVAV recently on the Scar program loss. And rotated to photonics. The Iran war tended to be a lot of the larger military … → · 36 likes · 11,151 views |
| 2026-01-20 | @Aldo_Aurelius $DPRO is incredibly risky given low revenue. So position sizing is important if you decide yourself you want to take positions. It’s definitely not for everyone as a speculative bet on drone revenue recognition from capacity → · 9 likes · 4,199 views |
| 2026-01-20 | Good question! It’s kinda like $RKLB is from New Zealand but benefits from US DoD funding. $DPRO gets benefits from both Canada and US funding as its ndaa compliant Again there are tons of risks since its early stage and don’t expect much to be priced in until their future earnings. I just though… → · 10 likes · 3,990 views |
| 2026-01-20 | @digestive_bisc Missed out on that huge point thanks. $DPRO benefits a lot from that as one of the only public CAD drone companies. → · 10 likes · 3,229 views |
| 2026-01-20 | Pigybacking off of this, meant to say ev/revenue not p/s above. But yeah I looked at $PDYN before too, interesting company. Also there's nothing too new with the $DPRO post since it's already popular on finx. It's just really nuanced with the infrastructure setup + large capacity ramp + no flash… → · 8 likes · 6,969 views |
| 2026-01-20 | I’ve initiated small positions in $DPRO ($240m). This is an end-to-end war drone contractor and Draganfly looks like the $RKLB to Ondas. $ONDS went from ($.51 -> $15, 13x) and was looking for an equivalent. Here’s what markets (and myself missed). Draganfly is a vertically integrated defens… → · 677 likes · 287,027 views |
| 2026-01-20 | @WaltzDisneyz @itachidata28 I made a post about it earlier regarding 1) supply chains 2) defense 3) made in America semis But personally $OSS for defense, $LPTH since that one dropping 5% in specific just stupid. Was looking to scale up $DPRO and $SKYT since they’re both down 4-6%+ → · 19 likes · 4,695 views |
| 2026-01-19 | $AVAV definitely. It’s the gold standard and is already part of replicator. (So already successful alongside $KTOS) $AIRO is for counter UAV replicator, highest potential for lowest downside risk. I’ll do a write up on $DPRO later but it reminds me of early stage $RKLB, very speculative upside. → · 27 likes · 7,508 views |
| 2026-01-19 | Personally speaking, I feel like $ONDS is richly priced compared to other drone companies. I have $AVAV, $DPRO, $KTOS, and $AIRO for drone exposure. (Just going off the top of my head, dont take this too literally) Fwd EV/revenue multiples was ~28s+ now for Ondas. Even AVAV was 8-9 and they were… → · 57 likes · 16,829 views |
| 2026-01-18 | I'm a bull that's excited about Greenland trade tensions. US defense like $UAVS and $DPRO are likely to benefit. Same with rare earth/critical materials. Can't say the same about the pharma bulls in $NVO, European luxury like $LVMH, or possibly big tech. As you mentioned, I agree it's just … → · 107 likes · 18,623 views |
| 2025-11-19 | I probably can't comment much on defense/energy/battery stocks since it's not my area of expertise. @RJCcapital probably a knows a bit more about energy given how much energy they put in posting about Sydney Sweeney and Duolingo/Antonio. Jokes aside, directionally energy is popular due to AI build… → · 5 likes · 1,224 views |
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