So, a few members asked me today how $EOS.AX counter-drone portfolio should be viewed against the new Geran-4 class that is now being used in Ukraine.
With the Geran-4, you essentially have a newer, jet-powered development of the Geran-2/Shahed concept. If you compare it with
$NURS.V / $HYDTF reports Q2 earnings after the close tonight.
I own and like Hydreight as my Telehealth play and the thesis is pretty simple. Full write up + modellling on our Substack + business updates by our thesis writer on $NURS.V Rufus. Company is highly overlooked.
$NVDA confirmed where the world is going yesterday and the ammount of compute and agentic use-cases will serve general purpose world model revolution. If you want to understand that story in a visual real life way I highly recommend reading the article below👇. Makes everything
Very valuable post by @damnang2 and I fully agree with the core conclusion. HBM density down does not automatically mean memory short.
Based on our own HBM research I would frame it as the difference between demand destruction and scarcity accommodation. Those are two completely
$EOS executing well these earnings as drone warfare changed the playing field. (And keeps changing it)
Just the numbers:
• Revenue: A$168.8M, up 283% YoY.
• Backlog: A$846M, up 84% in six months.
• Identified pipeline: approximately A$3B.
• FY26 guidance: A$360–400M,
You know, I like the product, fuel cells. You see Bloom accelerating in it. Of course, we currently have the data center overhang with the queued data centers. So BTM solutions will do amazingly well, especially in the short term, in my opinion.
Over a longer time frame, like
