Unmanned Aerial Vehicles and Essential Minerals
**Headline:** DroneShield Soars on Major Contracts and Expansion Plans, Almonty Industries Supplies Tungsten to U.S. Defense Contractor
**DroneShield:**
DroneShield, an Australian counter-drone technology company, is experiencing a surge in its share price, reaching new all-time highs. As of July 14, 2025, shares closed at AUD 3.24, marking a 16.97% single-day increase and a 55% rise over the past month.
A key driver for this growth is a record-breaking AUD 61.6 million contract with a European military customer signed in late June 2025. This deal, the largest in the company's history, includes the supply of handheld detection and counter-drone systems and accessories. DroneShield expects to fulfill the order by Q3 2025, with payments in H2 2025.
To accommodate this growth, DroneShield has announced a AUD 13 million investment in a new 3,000 sqm production facility in Alexandria, Sydney. The facility, opening in December 2025, will raise annual production capacity to AUD 900 million by mid-2026, with a target of AUD 2.4 billion by end of 2026.
Preliminary YTD 2025 results show strong momentum for DroneShield. Q1 revenue was AUD 33.5 million (up 102% vs. Q1 2024), with a rapidly growing software-as-a-service segment. Secured revenues for 2025 have already exceeded AUD 161 million within six months, almost triple the full-year 2024 revenue. The contract pipeline had grown to AUD 2.41 billion as of June 2025, a 367% increase year on year. The company maintains a strong cash balance (AUD 198.1 million in June 2025) supporting ongoing R&D and growth investments.
Despite these positive signs, the market remains volatile, and typical risks include reliance on large military contracts that may be subject to geopolitical or budgetary changes, and execution risks related to rapid production scale-up. The high concentration of revenues from a few large contracts may also pose risks if renewals or new orders do not materialize.
**Almonty Industries:**
Almonty Industries, a tungsten mining company, is supplying 1,200 tons of high-purity tungsten oxide annually to Tungsten Parts Wyoming, a supplier to the U.S. Department of Defense. This three-year deal began in 2022.
The rising demand for critical resources like tungsten, due to NATO countries' military buildup, is a positive sign for Almonty Industries. However, the company's current market performance, recent contracts, or potential risks were not found in the provided information.
**Note:** While the advice given for DroneShield stock is to sell, it's important to remember that investment decisions should be based on thorough research and consultation with a financial advisor.
[1] DroneShield Investor Presentation, June 2025 [2] DroneShield ASX Announcement, June 2025 [3] DroneShield Half Year Report 2025 [4] DroneShield ASX Announcement, July 2025
- The surge in DroneShield's share price might attract personal-finance investors seeking opportunities in the growing industry of counter-drone technology, given the company's expansion plans and significant contracts in the defense sector.
- With Almonty Industries supplying tungsten, a critical component in the manufacturing of defense equipment, investors interested in the finance sector may find opportunities in the company's potential growth due to the increasing demand for tungsten by NATO countries in their military buildup.
