Capital Goods Australian Community

Morningstar snapshot from 11/03/2026: Fair value: A$2.95 Five-star price: A$1.36 — this is my entry point Current price: A$4.02 Valuation: Overvalued Uncertainty: Very High Economic moat: Narrow 2025 revenue: A$216.5m Revenue growth in 2025: 276% Cash balance: A$209.4m Shares outstanding: ~913m Gross margin: ~60.9% Operating margin: ~-1.9% My interest in DroneShield is based on the long-term need for counter-drone technology, but only at the right price. The current conflict involving Iran is another reminder that drones are now a real threat to military assets, energy infrastructure and broader regional security.Read more

DroneShield sits in a part of defence that has moved from optional to operationally critical. The shift is not theoretical.Read more

DroneShield is no longer a speculative concept stock it’s positioning itself as a scalable counter-drone defence supplier during a structural global defence expansion cycle. The key shift is moving from lumpy contract wins to repeat institutional procurement, particularly across NATO and US defense channels.Read more

Why This Matters Diversified Service Offering: Tasmea already operates across four specialist segments—Electrical, Mechanical, Civil, and Water & Fluid. With WorkPac’s advanced recruitment engine, Tasmea now adds a Workforce Solutions segment , enabling rapid sourcing and deployment of skilled labour at scale.Read more

Mining equipment represents a major capital expense for mining companies. These machines experience heavy wear and maintaining them can be a substantial undertaking in its own right.Read more

There’s an old saying that in a gold rush, those who make the money are the ones selling the shovels; and mining service companies have indeed proven to be shrewd investments historically. XRF Scientific holds a strong niche in sample preparation equipment and consumables used in X-ray fluorescence (XRF) and X-ray diffraction (XRD) analysis, which are essential in determining the quality and purity of materials.Read more

Catalysts Are there any products or services that could move sales or earnings meaningfully? Lycopodium (LYL) is an engineering consulting company whose core business is building and developing mines for its clients, including in growth areas such as battery minerals and Africa.Read more

1. Business Overview and Market Scope What the Business Does: Acrow is a Sydney-based provider of support services for the construction industry.Read more

Key Takeaways Expansion in sustainability and energy transition markets, along with strong infrastructure demand, drives revenue growth and a resilient long-term project pipeline. Strategic focus on higher-margin advisory, digitalisation, and operational repositioning supports margin expansion, cost efficiency, and competitive contract wins.Read more