DRONSHIELD LIMITED .
The business aims to provide customers with anti-drone platforms, technology and AI. Users include the military, intelligence community, government, law enforcement, critical infrastructure and airports.
Mass reduction
The business lost market confidence during November, which saw the company’s continued decline after a decline in October. From October 9, 2025, it has now been reduced by 70%.
The biggest decline during the month was spurred by news that several management and employee figures sold shares during the month.
CEO Oleg Wernick sold all of his DroneShield shares for about $50 million.
Chair Peter James sold his holding of Dronshield shares for $12.3 million.
Director Jethro Marks sold all his shares for about $5 million.
The company also noted that some of its employees also sold shares during the period.
When investors see management sell all of their shares, they may fear that they need to sell their holdings as well.
Dronschild noted that the CEO and other directors still have options to buy shares.
The company also defended itself by announcing a lengthy ASX release.
Later that month, the company again announced that its US CEO, Matt McCrane, had resigned from the business, effective immediately.
Are there any positives?
The company announced a couple of contract wins that were pleasing to see during the month.
For example, it announced a $25.3 million contract from a defense end customer in a Latin American country.
By the end of the month, the company announced a $5.2 million European military contract, a follow-on contract as part of a broader rollout. The seller is a viable counterparty with whom he has worked for three years. DroneShield has received 12 vendor contracts totaling more than $70 million.
Final Thoughts on Dronshield Share Price
The company has clearly been a source of tremendous volatility and I wouldn’t be surprised if there is even more volatility during December. I will not bet on whether the company will deliver positive or negative profit in the last month of the year.
If the company continues to win new contracts and deliver positive cash flow, it may eventually regain market confidence, but it may take some time.
For now, there are other ASX growth shares that I see with similar growth potential, but where there is much less negative market focus and the company’s outlook seems more clear and positive.
