$EOS.AX up over 27% in the last month and it's still one of my favorite names. The thesis hasn't changed. You can't defend against drone swarms by firing million dollar interceptors at thousand dollar drones. That math bankrupts you before it protects you. Lasers flip it to cents per shot with a magazine that doesn't run out. Every conflict happening right now is proving the problem exists, and directed energy is finally moving from demos to production. The US just issued its first production scale laser counter drone contract. That's the category waking up. https://t.co/sweO0yAAoc sits in counter drone and remote weapon stations, selling into a world where every engagement now starts with drones overhead. The problem it solves gets bigger every year.
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