DroneShield Ltd (ASX: DRO) shares are falling again in Thursday’s trade. 

At the time of writing, the counter-drone technology company’s shares are down around 1% and trading at $2.52 each.

Today’s decrease is just one of many in a long line of consecutive share price falls. 

DroneShield shares are down 24% year to date and 62% from an all-time high recorded in October last year.

What has happened to the share price?

There has been a significant shift in sentiment around DroneShield shares recently.

After a strong start to the year, when governments around the world hiked their defence budgets, and geopolitical volatility worsened, investors seem to have turned their backs on the stock.

There is now some concern that the company’s future growth may not be large enough to justify its share price. 

Even a flurry of contract wins hasn’t been enough to convince investors. 

At the same time, a combination of recent governance and regulatory issues and the cooling of conflict in the Middle East has dragged DroneShield’s shares down further.

The stock climbed higher during the first week of May, but then turned again after the company announced that the Australian Securities and Investments Commission (ASIC) had requested DroneShield to provide reasonable assistance in connection with an investigation under the Corporations Act. The investigation relates to market announcements and share trading in November 2025. 

All this has happened amid a background of signs of easing conflict in the Middle East. While heightened conflict can increase interest in defence technology, particularly counter-drone systems, signs of easing will do the opposite.

So, is it time to buy in the dip or has the market now lost interest in DroneShield shares? 

Here’s what the experts think.

Is it time to invest in DroneShield shares? Or should I look elsewhere?

If analyst forecasts are anything to go by, I wouldn’t jump at buying $5,000 of DroneShield shares just yet.

TradingView data shows that analysts are sharply divided in their outlook for the counter-drone technology stock over the next 12 months, though they mostly agree there will be some upside ahead.

Out of four analysts, two have a strong buy rating, and two have a sell or strong sell rating.

The average $3.41 target price still implies a potential 35% upside at the time of writing. The maximum $4.80 target price implies that DroneShield shares could jump another 91%, while some are even more bearish, tipping the shares to fall around 9% to $2.28.

Canaccord Genuity is one analyst with a more bullish view on the shares. It renewed its buy rating on Droneshield shares earlier this month, with a 12-month price target of $3.75.

The post Should I invest $5,000 in DroneShield shares before the end of June? appeared first on The Motley Fool Australia.

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Motley Fool contributor Samantha Menzies has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended DroneShield. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Industrial conglomerate Tasmea Ltd (ASX: TEA) is forecasting net profit to grow by 70% next financial year on the back of a record order book and the contribution from a number of acquisitions.  

Strong order book driving growth

The company said in a statement to the ASX that it expected underlying EBITA to be $202 to $208 million and underlying net profit to be $128 to $132 million.

Both figures would be a 70% uplift from the expected results for the current financial year.

The company said:

Guidance assumes a full 12 months’ contribution from the Maxim Group acquisition which is now unconditional and is expected to settle on 1 July 2026 and includes 11 months earnings from JPS Group, expected to settle on or around 1 August 2026.

Tasmea said it had consistently delivered compounding earnings growth since its initial public offer, “with a multi-year EBIT and NPAT CAGR of more than 50% from FY24 to forecast FY27″.

The company said there were a number of factors which had contributed to this, including growth in high-quality, recurring revenues “with an increasing number of master service agreements, facilities management agreements and long term contract with now more than 120 on foot following recent acquisitions and organic customer growth”.

There were also increasing synergies across the company’s portfolio, and the company said the underlying growth from the Tasmea base business was forecast to grow organically at 10% to 15%.

Tasmea also said there were:

Strong industry tailwinds across Australia’s key industries including mining and resources, data centres and infrastructure, oil and gas, electrification, power and renewables, waste and water, telecommunications, defence and retail.

The company added:

Tasmea’s contracted order book has reached record levels, providing strong forward earnings visibility and reinforcing the Company’s ability to deliver sustained organic earnings growth. Demand is underpinned by structural tailwinds across the Group’s core markets.

Of the company’s expected revenues, 62% would come from recurring revenues and another 17% from secured contracts. Another 12% was expected to come from tendered business.

Management have skin in the game

Tasmea Managing Director Stephen Young said:

We are proud to be providing FY27 earnings guidance that reflects the continued strength and momentum of our business. These results are only possible thanks to the outstanding efforts of our people across the country. I want to sincerely thank all Tasmea employees for their unwavering commitment to safety and operational excellence — the foundation of everything we do. Tasmea’s Executive Directors, Mark, Jason, Trent and I have together reinvested over $50 million in Tasmea since IPO—reflecting our continued confidence in the Company’s outlook, our strategy, and the strength of the team that’s driving it with our core purpose, to Deliver Value. Always!

Tasmea shares have more than tripled from $3.20 to $9.62 over the past 12 months.

The company is now valued at $2.52 billion.

The post This company’s shares have more than tripled. It’s now predicting 70% earnings growth appeared first on The Motley Fool Australia.

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Motley Fool contributor Cameron England has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Mineral Resources Ltd (ASX: MIN) shares are sinking today.

Shares in the S&P/ASX 200 Index (ASX: XJO) lithium miner and diversified resources producer closed yesterday trading for $65.86. In late morning trade on Thursday, shares are changing hands for $64.04 apiece, down 2.8%.

For some context, the ASX 200 is down 0.5% at this same time, while the S&P/ASX 200 Resource Index (ASX: XJR) is down 1.9%.

Despite today’s retrace, the Mineral Resources share price remains up an impressive 217.5% over the last 12 months, smashing the 2.5% one-year gains posted by the benchmark index.

Now, here’s what investors are mulling over today.

Mineral Resources shares slip amid closure update

In an update this morning deemed non-price sensitive to Mineral Resources shares, the miner reported that it is preparing to mothball its Western Australia-based Lucky Bay Garnet Project at the end of June.

The ASX 200 miner acquired Lucky Bay in September 2025 following an Asset and Share Sale Agreement with the administrators of Resource Development Group.

Today, management reported that fallout from the Middle East conflict has driven up costs, leading to their decision to shutter operations.

Mineral Resources stated:

The mine’s financial performance has been materially impacted by ongoing conflict in the Middle East, a region representing a significant proportion of Lucky Bay’s sales.

Combined with materially higher diesel and shipping costs, a strategic review of Lucky Bay has determined it is in the best interests of the company and its shareholders to cease operations and transition the project into care and maintenance, effective 1 July 2026.

The closure will affect some 110 employees. The miner said they will be offered redeployment opportunities at other work sites where possible.

As for the financial impact on Mineral Resource shares, management said they will assess all future options for Lucky Bay. That includes a potential divestment of the garnet mine.

Mineral Resources expects to book a non-cash impairment on the written down value of Lucky Bay of approximately $40 million for FY 2026.

What else has been happening with the ASX 200 mining stock?

Among the tailwinds sending Mineral Resources shares soaring this past year is the rocketing lithium price.

On 18 May, this led the company to report that it was restarting operations at its Bald Hill lithium mine. The Western Australian lithium mine was placed in care and maintenance in November 2024 amid tumbling lithium prices at the time.

Commenting on the decision to restart Bald Hill, Mineral Resources managing director Chris Ellison said:

With strong and sustained demand for spodumene concentrate driving a significant recovery in prices, the time is right to restart operations at Bald Hill…

Once production resumes at Bald Hill, MinRes will be the only company globally operating three hard rock lithium mines, each with their own spodumene concentrate facilities.

The post Up 218% in a year, Mineral Resources shares sinking today amid mine closure news appeared first on The Motley Fool Australia.

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Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.