DroneShield, TKMS, NEO Battery Materials! MULTIPLIERS AND NEW DISCOVERIES!

NEO Battery Materials: Share price not (yet) reacting to order

Drones, robotics, and electromobility are megatrends. Billions in capital are flowing into these industries. One area is currently somewhat in the shadows - unjustly. They are the shovels of the modern gold rush: batteries. Without them, robots, drones, and electric vehicles simply do not work. The current battery market is clearly dominated by China. The West has recognized that this cannot continue. With the next generation of batteries, a new opportunity arises to reduce this dependency. NEO Battery Materials is working on exactly that. The Canadian company is developing cost-effective, silicon-enhanced batteries that store more energy and charge faster.

Very important for shareholders: The Canadians are currently starting commercialization and taking over an existing factory in South Korea. Rising revenues are no longer a distant prospect - they are visible today. To achieve rapid growth, the Company plans a dual-track strategy: supplying components to battery manufacturers while also selling its own batteries. This approach has propelled companies like BYD to the top of the global EV market. The Chinese company not only produces the most electric vehicles but also supplies its batteries to other manufacturers.

This business model also appears to be working for NEO Battery. Recently, the Company announced a collaboration with a battery manufacturer specializing in drones and other defense systems. Over the next four years, this partner plans to purchase a total of 50 tons of silicon anode materials from NEO Battery. The NEO technology is intended to enhance the performance of lithium-ion and lithium-polymer battery cells.

Last week delivered another milestone. NEO Battery signed a joint development agreement (JDA) with a South Korean industrial robotics company. The partner already provides robotics solutions to companies worldwide for logistics warehouses, production facilities, and other areas. Work is also underway on autonomous and humanoid robots.

NEO Battery will receive CAD 2.5 million over the course of the two-year collaboration, supplying its proprietary lithium-silicon cells and packs made in South Korea. These will include both commercial packs for end devices and prototype packs for next-gen robots.

The market has barely reacted to these two announcements. Yet they clearly signal that NEO Battery is already moving into commercialization. This could present an exciting opportunity for investors.

DroneShield: Are the big orders finally coming?

While NEO Battery Materials is just beginning commercialization and its stock remains in the shadows, DroneShield is taking off. In the current year, the shares of the Australian drone defense specialist have exploded by almost 500% and are currently trading at around EUR 2.60. At the start of 2024, they were just EUR 0.25.

Revenue and growth have long failed to justify the billion-dollar valuation – currently AUD 3.9 billion. But with its latest quarterly figures, DroneShield has sent a clear signal: the Company is now turbocharging its operational development. In the third quarter of 2025 alone, revenue jumped over 1,000%. Revenues of EUR 92.9 million are still modest in view of the Company's valuation. But the pace is impressive, especially since operating cash flow is now positive at around AUD 20 million.

In the past, management has repeatedly pointed out that the orders received to date were more like "tests." Now, the time has come for real large-scale orders. If these materialize, DroneShield could finally grow into its valuation.

TKMS: Large order from India?

Batteries are also used in submarines. Accordingly, this area is also a potential sales market for NEO Battery Materials. TKMS generates a large part of its revenue with submarines and wants to continue growing. Since last week, the thyssenkrupp subsidiary has been operating as an independent listed company. Its stock market debut was promising.

The growth potential is underpinned by a large order backlog. At the end of June 2025, Thyssenkrupp Marine Systems (TKMS) had orders worth EUR 18.5 billion for submarines alone. And more are expected.

Negotiations have recently been initiated with the Indian procurement authority for the 75(I) submarine project. As part of the program, six submarines developed in Germany are to be built jointly in India – a project that aims to deepen maritime relations between the two countries and promote technology transfer in line with India's "Make in India" initiative. TKMS CEO Oliver Burkhard described the project as a milestone that could advance India on its way to becoming a global centre for submarine technology. For India, the program is a key step toward modernizing its navy and strengthening the regional security architecture. TKMS has already concluded the concept design agreement and submitted binding offers for engineering services, air-independent propulsion systems, and command and weapon systems.

Robotics, drones, and submarines are currently the focus of investors. It can only be a matter of time before batteries are rediscovered. NEO Battery Materials is an exciting newcomer in this segment that is already generating concrete orders. The DroneShield share has impressively demonstrated in recent months what is possible with "test" or "trial" orders. Now the big orders are coming in too. TKMS is an asset to the stock market. However, investors should consider the risks involved in building warships and submarines.