What do you think of BHP prospects in 2022?
Happy New Year James & team, DRO releases new products & winning contracts which hardly move the share price. Can you explain why? What do you think of BHP prospects in 2022? Thanks & regards, Sidney
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Answer
Hi Sidney,
I’m not familiar with the Droneshield (DRO) business although recall meeting the company a few years ago. This $77m business has solutions to guard against drone attacks which you’d think is a growing threat. Like any business, monetisation is key and that seems to be the issue, although as I said, I don’t know the business well.
Regarding BHP, MM are bullish and this is our largest holding in both our Flagship Growth & Income portfolio’s, we believe they are ideally placed for the current market environment. We are targeting in excess of $50.
