ELS elsight limited

4.15%

$3.70

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franco30

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05/02/26

09:15

Post #: 82719700
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Originally posted by zereal: ↑

Some of the key takeouts for me

- high margin recurring revenue expected to rise materially - this is going to form a big chunk of revenue going forward. Worth looking at the increase from Q3 to Q4
- expect margin expansion overall as recurring revenue forms greater contribution
- halo to be embedded in tens of thousands of drones
- addressable market has massively increased, I understood largely from the new product to be released
- design customers on the new product will be announced shortly
- revenue from the diu expected 3 months after completion of phase 3 - end of q2/Q3 revenues anticipated
- best presentation yet by Yoav
- m and a being looked at very closely - potentially hear something from q2 onwards

Shame about the lead from the US drone stocks overnight ....

Expand

youtube.com/watch?si=m4icbVWzYhhdJMCK&v=WWES1Kg9iX0&feature=youtu.be
if you missed it ...

So clear and confident yesterday Toav was .... dont worry about the offshore drones companies trading . We trade at such a dicount to thier valuatioans and yes the focus is on drones but after listening again to the webinar this morning i am going to revert to what i have said before ...we are so much more than just servicing the drone growth ... exciting times ahead .....

ELS Price at posting: $4.62 Sentiment: Buy Disclosure: Held
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Last $3.70		Change -0.160(4.15%)		Mkt cap ! $848.3M

Open	High	Low	Volume
$3.69	$3.85	$3.65	484.6K

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Vol.	Price($)
3552	$3.70

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Price($)	Vol.
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Last trade - 11.10am 06/02/2026 (20 minute delay)

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