Evion Group (ASX:EVG) joins the US Department of Defense’s Cornerstone Consortium, enhancing the critical minerals company’s visibility and its ability to respond to selected US defence industrial base opportunities.

🇺🇸 Defence access: The Cornerstone Consortium is a US Government-managed group focused on strengthening the country’s manufacturing and defence industrial base. Membership allows Evion Group to respond to competitive Department of Defense requests across 18 industrial sectors, including Materials.
⛏️ Critical minerals: Evion Group’s Nevada-based Carp Fluorspar Project and its Maniry Graphite Project in Madagascar align with US supply chain priorities, while its Panthera Graphite Technologies operation in India already ships expandable graphite to the US and Europe.
📈 US strategy: The membership builds on Evion Group’s broader US government strategy, following the appointment of former Australian Ambassador to the US, Arthur Sinodinos AO, as Strategic Advisor. The company also progresses fieldwork at Carp and its downstream critical materials strategy.

“Our job is to be positioned, credible and known when those requirements come out, and this is a deliberate step toward that.” – David Round, Evion Group Managing Director

Nodestream (ASX:NS1) strengthens its US defence and aerospace market strategy through an engagement with US-based strategic advisory firm Waypoint Strategic Partners, supporting the company’s transition from assessing the market to executing its US entry.

🇺🇸 US market entry: Waypoint Strategic Partners provides executive and operational support across US market positioning, corporate and compliance requirements, program readiness and industrial-base partnerships, including engagement with defence and aerospace prime contractors.
🛡️ Defence readiness: The engagement is led by Waypoint Strategic Partners’ founder Nate Notargiacomo, formerly Head of HEO USA. The work includes support for SAM.gov and UEI registration and alignment with relevant security and export-control frameworks.
📡 Measured expansion: The engagement builds on Nodestream’s existing US market assessment and national security advisory work, targeting areas of assessed US demand. The company emphasises that the engagement is advisory in nature and does not represent a customer contract or committed revenue.
“Engaging Waypoint puts experienced, in-market leadership alongside our team to help translate the assessed, funded US demand into disciplined, partner-led progress”.” – Veronica Bainton, Nodestream Chief Executive Officer

WhiteHawk (ASX:WHK) is a cybersecurity and services company providing AI-enabled cyber risk assessment, monitoring and mitigation solutions. The Company is currently focused on expanding defence partnerships and building recurring revenue. Recent milestones include the appointment of global executive Adrian Vallino as Group CEO, a strategic partnership with Australian defence-focused IT provider and A$685,000 in customer renewals, program expansions and new engagements. WhiteHawk`s Non-Executive Chair Giuseppe Porcelli joins The Stock Network`s Lel Smits to discuss the Company`s plans to utilise AI in defence to build recurring revenue.

🤖 AI, leadership and the next phase
🛡️ Defence, partnerships and scaling globally

Boresight (ASX:BST) listed on the ASX in June following an $8 million IPO. Over the last year revenue grew 55% on the back of growing Australian Defence Force engagement and international demand. The company has since secured a new Huntsville, Alabama manufacturing facility, around 15 times larger than its current US premises, while expanding its product range and customer base. Boresight Managing Director Justin Olde joins The Stock Network’s Lel Smits to discuss scaling since listing, building US capacity and expanding the product range.

🔔 From listing to scale
🇺🇲 Building US capacity
🚀 Expanding the product range

Fenix Resources (ASX:FEX) has delivered a record 2026 financial year result, achieving production guidance while setting quarterly records across mining, haulage and shipping. The Company shipped 4.4 million tonnes of iron ore, grew shipments by 83%, finished the year with A$81 million in cash and has guided to further growth in FY27. Executive Chairman John Welborn joins The Stock Network`s Lel Smits to discuss the record year, FY27 outlook and the pathway to 10 million tonnes per annum.

🚀 Record FY26 performance
🪓 Positioned for growth
⚒️ Pathway to 10Mtpa

Why has the US put a tariff on drones? President Trump just signed an order placing up to 100% tariffs on any drone over 25 kilos, and up to 25% on smaller drones and parts. The reason is war.

The White House called drones "a key technology in modern armed conflict," and said American production needs to expand rapidly. US drone stocks immediately surged on the news, with Unusual Machines (NYSE: UMAC) seeing the biggest gain. Donald Trump Jr. joined its advisory board in 2024.

When geopolitical tensions run high governments stop asking where things get made, now they`re deciding.

#war #stocks #money #drones #tech

Why did Austal’s (ASX:ASB) stock surge on the day it announced a loss from its US division? It followed the Aussie shipbuilder trading and market update. Firstly Austal’s US division took a $175 million hit after the Department of War failed to grant relief on some legacy Navy contracts. That flipped a projected $110 million profit into a $113 million loss.

In the same announcement, Austal also revealed that South Korean defence giant Hanwha has offered up to US$1.2 billion for its American shipyards, the same shipyards that just lost $175 million. The market had been valuing that division at close to nothing, but to Hanwha it`s worth more than a billion dollars.

#finktok #defence #investing #money #stocks

DroneShield (ASX:DRO) launches RfRecon, a portable radio frequency (RF) intelligence system designed to help defence, government and security operators detect, identify and locate activity across the electromagnetic spectrum.

📡 Next-generation capability: RfRecon combines ultra-wideband spectrum awareness, precision direction finding and DroneShield’s RfAI-3 intelligence architecture in a single portable system, allowing operators to assess RF activity and gain greater operational context.
🛡️ Flexible deployment: The system is designed for dismounted, vehicle-mounted, rapid-deployment and fixed-site operations, with integration capabilities across existing defence and security ecosystems including Android Tactical Assault Kit (ATAK) and third-party command-and-control platforms.
🌍 Market rollout: DroneShield has begun engagement with qualified defence, government and security customers globally. Subject to procurement timelines, the company expects potential orders and revenue contribution to commence in the second half of 2026, although no sales value has yet been quantified.

“The teams that gain the greatest advantage will be those that can rapidly understand what they are seeing and confidently act on it. RfRecon reflects that shift by bringing RF intelligence directly to the tactical edge.” – Angus Bean, DroneShield CEO and Managing Director