Market darling DroneShield crashed 20% in early trade after founder and CEO Oleg Vornik dumped nearly 15 million shares worth $49.5 million. What does this insider selling signal for the stock’s future?
In this Australian Investors Podcast episode, Owen Rask and Drew Meredith dissect the DroneShield sell-off, then dive deep into Flight Centre shares trading at $12 – down 30% this year and 80% from 2018 highs. With a 15x PE, 3.6% dividend yield, and Morningstar rating it as undervalued, is this beaten-down travel giant a buying opportunity? Drew reveals his view on Flight Centre, covering the company’s record $24.5bn travel bookings, US expansion, corporate vs leisure divisions, and FY26 guidance of $305-$340m profit.
Plus, they tackle your questions: Can good companies recover from founder scandals (hello WiseTech)? What stocks to buy before a China-Taiwan war? Is there a “term premium” for stocks like bonds? Why don’t more people use VEU for international exposure? And much more
Topics answered today
- DroneShield crashes 25%
- CEO dumps $49.5m in shares, what it means Flight Centre deep dive
- Trading at $12, down from $60 in 2018, is it a buy?
Listener questions
- Q: WiseTech turnaround potential – Can good companies recover from founder scandals?
- Q: China-Taiwan war hedging – What stocks would you buy in advance of conflict?
- Q: Stock “term premium” – Is there an equivalent to bond term premium for long-term stock investing?
- Q: Why not VEU for ex-US exposure? – Best way to get developed markets ex-US in your portfolio
