Breaking: DroneShield Unleashes AI-Powered RfRecon as Domino's Slashes Costs & Boss Energy Cashes In on Uranium Squeeze

These shares are worth watching, with recent updates showing progress in their business performance, operations, earnings and future growth plans.

DroneShield Limited (ASX: DRO)

On 10 August 2026, announced the launch of RfRecon, a portable RF intelligence solution and flagship next-generation counter-drone capability. It can sense, identify, locate and assess RF activity from one device. RfRecon combines ultra-wideband spectrum awareness, precision direction finding and RfAI-3-powered signal intelligence for dismounted, vehicle-mounted, expeditionary and fixed-site use, with integration into security and defence ecosystems.

RfRecon follows several years of research and development and uses RfAI-3 to interpret RF activity beyond existing libraries. Its adaptive AI examines transmission characteristics to classify known and unseen drone activity. Ultra broadband detection gives deeper intelligence, lowers uncertainty and supports quicker decisions in changing spectrum environments. The technology is intended for next generation hardware platforms planned for 2026 and 2027.

After seven months of FY2026, committed revenue reached $206M. 1H revenue was $125.8M, up 74% on PCP, including $14.2M recurring revenue. Full year guidance is $250M-$270M, while FY2027 committed revenue stands at $26M and growing.

Domino’s Pizza Enterprises Limited (ASX: DMP)

On 29 July 2026, reaffirmed FY26 underlying earnings guidance. Preliminary unaudited underlying NPAT is expected at $118m–$122m, while free cash flow should be about $164.0m, up $116.6m from FY25. Franchisee profitability reached $105.7k, an 11.3% increase. FY26 Same Store Sales fell 4.1%, including adverse European weather.

During FY26, DMP delivered $60–70m annualised cost savings through headcount, IT and supplier input reductions. Western Australia’s model produced record store EBITDA for five consecutive months with average store EBITDA over 30% higher for five months ending May 2026. Refinancing secured $1.05bn in new syndicated banking facilities. Net leverage fell to about 1.9x EBITDA.

FY26 Same Store Sales were ANZ -4.7%, Europe -2.2% and Asia -6.7%. New Zealand franchisee EBITDA increased 22.1%. The Company intends to expand the WA program across Australia during FY27. Around $259.0m of balance-sheet write downs are expected, including $246.0m non-cash, alongside about $38m of other non-recurring charges.

Boss Energy Limited (ASXX: BOE)

On 04 August 2026, shared its Diggers & Dealers Presentation 2026. It is Australia’s only ASX-listed uranium company producing domestically, with $207M balance sheet strength including strategic uranium inventory. Honeymoon is one of three producing uranium mines in Australia and one of two ISR mines. First production began in April 2024 with five NIMCIX columns operational.

June 2026 Quarterly Results showed FY26 cashflow positive with cash increasing $13.1M during a capital-intensive year. Inventory reached 1.581Mlbs U3O8. Gould’s Dam and Jasons Deposit are advancing. Wellfield B6 began producing, while B1-B5 continued in line with plan. EKT1 starts flushing in August 2026 with leaching in Q2FY27.

Uranium supply is structurally constrained, with pipeline vulnerability, legacy asset depletion, limited restart capacity, slower discoveries and geographic constraints. At Alta Mesa JV, drummed production was 45 klbs U3O8 versus 97 klbs previously. BOE received 13 klbs, down from 35 klbs, due to permitting delays at Texas Commission on Environmental Quality.

(Source: Company Report)