V-Con: Defence and security – Australia’s highest priority sectors
Stockhead TV
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V-Con is Stockhead’s investing focused video conference series, bringing you expert insights, panel discussions and presentations from leading analysts, listed small caps and industry players.
This latest video conference focuses on the defence and security sector.
In a post-COVID world, defence and cybersecurity have moved to the forefront of risk-management priorities for companies and governments alike.
The rapid acceleration of the digital economy means cybersecurity breaches can disrupt organisations across global boundaries.
Earlier this month, the world’s largest meat processing company, JBS, was hit by a cyber attack which forced it to shut down operations in the US and Australia.
In that context, companies that offer the highest grade of cybersecurity protection are in high demand, in what is now one of the fastest growing industries in the world.
In defence, increased geo-political tensions in the wake of the pandemic have also confirmed the importance of protecting national security interests.
As a case in point, the Australian government recently reconfirmed its plans to allocate $270bn in defence spending over the next 10 years — a major tailwind for Australian companies operating in the space.
Speaking with a number of-listed defence and cybersecurity companies along with industry experts, we find out what’s in store in the years ahead for two of the fastest-growing sectors on the ASX.
Session 1 – Expert Interview
Sky News and CNBC business journalist Oriel Morrison interviews Ryan Pittman, Executive Director of Moelis Australia Ltd (ASX:MOE).
Moelis Australia is a financial services group specialising in asset management, corporate advisory and equities. Since launching in 2009, the group has advised on transactions worth over $110 billion and assisted clients in raising over $11.5 billion in equity capital markets. Moelis currently has $5.4 billion in assets under management.
Session 2 – Company Presentations
Orbital UAV Ltd (ASX:OEC)
Todd Alder, Managing Director & CEO
Orbital UAV is a world leader in the design, development and manufacture of engine systems and flight critical components for military unmanned aerial vehicles (UAVs).
Strategic Elements Ltd (ASX:SOR)
Elliot Nicholls, Director
Strategic Elements is a ‘venture builder’ that combines teams of leading scientists or innovators in unique technology or resources sectors to establish new ventures and projects. Stealth Technologies, a subsidiary of Strategic Elements, is an established artificial intelligence and robotics company.
archTIS Ltd (ASX:AR9)
Daniel Lai, Managing Director
archTIS is a Canberra-based firm that specialises in the design and development of products, solutions and services for secure information sharing and collaboration.
XTEK Ltd (ASX:XTE)
Philippe Odouard, Managing Director
XTEK provides high-quality products to deliver tailored solutions to the government, law enforcement,
military, space and commercial sectors. The company is focused on developing and commercialising its proprietary technologies by leveraging its established distribution network.
