Goldrone Contract Disclosure Review

• ASX directed EOS to review its continuous disclosure policy
• EOS did not name Goldrone as the counterparty at their request
• ASX found the December announcement lacked sufficient detail

Electro Optic Systems Holdings Limited (EOS) has been directed by the ASX to review its continuous disclosure policy after the ASX found that the company's December 2025 announcement about a US$80m contract lacked sufficient detail about the counterparty, Goldrone. EOS had not named Goldrone as the counterparty at their request, as Goldrone is an entity in the defence and security industry. EOS sought to provide details on Goldrone's standing and creditworthiness, but the ASX has formed the view that the market's reaction to subsequent announcements indicates the information was not sufficiently detailed to meet the ASX's expectations. As a result, the ASX has directed EOS to review its continuous disclosure policy to ensure it is in line with the ASX's expectations regarding the disclosure of market-sensitive information.