$ONDS todayās $4.8 mm 3 month contract with the navy is beyond incredible. Why? It is for one balloon. And $4.8 mm for 90 days is $53k per day pricing. So if this mission is extended in perpetuity (sure sounds like it will be) it would be $19.2 mm in revs for one coverage area.
Want some silly math? What if there are 1000 such coverage areas? Meaning 4000 3 month balloon missions. At $19.2 mm per annum that would equate to $19.2 B in annual revs
I know. I know. This is crazy talk. And not my expectation cuz ONDS would be a $1000 stock if so
But donāt forget WV CEO on Q4 call said he sees 1000s of missions per year. He specifically cited Air Force demand for 250 balloons . And golden dome for 100s
Anyway looking more and more like world view by itself will contribute north of $1 B a year in revenues in say 5 years
And world view could be worth over $10 B by itself. Or over $20 bucks a share Plus sentrycs at $2 B ish ($4) plus everything else, plus other amazing massive accretive deals teed up and ready to go
The party is just starting
Soon the market will understand the world view math. When it does, Katy bar the door
I donāt mean to short change any of the other amazing ONDS units by focusing on WV. But WV is one massive market inefficiency staring us in the face
I wonder what the clown who claims horrendous capital raise would think of the WV deal which was enabled by the capital raise he stupidly calls horrendous. Hmmm. Horrendous analysis I say
Buying WV for $150 mm and likely seeing its value skyrocket to $10 B plus is my kind of accretion all day long