Jun 15
Jun 15
Noon update $ONDS by the way; if EB ( $ONDS CEO ) manages to deliver anywhere near the guideline numbers; you have an incredible 'price to sales' benefit when projecting intermediate gains prospects.
You may ponder who or why anyone had Warrants that essentially give rights to buy at 28 not just 16, and you begin to understand what they envision.
I could construct estimates of anywhere from the fairly common 16-25 ONDS target zone to even 30-40 as a price 'per share' goal 'if' there's not much actual dilution and 'if' they execute and conceivably hit or even exceed guidelines provided. The range might depend on whether Ondas does 250 mil in revenue, vs. 390 mil, vs say 450 mil... ah hah.. well that's why investing not merely trading Ondas is so important for those with conviction.
2
305
Jun 10
I will be adding more $ONDS commons today. And to the they/them who trolls my comments laughing when the price goes below my buy price, I simply do not care. Plz comment after 12 months. It’s Black Friday and I’m getting greedy.
LongAF
12
1
122
6,464
Jun 10
$ONDS just announced LADOS and this is the moment the thesis clicks into place.
For many months I’ve said Ondas isn’t a drone company. It’s an autonomous defense platform being assembled in right in front of your eyes.. counter-UAS (Iron Drone, Sentrycs), ground robotics (Roboteam), stratospheric ISR (World View), propulsion, demining, secure networks, and growing.
If anyone is still saying “it’s a collection of point solutions”, about ondas they are very uninformed, or frankly just retarded.
If Iron Wave or other solutions haven’t yet, the LADOS absolutely kills that argument.
It’s the C2 layer that fuses every sensor, drone, robot, and effector across the portfolio into ONE operational core.
Sense → decide → orchestrate → execute → assess. Full mission cycle, one architecture.
And it sits alongside SkyWeaver, the Palantir powered agentic AI layer running ISR-to-assault across Group 2-4 UAS, stratospheric assets, and satellites. Unreal shit.
So now the stack looks like this:
- SkyWeaver is the brain (AI, mission autonomy, targeting)
- LADOS is the nervous system (C2, orchestration, execution)
- and the portfolio contains all of the body (drones, robots, sensors, effectors)
This is the systems-of-systems model that NATO buyers are screaming for. Nobody wants 15 vendors and 15 screens. They want integrated autonomy, and Eric and team are delivering just that.
There is significance as to where this offering is being introduced. Launching at Eurosatory in Paris is deliberate. European/NATO buyers, Middle East, homeland security agencies and others want non-US-prime alternatives or already buy Ondas hardware.
With LADOS it seems Ondas is running a similar playbook to Anduril Lattice, but in markets Anduril does not dominate. US Army awarded Anduril 20B ceiling for lattice… what are the EU and other NATO countries willing to pay for a similar C2 layer, and arguably wider webbed system than Lattice?
Hardware gets you in the door. Software architecture is what makes you indispensable.
The flywheel is spinning.
LongAF $ONDS
ondas.com/post/ondas-to-laun…
6
12
163
12,261
Jun 9
Suggestion for some $ONDS investors.
I see people getting so frustrated about the Ondas price action. People are picking the lazy and easy excuses. “Eric sold!”, “More Dilution?!”, and any grabbing hold to any bearish narrative. Yes, these things can be overhang on a stock, I am not blind to that. I have posted about this.
I get it. I want the price to be higher. I think current fair value if we discount back from the (conservative) 1.5B revs and 30% EBITDA is over 100% higher than current price.
There is lost opportunity cost if you look around the markets if you’ve been holding $ONDS for 6 months or so. I get that. That is something that should be considered in your investment strategy.
I am a long term investor. My time frame here is years. Not months. Not weeks. Not days. I know what I own and I know my investment will be multiples higher within that time frame. I know this company will likely retire me. Thats something I am willing to wait for.
What I would suggest is forming your thesis around Why you own Ondas and assess your level of conviction. This shit takes time, and it takes conviction, something many in my comments and DMs lack.
There will be many many times where the stock price won’t make sense. Where your emotions will kick in overdrive. When that happens, you go back to your conviction and thesis. You ask yourself “does this change the long term thesis?” If the answer is no, then you should buy more stock if you can.
You should feel like you know something the markets don’t. You should have to second guess and stress test the thesis because price is going against it. You should feel like there is something “missing” to force deeper conviction. This is when you know you have something special. My investment in Palantir felt the exact same.
This is all apart of the process and when you can successfully do this, you will have the answer to the old tale of why 99% of people can’t beat the markets. Know what you own and so long as your long term thesis is in tact, nobody should be able to shake you.
LongAF $ONDS
20
11
169
16,855
Jun 9
Since this article, S&P 500 is up 46.3% and the Nasdaq is up 66.3%
Moral of the story, don’t be a Panican!
Deaf leading the blind. Oh Harry!
LongAF USA🇺🇸
cnn.com/2025/04/07/investing…
1
5
603
May 28
$ONDS
🚨‼️ All the proposals have been approved at the annual shareholders event, including the raise in AUTHORISED shares from 800M to 1.2B.
No matter what anyone says, this DOESN’T mean instant dilution - it’s the total amount of shares they CAN issue in the future.
For reference, $RKLB have 2.5B AUTHORISED shares they can issue - but only have ~500/600m shares actually issued.
All use of the issued shares have been accretive and more than beneficial for $ONDS.
This move was necessary and, again, is beneficial for the accretive growth strategy of management.
LongAF.
May 28
Everything passed. It was a public event. Grateful for the support of shareholders. We have a lot of hard work ahead. 🙏🏼
We will file an 8k later of course. 👊🏼
4
10
130
16,559
May 15
$ONDS
I’ve been sounding a little bearish lately, but more so as it relates to the growth in shares outstanding. While I do firmly believe it plays a role in overall market sentiment and it absolutely impacts per shares measures, the fundamentals of this company are simply too loud.
Yesterday’s print. The guide. The pull in on EBIT at the product level. The $4B pipeline. The new systems level offerings. The momentum behind net new business. The dual use mandate. The force multiplication of each additional piece to the puzzle. And the increasingly large TAMs with broader moat to capture a larger share of SAMs. The list goes on.
Per share measures and shares out do matter and are the math problems numerator, but with what we have here, in time it’s not going to matter much.
I am longAF and added commons today at 11.03. Let’s ride. 🦬
7
1
74
6,122
