ONDS (ONDS)

$ONDS may actually make it to the support laid out a few weeks back. The movement down is clearly corrective so this imo would be quite a buy for leg 5. NFA. https://t.co/ptK04lVOvb

$ONDS One thing I personally was afraid of with this stock (Which is ultimately why I sold & stopped trading this). The planned dilution; MCAP - Oct 8th 2025; 3.9 Billion - Price $11.80 MCAP - Today - June 24th 2026; 4.1 Billion Price $7.80 (200 Million dollars higher) Price about 32% lower. This is almost the exact thing that happened to me during the second Solana run up. MCAP ran up and past ATHs but price was barely tagging it because the token inflation was so high. By the time the chain did anything about it. It was too little too late.

I guess these analysts agree with me on $ONDS Strong Buy Average price target: $20.12 (+127%) Remember this one https://t.co/xhbImsKf7S

Let me be clear here IMO, $ONDS is an opportunity at $8.80 Remember this tweet We'll be quoting it again in the coming months

Sentrycs (Ondas subsidiary $ONDS) will integrate its Cyber-over-RF (CoRF) technology into Sanctum, Lockheed Martin $LMT’s next‑generation C‑UAS platform. Sentrycs’s CoRF operates at the communication‑protocol level: it detects, identifies and takes control of unauthorized drones, guiding them to a safe landing without jamming, spoofing or collateral damage. It adds to Sanctum a precise, non‑disruptive cyber‑mitigation layer within its modular, open architecture. Strategic analysis 1. Validation by the most credible client/partner possible. That Lockheed Martin —one of the world’s largest defense primes— chooses to integrate your technology into its platform is a technical‑validation seal that money can’t buy. Sentrycs was acquired seven months ago ($224.6M, Nov‑2025); today it is a component selected by LMT. This definitively shatters the bear case of “assemble vs. scale”: you not only integrate internally, but a top‑tier prime validates your technology as best‑in‑class. 2. Business‑model shift: from selling a product to being an embedded‑technology supplier. This is strategically different from a mere order. Entering Sanctum’s architecture turns Sentrycs into a “designed‑in” component: when LMT sells Sanctum, CoRF travels inside. It is a global distribution channel leveraged by Lockheed’s sales force, with recurring‑license/integration revenue potential and very high exit barriers (re‑certifying and reintegrating a competitor is costly). This type of relationship justifies higher multiples. 3. Real technical differentiation. CoRF’s “detect‑to‑defeat” without jamming or collateral damage is exactly what urban and critical‑infrastructure environments demand where jamming is infeasible. LMT’s choice of it over alternatives validates that advantage. 🔹 Conclusion and impact on the thesis Business: REINFORCED (qualitative signal of top quality). Valuation: UNCHANGED. The collaboration with Lockheed Martin is the best external proof to date that Ondas’s technology is competitive at the highest level, and raises the probability of an upside scenario and the legitimacy of the generous discount rate the market applies. But it is validation, not cash flow: until there is a contract with value, the model is untouched.

$ONDS I wouldn’t put “acquirer” out of the mix either

$ONDS Trading right back on 200 DSMA and lower AVWAP. Momentum trading at lows. If it were to pop again… now would be a good time. https://t.co/OZCsC4d1oL

$ONDS Almost time again https://t.co/nZwOkwpwK3

Ondas $ONDS signs a definitive agreement to acquire Cyberhawk, the global leader in critical infrastructure intelligence (drone inspection + iHawk software + AI analytics), for ~$125M, ~95% cash, with an estimated close in Q3 2026. Read: -Shift to the commercial/critical infrastructure axis. Until now the core was defense and security. Cyberhawk adds an industrial arm with blue‑chip customers (PG&E, Southern California Edison, Shell, Qatar Energy, Bechtel), covering 40 countries and 300+ clients. A coherent dual‑use diversification, not a dispersion. -What matters is not scale, but revenue quality. ~$45M of revenue (FY to March 2027), but ~95% recurring via multi‑year contracts and SaaS subscriptions, and $95M of backlog. This revenue is structurally superior to the lumpy, defense‑award‑dependent revenue. -Cash financing = no dilution. With ~$1.480M liquidity (cash + short‑term investments as of 31‑Mar‑2026), the ~$120M check represents ~8% of the balance sheet. No new issuance. It also breaks the stock‑based M&A pattern (Mistral, World View): paying in cash instead of equity signals an inverted Myers‑Majluf – a stance that avoids issuing equity at these prices. -Data flywheel. 500,000+ assets inspected and 232+ TB of proprietary data: a foundation for predictive maintenance and asset‑health intelligence. This type of asset, when well executed, justifies software‑type multiples rather than drone‑service multiples. ⚠️ Discipline: this is a definitive agreement (more than an MOU), but it has NOT yet closed. Revenue and margin are management forecasts, and >25% EBITDA is a promise to 2030 – a distant cash flow that my WACC penalizes. I won’t adjust the DCF until the close (Q3 2026) and verification in the 8‑K/10‑Q. Impact on the thesis: REINFORCED (qualitative). Quality diversification, no dilution, and an alignment signal. Quantitative review will be done at close. I maintain a position in $ONDS. Not financial advice. #ODS #DefenseTech #Inversión