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Post by JHam on Feb 5, 2022 1:33:24 GMT
It's fun to flip stocks for short term gains, but when you look at Wednesday's volume, and the news that was released, one thing is very clear to me. Few people truly understand the real value with this company, and it's potential. More than seven MILLION shares traded hands on Wednesday's news, and yet it ended in the red. I'd rather go broke than give up a single share at these ridiculously low prices. What it'll take is some additional contracts, and interest from institutional investors will begin buying up, or more precisely buying OUT the tiny float that we have here and in a relatively short period of time. Shorts will be screwed, as this company can very easily sandbag positive news, and those that desperately want shares will have to pay top dollar for them. It's coming.... Patience is key! When in doubt, go back and read some of the CEO's remarks on twitter.... it's very clear that that they hold the tech that's the standard for networking within the rail community as it prepares to upgrade it's infrastructure. There is nobody else... it's all Ondas. Agreed 100%. Once I figure out how much I owe in taxes this year, I plan to start buying more of this (with whatever I have leftover lol). Patience is the key here, but it is hard not to get ultra-bullish on both the legacy business and drones. Speaking of drones...It may take some time, but full adoption will happen. The Scout System will be to the commercial drone space what iPhones are to the everyday consumer. Once these mega companies across all sectors experience the benefits and convenience of autonomous drones for edge data collection/inspection, they’ll never be able to live without them. |
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Post by captsmith77 on Feb 5, 2022 19:08:32 GMT
Yes its the same with me. I've had a mountain of cash set aside for paying taxes, and will hopefully have some left over for adding more shares of ONDS, if the price remains suppressed.
I'm never in any rush to pay taxes, so will wait for at least another month. By then the stock may explode as more contracts come to fruition, who knows. Either way I'm locked and loaded with this one. I'd just assume it moves up on its own without the need to add another single share, but if the share price is still this low I'm definitely adding at these levels.
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Post by captsmith77 on Feb 9, 2022 8:58:05 GMT
I like that the company's first two orders with AR have been in the oil & gas industry.
I could have sworn that I read somewhere that their latest deal with Chevron could eventually lead to a fleet of 3,000 units for them alone.
Assuming no discounts based on number of orders, for every 1,000 units leased over a five year period, that's 50 MILLION in annual revenue, and 250 MILLION in recurring revenue over the lifetime of the units. So for 3,000 units in a fleet, that amounts to 150M in annual revenue, and 750M over the five year life cycle. That's just one fleet from one company, representing one industry. Oh, and just a part of their business.
Makes me wonder if instead of cutting deals on unit orders, if Ondas' management might try and include their private networking at either no cost or a deep discount to companies leasing a large number of units, especially if they have long term deals signed with AR.
The addition of Tracy Lamb will certainly help them expand outside of the US.
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Post by JHam on Feb 10, 2022 2:58:34 GMT
I like that the company's first two orders with AR have been in the oil & gas industry. I could have sworn that I read somewhere that their latest deal with Chevron could eventually lead to a fleet of 3,000 units for them alone. Assuming no discounts based on number of orders, for every 1,000 units leased over a five year period, that's 50 MILLION in annual revenue, and 250 MILLION in recurring revenue over the lifetime of the units. So for 3,000 units in a fleet, that amounts to 150M in annual revenue, and 750M over the five year life cycle. That's just one fleet from one company, representing one industry. Oh, and just a part of their business. Makes me wonder if instead of cutting deals on unit orders, if Ondas' management might try and include their private networking at either no cost or a deep discount to companies leasing a large number of units, especially if they have long term deals signed with AR. The addition of Tracy Lamb will certainly help them expand outside of the US. Great points. With those numbers, even with a discount, the $443M in revenue/$254M free CF projected for 2025 seems like a real possibility. ONDS had some solid new share acquisitions reported the past two days: Marathon with 179K, and Raymond James with 194K: |
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Post by captsmith77 on Feb 10, 2022 19:57:23 GMT
Yep, the OS share count is just over 40M, and the available float available for trading/accumulating is much smaller than that.
There simply aren't that many shares to go around as interest from institutional and sophisticated investors increases, and it appears it's already happening at this very moment sooner than expected. Market is deep in the red today, but ONDS is green. Those that matter want in, and the ride will rise with their interest, and of course additional institutional coverage with realistic price targets that revolve around their expected future earnings.
If ONDAS delivers as many of us expect them to, you could literally have a future yearly dividend equal to today's share price, if not more. Certainly something to consider.
The only direction for it to move is up at this stage, IMO. At least that's the only move that makes a damn bit of sense.
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Post by captsmith77 on Feb 14, 2022 8:38:27 GMT
Looks like Blackrock has more than tripled their holdings, and now has just under 500K shares. Their avg share price of 8.34 is just a couple of pennies over my cost average.
I'm not surprised at all that institutional investors are licking their chops at current prices.
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Post by captsmith77 on Feb 14, 2022 20:38:36 GMT
Sorry, but I can't help myself here. I'm moving my $$$ set aside for taxes into my trading account. Don't tell the IRS. LOL
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Post by captsmith77 on Feb 21, 2022 21:55:53 GMT
Be sure and check out Ondas' new career page. They've literally gone from just a few job postings, to 21; most of them recent. They've even passed AR, which has 16 listed.
It's clear that their business with the rail sector for their networking is officially ready to move forward in a huge way.
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Post by JHam on Feb 23, 2022 12:34:10 GMT
Be sure and check out Ondas' new career page. They've literally gone from just a few job postings, to 21; most of them recent. They've even passed AR, which has 16 listed. It's clear that their business with the rail sector for their networking is officially ready to move forward in a huge way. Yeah, I follow their jobs at Ondas twitter page. They update it/promote it several times a week. They are ramping up big time. |
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Post by JHam on Feb 24, 2022 22:40:50 GMT
What a strong day here for ONDS. Completely un-impacted by world events like every other stock in the market was. I was hoping to take advantage of the dip below $4 but wasn’t fast enough. Someone was doing some serious buying though.
On a separate note, some interesting tweets today from Eric Brock. Should we be trying to read between the lines here?
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Post by captsmith77 on Feb 25, 2022 14:30:27 GMT
I ended up buying additional shares @ $4.78 not long ago, and will likely continue to buy shares at any price under $10 throughout the year.
Just logged into my account and noticed that the institutional ownership has increased again by another 3-4% from about a week or two ago.
Institutions want in, and I can see exactly why that's the case.
Note that there are supposedly a lot of shares short, so there are those that probably believe it's a lot of hype. Honestly I'd hate to be short this stock when news comes out as it could be a very, very painful lesson.
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Post by JHam on Feb 26, 2022 3:35:47 GMT
I ended up buying additional shares @ $4.78 not long ago, and will likely continue to buy shares at any price under $10 throughout the year. Just logged into my account and noticed that the institutional ownership has increased again by another 3-4% from about a week or two ago. Institutions want in, and I can see exactly why that's the case. Note that there are supposedly a lot of shares short, so there are those that probably believe it's a lot of hype. Honestly I'd hate to be short this stock when news comes out as it could be a very, very painful lesson. That's a good sign, imo. I'd be more concerned if there weren't many shorts right now. That said, I don't quite understand the short thesis at this point. I could understand it when the pps was at $10 and we had some time for big news (post AR acquisition) to be announced, but not now. Going off of Q3 numbers, cash on hand ($47.5M) plus American Robotics alone give you around $118M (probably closer to $110M now after cash burn), and that is not including other assets. With the current market cap at $193M you're betting against a stock that theoretically can't really (shouldn't really) go much lower. Failure is baked into the current pps. If the company dissolved itself and sold off everything, from the water coolers to American Robotics (which is probably worth quite a bit more now than the $70M price tag ONDS paid last year for them), then you're not too far off the current market cap. So you're going to take that bet, against a company already at rock bottom, and risk getting slaughtered when big *validation* news comes out and the pps could potentially 10x? Good luck with that. |
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Post by captsmith77 on Mar 2, 2022 8:45:25 GMT
It was nice to see ONDS in the green Tuesday with the markets overall deep in the red.
As oil and gas prices continue to rise, and oil/gas companies continue to rake in the profits, hopefully the company is taking advantage of the situation with both their drone business as well as networking. I know that there was at least one more big O&G company that the company was close to providing drones.
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Post by JHam on Mar 2, 2022 12:56:16 GMT
It was nice to see ONDS in the green Tuesday with the markets overall deep in the red. As oil and gas prices continue to rise, and oil/gas companies continue to rake in the profits, hopefully the company is taking advantage of the situation with both their drone business as well as networking. I know that there was at least one more big O&G company that the company was close to providing drones.  |
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Post by JHam on Mar 2, 2022 17:53:22 GMT
OK, I got tired of waiting for this thing to dip back down into the low $4s. I added a bunch this morning and now have the most shares of ONDS that I’ve ever held. Looking forward to a lot of big news soon.
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Post by captsmith77 on Mar 11, 2022 2:24:56 GMT
I managed to sell the trading portion of shares (about 10%) I had for profit. If the stock keeps dipping back into the mid 4s range, I'll just rinse and repeat.
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Post by JHam on Mar 15, 2022 14:15:21 GMT
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Post by captsmith77 on Mar 16, 2022 8:27:01 GMT
Hopefully there's some news soon with meat. The stock won't rebound until then, or until they give guidance on revenues for the rail business.
I'm glad that they finally announced a date for FINS.
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Post by captsmith77 on Mar 17, 2022 9:25:10 GMT
The stock declined the first three weeks into the new year, reaching a weekend low of 4.17 on the 21st of January. Since then, six of the last seven weeks have seen an increase in PPS heading into the weekend. With a little luck this week, we might not only pass last week's closing price, but also the first week of this year, which would really be bullish.
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Post by JHam on Mar 17, 2022 15:16:10 GMT
The stock declined the first three weeks into the new year, reaching a weekend low of 4.17 on the 21st of January. Since then, six of the last seven weeks have seen an increase in PPS heading into the weekend. With a little luck this week, we might not only pass last week's closing price, but also the first week of this year, which would really be bullish. It’s on fire today. Possibly in advance of what could be a really exciting ER call next week. |
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