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Post by JHam on Mar 17, 2022 15:31:46 GMT
Incidentally here is a post from ONDS permabull, allsystemsgo, over at ST. He knows management and usually has a good understanding of things:
$ONDS before the end of March, we will get earnings and the Rail/networking day. As ONDS has clearly stated in the past, the Rail/networking day will lay out revenue projections for the networking side of ONDS biz. Onds management is quite bullish about the potential for a significant ramp in Rail revs as they hold a technology monopoly on the 802.16s/t standard (ONDS has patented the std) which the Rails (and ultimately other industries) will use to convert capacity constrained, narrowband networks into broadband functionality.
I assume we will see a range of potential Rail revs for 2022, 2023 and 2024. My guess is $25-30 mm ‘22, $60-80 mm ‘23, $100-125 mm ‘24 w
With strong growth beyond. Onds will go from a pre rev company to a dynamic grower. The bears assume there is zero rail opportunity. Boy are they in for a smack down
And the AR drone biz is worth many many billions. Absolutely Massive potential being ignored
2.3 mm share sold short. Yikes
Fireworks cometh
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Post by JHam on Mar 18, 2022 14:33:51 GMT
I added more yesterday at $5.94 and a little more today. I'm done for now, but glad to see things starting to pick up. Still have a ways to go to get above my cost basis of $8.39. Hopefully that happens soon.
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Post by captsmith77 on Mar 19, 2022 16:19:10 GMT
My cost avg is back up to 8.30, as my trade off of it using my IRS $$$ as well as the $$$ I had on the side was very profitable. I used a LIFO order so I can continue to trade as desired, which is why my cost avg went up and not down. I have no desire to take a loss here.
This week's close was very impressive, but they'll need to deliver next week on some end, even if its just the revenue projections for rail projects. The first number that he posted was a similar number I had in mind, and that alone could be extremely problematic for shorts.
There's a lot of disinformation still out there though, so no guarantee that it won't drop back down to the 4s range at some point if things don't transpire as we hope quickly enough. If that's the case, its a great chance to add on weakness as we know what we own should they succeed, which I strongly believe that they will.
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Post by JHam on Mar 20, 2022 16:04:57 GMT
My cost avg is back up to 8.30, as my trade off of it using my IRS $$$ as well as the $$$ I had on the side was very profitable. I used a LIFO order so I can continue to trade as desired, which is why my cost avg went up and not down. I have no desire to take a loss here. This week's close was very impressive, but they'll need to deliver next week on some end, even if its just the revenue projections for rail projects. The first number that he posted was a similar number I had in mind, and that alone could be extremely problematic for shorts.There's a lot of disinformation still out there though, so no guarantee that it won't drop back down to the 4s range at some point if things don't transpire as we hope quickly enough. If that's the case, its a great chance to add on weakness as we know what we own should they succeed, which I strongly believe that they will. If they were to project $25M for 2022, that would be huge. |
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Post by captsmith77 on Mar 21, 2022 12:35:32 GMT
I really do believe that 2022 will be a huge year for this company and its shareholders. We've yet to see the end result of combining the two companies, and there's a huge opportunity in not only offering DaaS, but on a private, secure network that has a huge range in square miles.
Today's news is dynamite.
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Post by JHam on Mar 21, 2022 15:17:02 GMT
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Post by JHam on Mar 21, 2022 15:50:47 GMT
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Post by captsmith77 on Mar 22, 2022 6:14:14 GMT
It'll be interesting to see how it's integrated. They have their own drones, capable of moving greater payloads, including the heavier lidar. There are tight restrictions from the FAA on how much of a payload the scout can carry, in order for true autonomous operation. They also had a drone with a lighter payload, and I'm guessing that will be the first that the scout system will be converted to as long as it falls within the FAA guidelines.
Over the weekend when I was browsing their career page, I couldn't help notice in their animated video that it showed a few drones passing by trains. I figured it was only a matter of time until they were able to connect the drone side of their business with that of the networking. Adding the rail sector adds a huge dollar figure to the potential here, especially since they're already lined up as the standard for networking upgrades.
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Post by JHam on Mar 22, 2022 14:14:13 GMT
Amazing call. So much to talk about, but I'll have to write more later.
50M shares ATM but they only plan to tap into it as needed. 5 total RR deals expected by the end of 2022. $20M in rr revs in 2022.
Market is definitely liking what they heard.
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Post by captsmith77 on Mar 22, 2022 14:29:33 GMT
The call took place just after I got off work, so will have to read a transcript when it comes out.
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Post by JHam on Mar 23, 2022 2:09:51 GMT
The call took place just after I got off work, so will have to read a transcript when it comes out. It is a must-listen/read call. Here are some cliff’s from Ophir who went from cautiously optimistic to game-over bull in the matter if an hour: |
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Post by JHam on Mar 23, 2022 2:10:32 GMT
Also this:
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Post by JHam on Mar 23, 2022 2:11:24 GMT
And this must read thread:
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Post by JHam on Mar 23, 2022 2:24:21 GMT
This tweet in particular is telling. ONDS is going to own legacy RR making the transition. Eric Brock has been doing an amazing job creating a market here. Ophir thinks this is a $20 stock *today*. After this call it’s really hard to argue with him.
For anyone thinking you missed the $4 lows from the other day and it’s too late to jump in, my average is $8.30 (current pps is $7.19), and I plan to continue buying up to $10. Not financial advice:
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Post by captsmith77 on Mar 23, 2022 6:56:09 GMT
A valuation of 1B would be more than $20 PPS, unless he's factoring in a good amount of dilution, which is possible given the shelf.
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Post by captsmith77 on Mar 23, 2022 8:26:35 GMT
I'm at work right now, but managed to download the conference call, so can listen to it later when I get home. Based on everything I've read, it seems that significant growth is the story from here on out. First quarter results are only a couple of months away, and we'll likely start to see the impact in revenues.
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Post by captsmith77 on Mar 23, 2022 8:49:07 GMT
It's 3:46 AM CT, and the bid/ask shows as follows......
7.68, 8.10 Pre-market volume is only 400 with the current price @ 7.68, but its looking as though it could be another solid day of trading, with the possibility that I could finally reach a break even point. Onward and upward, IMO.
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Post by captsmith77 on Mar 23, 2022 14:45:38 GMT
Just listened to the conference call. It sounds like 50K in recurring revenue for each drone-in-a-box is "conservative", and that management will discuss it later this year. It's all about the data, and this tells me that they see even more value in the service they already provide, or will be providing their customers.
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Post by captsmith77 on Mar 29, 2022 9:00:56 GMT
Eight of the last nine weeks have ended in the green for the week with ONDS. Monday was solid after a weaker Friday, so let's see if we can continue and keep moving the trend higher. Monday's highs were also right up there with last week's highs, so that's another plus as it's very clear that there are few sellers, but that the demand for shares is there.
Shorts will have to cover sooner or later, as we have plenty of catalysts coming that should easily drive this northward.
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Post by JHam on Mar 29, 2022 15:06:00 GMT
Eight of the last nine weeks have ended in the green for the week with ONDS. Monday was solid after a weaker Friday, so let's see if we can continue and keep moving the trend higher. Monday's highs were also right up there with last week's highs, so that's another plus as it's very clear that there are few sellers, but that the demand for shares is there. Shorts will have to cover sooner or later, as we have plenty of catalysts coming that should easily drive this northward. I added more this morning. That’s probably it for now. |
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