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Post by magnus123 on Jun 14, 2021 17:08:09 GMT
Dan said in his last newsletter that he has ONDS on his list. Zoom meeting this week with management. I want to buy, but I am in desperate need for a large chunk of cash to initiate a meaningful position.
I need some good trades first before i can buy.
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Post by JHam on Jun 15, 2021 1:55:42 GMT
Dan said in his last newsletter that he has ONDS on his list. Zoom meeting this week with management. I want to buy, but I am in desperate need for a large chunk of cash to initiate a meaningful position. I need some good trades first before i can buy. Yeah I just saw that. I think anything under $10 is a good price and I plan to continue adding while it is still below that number.
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Post by JHam on Jun 22, 2021 12:10:57 GMT
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Post by magnus123 on Jun 22, 2021 20:04:52 GMT
Finally bought some shares today. Very promising!
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Post by JHam on Jun 23, 2021 16:38:08 GMT
Finally bought some shares today. Very promising! Shwew. Glad you bought some since you are my lucky charm
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Post by magnus123 on Jun 24, 2021 20:21:06 GMT
Finally bought some shares today. Very promising! Shwew. Glad you bought some since you are my lucky charm Nice I need more time to build my position. Hope that it will fall again tomorrow.
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Post by JHam on Jul 4, 2021 4:46:10 GMT
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Post by JHam on Jul 4, 2021 4:53:03 GMT
Lots of upcoming milestones including 900 MHz commercial deployment in 2H 2021, potential commercial ATCS orders in 2H 21, AURA FAA commercialization JV pending, and AR acquisition close in Q3 of 2021:
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Post by JHam on Jul 7, 2021 1:11:10 GMT
www.businesswire.com/news/home/20210706005812/en/Ondas Holdings Inc. Announces Filing of Definitive Proxy Statement and Date for Special Meeting of Shareholders Relating to Previously Announced Acquisition of American Robotics, Inc.Special Meeting of Shareholders to be held on August 5, 2021 at 10:00 a.m. ET
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Post by JHam on Jul 9, 2021 15:29:04 GMT
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Post by JHam on Jul 14, 2021 14:16:18 GMT
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Post by JHam on Jul 17, 2021 2:41:10 GMT
ONDS filed their proxy on July 14th for the acquisition of American Robotics. The revenue projections they included, while not surprising if you looked at the latest presentation or listened to the call, are something else!: ir.ondas.com/all-sec-filings/content/0001213900-21-035783/defm14a_ondas.htm?TB_iframe=true&height=auto&width=auto&preload=false (pg. 48) Projected $10M in 2022 but increases to $440M by 2025! That's crazy. Total revenue for ONDS in 2020 was $2M They have to deliver of course, but once they make the first few deals you hope the market will start to realize they are legit. As crazy as these numbers are I can't imagine them wanting to over-estimate, so they could actually be conservative numbers. As Ophir Gottlieb posted on twitter the other day, the big story is the projected $254M in unlevered FCF by 2025. That would make it a $5-10B company. Fully diluted it is currently $400M. And again, this is *ONLY* for American Robotics! Their base business, FullMax, is probably worth a few billion on its own. The merger vote is August 5th (sooner than I thought it would be). I think the market is waiting for the merger to be official. I hope we see some action once it is complete.
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Post by JHam on Jul 19, 2021 1:05:26 GMT
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Post by captsmith77 on Jul 19, 2021 14:55:33 GMT
Bought a bunch of shares this morning @ $7.25.... Never been more disappointed to be in the green as my greedy paws were ready to buy even more.
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Post by JHam on Jul 19, 2021 15:10:58 GMT
Bought a bunch of shares this morning @ $7.25.... Never been more disappointed to be in the green as my greedy paws were ready to buy even more. Wow, great buy. I’m jealous. This is the one stock I am really looking to add more of. I have a solid position, but yeah, I’m greedy too.
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Post by captsmith77 on Jul 19, 2021 15:53:20 GMT
Bought a bunch of shares this morning @ $7.25.... Never been more disappointed to be in the green as my greedy paws were ready to buy even more. Wow, great buy. I’m jealous. This is the one stock I am really looking to add more of. I have a solid position, but yeah, I’m greedy too. I found it an interesting coincidence that their acquisition target is from Marlborough MA...
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Post by selluwud on Jul 19, 2021 17:16:08 GMT
Wow, great buy. I’m jealous. This is the one stock I am really looking to add more of. I have a solid position, but yeah, I’m greedy too. I found it an interesting coincidence that their acquisition target is from Marlborough MA...
LOL, stem cells anyone, AI controlled by Lanza.
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Post by captsmith77 on Jul 20, 2021 14:50:01 GMT
Second day watching Level II, and there are very few sellers. Has a chance to break the 8s today, IMO.
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Post by JHam on Jul 21, 2021 14:09:16 GMT
Second day watching Level II, and there are very few sellers. Has a chance to break the 8s today, IMO. Nice call yesterday. Things are starting to happen here, as you’ll see in my post below. Won’t be long before $8 is in the rear view mirror.
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Post by JHam on Jul 21, 2021 14:10:50 GMT
For those who don’t know. Here is the 2020 PR about the agreement between Siemens and Ondas: new.siemens.com/us/en/company/press/press-releases/mobility/siemens-mobility-ondas-networks.htmlSiemens Mobility and Ondas Networks bring next-gen wireless to North American Rail MarketNew York | May 14, 2020 * Ondas Networks’ Mission-Critical IoT (MC-IoT) radio technology to be featured in new Siemens-branded portfolio of radio products – available by year-end. * Portfolio will include new dual-mode radios that implement Siemens Mobility’s ATCS protocols with Ondas’ next-gen MC-IoT architecture—- And here is news from last week: www.forbes.com/sites/alanohnsman/2021/07/07/amtrak-buying-advanced-siemens-trains-as-it-overhauls-rail-network/?sh=451bb8224e68Amtrak Buying $3.4 Billion Of Advanced Siemens Trains As It Overhauls Rail Network— Keep in mind, this is their base business, separate from the new initiative with AR (which is potentially worth $5-10B by 2025). The agreement with Siemens has the potential to rake in tons of revenue. This latest deal with Amtrak is just the tip of the iceberg. Lots more like this to come. I hope we start to see the financial impact from this deal in Q3 earnings.
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