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Post by captsmith77 on Jul 21, 2021 16:05:25 GMT
The huge overhaul in infrastructure is one of the reasons I really wanted in, given the potential. And I'm sure the robotics purchase can be utilized somewhere in the mix of it all.
Of course it'll be a matter of being able to produce enough of them and their charging stations to make anything happen.
They already have their hands full with purchase orders it sounds like, and the demand there might already be more than they can handle.
Wanted to note too that the charging station was recently patented, as I checked. They also have at least two other patents related to the scout system.
As long as the acquisition goes smoothly, it's all green for this company and it's vision, IMO.
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Post by JHam on Jul 23, 2021 3:51:23 GMT
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Post by captsmith77 on Jul 23, 2021 23:17:18 GMT
Added some more shares @ $7.85. I really like these prices under $8-
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Post by JHam on Jul 30, 2021 10:19:34 GMT
Added some more shares @ $7.85. I really like these prices under $8- Great graph courtesy of the NY Times showing the difference between the original infrastructure plan and the one agreed to yesterday. Though much watered down, as it pertains to ONDS (and QUIK for that matter) it's good to see that Railways and Broadband will still receive a relatively sizable amount of funding. $66B for Rail and $65B for Broadband.
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Post by JHam on Jul 31, 2021 3:18:19 GMT
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Post by JHam on Jul 31, 2021 3:29:18 GMT
More FYI. This is how the relationship between AURA and ONDS is described in the 10Q:
UAS, Drones and AURA Network Systems
In December 2019, Ondas received a purchase order for FullMAX base stations and remote radios from AURA Networks Systems (“AURA”), a privately held company deploying a nationwide network for the command and control of commercial drones. AURA’s key differentiator is its exclusive ownership of dedicated, licensed Air-to-Ground frequencies. We and AURA believe that operators of large, fast-moving and high-flying drones, including those used for inspection and security applications as well as those for the Urban Air Mobility market (also known as “flying cars”), will require a secure command and control network like that planned by AURA. This command and control (C2) network will be designed to meet FAA requirements in order to fly long distances beyond visual line of site (BVLOS) of a drone operator.
In July 2020, we completed delivery of AURA’s first purchase order for the ground infrastructure. AURA has now installed its initial nationwide infrastructure based on our FullMAX technology in order to satisfy their FCC license requirements. In January 2021, AURA achieved another major milestone with approval from the FCC to use their frequencies for UAS / Drone operation. Based on this approval and other advances in the network, AURA placed a new purchase order in Q1 2021 for continued system development related to the optimization of FullMAX base station and remote radio equipment for customer testing and demonstration networks We are currently fulfilling the most recent order with a targeted completion of June 2021. We expect additional purchase orders in 2021 for development work related to further system commercialization, testing and customer demonstrations with planned commercialization to follow. We also expect AURA to place orders for testing equipment and demonstration network kits on behalf of its UAS customers.
On March 11, 2021, the Company received a purchase order from AURA Network System (“AURA”) to develop a radio system capable of performing Base Station and Mobile Remote functions in support of AURA’s C2 UAS system. As of March 31, 2021, 67% of the project was completed.
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Post by JHam on Jul 31, 2021 4:31:02 GMT
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Post by captsmith77 on Aug 3, 2021 14:12:26 GMT
Added some more @ 7.72. The vote is just around the corner. GLTA
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Post by JHam on Aug 3, 2021 14:16:55 GMT
Added some more @ 7.72. The vote is just around the corner. GLTA Well done. I’m extremely jealous that I can’t add more. ONDS currently makes up 15% of my portfolio, but I want more…MOOOOOoore…
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Post by captsmith77 on Aug 3, 2021 14:34:49 GMT
Added some more @ 7.72. The vote is just around the corner. GLTA Well done. I’m extremely jealous that I can’t add more. ONDS currently makes up 15% of my portfolio, but I want more…MOOOOOoore… I'm willing to take it to 33% should it drop further, but no more. I'm currently at 21%, which is risky enough. I'm satisfied if it moves up from here.
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Post by JHam on Aug 3, 2021 15:11:00 GMT
Well done. I’m extremely jealous that I can’t add more. ONDS currently makes up 15% of my portfolio, but I want more…MOOOOOoore… I'm willing to take it to 33% should it drop further, but no more. I'm currently at 21%, which is risky enough. I'm satisfied if it moves up from here. You are smarter than I am. That said, even with my current medium/large position if the pps goes to where I think it will in the next few years, I’ll still be able to buy that Yacht Magnus and I always joke about I really think ONDS is on to something. The closest competition is at least 3 years behind and by then they will have already made their mark in the space. They have to deliver of course, but they have already secured top tier partners like Siemens who are making multi-billionaire dollar deals with their base business. AR is the icing on the cake but when you look at the business model, and if they hit on their revenue projections, then theoretically this should be a $200+ stock by 2025. And that’s just from the AR side of things. Sounds crazy I know, but that’s what the numbers they have given us say.
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Post by captsmith77 on Aug 3, 2021 15:57:09 GMT
I'm willing to take it to 33% should it drop further, but no more. I'm currently at 21%, which is risky enough. I'm satisfied if it moves up from here. You are smarter than I am. That said, even with my current medium/large position if the pps goes to where I think it will in the next few years, I’ll still be able to buy that Yacht Magnus and I always joke about I really think ONDS is on to something. The closest competition is at least 3 years behind and by then they will have already made their mark in the space. They have to deliver of course, but they have already secured top tier partners like Siemens who are making multi-billionaire dollar deals with their base business. AR is the icing on the cake but when you look at the business model, and if they hit on their revenue projections, then theoretically this should be a $200+ stock by 2025. And that’s just from the AR side of things. Sounds crazy I know, but that’s what the numbers they have given us say. Yes, the question is how to get one of these beauties over to the US, as you can get a lot more bang for your buck in terms of yachts..... I just pulled up google maps, and South America is much further away from Africa than I thought. That's a LONG distance to get a cruising yacht meant for easier Mediterranean waters to where you want it having to cross the ocean. To make it even possible i would want a 24-26M vessel. I would think they'd make a great cruising yacht for shallower waters, though it would be nice to rent it out or something to help with upkeep costs associated. Most of your bigger gulets have crew quarters on top of guest cabins.
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Post by lcd on Aug 3, 2021 16:17:26 GMT
Love the optimism on this board.
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Post by JHam on Aug 3, 2021 16:30:25 GMT
You are smarter than I am. That said, even with my current medium/large position if the pps goes to where I think it will in the next few years, I’ll still be able to buy that Yacht Magnus and I always joke about I really think ONDS is on to something. The closest competition is at least 3 years behind and by then they will have already made their mark in the space. They have to deliver of course, but they have already secured top tier partners like Siemens who are making multi-billionaire dollar deals with their base business. AR is the icing on the cake but when you look at the business model, and if they hit on their revenue projections, then theoretically this should be a $200+ stock by 2025. And that’s just from the AR side of things. Sounds crazy I know, but that’s what the numbers they have given us say. Yes, the question is how to get one of these beauties over to the US, as you can get a lot more bang for your buck in terms of yachts..... I just pulled up google maps, and South America is much further away from Africa than I thought. That's a LONG distance to get a cruising yacht meant for easier Mediterranean waters to where you want it having to cross the ocean. To make it even possible i would want a 24-26M vessel. I would think they'd make a great cruising yacht for shallower waters, though it would be nice to rent it out or something to help with upkeep costs associated. Most of your bigger gulets have crew quarters on top of guest cabins.
Wow a gulet. Those are beautiful. The problem with that is that it’s a tough to operate alone. I was thinking more along the lines of a Wajer 55, or 77 (like the one Tom Brady just ordered). He had just bought the Wajer 55 which was the star of the party at the Super Bowl boat parade a few months ago (see video below). It’s good for shallow waters and easier to manage with a one man crew. I’m not sure how they delivered it to him from the Netherlands. Anyway, I will never own a Wajer. Even if I could afford it, it would still never happen. Fun to fantasize though
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Post by JHam on Aug 3, 2021 16:31:04 GMT
Love the optimism on this board. Some would call it pie in the sky
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Post by captsmith77 on Aug 3, 2021 16:49:41 GMT
Love the optimism on this board. It's like Jham said; fun to dream but in reality no way. Maybe a motorboat for a lakehouse or something, but a yacht is for the ultra wealthy and nothing but a huge money sink. For the type I'd want I'd need a crew, also.
In reality I'd like some land first and foremost to build. Eventually may get a "toy" in the form of a new Corvette or another sports car, but in general I don't see myself spending big on toys or entertainment.
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Post by captsmith77 on Aug 3, 2021 17:02:07 GMT
Green candle shooting straight up for the turnaround..... Custom "made in Maine" canoe, here we come!
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Post by JHam on Aug 4, 2021 6:27:56 GMT
I think a lot of data gathering companies share this sentiment and are anxious to get on board here: www.commercialuavnews.com/construction/autonomous-drones-to-solve-inventory-and-supply-chain-challenges?utm_source=Commercial%20UAV%20News&utm_medium=Social&utm_campaign=5_minuteAutonomous Drones Are (Finally) Being Deployed to Solve Inventory and Supply Chain Challenges
...The importance of this announcement was well understood, as it combined the benefits of safe flight in the NAS with the profitability of deployment without human intervention. Just as important was the company’s willingness to deliver units of their Scout System at a scale that few others could match.
Those distinctions were the exact combination that David Boardman had been waiting to see. The CEO of Stockpile Reports has talked about how drone technology can work at scale but the pieces to do so weren’t in alignment. For Boardman, the math associated with deploying drones at scale has always been difficult for one reason above all else. Over the past few years, that reason kept trending in the wrong direction.
“The challenges with keeping humans in the loop are really all about cost,” Boardman said. “Updates and innovation mean that the costs should be coming down, but the rates of drone pilots keep going up. That meant it made less and less sense to use drones, but that was all on account of having a human involved in these autonomous operations in a way they really didn’t need to be.”
With American Robotics approved to perform these autonomous drone operations, the applications that Boardman has long envisioned are finally making financial sense. That drove his decision to use the Scout system to build out an automated drone program that Stockpile Reports customers will be able to leverage in multiple ways.
...“Right now, anyone doing an inventory assessment once a year or quarterly can’t increase that frequency without increasing costs in a way that doesn’t work financially,” Boardman explained. “Autonomous drones completely change the business case though. With this capability, we can increase the frequency without substantially increasing the costs. If you can capture inventory at a fraction of a cost then you can take those inventory counts on a monthly, weekly or even daily basis. That takes you out of operations and into supply chain management which is where my customers want to be.”
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Post by captsmith77 on Aug 4, 2021 8:07:34 GMT
From a sales standpoint, any idea on how they plan to tackle that front? I see both companies have a lot of positions open, but nothing regarding sales. I wonder if they might plan to outsource sales?
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Post by JHam on Aug 4, 2021 8:49:28 GMT
From a sales standpoint, any idea on how they plan to tackle that front? I see both companies have a lot of positions open, but nothing regarding sales. I wonder if they might plan to outsource sales? I'm not sure. I imagine we start to hear a lot more on that front once the merger closes.
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