BMSInvests

Aggressive growth investor. Currently full port $ONDS

[BMSInvests @BMSInvests]

https://t.co/hOuMeGu85q

[BMSInvests @BMSInvests]

$ONDS

🇺🇸👀 The Commercial Drone Alliance are co-hosting the 2nd “Annual Countering The Threat: Drone Security Industry and SLTT Grant Forum for the 2028 Summer Olympics‼️

“With the Trump Administration making another $250 million in federal funding available to all 56 states and territories for CUAS technology procurement, the focus is on turning investment into effective drone security capabilities.”

Reminder: Eric Brock is the Co-Chair of the CDA👊🏻

Could we see Sentrycs securing another major event?

[BMSInvests @BMSInvests]

Integration obviously is a big one, and everything that comes with it (opex, does it accelerate profitability). Those questions can only be answered really in time and with execution.

Then we really need to see the first system of systems contract for Iron Wave, MODUS, LADOS etc. Anything layered CUAS/ISR to validate the thesis.

[BMSInvests @BMSInvests]

Think it’s that time again folks..

Ask me any question about $ONDS and I’ll answer it to the best of my abilities🤝🏻

No such thing as a stupid question either, genuinely just want to help people where I can👊🏻

[BMSInvests @BMSInvests]

@William95618625 That would be the revenues reported, most/all orders and tenders would be pay on completion.

[BMSInvests @BMSInvests]

@millwallboy8111

[BMSInvests @BMSInvests]

@easonzhang875 😂😂 that’s not me saying it’s gonna take 10 years to see any returns mate. Just saying we’re still very early in this buildout.

[BMSInvests @BMSInvests]

@LeranSun No problem!

Just try my best to bring you all the news before it happens and keep retail in the loop👊🏻

[BMSInvests @BMSInvests]

@LeranSun I wouldn’t sell if EPS misses slightly again, it’s tough to balance atm. If margins compressed, revenue misses and profitability timelines got pushed out then I’d consider it but it would have to be a nasty print.

[BMSInvests @BMSInvests]

$ONDS ⬇️

[OndasCapital @OndasCapital]

Ondas Capital is heading to Vilnius for Defending Baltics 2026, taking place on October 26–27 in Lithuania!

Karl Vahtre will be representing our team, connecting with defence industry leaders, technology companies and partners to exchange perspectives on the evolving defence landscape and lessons learned from Ukraine.

Attending Defending Baltics? Get in touch with Karl and let's connect!

See you in Vilnius!

#OndasCapital #DefendingBaltics #DefendingBaltics2026 #DefenceTechnology #DefenceInnovation

[BMSInvests @BMSInvests]

@me_have1457 A lot of OI/GEX pointing toward an upside move in Jan 27 for defense stocks.

I think clarity will be enough to stabilise at least, and then the value of the budget will determine upside, or start a move to the upside.

[BMSInvests @BMSInvests]

Great program win against the likes of Rafael & Elbit I believe it was.

We have some of the best engineers in Israel now, over 1,000 staff in Israel alone, expanding manufacturing and production capabilities etc.

I do think it’s also a case of “who you know in the industry”, although I don’t like to insinuate anything when I’m not 100% sure.

Overall it’s a great development and hopefully we hear something at earnings, as I can’t find anything based on the next stage of the program.

[BMSInvests @BMSInvests]

Thank you mate, I really appreciate it.

5 years time I imagine we’ll be doing multi-billion dollar revenues, profitable, expanded margins etc. I don’t see any reason why Ondas can’t be a high double-digit company.

This is the groundwork being put in now for a much larger company than 99% of us ever imagined when we first started investing into it.

OpEx should have peaked in Q2, operating leverage should start to kick in at Q3, as we now focus on execution.

[BMSInvests @BMSInvests]

@CardiBagger Once the midterms are out the way and the NDAA passes, albeit potentially reduced, we’ll have a lot more clarity in the sector.

[BMSInvests @BMSInvests]

@Ambitiousplays1 I’ve been buying all the way up and all the way down🤷🏻‍♂️

[BMSInvests @BMSInvests]

@me_have1457 I believe that we’ll get a reduced NDAA budget but it will still be an increase YoY.

[BMSInvests @BMSInvests]

Well, stockholder value rose by about 17x from Q225 to Q226.

Eric used to work on our side of the table. He knows the importance of a diversified and solid investor base, which includes retail as well as institutions.

All of this work now is to create a larger business with a larger platform capable of larger contracts/tenders to ultimately create stockholder value.

[BMSInvests @BMSInvests]

@KongKatu Nice! You think the bottom is near/in then?

[BMSInvests @BMSInvests]

@TraderBrandon2 I’d probably just go off Eric’s word on this, it’s up to the security teams at the stadiums to announce it first. Probably a rolled into earnings now.

[BMSInvests @BMSInvests]

Nothing, they’re rightly concerned about the level of dilution and whether they can integrate all these businesses into one platform.

Informed investors believe in the long term plan and can see the integration in real time.

The narrative will only change once Ondas proves the thesis fully and executes.

[BMSInvests @BMSInvests]

@Gage769 Yes.

[BMSInvests @BMSInvests]

@JohnCar12437541 This explains it best mate.

Rails are slow, Networks has been deconsolidated so it doesn’t affect the balance sheet.

But the TAM is very real, it’s just a matter of time.

[BMSInvests @BMSInvests]

🚨🚂 $ONDS 10Q just hit the wire, big Networks update that was hinted at in the in the earnings report.

Simplified version here:

In January 2026, Ondas initiated and participated in the capital restructuring of Ondas Networks after minority shareholders exercised warrants and increased their ownership.

As a result, the Company deconsolidated Ondas Networks (stopped including its full financial results in its own books) effective January 16, 2026.

Key impacts:

• The Company recorded a gain of $51.5 million from this deconsolidation.

• It removed Ondas Networks’ assets and liabilities from its balance sheet (notably inventory of $3.6M, some deposits, $5M in convertible notes, and $10.4M in notes payable to the Company).

• The Company still owns approximately 47.5% of Ondas Networks.

• This remaining stake is now treated as an equity-method investment (Investment in unconsolidated affiliate), but they chose the fair value option, meaning it is carried at current market value on the balance sheet, with any future gains or losses going through the income statement.

• There was no change in the fair value of this investment during the quarter ended March 31, 2026.

Bottom line: The Company no longer fully controls or consolidates Ondas Networks, but keeps a significant (non-controlling) stake and booked a $51.5 million accounting gain from the change.