Sheriff Capital

Independent research focused on the defense sector. Current defense plays : $ONDS & $RCAT
NFA

[Sheriff Capital @SheriffStrategy]

$ONDS Did the company get 18% worse today?

It’s important to ask yourself this on days such as today.

[Sheriff Capital @SheriffStrategy]

@GnarlyGainz @YoYInvestor Check my latest post, mkt conditions are absolutely brutal

[Sheriff Capital @SheriffStrategy]

$ONDS Chart Update : Personally added calls here. September 18 $15 strikes.

Reason for adding calls here was because the arrow pointing down popped up on my chart. Ive traded Ondas for about a year now. There hasn’t been a single arrow (gap) that hasn’t been filled. You also start to see support forming at the previous arrow which was pointing up, therefore bearish for the stock and that now is filled.

You could play this a lot more aggressively as well- I just don’t want theta decay to kill my calls.

I don’t buy calls very often, I usually sell them- but when there is an opportunity I like to take it.

NFA

[Sheriff Capital @SheriffStrategy]

Brutal day across the market.

[Sheriff Capital @SheriffStrategy]

@YoYInvestor @GnarlyGainz Yes. Market conditions will play a factor into this as well

[Sheriff Capital @SheriffStrategy]

@GnarlyGainz I think it will fill, but eventually. I like the reaction off the gap on the chart and the support it showed there. They typically fill the arrows that are pointing down first before taking it down more. In all cases, I still have cash.

[Sheriff Capital @SheriffStrategy]

@CeoOndas Cheers Eric congratulations 👏

[peter higgins @john_doe1479]

$ONDS today’s $4.8 mm 3 month contract with the navy is beyond incredible. Why? It is for one balloon. And $4.8 mm for 90 days is $53k per day pricing. So if this mission is extended in perpetuity (sure sounds like it will be) it would be $19.2 mm in revs for one coverage area.

Want some silly math? What if there are 1000 such coverage areas? Meaning 4000 3 month balloon missions. At $19.2 mm per annum that would equate to $19.2 B in annual revs

I know. I know. This is crazy talk. And not my expectation cuz ONDS would be a $1000 stock if so

But don’t forget WV CEO on Q4 call said he sees 1000s of missions per year. He specifically cited Air Force demand for 250 balloons . And golden dome for 100s

Anyway looking more and more like world view by itself will contribute north of $1 B a year in revenues in say 5 years

And world view could be worth over $10 B by itself. Or over $20 bucks a share Plus sentrycs at $2 B ish ($4) plus everything else, plus other amazing massive accretive deals teed up and ready to go

The party is just starting

Soon the market will understand the world view math. When it does, Katy bar the door

I don’t mean to short change any of the other amazing ONDS units by focusing on WV. But WV is one massive market inefficiency staring us in the face

I wonder what the clown who claims horrendous capital raise would think of the WV deal which was enabled by the capital raise he stupidly calls horrendous. Hmmm. Horrendous analysis I say

Buying WV for $150 mm and likely seeing its value skyrocket to $10 B plus is my kind of accretion all day long

[Sheriff Capital @SheriffStrategy]

@0xKwiik If it breaks the previous 15 high, I believe it will run further to 18+.

[Sheriff Capital @SheriffStrategy]

@SharkChart @RADHardTech @ChairmansLedger @YoYInvestor All good man- If its your buddy you can tell us. No hard feelings 🤠

[Sheriff Capital @SheriffStrategy]

@SharkChart @RADHardTech @ChairmansLedger @YoYInvestor Could care less-Sorry I don’t support identity theft, if thats your moral level go for it 👊

[Sheriff Capital @SheriffStrategy]

@SharkChart @RADHardTech @ChairmansLedger @YoYInvestor I don’t care for engagement nor followers, I don’t post often because at the end of the day my money is being made from almost 180 thousand shares of Ondas 🫡

[Sheriff Capital @SheriffStrategy]

@SharkChart @RADHardTech @ChairmansLedger @YoYInvestor Thats the path that you’ve chosen- stick to it

[Sheriff Capital @SheriffStrategy]

@SharkChart @RADHardTech @ChairmansLedger @YoYInvestor I know that both you and chairmans content sucks…

[Sheriff Capital @SheriffStrategy]

@SharkChart @RADHardTech @ChairmansLedger @YoYInvestor Or you’re simply defending a random person on X blindly because they said they like your content 😂 The guy is fake until he proves it otherwise and I will do the most in my power to bring awareness to accounts such as his.

[Sheriff Capital @SheriffStrategy]

@SharkChart @ChairmansLedger @YoYInvestor Wouldn’t put it past that

[Sheriff Capital @SheriffStrategy]

@RADHardTech @SharkChart @ChairmansLedger @YoYInvestor Can you also explain his JPM background and the fact that he supposedly sold a company for 100M+? You cannot stay anonymous and post vague AI analysis and expect anyone with common sense to believe it…

[Sheriff Capital @SheriffStrategy]

@SharkChart @YoYInvestor @ChairmansLedger Im all for supporting eachother, but I will not support a fake identity and no value provided.

[Sheriff Capital @SheriffStrategy]

@YoYInvestor @ChairmansLedger @BlackPantherCap @PhotonBull @kevinxu @retail_mourinho 💯