@WLCMensSoccer With all these acquisitions and the reported hundreds of millions of dollars in orders, is Ondas actually getting closer to delivering products in large quantities, or is it still building the infrastructure to do so?
@BMSInvests Of the hundreds of millions in orders Ondas has announced, how much product has actually been manufactured, shipped, accepted by customers, and paid for?
@wealthmatica $1 billion annualized run rate means the company would be generating revenue at a pace equivalent to $1 billion annually.
$1 billion in actual 2026 revenue would mean it collected that amount in sales over the entire year. Those are very different things.
@OutOfStockPod Dilution is the biggest explanation. Suppose a company doubles its revenue but also dramatically increases its outstanding shares.
The business can become much larger without each individual share becoming proportionately more valuable.
@KabraxFX ONDS isn’t simply trying to compete with countries manufacturing cheap drones. They’re positioning themselves in autonomous drone systems, counter-drone defense, surveillance, and integrated military and security solutions. They are not into $500 Drones
@bodoxstocks The Palantir announcement doesn't include immediate new revenue. Regna AI is a newly formed business, and Ondas is its first customer. Investors may be waiting for outside contracts before assigning it significant value.
@CeoOndas@PalantirTech Investors want to know how much money Regna AI will generate for Ondas, not simply that Palantir is involved. Forming a company with Palantir is exciting, but it isn't the same as announcing a $100 million government contract.
@WealthTheorist The only 3 things ONDS share holders need to have 1)actual deliveries, 2)cash flow and dilution, and 3)whether revenue continues tracking toward guidance
@wealthmatica To start a squeeze what we need. Ondas is ahead of its delivery schedule and raising revenue guidance again. That would be stronger evidence than another contract announcement.
Do I think Brock might make that announcement before the next earnings report? Yes, it's plausible.
@wealthmatica September 15: 237.1 million shares shorted.
September 30: 228.55 million shares shorted.
Net reduction: Approximately 8.56 million shares.
@wealthmatica Based on the figures we just discussed:
September 15: 237.1 million shares shorted.
September 30: 228.55 million shares shorted.
Net reduction: Approximately 8.56 million shares. That suggests short sellers were closing more positions than they were opening. Here's what I find
@Courage_wins The Ondas announcement titled “Bechtel and Cyberhawk Expand Strategic Collaboration to Advance AI-Enabled Construction” is still live on Ondas’ website, and the same announcement is also live on Cyberhawk’s own site.