Charles & Potomac Capital, LLC

C&P Capital is a Dallas-based private investment firm focused on technology, energy, aerospace, media and real estate.

[Charles & Potomac Capital, LLC @charles_potomac]

Congrats to @TXStockExchange on a major milestone, and to @GovHotWheels_TX for helping build the kind of environment where this happens.

[Governor Hot Wheels @GovHotWheels_TX]

@TXStockExchange: “The next chapter of American capital markets will be written right here in Texas — and we're just getting started."

TXSE, the first and only national securities exchange built and headquartered in Texas, has announced its first primary listing.

Let’s roll!

https://t.co/BX0P4QkV6Z

[Charles & Potomac Capital, LLC @charles_potomac]

Congratulations to our Founder, @Joe_Popolo , on his confirmation as U.S. Ambassador to the Netherlands 🇳🇱. We thank him for his leadership at @charles_potomac and look forward to building on his legacy as he takes on this important service to our country.

[Charles & Potomac Capital, LLC @charles_potomac]

Grateful to Catherine Bellah for her counsel as Head of Political and Philanthropic Mission. She continues her impactful leadership as Executive Director of the Popolo Family Foundation. Excited to welcome Eirann Howard, advising Ambassador Nominee Joe Popolo in his service to the Netherlands 🇳🇱
https://t.co/RDLSFfAOxj

[Charles & Potomac Capital, LLC @charles_potomac]

$ONDS investing in Norway’s Rift Dynamics to bring the Wåsp—a low-cost, combat-ready loitering drone for perimeter & battlefield defense—to U.S. markets.

🇺🇸 NDAA-compliant, EU/NATO-built supply chain
🤝 Strategic for American NATO-aligned defense
🚀 Initial U.S. order: 500 units
🛡 Complements Optimus & Iron Drone Raider in layered defense

With a strong balance sheet, $ONDS is well-positioned. C&PC looks forward to seeing more strategic investments ahead.
#defensetech #drones #NATO #ONDS

[Ondas Inc. @OndasHoldings]

Ondas Holdings has partnered with and invested in Norway-based Rift Dynamics, to establish a strategic relationship in Europe and secure exclusive U.S. rights to the NATO-compliant Wåsp FPV drone through @AmericanRobotic.

Low-cost. Attritable. Scalable to 20,000+ units/month.
First 500 units are being order to support U.S. defense programs.

@AmericanRobotic | @AiroboticsUAV | @OndasNetworks | $ONDS

[Charles & Potomac Capital, LLC @charles_potomac]

🚀 Big milestone for @OndasHoldings & @AmericanRobotic : Strategic partnership with Detroit Manufacturing Systems @DMS_NA to scale U.S.-based production of autonomous drones and re-shore advanced tech @DeptofDefense. Proud to support this next chapter in American innovation 🇺🇸

https://t.co/7Hi292nXoK

[Charles & Potomac Capital, LLC @charles_potomac]

@SerithTweet @OndasNetworks @UnionPacific @nscorp As they look for synergies in this deal new, more efficient, narrow band networks will be among them.

[Charles & Potomac Capital, LLC @charles_potomac]

Good news for $ONDS and @OndasNetworks as @UnionPacific and @nscorp look to merge. The efficiency, cyber security and track safety that 802.16 can provide across narrow-band networks just got more valuable. https://t.co/jr9PSlD3n5

[Charles & Potomac Capital, LLC @charles_potomac]

Congrats ⁦⁦@CeoOndas⁩ on retiring all of ⁦@OndasHoldings⁩ $ONDS convertible notes. Now that the dilution is over, the capital plan is in place and orders are rolling we look forward to big things! https://t.co/7IO1q6Xf8e

[Charles & Potomac Capital, LLC @charles_potomac]

@OndasNetworks will be a powerhouse, stand-alone communications and network services provider. It has 100% ownership of 802.16t..THE next gen com's solution for entire rail industry. IOHO $369M is not full value. $ONDS

[M5IVE @ive_m5]

$ONDS as a reminder - I did say wabtec could just buy networks(rail) for $369M and call it a day... perhaps it is much higher now that HOT/EOT is in play on 450 mhz.

[Charles & Potomac Capital, LLC @charles_potomac]

While we have been disappointed by the pace of rail adoption for @OndasNetworks it is happening. NGHE is coming and the @AAR_FreightRail has validated 802.16 as THE standard. All legacy NB networks are cyber-vulnerable. 802.16t enables advanced cyber technologies to ensure ALL critical rail networks (900/450/220/160) are secure and resilient.

National policy is requiring these upgrades across all critical infrastructure markets. $ONDS

[M5IVE @ive_m5]

$ONDS In my opinion - the value of networks (rail) segment just 10X'd overnight considering the 450mhz and 802.16t will be the new backbone on HOT/EOT replacement technologies to address this known vulnerability.

https://t.co/QUPr0EEMUv

[Charles & Potomac Capital, LLC @charles_potomac]

With Markus at the helm we have a serious rail veteran building out the platform. IOHO there are serious strategic investors that do value @OndasNetworks. We look forward to helping to unlock that value.

[Charles & Potomac Capital, LLC @charles_potomac]

@ive_m5, it is not our view that @OndasNetworks is creating an overhang at $ONDS...its just that the market is not valuing it appropriately. The #802.16 tech represents a generational change for the massive NA rail industry.

[Charles & Potomac Capital, LLC @charles_potomac]

@ive_m5, it is not our view that @OndasNetworks is creating an overhang at $ONDS...its just that the market is not valuing it appropriately. The #802.16 tech represents a generational change for the massive NA rail industry.

[M5IVE @ive_m5]

$ONDS Networks (Rail) is an essential part of the business and vital to public safety. However, I think it's creating an overhang to the stock. If Ondas can monetize Network's by the end of Q4 or by Q1 26' that would be extremely bullish and then split/spin to new ticker symbol $OAS and be the new formidable defense / tech company.

Extension of the Networks Notes to December appears favorable for such to occur.

[Charles & Potomac Capital, LLC @charles_potomac]

It would appear to us that: the significant fundraising @OndasHoldings just completed to de-risk the balance sheet; the maturity of both businesses and growing order books; and the market appetite for pure-play #aerospace and defense,
and #telecommunication now is the right time to have that conversation.

[Charles & Potomac Capital, LLC @charles_potomac]

Thank you @ive_m5. You ask the right question about whether @OndasHoldings creates more value for it's shareholders by having @OndasNetworks and OAS (@AmericanRobotic / @AiroboticsUAV ) in the same company.

[M5IVE @ive_m5]

$ONDS My Family Office preference is to have a split/spin for Networks(Rail) and OAS(Drone). The sooner the better. We own ~2M shares across all accounts with our latest additions. Hopefully this is something that is addressed on July 9th during the investor day meeting. Thank you!

@CeoOndas @charles_potomac @Joe_Popolo

[Charles & Potomac Capital, LLC @charles_potomac]

@CeoOndas has done a fantastic job building two mature technology platforms. Along with his amazing teams he has taken them from idea, to poc, to mvp to actual product to program of record. And we believe both platforms are ready to scale.

[Charles & Potomac Capital, LLC @charles_potomac]

Congratulations @CeoOndas on @OndasHoldings Iron Drone order. The @charles_potomac team is gratified to see you and the @AiroboticsUAV team scale this business.

[Eric Brock @CeoOndas]

@OndasHoldings has announced a significant new order today, validating the strong demand for our autonomous drone platforms in global defense and security markets. Our backlog has expanded to $28.7 million from $10 million to start the year, further demonstrating the momentum of our business.

@AiroboticsUAV | @AmericanRobotic
@OndasNetworks