




BMSInvests
3.5K posts

@BMSInvests
Aggressive growth investor. Currently $ONDS. Previously $SOFI $BBAI $GRAB $SRFM.







🚨👀 $ONDS / INDO Earth Moving Ltd. Deal Screams Rafael Insider Connections!🚨 ⬇️ Here’s why: $ONDS just closed the acquisition of Israeli company INDO Earth Moving Ltd. - a company incorporated Oct 2024 that somehow landed a HUGE ~$140 MILLION prime-contractor tender for heavy-tracked military engineering vehicles + long-term support for a major military program. Barely 16 months old → massive contract → instant flip to Ondas. Coincidence? INDO Earth Moving's majority shareholder at sale today was INDO Innovate. Eli Hefets was CEO of both INDO Innovate (his bridge firm) and INDO Earth Moving. At closing - his INDO Innovate entity took the biggest slice (~946K shares + 275K escrow). Hefets' Rafael network runs deep, being the Former Regional Director for India himself and engaging consistently with ex-Rafael, now-Ondas staff incl. Moshe Maor and Shimon Naiman. The real intrigue? A wave of top Rafael talent has flooded to Ondas over the past year, with at least 8 former Rafael execs now powering Ondas. Exhibit A: Oshri Lugassy - Ondas OAS Co-CEO, ex-Rafael VP Sales & Marketing. He's the public face of the deal, stating: “INDO’s platforms + our autonomy → robots for the most dangerous environments.” But dig deeper: His wife, Yarden Alfo Lugassy, co-owns/co-directs Target Solutions Ltd. - which was another key pre-acquisition shareholder in INDO Earth Moving, snagging ~568K registered Ondas shares + 165K in escrow. And the shareholder circle? Includes Tzion (Zion) Sapir (beneficiary of ~378K + 110K shares) - if this matches the Rafael Singapore GM/retired IDF Brig Gen Zion Sapir (armored commands, Asia rep), it's classic tight-knit Israeli defense ecosystem stuff. This isn't just an M&A - it's Rafael alumni helping to build a U.S.-listed autonomy empire in $ONDS. Snapping up Israeli powerhouses, and fast-tracking robotic ground warfare tech. The talent migration + family-linked shareholders + rapid tender-to-exit pipeline? This smells like coordinated strategy from Israel's defense old guard pivoting to autonomous systems via $ONDS.


A Substack analysis by Kate McKenna has been circulating hard in defense circles this week, and the numbers inside deserve a wider audience. Eleven MQ-9 Reapers downed in under two weeks. $330 million gone, lost to Iranian surface-to-air missiles and el... dronexl.co/2026/03/19/ame…





$ONDS 🚨 Ondas' Sentrycs Supports Airspace Protection at World Economic Forum 2026 in Davos ir.ondas.com/press-releases…


חידת המיליארדים של אונדס: ארבע רכישות ביטחוניות בתוך 10 ימים ומשקיע אחד שנותר מסתורי calcal.ist/37vz5pdw @YAzulai

Drone Fight Club Academy (part of DFG) has joined the Independent Association of UAV Schools of Ukraine. Its mission is to train and certify UAV operators across a wide range of fields, and we are ready to share our expertise. 🇺🇦 #dronefightclub #academy #miltech #fpv #training



