
Sleuth ๐
6.4K posts

Sleuth ๐
@YoYInvestor
Early $ONDS investor. Sourcing alpha. Nothing I say should be interpreted as financial advice. I am not affiliated with any of the companies I discuss here.




$ONDS What does โOndasโ actually mean? Where does that word come from? ๐ค @SonnySidePonds got the scoop from the man himself, @CeoOndas: Ondas is a portuguese word meaning โwavesโ ๐ One of the founders of Ondas Networks came up with the name as a nod to the radio waves associated with their private wireless networks ๐ก โยฟQue onda?โ is also popular slang meaning โwhatโs up?โ or โwhatโs the vibe?โ ๐ค๐ผ Really enjoying these interviews from @Zero_Hour_Group with the Ondas commander in chief! ๐๐ผ














๐จ๐ $ONDS / INDO Earth Moving Ltd. Deal Screams Rafael Insider Connections!๐จ โฌ๏ธ Hereโs 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 โ massive contract โ 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: โINDOโs platforms + our autonomy โ robots for the most dangerous environments.โ 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.





Expect to see increased demand for airborne missile defense & CUAS technology from BIRD Aerosystemsโฆ now part of @OndasHoldings. Low-cost unmanned attack systems pose growing threats to military/commercial aircraft + high-value UAVs.


$ONDS CEO Eric Brock: โI have one bet. It has to work.โ ๐ฅ @CeoOndas used to manage a portfolio of up to 200 stocks at a time. If something wasnโt working, he could sell it. There were still 199 others. This isnโt an option anymore. As he told @SonnySidePonds in the @Zero_Hour_Group interview: โI have one bet. It has to work.โ 24/7, his energy and attention is now on a single name: Thatโs Ondas. This is the kind of extreme shareholder alignment you should be looking for from your CEOs. Not financial advice.



