BMSInvests

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BMSInvests

BMSInvests

@BMSInvests

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

Katılım Ağustos 2022
1.1K Takip Edilen9.3K Takipçiler
BMSInvests
BMSInvests@BMSInvests·
$ONDS 🤔💭 Ahead of Ondas’ Q4 earnings on the 25th, what’s one thing you want to know/want more clarity on from the call⁉️ I’ll start: Ondas Networks’ progress👀
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BMSInvests
BMSInvests@BMSInvests·
@YoYInvestor @Gouden_Vloot He linked Lugassy through the IDF, not through Target Solutions IIRC?
BMSInvests@BMSInvests

🚨👀 $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.

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BMSInvests
BMSInvests@BMSInvests·
$ONDS 🚨 Insider links surface in Ondas’ INDO acquisition through OAS Co-CEO, Oshri Lugassy. #google_vignette" target="_blank" rel="nofollow noopener">calcalistech.com/ctechnews/arti…
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Eric Brock
Eric Brock@CeoOndas·
Expect to see increased demand for airborne missile defense & CUAS technology from BIRD Aerosystems… now part of @OndasHoldings. Low-cost unmanned attack systems pose growing threats to military/commercial aircraft + high-value UAVs.
DRONEXL.co@DroneXL1

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…

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BMSInvests
BMSInvests@BMSInvests·
Quad witching tomorrow, should be fun.
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BMSInvests@BMSInvests·
$ONDS 🚨 Rotron Accelerates UK and Allied Defence Capability Following Completion of Acquisition by Ondas 🗣️ “ Joining Ondas gives us the scale, reach and resources to accelerate the development and deployment of our technologies for defence customers in the UK and across allied markets.” 🎯 “Rotron’s mission, team and engineering culture remain unchanged. This partnership allows us to move faster, deliver more capability, and expand our impact in support of the UK and its allies.” rotronaero.com/insight/comple…
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BMSInvests
BMSInvests@BMSInvests·
@DaltonKrum Yeah deffo. Certainly seems like the main issue in the Rafael subsidiary deals anyway.
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Dalton K
Dalton K@DaltonKrum·
@BMSInvests They’re really beating this “mystery investor” horse to death lmao
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BMSInvests@BMSInvests·
$ONDS Old news, but new quotes from @CeoOndas: 🗣️ “As governments and security organizations begin investing in counter-drone infrastructure to protect cities, public events, and strategic facilities, solutions like Sentrycs' CoRF platform will play an increasingly central role in securing the lower airspace."
BMSInvests@BMSInvests

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

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BMSInvests
BMSInvests@BMSInvests·
$ONDS 🚨‼️ NEW: Ondas in an Acquisition Attack: In a Week and a Half, It Took Control of Four Weapons Manufacturers | Calcalist Just this week, the holding company, led by former Rafael executives, acquired the Israeli INDO Earth Moving to adapt heavy engineering equipment for combat zones, and the British Rotron Aerospace, which develops UAVs. Behind the acquisition spree stands an investor whose identity the company refuses to disclose. The aggressive acquisition campaign of the U.S.-registered holding company Ondas, backed by an investor whose identity is unknown, continues even amid a regional war in the Middle East. On Tuesday, the company reported that it acquired INDO Earth Moving, an Israeli company operating in the heavy engineering equipment field, for 140 million shekels. A day earlier, Ondas reported that it completed a deal to acquire Rotron Aerospace, a British company engaged in the development of unmanned aerial vehicles. In addition to gaining a foothold in the British market, Rotron may provide Ondas with access to tenders and projects of the British defense establishment and programs related to NATO procurement. In addition, last week Ondas acquired from the Pimi Fund, headed by Ishai Davidi, its share (50%) in the Israeli BIRD Aerosystems for more than 65 million dollars, at a company valuation of 133 million dollars. A few days earlier, it acquired the Israeli-American contracting company Mistral from businessman Eyal Banai for 175 million dollars in a stock deal. In January this year, it raised about a billion dollars from an investor whose details it does not reveal, and at the same time it is attempting to acquire Rafael’s subsidiaries, including the UAV company Aeronautics, the electro-optics systems company Controp, and mPrest, developer of the control and command units for the Iron Dome air defense system. An examination being conducted by the DECA in the MOD has been delaying for several months the advancement of the deal for Ondas to take control of mPrest due to its critical involvement in Rafael’s air defense system. Currently, Rafael is the largest shareholder in mPrest (43%), but Ondas is trying to acquire the shares from all other holders, including founder Natan Barak and OurCrowd fund, for about 100 million dollars, at a company valuation of more than 200 million dollars. Such a deal would leave Rafael as a minority shareholder in mPrest, and it is unclear at all what benefits, if any, it would gain from such a move. The defense establishment refuses to say whether the identity of the investor behind the capital driving Ondas’ aggressive acquisition campaign is known to them, and also does not reveal the status of the examination taking place at DECA and the decisions made so far on the matter. Security sources estimated in conversations with Calcalist that the prolongation of the examination at DECA, which is currently blocking the advancement of the deal for Ondas to take control of mPrest, indicates his position on the issue. At the helm of Ondas are senior figures formerly from the defense establishment and defense industries. The CEO of Ondas Israel is Brig. Gen. (res.) Oshri Lugassy, formerly Chief Engineering Officer in the IDF and Rafael’s deputy VP of sales in Israel. In the company’s advisory and management hive are Rafael’s CEO until about two years ago Yoav Har-Even, Dr. Irit Eden and Dr. Yehudit Hochman, formerly Rafael’s deputy VPs of R&D, and former chief of staff to Rafael chairman Yuval Steinitz, Efrat Lazri, who was recently appointed VP of Strategy at Ondas. Among Ondas’ executives is also Brig. Gen. Yaniv Rotem, formerly head of the R&D division at MAFAT (the Directorate of Defense Research & Development) in the Ministry of Defense. Recently, the manager of the land factory at Elta, Zvika Yarom, announced his resignation and move to Ondas’ ranks.
כלכליסט | Calcalist@calcalist

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

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BMSInvests
BMSInvests@BMSInvests·
$ONDS 🇩🇪 𝗢𝗻𝗱𝗮𝘀 𝗽𝗮𝗿𝘁𝗻𝗲𝗿𝘀 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝗼𝗻 @ 𝗘𝗻𝗳𝗼𝗿𝗰𝗲 𝗧𝗮𝗰 𝘄/ 𝗜𝗿𝗼𝗻 𝗗𝗿𝗼𝗻𝗲 𝗥𝗮𝗶𝗱𝗲𝗿! “Our mobile setup, which is ready for use within a very short time and integrates different sensors and effectors, received a lot of attention.” 👀
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dashriprocky
dashriprocky@seanylough·
No one understands this yet and its relevance. Impossible to price in but this will be so impactful towards scaling EU production while maintaining extremely high standards. No one will touch this quality and no one will be even close to creating a partnership like this. Undervalued!
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BMSInvests
BMSInvests@BMSInvests·
$ONDS 🚨‼️ 𝗠𝗼𝗿𝗲 𝗸𝗲𝘆 𝗱𝗲𝘁𝗮𝗶𝗹𝘀 𝗲𝗺𝗲𝗿𝗴𝗶𝗻𝗴 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗢𝗻𝗱𝗮𝘀/𝗛𝗘𝗜𝗗𝗘𝗟𝗕𝗘𝗥𝗚 𝗝𝗼𝗶𝗻𝘁 𝗩𝗲𝗻𝘁𝘂𝗿𝗲..👀🇺🇦 📈 HEIDELBERG holds 49% of the shares in "ONBERG". Leaving Ondas with 51% and the majority shareholder. 🗣️ Heideldruck CEO, Otto: “There are already numerous orders for (Ondas’) system(s). In addition, the system(s) is already delivered by Ondas to customers, including in Germany. 🌍“It has also been used in Israel and Ukraine. The most recent orders come from Gulf states.” Have they slipped up and confirmed that Iron Drone Raider is actively being used on the frontlines in Ukraine?👀
BMSInvests tweet mediaBMSInvests tweet mediaBMSInvests tweet media
BMSInvests@BMSInvests

$ONDS handelsblatt.com/unternehmen/in…

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