BMSInvests

$ONDS Here it is.. The biggest piece of research I’ve ever done and the most amount of work I’ve ever put into one post. The ENTIRE public staff directory of $ONDS and EVERY single one of its acquisitions. Nearly 400 members of staff, their job titles and, most importantly, their career backgrounds. The talent stacking from $ONDS the last 12 months has been insane. IDF, IAF, US Army, Elbit, Rafael, Raytheon..the list goes on and on. I hope you enjoy reading through this insane list of talent, just as much as I enjoyed compiling it for you all. This took me a few weeks to pull together, so any likes, reposts etc. would be extremely appreciated. CC: @ive_m5 @itschrisray @bodoxstocks @YoYInvestor @CeoOndas

It’s not to issue 400M new shares mate, it’s to raise the amount of authorised shares (to potentially issue) from 800M to 1.2B. They’re not going to issue them all in one go, they may not even use them all over the next few years, but it’s about having the flexibility to do so. The letter clearly outlines the growth plan.

@BMSInvests @CeoOndas Isn't asking for approval to issue 400M new shares dilution? I’m genuinely curious why do you find the letter so positive

Taken a break over the weekend to be with family, back to it tomorrow. Loved the shareholder letter from @CeoOndas too. Hope it settled a few nerves for everyone in $ONDS.

@javillust @CeoOndas What dilution?

@BMSInvests @CeoOndas Yeah loving the dilution and the stock being down 5%, so great!

@MarkoTominic @CeoOndas Have to think about the long term vision and position accordingly.

@BMSInvests @CeoOndas The letter just reminded people about the increase in shares

@naian666 @CeoOndas Long term vision.

@BMSInvests @CeoOndas Nah. lots of short interest not fixed and now more share gonna be released. Hedging funds kills retail investors.

$ONDS Capital 🤝🏻 Online Oceans Have a feeling more Ondas Capital investments are coming soon👀

$ONDS 🗣️👀 Another article on IDR.. “In response to the growing drone threat, the IDF is currently deploying a series of advanced technological solutions along the northern border, aiming to achieve air superiority even against the smallest threats. One of the systems currently being tested in the field is the Iron Drone Raider, which combines radar for early detection with autonomous interceptor drones. Upon receiving an alert about a hostile drone intrusion, the interceptor takes off and navigates autonomously toward the target. At the point of interception, the system fires a net that captures the aircraft in the air, after which a parachute opens to safely lower it to the ground. This capability significantly reduces the risk of the explosive payload detonating in IDF territory or populated areas.”

$ONDS Fiber-Optic from the Rooftop: This Is How Hezbollah’s Explosive Drone Unit Operates mako.co.il/news-military/…

@dobe_muscle Wouldn’t say so personally, been reported by a couple of outlets now. There are gaps when it comes to tracking and detecting fiber optic drones, it’s not just an IDR issue.

@BMSInvests Sir, is it possible that Israel’s remarks are a form of positioning, reflecting resentment over defense-related companies being acquired by the United States?

$ONDS Not great feedback for IDR from the IDF.. 🗣️ “The previously tested Iron Drone Raider System has not shown significant success in the past, but it has been deployed in southern Lebanon; It uses drones that launch a net to trap the hostile explosive-laden drone” 🗣️ “The Iron Drone Raider System is designed to intercept drones using radar and an interceptor drone that fires a net to trap the target. Sources in the IDF drone field told ynet the system was tested previously, about a year ago, but did not prove effective in detection.”

@Aydin_Adam This is only referencing a reduced capability with fiber optic drones when tracking, there isn’t currently a 100% solution worldwide for it, not even in Ukraine. IDR is still a great solution for autonomous, GPS-denied or RF-jammed drones.

@BMSInvests So why deploy it, then?

@JuliusReynolds Yessir

It looks like it's just in regards to the inability to detect the Fiber connected drones because they don't cast off an RF signal, and they fly low to the ground. This makes them nearly undetectable for most systems. There have been many upgrades/ integrations in the past year to iron drone so hopefully some of the issues have been resolved because Iron drone is supposed to offer multlayered protection when RF signals fail such as Radar (short-range / low-altitude tuned) Electro-optical / infrared cameras (EO/IR) Acoustic sensors (sometimes) Upgrades in the past year since: Multi-target interception in real time Adaptive tracking + dynamic engagement Operation in GPS-denied environments Faster detection → decision → interception cycle (seconds) Increased autonomy + AI integration System-level upgrades via acquisitions Mistral acquisition (2026) → adds defense programs + scale Rotron Aerospace → improves propulsion/endurance tech Not the same Iron Drone Raider from a year ago.

@NextDoorNicky Seems like it’s just in regard to fiber optic drones which is a massive issue atm anyway. Still..

@BMSInvests Uh oh

$ONDS IDF deploys new system against drones in southern Lebanon: 'We're trying everything' ynetnews.com/article/s12ujz…

@iparsenal44 Hi mate, Ondas has had one of the largest influx of tute flow in 2025, going from 10-15m shares to 160m. 10x in 12 months. The next 13F deadline is coming soon so will start to see more activity in the coming weeks too. I always tend to use fintel.io/so/us/onds

@BMSInvests yo bro @BMSInvests i saw a lot of ONDAS good news everyday, including your in depth research but why there's lack of institution flow to the stocks - i trust that long term it'll be good but just that there's lack of movement at the moment haha

$ONDS 1,000 Iron Drone’s a day you say👀

@rndo_calrisian ONBERG are a game changer for Ondas in Europe.

@BMSInvests Whoa

I think UAS/CUAS has taken the limelight given the immediate threat, and rightly so, and USV/UUV’s are still under the radar with a lot of room to run. Hormuz showed how vital this technology is. Then the proxy Anduril play, expanding Army/Navy clientele, healthy cash position, negligible debt and now Covelya. I’m personally building out a position between $5-5.50 and will add heavy below $5 as that’s where I swing it up from last time.

@BMSInvests Can I ask why you believe in Kraken Robotics? Still a good price to get in? How long of a hold is this stock for you?

@blahblah4155 This is for a new R&D team to develop something completely new. They already have proven and operational products.

@BMSInvests Am I the only one that thinks this is super bearish? Why are they just now hiring for these positions. This takes years to build out.

$ONDS 👀🚨 Something big is brewing @ Airobotics.. Airobotics posted four vacancies yesterday, all stating that they are “currently building a next-generation autonomous aerial platform from the ground up, and they are looking for a leadership team to bring it to life”‼️ They are officially hiring for: 🧠 Edge Navigation Team Leader: To own the "brain" of the drone, designing navigation and state estimation systems. 🖥️ Frontend Team Lead (C2 Application): To build the primary command and control interface for operators from scratch. 🤝 Infra & Ecosystem Team Leader: To bridge engineering and DevOps, ensuring the entire org can deploy across cloud and air-gapped environments. 🛠️ Full Stack Tools Developer: To build critical internal systems that power engineering velocity and operational excellence. Keeping an eye on this one👀

@TrisInvest 👊🏻❤️

@BMSInvests Next level research as always bro! Keep up the great work 💪

$ONDS Here it is.. The biggest piece of research I’ve ever done and the most amount of work I’ve ever put into one post. The ENTIRE public staff directory of $ONDS and EVERY single one of its acquisitions. Nearly 400 members of staff, their job titles and, most importantly, their career backgrounds. The talent stacking from $ONDS the last 12 months has been insane. IDF, IAF, US Army, Elbit, Rafael, Raytheon..the list goes on and on. I hope you enjoy reading through this insane list of talent, just as much as I enjoyed compiling it for you all. This took me a few weeks to pull together, so any likes, reposts etc. would be extremely appreciated. CC: @ive_m5 @itschrisray @bodoxstocks @YoYInvestor @CeoOndas