Chris Edwards

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Chris Edwards

Chris Edwards

@Fast_Eddie_2001

Real Estate Developer by day, hunting asymmetrical investments by night

Atlanta, GA Katılım Ağustos 2021
120 Takip Edilen227 Takipçiler
Chris Edwards retweetledi
PureCycleTech
PureCycleTech@PureCycleTech·
The Board of Investment (BOI) of Thailand has admitted PureCycle to the Thailand FastPass Investment Acceleration Program and PureFive® is on the fast track to Asia! Click the link below to view our full press release on this exciting development. purecycle.com/blog/purecycle…
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Chris Edwards
Chris Edwards@Fast_Eddie_2001·
@chriswithans Cornyn is a milquetoast Northeastern type GOP Senator masquerading as a conservative in Texas...you can accept a Susan Collins type in ME b/c of the electorate, but in Texas would be nice to have someone with backbone who is willing to fight harder. IMO Paxton is that guy.
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Chris
Chris@chriswithans·
Cornyn is nothing like Tillis or Cassidy. He’ll probably lose tomorrow but if he wins, it’ll be because he’s handled himself much better than any other primaried senator or Congressman. I personally never understood the hate he gets. That said, no one is entitled to a seat so it’s not like Paxton was breaking the law by running in a primary. And “nice guy” Hunt ran in the primary too! Massie had to go. Cassidy was way out of step with his state. But if Cornyn does win, it’s just a couple of Senate votes difference between him and Paxton over this coming term.
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Chris Edwards
Chris Edwards@Fast_Eddie_2001·
@hkuppy They should have to certify their financials AND also their elections…same as a CEO would need to certify stuff annually!
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Chris Edwards
Chris Edwards@Fast_Eddie_2001·
@Libs_OfChicago Or he could drive drunk off a bridge and swim to safety to let his mistress drown!
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Libs Of Chicago
Libs Of Chicago@Libs_OfChicago·
Career suicide for Jaxon Dart. He had so many more options but he chose to go down this path, introducing President Trump at an event. He could’ve strangled his personal chef (Stefan Diggs) or a family member (Xavier Worthy, Zay Jones & Drew Ogletree). DUI was an option (Jordan Addison). Assaulting someone after a car accident (Rashee Rice). He could’ve assaulted a woman she was pregnant with his child (Von Miller).
FearBuck@FearedBuck

New York Giants QB Jaxson Dart introduces President Trump ahead of his speech in New York.

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Chris Edwards
Chris Edwards@Fast_Eddie_2001·
@bodoxstocks @Bleacherbum The linchpin of Ondas creating a system of systems is that it needs to be fully integrated…eventually a plug and play module…probably some hardware / parts coordination but this will be mostly via software compatibility
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Bodoxstocks
Bodoxstocks@bodoxstocks·
$ONDS 🫱🏻‍🫲🏼 Omnisys⚡️ the more I’ve looked into this over the past few days, the clearer it becomes that this is far more than just another „add revenue“ acquisition. Omnisys and its BRO software could actually become the missing glue that holds the entire Ondas stack together. because BRO goes far beyond traditional C2. it doesn’t just collect data and display a pretty battlefield picture. under real operational conditions, it calculates: which asset should be deployed where, against which threat, why that is the optimal decision right now. that’s a completely different level. and that’s the key point for me: you can own endless assets, drones, sensors, interceptors, ISR systems, but software like BRO is what actually allows you to orchestrate them efficiently. Palantir is excellent at seeing and understanding the battlefield. Omnisys focuses on planning, prioritization and optimization. Ondas brings the drones, sensors and effectors into the equation. together, this could become an incredibly complete system. 💭 the underrated part: BRO is not dependent on Ondas hardware a lot of people completely miss this. BRO was not built as some internal Ondas-only feature. the software is designed to integrate into third-party environments as well - whether customers already operate Sentrycs, Iron Drone or completely different systems. Omnisys isn’t just an internal software layer. It becomes a standalone product that can be sold directly to militaries, border security agencies, homeland security organizations and major defense primes. other C2 providers and system integrators could embed BRO to make their own solutions significantly smarter. that’s where the moat starts forming for me. BRO doesn’t need to replace legacy C2 systems. it can simply sit alongside them, model operational scenarios, identify weaknesses and optimize resource allocation. it can tell operators where they waste interceptors, where another sensor is needed or where the defense architecture breaks down. And yes, BRO becomes even stronger when paired with the Ondas stack but it doesn’t strictly require it. 💭 HERO connection: the piece that makes the whole puzzle start coming together BRO was already connected to the HERO loitering munition ecosystem before the acquisition 👀 Feb 2025: UVision and Omnisys announced that BRO would support mission planning, routing and orchestration for multiple HERO systems simultaneously. Oct 2025: Mistral and UVision land the massive US Army HERO-120 contract worth up to $982 million. then Ondas acquires Mistral. and now Omnisys. the mission optimization software and the strike munition ecosystem are sitting under the same roof. no, that doesn’t automatically mean Ondas participates financially in every HERO deployment. but the strategic pattern is hard to ignore. And it also shows BRO is not purely defensive software. it can operate inside strike missions as well. routing, targeting, mission orchestration and asset coordination. 💭 software margins: the business aspect Ondas openly describes Omnisys as a „high-margin, software-driven” business with 25 years of operational history and actual profitability. Ondas expects more than $100M in revenue contribution during 2026/27 alone. and if you’ve listened to Eric long enough, you know they usually guide conservatively relative to their long-term ambition. software margins in this space can realistically sit in the 60–75%+ range. that changes the entire revenue mix (high-end defense software can often support gross margins in that range, but Ondas has not disclosed Omnisys’ exact margin profile). that’s dramatically different from pure hardware economics with manufacturing, logistics and inventory complexity. more recurring revenue. better scalability. higher-quality earnings. higher valuation multiples.
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Chris Edwards
Chris Edwards@Fast_Eddie_2001·
@BigBlueUnited That’s bullshit. How about the players shut up and perform…or in Abdul’s case, stay awake in meetings
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Chris Edwards
Chris Edwards@Fast_Eddie_2001·
@CynicalPublius There is also the matter of the dog that didn't bark...there have been very few civil cases beyond Epstein/Maxwell...one would think this would be much easier to prosecute
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Cynical Publius
Cynical Publius@CynicalPublius·
The reason no one new is being prosecuted for Epstein-related crimes is because, based on the evidence available in the "Epstein Files," everyone who could be potentially prosecuted has been prosecuted. In other words, the "Epstein Files" are not the smoking gun everyone seems to think they are. If there was more there, the politicians screeching about the "Epstein Class" would be reading aloud the names of the unindicted criminals on the floor of the Congress. I'm not saying there are not people who are going unindicted and are running around scot free after committing disgusting crimes with Epstein. What I am saying is that there is an evidentiary standard by which indictments must happen, and that standard has not been met for anyone who has not already been indicted. At this point, the pols belaboring the "Epstein Class" know that nothing further can be done, but they are taking advantage of the belief that somehow information is being suppressed to gain political advantage. I would love for Thomas Massie, Ruben Gallego or Ro Khanna to prove me wrong--all they need to do is read the evidence aloud on the floor of the Congress. Why don 't they?
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Chris Edwards
Chris Edwards@Fast_Eddie_2001·
Still inning one or two for drone development, things moving at lightning speed. In conjunction with $PLTR, love what $ONDS is doing here, creating a turnkey / one stop shop for all things autonomous...cherry pick best of the best new drone tech, the integration within Ondas system and ultimately within Palantir/DoW infrastructure...huge value add, creating a network effect of sorts
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Sleuth 🔎
Sleuth 🔎@YoYInvestor·
THE $ONDS x $PLTR RELATIONSHIP IS COMPLETELY UNDERESTIMATED BY THE MARKET 🧠 Think about what it means to walk into a defense negotiation with $PLTR as your partner. Not as a customer of $PLTR, not as a reseller of $PLTR, but as a company that $PLTR chose to build with, go to market alongside, and architecturally embed their core AI platform into. This changes everything about the negotiation before a single word is spoken. The credibility transfer is immediate. $PLTR generated $687M in US government revenue in Q1 2026 alone. Their Maven Smart System was designated a formal DoW program of record in March 2026, embedded across every branch of the military simultaneously. The Pentagon awarded $PLTR an enterprise agreement worth up to $10B over a decade. They are not a vendor to the US military, they are foundational infrastructure. When a company of that caliber forms a strategic partnership with you, that’s an endorsement no marketing budget can replicate. The access is real: Oppenheimer’s research note published May 14 called the $PLTR partnership likely being underappreciated, specifically citing critical inroads to US agencies to help capture programs and contracts. Defense procurement is relationship-driven. Procurement officers buy from companies they know, in architectures they trust, through programs they have already approved. When $ONDS pursues a new program, they are not starting from zero in a room they have never entered. They are entering through a door that $ONDS already holds open across every branch of the US military. The architecture eliminates the integration objection. Will it work with what we already have? Who is responsible when it breaks? How long will it take to connect to our existing systems? $ONDS can now answer every one of those questions before they are asked: SkyWeaver runs on Palantir AIP, delivering finished intelligence through Maven, the DoW’s designated program of record for AI-enabled military intelligence across every combatant command. It populates Palantir Foundry environments that the customer may already have deployed. The integration question disappears because the architecture is already approved, already funded, and already embedded in the systems the customer is running. The competitive dynamic shifts fundamentally. Every competitor $ONDS faces in a program pursuit now has to explain why their solution is better than one built on the same AI infrastructure that the entire US military is standardizing on. That is not a question most competitors can answer well. It changes the burden of proof in every competitive evaluation from $ONDS having to prove their AI is good enough to competitors having to prove why their AI is better than the DoW’s own designated standard. The signal to acquired companies matters too. Hartman confirmed the $PLTR partnership is helping define repeatable integration patterns that make future acquisitions easier to absorb. Every company $ONDS acquires going forward comes into an ecosystem that is already connected to $PLTR’s government relationships, already running on AIP, and already recognized by defense procurement offices as part of the Maven architecture. The $ONDS acquisition pitch to a target company now includes access to $PLTR’s customer relationships as a day-one benefit of joining the platform. Ryan Hartman described the pace of all of this on the Q1 earnings call: They only started developing with $PLTR in January 2026. They moved from roadmap to deployed capability in weeks. The partnership is already improving operating cadence, integrating acquired companies faster, and coordinating joint customer pursuits across shared program opportunities. This is not a logo on a slide deck, it is an operational and commercial transformation that is already underway. Q4 2026 is when the full portfolio integration begins and the financial model begins to reflect what that transformation is worth. NFA.
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Chris Edwards
Chris Edwards@Fast_Eddie_2001·
@CynicalPublius Thing i’ve never understood if all these men (presumably) did horrible things, where are the lawsuits? Civil lawsuits have much lower threshold than criminal…nothing…not even during me too era…
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Cynical Publius
Cynical Publius@CynicalPublius·
If there is a there there, why has he not already done it? Epstein watchers need to consider that there is NOT a there there, and all Massie and Khanna were doing was grandstanding.
Gretchen Carlson@GretchenCarlson

I’m begging @RepThomasMassie to go on the House floor asap & read all of the names in the #EpsteinFiles - you were a hero for survivors - you believed them & fought for them. Your actions were brave & heroic. Now pls blow the whole thing wide open. Thank you.

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Cernovich
Cernovich@Cernovich·
Riddle: I banned you for voting for Trump in 2016. I paid $500,000,000 to help Joe Biden rig the 2020 election. I censored you for opposing the 2020 riots. I said you can’t claim Covid came from China. I demand that you give me data centers. Who am I?
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Ann Coulter
Ann Coulter@AnnCoulter·
Massie's not only the most conservative member of congress - in the freedom and constitutionalist sense - but also the smartest. He graduated from MIT with a B.S. in Electrical Engineering and Master of Science in Mechanical Engineering and while there, invented a haptic computer interface, founded a technology company in his dorm room, got dozens of patents, and made millions of dollars. Today the tech he invented is used in surgical training, robotics, and molecular research, among other things.
Alex Clark@yoalexrapz

The commentary online I’m seeing insinuating that “Thomas Massie is a Democrat” because he spars with Trump is literal retard boomer propaganda for the lowest of IQ individuals. Massie is probably the most conservative member of Congress what are you even talking about? Massie sticks to conservative principles even when politically inconvenient which is WHY Trump doesn’t like him. Trump doesn’t want you to vote for Massie over vanity reasons not because he is a “Democrat”. •He votes against “emergency” power grabs and bipartisan consensus bills that most Republicans eventually cave on. •He’s one of the few members who regularly reads and publicly critiques the actual text of legislation instead of just voting with leadership. •He opposed COVID lockdown policies, vaccine mandates, and massive pandemic spending earlier and more consistently than many Republicans who later rebranded as anti-lockdown. •He’s unusually hostile to corporate welfare, subsidies, and government-backed market manipulation, not just Democratic programs. •He frequently takes positions that hurt him politically or socially in DC because he prioritizes constitutional consistency over party optics. •He’s skeptical of the intelligence/security apparatus in a way that aligns with old-school civil-libertarian conservatism. •He has a long track record of voting against omnibus packages that many “conservative” Republicans publicly complain about but ultimately support because they are WEAK. He’s the most ideologically consistent. People may dislike his positions, but it’s hard to argue he’s transactional or opportunistic. He’s one of the rare Republicans whose voting record often aligns almost perfectly with a STRICT interpretation of limited federal power. He’s the most conservative member of Congress do not lose him!!!

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Erick Erickson
Erick Erickson@EWErickson·
The reality here is Ken Paxton can win Texas. But the lift to get him across the finish line will take money away from Georgia, North Carolina, Michigan, and other states. It'll be a pyrrhic victory for the GOP.
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Chris Edwards
Chris Edwards@Fast_Eddie_2001·
@Cernovich Paxton has won state wide office 3 times. The typical GOP establishment types are spreading FUD saying he can’t win.
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Chris Edwards@Fast_Eddie_2001·
@private_dataguy With tech and plant related hurdles largely met, material LOIs for future production will help with project financing, which in turn will expedite construction of Augusta, etc., which in turn will allow these companies to reach their targets sooner.
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Stan
Stan@private_dataguy·
There are many more here that you can connect the dots for $PCT on. The reality is these are large brands, they move slow but when they buy they will come in size. $PCT is already shipping and ramping with $PG and when these guys convert they will be in increments of 5/10/15 million pounds. The plant will be sold out and the only thing brands will be able to do is reserve their spot in the Thailand, Antwerp and Augusta plants. I suspect LOIs are already circling and you will have that confirmed once we see a project financing deal in Thailand. Some others: $CAG, $KVUE, $DANOY, $CHOBANI, $VW A packaging revolution is here folks, the signs are everywhere.
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Stan
Stan@private_dataguy·
In a few months, when folks look back at $PCT and say "well where the signs they would have all these massive customers", the signs were here: $MCD #Echobox=1771952608" target="_blank" rel="nofollow noopener">plasticsnews.com/processors/rec… Focused on plastic to plastic solutions for a circular solution and examining how to address EPR laws covering packaging. I wonder who they could possibly get their CLEAR, FDA Approved rPP from for their coffee lids and cold beverage containers? Hint: There is literally only one provider, mechanical ain't clear and chemical is literally banned in New Jersey.
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Chris Edwards
Chris Edwards@Fast_Eddie_2001·
$PCT has now pulled the wool over P&G, L'Oréal, Coke, Starbucks/Tim Horton's, Bruckner, the Cleveland Browns, the NJDEP, the Thais and the Europeans...they also tricked Valerie Mars to join the board, b/c billionaires have nothing to do w/ their time...but some random bears on X "know" the tech doesn't work
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#BuyFear
#BuyFear@FordWealth·
$PCT So happy Cramer doesn't understand it yet. On CNBC's “Mad Money Lightning Round,” Jim Cramer said no to PureCycle Technologies, Inc. (NASDAQ:PCT) as it has “almost no revenue.” benzinga.com/trading-ideas/…
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Chris Edwards
Chris Edwards@Fast_Eddie_2001·
@john_doe1479 @Bleacherbum $ONDS creating their systems of systems is aiming for a sort of network effect for defense departments. Take a new but highly fragmented industry and create a turnkey / one stop shop for all things autonomous…. I suspect they will start getting BO offers from defense majors
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peter higgins
peter higgins@john_doe1479·
$onds another extremely ACCRETIVE deal. Highly strategic. Software type margins. Recurring revs. IF PAID 4.0x revs (upper end of 2.5-4.0 range cited recently) then adds $50 mm revs. Double dip turns revs much higher. So 4x sales turns into 2.5-3x revs as part on ONDS.
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Chris Edwards
Chris Edwards@Fast_Eddie_2001·
I think this simplifies positioning of Ondas to market as drone / defense contractor. The network business was sort of a side hustle at this point. They would only need to buy 2.6% of networks to gain control...and they still have a call option on Ondas Networks. However I'm guessing they will divest from this over time.
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Chris Ray
Chris Ray@itschrisray·
Been a very busy weekend for me but I wanted to make sure I commented on this since it’s a pretty significant event that changes the $ONDS thesis to some extent. From this point forward, $ONDS will not recognize any top-line revenue from the Ondas Networks business. To summarize what happened: • Ondas Networks executed a separate funding round called the 2026 Networks Offering. • During this round, outside preferred shareholders exercised warrants to buy a massive amount of voting shares directly inside the Networks business (not the parent company). • Ondas Inc.’s ownership in the Networks business was diluted down to 47.5%. Because they own less than 50% and no longer have "unilateral power to direct the activities," they were legally forced to deconsolidate the business. • Accounting rules required Ondas to revalue its remaining 47.5% stake to "fair market value." This created a $51.5 million paper profit on the income statement. Ondas Inc. can no longer carry any assets from the Networks business on their balance sheet. • Because Ondas Inc. only owns 47.5% of the Networks business, Ondas Inc. will no longer report Ondas Networks' revenue on its top line. Instead, they’re using the Equity Method of accounting. Ondas Networks is now treated like an "unconsolidated affiliate" (an investment). • If Ondas Networks wins a contract and makes $10 million in net profit, Ondas Inc. will not show that revenue. Instead, they will simply record 47.5% of the profit ($4.75 million) as a single line item called "Income from Unconsolidated Affiliate" under Other Income. Losses will appear similarly as well. • $ONDS shareholders now hold a purely defense focused business with a passive 47.5% stake in a rail tech company that won’t generate any cash income, just paper gains/losses. My personal thoughts on this: I begrudgingly accept this, not only because I don’t have a choice, but because I originally invested in $ONDS for the drone business and not its Networks business. Still, I can’t help but feel a little disappointed since I saw the Networks segment as a call option for the business as a whole - much like Eric has said in past interviews. I’ve always been betting on the drone business, but a massive revenue surprise to the upside was always in the cards from Networks - until now. Yes, $ONDS still owns a fairly large stake, but not a controlling one. Like I said in the summary, our slice of the Networks pie can grow and shrink as that business grows/shrinks, but we won’t actually see any revenues from it anymore. Ondas Inc. would have to get paid dividends by Ondas Networks, or there’d have to be some sort of liquidity event in order to realize any cash on the Ondas Inc. income statements. Some of the positives: • Networks was burning cash. That stops showing up on income statements for $ONDS now. • A pure-play defense tech business can command a higher valuation than a mixed defense tech/radio hardware conglomerate. • $ONDS is now protected from any execution risk Networks might experience in manufacturing and deployment of its systems. • Networks can grow and raise funds without diluting $ONDS shareholders. ————————————————— What do you guys think about this change in the business? Happy, sad, indifferent? I was initially upset, but like I said, ‘begrudgingly’ accept it now. I think we can expect $ONDS to be a little lighter on its feet and move even faster in the months and years to come.
BMSInvests@BMSInvests

🚨🚂 $ONDS 10Q just hit the wire, big Networks update that was hinted at in the in the earnings report. Simplified version here: In January 2026, Ondas initiated and participated in the capital restructuring of Ondas Networks after minority shareholders exercised warrants and increased their ownership. As a result, the Company deconsolidated Ondas Networks (stopped including its full financial results in its own books) effective January 16, 2026. Key impacts: • The Company recorded a gain of $51.5 million from this deconsolidation. • It removed Ondas Networks’ assets and liabilities from its balance sheet (notably inventory of $3.6M, some deposits, $5M in convertible notes, and $10.4M in notes payable to the Company). • The Company still owns approximately 47.5% of Ondas Networks. • This remaining stake is now treated as an equity-method investment (Investment in unconsolidated affiliate), but they chose the fair value option, meaning it is carried at current market value on the balance sheet, with any future gains or losses going through the income statement. • There was no change in the fair value of this investment during the quarter ended March 31, 2026. Bottom line: The Company no longer fully controls or consolidates Ondas Networks, but keeps a significant (non-controlling) stake and booked a $51.5 million accounting gain from the change.

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Chris Edwards
Chris Edwards@Fast_Eddie_2001·
@ul_TrYBest10 @itschrisray Guess all I’m saying is I don’t think the accounting treatment changes much, I would not get caught up in that. The accounting changed different b/c they no longer have full control over Networks
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GGBone
GGBone@ul_TrYBest10·
@Fast_Eddie_2001 @itschrisray Even if it generates profits, those profits will not be consolidated into ONDS’s financials, meaning common shareholders will not directly benefit from them.
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GGBone
GGBone@ul_TrYBest10·
$ONDS So they spent years hyping up Ondas Networks, made shareholders pay for that premium, and then suddenly sold it off — meaning the shareholders who paid the price don’t get to enjoy any of its future growth upside?@itschrisray
BMSInvests@BMSInvests

🚨🚂 $ONDS 10Q just hit the wire, big Networks update that was hinted at in the in the earnings report. Simplified version here: In January 2026, Ondas initiated and participated in the capital restructuring of Ondas Networks after minority shareholders exercised warrants and increased their ownership. As a result, the Company deconsolidated Ondas Networks (stopped including its full financial results in its own books) effective January 16, 2026. Key impacts: • The Company recorded a gain of $51.5 million from this deconsolidation. • It removed Ondas Networks’ assets and liabilities from its balance sheet (notably inventory of $3.6M, some deposits, $5M in convertible notes, and $10.4M in notes payable to the Company). • The Company still owns approximately 47.5% of Ondas Networks. • This remaining stake is now treated as an equity-method investment (Investment in unconsolidated affiliate), but they chose the fair value option, meaning it is carried at current market value on the balance sheet, with any future gains or losses going through the income statement. • There was no change in the fair value of this investment during the quarter ended March 31, 2026. Bottom line: The Company no longer fully controls or consolidates Ondas Networks, but keeps a significant (non-controlling) stake and booked a $51.5 million accounting gain from the change.

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Chris Edwards
Chris Edwards@Fast_Eddie_2001·
@ul_TrYBest10 @itschrisray My understanding is changes in the fair value of Networks will flow into Income Ststement as Other Income. I’m not familiar with how fair value is determined when its a private company…but Ondas the public company will benefit if Networks does well, just in a different way
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