
Over Enthusastic Ondas Believer
27 posts

Over Enthusastic Ondas Believer
@MarketObeysMe
yeah bro just let me be enthusiastic









$ONDS 6.8 Bottom here in my opinion.


In its current state $ONDS looks like it’s gonna rip my face off to $9 or rip my face off to $3. Either way I full ported







Recently, I’ve been mislabeled as a “cheerleader” for $ONDS. I have my concerns, as everyone does, and I’ve publicly stated these concerns in the past. No business is bulletproof. That being said, here are my 3 main concerns for $ONDS as a business - not the stock: 1) Integration As someone who previously worked in IT, I understand how difficult it is when integrated or new systems don’t talk to each other - and how difficult it is to rectify or setup. When you bring 18 companies under one umbrella, most with their own C2 platforms, RC devices, procurement platforms etc. etc. it becomes a major challenge. $PLTR’s AIP & Foundry has been contracted to integrate these companies more efficiently and in a reduced timeframe (weeks rather than months). I think a major part of what we’re seeing with the stock price is down to waiting to see if all of these companies, staff, products etc. can all work together under one domain. That’s more than fair. 2) Synergy Off the back of the integration, it’s also finding these synergies across the company now. As someone who also used to work in B2B sales with in-house manufacturing, I know how awful it can be when orders fall behind schedule and lead times start to dwindle. If a customer orders a RoboTeam UGV, a Talon DT300 and an Iron Drone system, how difficult will it be for Airobotics, RoboTeam + Rotron to work together from Israel/UK to meet lead times? If there’s a delay in one area, it delays the whole order. It’s a common issue but it’s amplified by the scope of companies and their geographical locations, it can quickly become a headache. Again, $PLTR’s AIP will support this and they hired Efrat Lazry from Rafael who’s one of the best in the business - but, again, the market is waiting to see how this all works together. 3) Manufacturing Very similar but slightly different to the above, manufacturing capabilities. $ONDS have massively expanded their manufacturing capabilities to meet demand, whether that be by partnership or acquisition. But again, they’re spread across Israel, UK, Germany, US - and a large majority of this is outsourced. If we receive a large tender for thousands of drones, CUAS equipment etc. in the US for example, and it has to be manufactured in the US, how would that work? Do we rely on Mistral, DMS, American Robotics, DZYNE to meet the demand? Can we manufacture everything that we need to meet demand essentially. —————————————— I’m not a puppet or a mouthpiece for $ONDS. I do have my concerns. The difference is that I trust @CeoOndas and the senior leadership team to address these concerns in the mid-long term. I don’t have to be on here every day repeating the same concerns, as it doesn’t change anything. $ONDS is a future leader, and I plan on being along for the ride👊🏻
















