Sheriff Capital

877 posts

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Sheriff Capital

Sheriff Capital

@SheriffStrategy

Independent research NFA

Toronto, Ontario Katılım Haziran 2023
18 Takip Edilen1.9K Takipçiler
BMSInvests
BMSInvests@BMSInvests·
Another year older and feeling extremely grateful. Time for a few birthday beers I think. - BMS👊🏻❤️
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kaloszer
kaloszer@kaloszer·
@CeoOndas a contract or something would hit better than crack just about now
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123shot
123shot@123onds·
@kaloszer @CeoOndas If the insiders really had confidence, why haven't they increased their holdings even though the stock has already dropped over 50%? Or are they still shorting it, hoping to buy it cheaper? It's not convincing at all. $ONDS
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Sheriff Capital
Sheriff Capital@SheriffStrategy·
@GribaKendr Post is about calculating standard deviation from the median to show how absurd the valuation is
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Griba K
Griba K@GribaKendr·
@SheriffStrategy Why in the world a company’s value would be directly related to the number subs it has?
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Sheriff Capital
Sheriff Capital@SheriffStrategy·
$ONDS 😲 Ondas now has 16 Subsidiaries yet is trading at a ridiculously underpriced valuation. Short math note : 4.14B/16 (market cap/subsidiaries) = ~259,000,000 average Ive done the valuations on every subsidiary: Ive based it off deal prices, disclosed backlog, and direct comparisons- Sentrycs vs. D-Fend’s $1.5B Motorola exit, Mistral vs. AeroVironment, Roboteam vs. FLIR’s $385M Endeavor Robotics buy. 8 of 16 sit above the $259M average. DZYNE almost quadruple’s it alone. ($900M). Sentrycs is close to triple the average ($700M). Mistral and World View roughly double it ($550M, $500M) with Eric Brock, the CEO- saying that World View alone could be worth the entire companies valuation, American Robotics, Omnisys, Indo Earth Moving, and Cyberhawk also clear it. The other 8 sit below - mostly the smaller add ons (SPO, Apeiro, Insight, Rotron, Airobotics) where for example, Rotron is only starting to get real action now and will be above the average soon enough and Airobotics arguably could be above that average. If you add up everything, there’s no reason for Ondas to be trading at a market cap this low or even close. This isn’t financial advice but anyone smart enough to see the disconnect on the valuation will make a lot of money once the market wakes up. What do you guys think of the current valuation?
Sheriff Capital tweet media
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Sheriff Capital
Sheriff Capital@SheriffStrategy·
$ONDS 6.8 Bottom here in my opinion.
Sheriff Capital tweet media
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Chris Ray
Chris Ray@itschrisray·
Is $ONDS down this year because of dilution? Or could it have something to do with new-age defense tech companies all being at YTD lows following a sector-wide selloff? 🤔
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Sheriff Capital retweetledi
BMSInvests
BMSInvests@BMSInvests·
🚨🎉 $ONDS GIVEAWAY ALERT 🎉🚨 For my birthday this Sunday, I'm giving away ONE piece of $ONDS merch to ONE lucky winner! To enter: ✅ Follow @BMSInvests ♻️ Like AND retweet this post 💬 Comment below with what piece of merch you want and/or tag a friend 2️⃣ Subscribers get two entries into the draw. Ends Thursday 16th July @ 8PM GMT / 3PM ET. Winner announced @ 9:30PM GMT / 4:30PM ET. Good luck!🍀👊🏻 (NOTE: Max. £35 / $50) store.ondas.com
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W
W@UrsaMajorBBS·
@rgrm473882 that guy has been a joke since telling everyone it was a "must buy" at $14
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Franco Al Pastrini
Franco Al Pastrini@Plasplaszas·
@SheriffStrategy When contracts ? That’s what they need to confirm. A few 100-200 million contracts announcements for this year and we are kind of set to start flying.
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Sheriff Capital
Sheriff Capital@SheriffStrategy·
$ONDS 👀 Roboteam mentioned for IDF special robot corps. Credit to : Phatso (Stocktwits)
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