Sheriff Capital

Ondas isn’t just a drone company. It’s an ecosystem. $ONDS

@jjeebhoy @aizek0 Please come back to this post after

@SheriffStrategy @aizek0 It’ll dump on earnings

$ONDS There have been 14 trading days in March, Ondas has released 13 PR’s 🤯 Ive never seen something like this, ever. What a company.

@Walsher448441 @aizek0 Just say you’re shorting the stock and choosing to be ignorant, Ill come back to this after earnings

@SheriffStrategy @aizek0 Not a chance

@Walsher448441 @aizek0 Going back to highs after earnings

@aizek0 @SheriffStrategy Stock ran 1000 percent they saw an opportunity to trap retail who chased the stock at the highs

@aizek0 The entire market sold off, matter of fact I actually pray that it goes sub 10 so I can buy more before earnings.

@SheriffStrategy Does not matter when dilution is this high and it sells off after a 7% run. It rejected the $11,61 resistance again and will likely test sub $10 if nothing happens…

$ONDS 🚨 New PR out ondas.com/post/ondas-sen…

@drkliu For Optimus? likely not, I would assume they’re bidding Iron raider for that. For in general, it seems that an awards list for the grants isn’t something that will be publicly announced or at-least not yet. We have to wait and hear from Ondas themselves.

@SheriffStrategy Do we get World Cup contracts ?

$ONDS ‼️ A lot of people think Iron Raider is THE Ondas product. But honestly… it might be Optimus. Iron Raider is incredible and clearly the current sales driver, no debate there and I love the product. But Optimus is a mind blowing level of technology as well. We’re talking about a system with robotic hands inside the box that can autonomously swap components like batteries, sensors, payloads - and redeploy almost instantly. That’s not just a security drone. Thats a modular, autonomous system that can adapt in real time depending on the mission. And on top of that… it’s Blue UAS cleared. I don’t think people fully understand how big that is and how under appreciated Optimus is.

@seanylough @growthrapidly Wayyyy past

@growthrapidly It’s gonna be well past 180m my man 🤙🏻

$ONDS targeting $180M revenue in 2026. One of the most slept on growth names right now.

$RCAT Earnings Call Notes 📝 • No official 2026 guidance released (yet) • Management says updates will come via PR when ready 🇺🇸 Production & Scale • Currently producing ~1,000 Black Widow drones per month • Full production ramp for USVs expected later this month • Expectation: ~100 units in 2026 → scaling to thousands for USVs 🌍 Ukraine / Real-World Deployment • Black Widow drones tested in Ukraine • Received MOU + letter of request • Providing drones directly to Ukrainian government • Office established in Kyiv • Equipment actively being tested on frontlines 🪖 Defense Positioning • Preparing for Gauntlet 2 DDP • Management still believes they can play a major role despite not being down-selected 📈 Strategic Takeaways • Early-stage production ramp underway • Real-world validation in active conflict zones • Scaling narrative = capacity → volume → contracts • Lack of guidance = biggest uncertainty right now Congrats on the progress in Ukraine! @dronazon

@rtiessen Feb 31

$ONDS Q&A time - Ask me anything. A lot of people are discovering Ondas right now and there’s a ton of confusion about what the company does, the backlog, and what the actual catalysts are. Drop your questions below and I’ll answer them. Tech Backlog Contracts Earnings Valuation Market opportunity I’ll call a spade a spade.

@gHawksz Too much, maybe 15-16

@SheriffStrategy Price target for the next month? Will we see 20 or too much?

$ONDS State Secretary for Defense Dr. Nils Schmid visited HEIDELBERG and was welcomed by CEO Jürgen Otto (from left). This is the major piece that will fully help us secure the german market, we are already established there- now it’s time to takeover that market.

$ONDS 🤯 “Initial deployment efforts will prioritize marketing and deployment of proven Iron Drone Raider and ISR platforms in Germany and Ukraine, with phased expansion across the European Union.” Ukraine⁉️Could be metaphorical but what if…

$ONDS During a visit to Israel by German Federal Minister for Economic Affairs and Energy Katherina Reiche, an agreement was also signed to enter into a partnership with US-Israeli counter-drone specialist Ondas. HEIDELBERG and Ondas will work together on projects and orders related to the protection of critical infrastructure in Europe.

$ONDS “HEIDELBERG aims to establish itself as a reliable supplier to Germany’s Bundeswehr, the armed forces of other NATO states, civilian security agencies and organizations, and private operators of critical infrastructure – and to successively expand this role. As one of the world’s most innovative mechanical engineering companies, HEIDELBERG and its technologies can play an important part in helping to meet the crucial capability requirements of authorities and armed forces.”

@MunkJames99340 Its just as part of our acquisitions, market doesnt care. Its not a real offering.

@SheriffStrategy How do you feel stock price will be affected after dilution from the share offering yesterday?

Having a bit of a realization with $ONDS. I originally bought around $0.80 thinking about the relatively quick 10x and while this has happened, opportunities like this don’t come around often and it has me thinking. If execution continues and the ecosystem scales the way it looks like it potentially could, $500M+ annual revenue might arrive much sooner than many expect and I don’t think thats a ridiculous statement. The narrative has changed, this isn’t the same Ondas and the same world that it was last year. Theres demand and we’re a part of the supply. Very excited for earnings on the 25th.

$ONDS 🚨Ondas and Heidelberg Establish ONBERG Autonomous Systems Joint Venture to Advance European Drone Defense Industry Long term plan to create a European one-stop shop for autonomous drone defense systems, combining battle-proven OAS technologies with German industrial scale and precision engineering.