ONDS (ONDS)

Ondas $ONDS announced that 4M Defense received the first operational order under Israel's national demining program; that program was awarded in February for more than US$30M, and now also includes up to an additional US$30M in future, still contingent phases. The work will cover about 740 acres on the Israel–Syria border, under a milestone scheme with an initial execution period of up to three years. 🔹 Key results • Initial firm order of US$15.8M for 4M Defense, corresponding to the first operational phase of the demining program in Israel. • The original program awarded in February was valued at over US$30M, and the new announcement adds the potential for another US$30M in future phases, bringing the maximum potential value to ~US$60M. • The mission will focus on legacy mined fields and UXO on the Israel–Syria border, using autonomous robotics, drones and advanced sensors. 🔹 Strategic analysis This announcement clears a major doubt: 4M is no longer just a piece acquired to complete the “systems of systems” narrative, but a capability that is beginning to monetize with real operational orders. Ondas has been building OAS through acquisitions and expanding its integrated autonomous platform; this order confirms that this strategy is indeed starting to translate into concrete contracts. Furthermore, the strategic value goes beyond the amount. In the February announcement, Ondas framed 4M within a full-cycle border security proposal: pre‑conflict surveillance, ISR/robotics during the conflict and post‑conflict demining after. This expands the potential “share of wallet” with state and defense customers: Ondas stops being only a drones/counter‑UAS company and gains exposure to an adjacent, high‑value category with relevant operational barriers.

No changes for $ONDS. This is likely going much lower 📉.

Nothing better about war than holding a large position in $ONDS, up 20% this morning, drones

Not many people believed in $ONDS at $2 in late June 2025. One of the few people I remember was @dannycheng2022 and me. https://t.co/88WiBh9NLp

🛡️ Ondas $ONDS continues gaining traction in Europe: contract with German State Police + new portable product Ondas announced that its subsidiary Sentrycs has already delivered and deployed its anti‑drone system for a German State Police, supporting real operations at mass events and sensitive missions. 📌 Why it matters: In Europe (especially in cities), the “how” you neutralize a drone is as important as detecting it. Sentrycs stands out because it uses a radio‑frequency protocol manipulation approach (they call it “cyber over radio‑frequency”): ✅ Detects and identifies the drone ✅ Locates the operator in real time ✅ Can take control and guide it to a landing zone 🚫 No signal jammers (no “communication blocking”) 🚫 No physical shoot‑down This makes it far more compatible with urban environments where blocking signals can be illegal or create operational risks. 🇩🇪 The German context is strong: The announcement itself cites that the BKA recorded more than 1,000 suspicious flights in 2025, including incidents near military facilities, airports and government‑sensitive zones. Key point: detection alone is not enough if you do not have a legal and effective way to neutralize. 🎒 New catalyst: Sentrycs Scout (portable) Sentrycs will showcase its new battery‑powered portable solution at the Enforce Tac trade fair, designed for police forces and tactical units. Use cases: • convoy protection • VIP security • border control • critical infrastructure patrolling 📈 Thesis: This announcement reinforces the idea that Ondas is building a layered anti‑drone platform: • “soft layer”: remote control of the drone (Sentrycs) • “hard layer”: autonomous physical interception (Iron Drone Raider) Moreover, the portable format could open a market with higher volume and more frequent purchase cycles (police, interior security, tactical forces), although numbers are still to be seen. ⚠️ What to watch for this to become “material”: 1. Contract size and margins 2. Repetition/expansion to more states or federal level 3. Orders after Enforce Tac https://t.co/jasm5lIj1b Scout becomes a recurring line (maintenance/licenses) 👉 Conclusion: It does not change the financial story today (no amount), but it does strengthen the thesis: Europe continues to validate the technology in real use, and Ondas expands its portfolio toward a portable segment with scaling potential.