ONDS (ONDS)

Tried to get the homie in $ONDS sub $7 You can lead a horse to water but you can’t make it drink… Alert went out in sub though 🫡 https://t.co/YLQ0cyjJip

I hope you haven't been waiting for it at 5 $ONDS 👀

Did $ONDS turn?

Ondas $ONDS secures a $6.9M order from the Australian Department of Defence for counter‑UAS kits, dated July 20, 2026. The order is for the DTIM Single Operator Counter‑sUAS Kits, formally awarded to DZYNE (now operating within Ondas Sentinel) through local distributor HIFraser. Each kit integrates the full Detect‑Track‑Identify‑Mitigate chain in a single‑operator package: omnidirectional detection up to 25+ km, tracking via Remote ID and AeroScope, identification with AI/ML and an updated threat library, mitigation with the Dronebuster DB4 (over 3,000 units deployed globally) with a PNT attack option, and integration with TAK displays. Production capacity is already scaled, deliveries have begun, with a declared willingness for future expansions.

$ONDS Go back through the posts if you like, we are now in the support zone for wave 4 imo with wave 5 still to come. You see the volume profile? No real sell volume, only little guys selling.. Big boys accumulating imo for next leg. https://t.co/PG6EA0nLco

🇯🇵 Ondas $ONDS | IonStrike from DZYNE, finalist in the Japanese interceptor‑drone program. Japan has just accelerated the selection of interceptor drones to protect bases, airfields, and vessels of its Self‑Defense Forces. ATLA, the procurement agency of the Ministry of Defense, approved four systems for state trials: BVQ404 (Beyond Vision, Portugal), QS Interceptor (Quantum Systems, Germany), Terra B1 (Terra Drone with Ukrainian Amazing Drones) and IonStrike from DZYNE Technologies, an Ondas subsidiary since July 2. What I find relevant: 1️⃣ Timeline. Tests between late July and early August, serial delivery contract slated for late August, first deliveries in September. By defense standards, this is war‑time speed, not bureaucracy. 2️⃣ Threat profile. Japan seeks to intercept drones up to 600 kg, at 5.5 km altitude and 463 km/h. That is, Shahed‑136 and Harpy class. Exactly the threat IonStrike was designed for. It is not a generic finalist; it matches the product’s native use case. 3️⃣ Dual institutional validation. IonStrike is already being evaluated by the US Army’s 52nd Air Defense Brigade, integrated with its command‑and‑control systems. Adding Japan would give simultaneous validation in two theaters: NATO/US and Indo‑Pacific. This comes two weeks after closing the DZYNE acquisition. 4️⃣ Context: the SHIELD program. This competition is part of Japan’s layered coastal defence, with an estimated development cost of $860 M and integration planned for 2027. The usual discipline applies: a budget line is not a contract, and a contract is not revenue. The $860 M refers to the entire program, not just the interceptor lot. ⚠️ Risks, because they always exist: Terra Drone is Japanese and has already won an ATLA tender. Japan tends to favor domestic suppliers. Quantum Systems is the best‑funded rival in the group. And the test results will probably not be public: we may only learn the winner. A split award among several suppliers is also possible. ❓ Open questions: Initial contract size? Not disclosed. Terra Drone’s precedent with ATLA (300 units for several hundred thousand dollars) suggests the first lot would be modest compared with Ondas’s $525 M+ guidance. The value here is strategic: an anchor client in Asia‑Pacific, the region with the highest projected growth in C‑UAS (counter‑UAS) systems, and a gateway to recurring revenue from SHIELD through 2027. 📊 Valuation note: no changes to the model. The DCF will not be updated until the Q2 10‑Q is verified (~August 17). Watch the timeline: earnings mid‑August, Japan’s decision late August, and the UK Project Brakestop pending. Three potential catalysts within a few weeks. Verdict: thesis **STRENGTHENED** qualitatively, **NO CHANGE** quantitatively. Nothing counts as revenue until it appears in an SEC filing. I maintain a long position in $ONDS. This is not financial advice; do your own research.

Open letter to all CEO’s in the new AI Technology era and buildout: On behalf of retail, I’d like to highlight The CEO of $ONDS, Eric Brock, @CeoOndas as a unique example on how to engage actively with retail (accounting for approximately 37% of the entire stock market. If you’re an CEO and NOT active on X, engaging and connecting with your shareholders and audience you’ll loose credibility and trust over time. Why? It’s really simple. Just as you want proactive feedback and insights from your most important customers, the same do we. It’s that simple. And yes, we know there are things you can’t share at time and don’t expect it either. But silence, and not engaging is NEVER the right move. Be normal, be personal. Loose the archetype of being an important CEO. Nothing is more unsexy than that. Be YOURSELF. @elonmusk is a perfect proof of a modern CEO - the first, maybe. To engage frequently. Frequently is the key word here. We get youre busy. But don’t be so busy you can’t find 5 minutes to engage, ensure, guide your shareholders. True leaderships require interest. Show interest. Not only in the company, or the people running the company but also the people supporting and believing in the company. It’s 5 minutes that will make millions in compounded loyalty, trust, and capital allocation over time. Retail owns 37% of the market. We are not noise. We are the NEW base. -BP

Maybe @pdicarlotrader was right to sell out of his $ONDS position after all huh? it's almost hitting my first target in the $6.50s. This would probably be a good place to start a position but there is still potential to see the low $6s. https://t.co/PYe8DmFXok

What’s the biggest opportunity in the market right now? I’ll go first $ONDS, down 50% from its previous high, nobody talking about it, fear back in the name That’s usually where the real opportunities are Your turn 👇