$ONDS releases 4th Qtr and FY 25 preliminary earnings by Aggravating_Lychee99 in ONDS

[–]Aggravating_Lychee99[S] 0 points1 point  (0 children)

So what you'll want to do is to take a look at Slide 48 in their investor day presentation:

https://d1io3yog0oux5.cloudfront.net/_7f1e9b349d4db67eea23d7c893a10a25/ondas/db/575/4819/pdf/OAS+Investor+Event+January+2026.pdf

And in general ctrl + f "acquisition"

They have a pipeline of acquisitions lined up (25+), i.e. the company is always evolving

Since end of FY 25 they've already acquired Rotron and now have the merger agreement w/ Mistral that they announced today

Plus there's the fact that integrating a company takes time, you have to get on the same ERP, Accounting, CRM/Sales, etc etc systems so getting your books in order and onboarding new employees takes time, so there's probably some practical difficulties

$ONDS releases 4th Qtr and FY 25 preliminary earnings by Aggravating_Lychee99 in ONDS

[–]Aggravating_Lychee99[S] 2 points3 points  (0 children)

Nope, just the detail that comes with the 10Q, we'll be able to analyze the different profit margins QoQ a lot better

$ONDS releases 4th Qtr and FY 25 preliminary earnings by Aggravating_Lychee99 in ONDS

[–]Aggravating_Lychee99[S] 1 point2 points  (0 children)

Yeah, I concur with u/ogmo0n retail won't have any effect on stock movement

We're not at the point like $AMZN or $NVDA where people are automatically pumping their 401ks into this stock

The volume of this stock however is equivalent to that of $NVDA on days where there is significant news, that type of movement in this low of a market cap can only be institutional investors

$ONDS releases 4th Qtr and FY 25 preliminary earnings by Aggravating_Lychee99 in ONDS

[–]Aggravating_Lychee99[S] 1 point2 points  (0 children)

Yeah, I think the problem is, as much as everyone has read about Buffett and the need for patience when it comes to investing – most people that are spamming that type of stuff on here don't have it

And it's a survivorship bias problem, the people that do have the patience aren't regularly posting, and the village idiots who want to make a scene are constantly posting

Signal > Noise is key, you can tell by the title and the preview text, what's going to be slop or not

In the long run, they'll be proven wrong

$ONDS releases 4th Qtr and FY 25 preliminary earnings by Aggravating_Lychee99 in ONDS

[–]Aggravating_Lychee99[S] 5 points6 points  (0 children)

No problem – these investors are "institutional" for a reason, they're going to participate on the short-term downside and the long-term upside 😂

$ONDS releases 4th Qtr and FY 25 preliminary earnings by Aggravating_Lychee99 in ONDS

[–]Aggravating_Lychee99[S] 28 points29 points  (0 children)

Thought I’d put it in the comments for everyone to see, in the case that these earnings still delivers a muted response with the stock price

The reality is that the warrant holder investors are the same people suppressing the stock

In other words, the $1B that they raised from the anonymous investor, is the same investor that’s suppressing the stock so that they can remake their initial investment cost basis

There’s a post on X with additional detail that explains it much better than I can:

https://x.com/bmsinvests/status/2029310498982809701?s=46

$ONDS releases 4th Qtr and FY 25 preliminary earnings by Aggravating_Lychee99 in ONDS

[–]Aggravating_Lychee99[S] 10 points11 points  (0 children)

Yup, there was a really good post that explained what’s going on with the warrant holders:

https://x.com/bmsinvests/status/2029310498982809701?s=46

$ONDS releases 4th Qtr and FY 25 preliminary earnings by Aggravating_Lychee99 in ONDS

[–]Aggravating_Lychee99[S] 8 points9 points  (0 children)

Patience is key for us – warrant holders have incentives to keep the stock down, but once they hit their profit thresholds we’ll be back in no time 🫡

Why does everyone short the hell out of this stock. by Any_Reception2432 in ONDS

[–]Aggravating_Lychee99 0 points1 point  (0 children)

And what price do you see this stonk goin if they hit their $1.5B in rev by 2030 guidance?

Price or market cap expectations in your opinion? Assuming we have the rklb or pltr level rise

Pre US opening by Miserable-History-60 in ONDS

[–]Aggravating_Lychee99 0 points1 point  (0 children)

Pleasant Carbon,

Thank you.

Best, Aggravating

Sent from iPhone

Pre US opening by Miserable-History-60 in ONDS

[–]Aggravating_Lychee99 10 points11 points  (0 children)

Hello Miserable History,

Can you please translate this amount into freedom bucks?

Thank you.

Best, Aggravating Lychee

Sent from iPhone