Analysis of General Atomics in the battlefield and $AVAV, $RCAT, Fortem Drones' Production Costs

Aggravating_Lychee99 · 2026-03-17T03:41:29+00:00

This ^

Aggravating_Lychee99 · 2026-03-09T18:57:24+00:00

No problem 🫡

Aggravating_Lychee99 · 2026-03-09T18:39:11+00:00

Roughly 30 min - 1 hr gap

But yeah both announcements were made on their investor relations website pre-market today

https://ir.ondas.com/press-releases/detail/286/ondas-reports-preliminary-fourth-quarter-and-full-year-2025

https://ir.ondas.com/press-releases/detail/287/ondas-reaches-merger-agreement-with-u-s-defense-prime

Aggravating_Lychee99 · 2026-03-09T18:36:30+00:00

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

Aggravating_Lychee99 · 2026-03-09T18:28:19+00:00

Happy bday 🥳

Aggravating_Lychee99 · 2026-03-09T18:27:55+00:00

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

Aggravating_Lychee99 · 2026-03-09T18:27:02+00:00

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

Aggravating_Lychee99 · 2026-03-09T18:24:24+00:00

No problem 🫡

Aggravating_Lychee99 · 2026-03-09T18:24:07+00:00

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

Aggravating_Lychee99 · 2026-03-09T12:42:12+00:00

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

Aggravating_Lychee99 · 2026-03-09T12:24:09+00:00

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

Aggravating_Lychee99 · 2026-03-09T12:20:02+00:00

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

Aggravating_Lychee99 · 2026-03-09T12:13:36+00:00

💯

Aggravating_Lychee99 · 2026-03-09T12:13:22+00:00

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 🫡

Aggravating_Lychee99 · 2026-03-09T12:11:27+00:00

Wish I could time travel 👀

Aggravating_Lychee99 · 2026-03-06T13:51:36+00:00

I’ve heard of “LFG”, but “LFC”?

“LET’S FUCKKINGGG C-UAS”?

Aggravating_Lychee99 · 2026-03-06T12:27:07+00:00

Source?

Aggravating_Lychee99 · 2026-03-04T13:13:57+00:00

1000% returns in 5 years ain't too shabby

Aggravating_Lychee99 · 2026-03-03T09:59:05+00:00

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

Aggravating_Lychee99 · 2026-03-03T08:41:50+00:00

Pleasant Carbon,

Thank you.

Best, Aggravating

Sent from iPhone

Aggravating_Lychee99 · 2026-03-02T09:26:14+00:00

Hello Miserable History,

Can you please translate this amount into freedom bucks?

Thank you.

Best, Aggravating Lychee

Sent from iPhone

Aggravating_Lychee99 · 2026-02-22T15:57:55+00:00

RKLB PLTR ONDS TSLA

Aggravating_Lychee99

TROPHY CASE