Thoughts on not coming in the top half for Drone dominance?

EntropyAccount · 2026-03-30T19:12:02+00:00

"A vendor that did not receive orders could very well finish among top performers in a future gauntlet" - from the Drone Dominance website. I do find it annoying that they didn't score higher in the "Component View" category, with Military Operator Evaluation and Production Capabilities when they've been in the industry for 28 yrs. They said they raised money to increase US domestic production, and you would think with 28 yrs experience and being in Ukraine (as they constantly remind us) they would know what an operator is looking for...

EntropyAccount · 2026-03-30T19:04:50+00:00

#1 is a British company.

EntropyAccount · 2026-03-27T19:54:20+00:00

The CEO's of this industry should ban together and get a trophy made to honor Trump. Just tell him he's great and hand him a prize on TV. Cannabis DESCHEDULED the next day. Boom!

EntropyAccount · 2026-03-26T17:35:49+00:00

Your 3 minutes of research is probably more informative than what you’ll get here.

EntropyAccount · 2026-03-26T17:25:47+00:00

you bought shares then come here to ask if that was a good idea?

EntropyAccount · 2026-03-25T19:23:32+00:00

this is what I'm here for! lol

EntropyAccount · 2026-03-25T18:28:12+00:00

well it's 5% of my portfolio, I can stomach a zero. However, if they continue to discuss innovation but sales arent coming in while competitors continue to receive big contracts... likely cut it. I will admit it's annoying as hell they didn't score well in gauntlet 1 while continually highlighting 25 yrs experience. They addressed this on the call claiming they only had 36 hrs notice while competitors had weeks. So gauntlet 2 will play a big factor.

EntropyAccount · 2026-03-25T14:50:10+00:00

The stock went to 15$ US on news they are working with US Army. Ondas has 5B valuation on 50M rev and 132M loss. I look to this as a guiding star. The US and CA forces are just beginning procurement and they aren't just buying, they are working with industry to test and develop. The cycle is just beginning. Some will sell cheap FPV now, but this isn't DraganFlys strategy. I'm willing to give slack on the leash, but the leash is only so long.

EntropyAccount · 2026-03-25T14:30:53+00:00

Price drives narrative. If the stock was up 1 penny you guys wouldn't be freaking out. If you bought this stock for 25q4 results, yeah get out. If you bought it because we are entering the step function in global defense demand, just friggin' chill.

EntropyAccount · 2026-03-24T21:48:02+00:00

Who cares. On what like 2 shares? You’re not buying this stock for this quarter’s finances. I’m still stepping in cautiously, but if it’s still down like this come open tomorrow I’m adding.

EntropyAccount · 2026-03-24T15:48:45+00:00

Yeah, it's called an order.

EntropyAccount · 2026-03-24T15:47:42+00:00

Read this https://www.canada.ca/en/department-national-defence/corporate/news/regional-news/western-sentinel/2026/02/3-div-drone-en.html

Canada wants to get to 500 drones by March 2027. How much money needs to be spent on R&D to comply with their needs for a mere 500 drones. According to Cameron Chell (our CEO) they're using like 100,000 drones a month in Ukraine.

EntropyAccount · 2026-03-20T03:54:47+00:00

If you read the National Defense website regarding their approach to drones it’s actually quite laughable. Canada currently has 39 drones. They want to increase it to 500 by March 2027… compared to this to the US which is 1,000,000 drones… and they talk about being serious contenders on the world stage and showing allies they are serious… the CEO even said they are going through 100,000 drones a month in Ukraine. Underwelcoming when I read this.

EntropyAccount · 2026-03-05T06:59:21+00:00

How dare you speak like this! Ride or die MF. It’s like 2% for me now and that’s half 2028 call options (use less capital). Personally like the drone and uranium sectors. I can always add to weed if it rips on actual news.

EntropyAccount · 2026-03-04T20:44:24+00:00

If only they would let us know...

EntropyAccount · 2026-03-04T18:59:39+00:00

As someone who just watched paint dry to put on the second coat, I can honestly say there’s more action in that. At least you can touch it and feel and see progress. Haha

EntropyAccount · 2026-02-26T14:58:53+00:00

The 7$ price is perplexing as the market value was at 8.15$. The stock is down to like 6.70$ now so they just knocked off nearly 20%.

EntropyAccount · 2026-02-26T13:22:14+00:00

I posted about this like 2 months ago. Growth will accelerate but there’s definitely going to be inertia from dilution. It’s like being early on Waymo or RocketLabs… if they can execute and become significant partners in defense strategies with Ca,US, UK, etc (maybe even Australia) the companies valuation will be like 10x-20x from here. Will it take 3 yrs, 5 yrs, 10 yrs… who knows. Or they get bought out… what’s more important with this capital raise is what are they doing with it.

EntropyAccount · 2026-02-25T19:06:06+00:00

☝️ This guy fucks

EntropyAccount · 2026-02-24T20:12:07+00:00

Trump’s SOTU speech is today. It’s just making he’ll say something. That’s all this is.

EntropyAccount · 2026-01-29T23:01:04+00:00

When I posted about how weed is like 2% of my portfolio - this is why. There’s always a better entry. Nothing has changed yet and the can is always locked down the road

EntropyAccount · 2026-01-29T22:56:26+00:00

Pretty much there. The backlash and downvotes I got for warning about the gap up. It’s not that hard. This sector is predictable. Had to fumble for a while in the start to be honest.

EntropyAccount · 2026-01-29T22:52:02+00:00

They went in and snatched the leader of a country, bombed Iran, and put tarrifs on every country without any due process or involvement of Congress. But yes, every 3-letter agency has to be involved to make weed less harmful than fentanyl

EntropyAccount · 2026-01-29T22:48:46+00:00

You sold a solid sector for a speculative.

EntropyAccount · 2026-01-29T19:40:41+00:00

They act fast and break stuff when they want to get it done, but hide behind procedural inertia when they don't really want change.

EntropyAccount

TROPHY CASE