ONDS (ONDS)

When do $ONDS drop their numbers?

$ONDS Momentum TL breaking down. If we break lower AVWAP its over and we go to $5-$6. https://t.co/uVBYYwtArw

$ONDS The Long Investor is "Long" 🤐 https://t.co/SfWy3idKdv

$ONDS something interesting to pay attention to on the chart. The AVWAP from the highs has been continuous resistance all the way down, and the AVWAP from the lows has been strong support. Big move comes when one of these breaks, but for now, $8.30s is support, and $10.60s is resistance… (These weekly wicks are crazy 😂)

$ONDS Been chopping for weeks now. Need a clean close above $11.70. https://t.co/AnEzTwVRQL

$ONDS once again shows extremely strong support at the POC, and now back over the AVWAP (hopefully close above it). Just have to break out of this wedge next and we'll be heading back to $15+ imo! https://t.co/RfGJGZb6aV

Ondas $ONDS completed its merger with Mistral, lo que aumenta el backlog de Ondas a $457 millones while establishing direct access to U.S. defense contract vehicles, including U.S. Army and Special Operations programs. Strategic Analysis 1. From integrator to domestic prime contractor. This is probably the most structurally impactful move since the acquisition of Sentrycs. Mistral turns ONDS into a direct prime contractor on U.S. Army and SOCOM programs, eliminating the intermediate sub‑integration layer that historically compressed margins and slowed narrative→revenue conversion. The “dedicated program capture arm” described in the PR is the missing piece in the bull case to reduce execution risk on DoD contracting, complementing what Palantir brings in the World View vertical. 2. Compliance with domestic manufacturing requirements. The explicit reference to “procurement requirements tied to domestic manufacturing, supply chain security, and long-term sustainment” is not casual: it positions ONDS for programs subject to the Buy American Act, Berry Amendment and TAA requirements. This is especially relevant for integrating Sentrycs (Israeli technology) and 4M Defense (regional operation) into U.S. federal programs via Mistral as a domestic vehicle. 3. Convergence of OAS platforms under a prime. The PR specifies that the combination accelerates the deployment of “integrated autonomous systems, including aerial platforms, counter‑UAS technologies, and ground robotics, directly into U.S. defense programs”. Read portfolio‑wise: Airobotics + American Robotics (aerial), Sentrycs (C‑UAS), 4M Defense (ground robotics) and World View (stratospheric ISR) obtain a unified entry channel to the DoD. This reduces intra‑portfolio competitive friction and increases structural cross‑selling. 4. >$1B programs already captured. This figure deserves the most disciplined reading. “Programs captured” ≠ backlog ≠ recognizable revenue. Mistral brings $264M in contracted (executable) backlog and a potential upside on >$1B in previously captured programs, whose execution depends on task orders under IDIQs. It is a reservoir of opportunity, not a firm commitment.