$ONDS Thread
Going to be small to start.
Remember plan: under promise over deliver in an industry that did the opposite for a decade.
1 Prove it small
2 Win fleets
3 Win all of it
$500K --> $100M is the plan for the blue chips.. for each one.
(Total Contract Value)
/1
Going to be small to start.
Remember plan: under promise over deliver in an industry that did the opposite for a decade.
1 Prove it small
2 Win fleets
3 Win all of it
$500K --> $100M is the plan for the blue chips.. for each one.
(Total Contract Value)
/1
$ONDS 🧵
Each Scout is $50Kyr x 5 yrs.
71% FCF margin.
This the third one they have and the second Fortune 100 company.
The other Fortune 100 is ConocoPhillips. They are going after oil & gas first bc these companies have infinite dollars and desire for this.
/2
Each Scout is $50Kyr x 5 yrs.
71% FCF margin.
This the third one they have and the second Fortune 100 company.
The other Fortune 100 is ConocoPhillips. They are going after oil & gas first bc these companies have infinite dollars and desire for this.
/2
$ONDS and @AmericanRobotic will win or lose not on the first set of orders this year.
They will will or lose on the next orders.
Go from 1-3 Scouts per order to 100-300.
At 71% free cash flow margin on each one, it turns big fast.
Or... not.
/3
They will will or lose on the next orders.
Go from 1-3 Scouts per order to 100-300.
At 71% free cash flow margin on each one, it turns big fast.
Or... not.
/3
$ONDS and American Robotics' competition is themselves.
The only way it doesn't work is bc they didn't execute. There is no other company with FAA approval for beyond the visual line of sight (BVLOS) in these conditions with the AI IP that AR has.
It's on them.💪
/4
The only way it doesn't work is bc they didn't execute. There is no other company with FAA approval for beyond the visual line of sight (BVLOS) in these conditions with the AI IP that AR has.
It's on them.💪
/4
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