Сигналы
1
u/Super_Collection_592
Reddit r/ValueInvesting
Винрейт
100.0%
доходность
+5.9%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Шорт
17 мая
$10.62
+5.9%
Shares outstanding surged from ~93M to ~496M; 21 insider sales, zero buys; Ondas Networks deconsolidated, diluting common equity value. This creates a short thesis where per-share value is eroded despite headline revenue/project narratives, and insider behavior signals lack of confidence. ONDS common stock is likely overvalued relative to its true per-share ownership of underlying assets, making it a candidate for a short position. Unexpected defense drone contract wins or bullish market sentiment could cause a short squeeze; company may reverse dilution via buybacks (unlikely given history).
Shares outstanding surged from ~93M to ~496M; 21 insider sales, zero buys; Ondas Networks deconsolidated, diluting common equity value. This creates a short thesis where per-share value is eroded despite headline revenue/project narratives, and insider behavior signals lack of confidence. ONDS common stock is likely overvalued relative to its true per-share ownership of underlying assets, making it a candidate for a short position. Unexpected defense drone contract wins or bullish market sentiment could cause a short squeeze; company may reverse dilution via buybacks (unlikely given history).
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Показано 1 из 1 коллов · сортировка по упоминаниям
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У u/Super_Collection_592 на Buzzberg отслеживается 1 торговых идей по 1 тикерам с мая 2026. Чаще всего покрывает: ONDS.
