Sheriff Capital
@SheriffStrategy
Independent Researcher focused on defense sector. Current defense plays : $ONDS & $RCAT
$ONDS Everyone wants to complain about Ondas being down - Well so is everything else yet were still executing everyday. They can only keep it down for so long.
$ONDS 🗞️ Since 2026 - - Rotron Aero (UK): Acquired on Feb 2 to integrate high-performance propulsion and long-range autonomous attack systems into the portfolio. - $30 Million Israel Demining: A multi-year program awarded to subsidiary 4M Defense to clear landmines along the
$ONDS “We’re proud to support law enforcement agencies with operationally proven solutions that reflect the realities of today’s security landscape,” said Tal Cohen, CEO of Sentrycs. “Our deployment with the German State Police demonstrates the immediate impact of lawful, precise
$ONDS The $250M C-UAS grant scoring rubric goes as follows : - Mitigation capability (30 pts) - Radar (2 pts) - Electro Optical/Infrared (2 pts) - Passive RF (2 pts) - Remote ID (2 pts) - Detect/track/identify Chain (2 pts) - Deployment connectivity (2 pts) - Wide area DTIM
$ONDS I’m rebranding this account to Sheriff Capital. The focus remains on Ondas but looking to eventually expand my analysis to more companies. While I’m at it - feel free to ask ANY questions about Ondas and I’ll be happy to share my knowledge.
$ONDS Eric Brock commentary. “The FIFA World Cup is in the summer,” Brock said. “These things have to be ready to be deployed by then. So it’s coming.”
$ONDS 518 Airports in US different tiers = different prices. Tier 1: 120 × $8.2M (based off Europe orders) = $984M Tier 2: 200 × $4.0M = $800M Tier 3: 200 × $1.5M = $300M U.S. airport C-UAS TAM ≈ $2.1B Capturing 30% of this market, is 700 million. That’s just airports.
$ONDS Ondas backlog is now certainly over $100 million. This doesn’t include the $1.7B border contract (we’ll get a good chunk of it). This is the exact execution you get from prime defense contractors. And it’s only February.
$ONDS Fortem was awarded a C-UAS WC contract - separate from the $250M FEMA WC grant. We expected Fortem to take a chunk (2022 WC providers) The states for the 250M must select their own vendors by Feb 27. Backlog is 95M and we have to remember it’s only February.
$ONDS I believe fear here is at all time highs… A famous investor once said to be “greedy when others are fearful,” oh and that investor happens to be the Warren Buffet. I am not phased whatsoever by price action here, Eric is executing well and they have to pay up eventually.
$ONDS Little X tip : If you actually want to see Ondas content without bots use the search : $ONDS -discord -nxxt -nextnrg -whatsapp
$ONDS New 13G/A filing out - Goldman Sachs reports beneficial ownership of 15,338,510 shares (4.2% stake) as of Dec 31, 2025. This is down from their prior ~18.98M shares (5.9%) in Nov 2025 filing - this reflects ~19% reduction, likely portfolio adjustments.
$ONDS This is headed back to $13 soon… Descending wedge doesn’t miss on this timeframe.
$ONDS We got a textbook bounce off the 8.34 gap fill on the daily. I even bought calls… Those who believe will be rewarded immensely.
$ONDS It’s as simple as - Ondas gets stuff done. Congrats @CeoOndas
Ondas subsidiary 4M Defense secured a multi-year demining program in Israel valued at over $30 million, applying autonomous and intelligence-led land-clearance capabilities in a complex border environment. $ONDS ondas.com/post/ondas-4m-…
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