1D·

Residual profits secured

to get back in deeper.

Find $ONDS (+14.35%) still extremely promising. However, they are currently being held back by the cost $KTOS (+6.95%) and dilution problems of $DRO (-2.53%) punished just like $AVAV (+1.24%) . I have therefore secured the remaining profits.

07.11

Ondas Holdings

Sold at $5.51

10 Comments

thewolfofgetquin@thewolfofgetquin

do you think it makes sense to switch from ondas to IREN? i'm currently down 15%. i didn't think i'd get iren at this price now

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Chris@Multibagger

@thewolfofgetquin I'm afraid you'll get them even cheaper.

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thewolfofgetquin@thewolfofgetquin

@Multibagger and what do you currently think of $UUUU? unfortunately also down 25%

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Chris@Multibagger

@thewolfofgetquin I also sold them. This time with a small loss of 10%. This is manageable after the last profit of 250%. However, I will enter again at a higher level below 10. In the long term, I find them super interesting and promising. I am also out of $MP and have secured the remaining profits. The commodities sector is currently suffering massively from profit-taking. However, I am already buying $UUUU and $MP again via a savings plan.
My only major positions in the commodities sector at the moment are $MTM, $PPTA and $IPX

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AK@AK98

@Multibagger Do you mean it's going to go down further next week? Is this just blowing out the air, since most stocks have already run pretty hot, or have I missed something?

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Chris@Multibagger

@AK98 No, air is being let out and commodities are not in the press every day at the moment. At the moment it's the AI bubble.

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Leon@Investingyoung

Can you explain Dro s dilution?

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Chris@Multibagger

@Investingyoung Of course, there are very high employee options, currently 44.5 million shares again, which employees can exercise at very low prices. $DRO issues new shares for this purpose, which leads to enormous dilution. In the last 3 years, the number of outstanding shares has doubled from 451 million to 906 million. The options are very generous and linked to sales targets. The current ones exist because the AUD 200 million mark has been reached. Further options are due at 300, 400 and 500 million sales.
And $DRO still has a P/E ratio of 11 and a P/E ratio of 51 for 2026 despite the approximately 50% fall in the share price.

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Leon@Investingyoung

@Multibagger I would love to work for this baba company... would be just like google and NVDA employees millionaires after a few decades

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Leon@Investingyoung

@Multibagger thanks for the explanation cheffe

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