Certainly not an uninteresting company either. I still see $ONDS ahead in the medium term, because in my view the reason for the poorer figures at $ONDS is something that is neglected in your great overview. They have made a large number of acquisitions, which will of course have a negative impact on their results for the time being, but will ensure that they can cover the entire value chain in the drone sector if the integration is successful. In my view, this sets them apart from most other drone companies, which only offer partial services. The success of $ONDS therefore depends solely on how quickly and effectively they manage to integrate the acquired companies. If they manage to do this, they have what it takes to become a tenbagger.
@Multibagger$ONDS is much more than just drones in the air. It is developing into a vertically integrated unmanned ground air defense player. I see a clear upside here if the integration of all acquisitions and full-package sales succeed in the long term.
- Acquisition of Harder Digital (image intensifier tubes)
- further aggressive acquisitions (Exosens participation, Kappa Optronics)
- Theon currently holds a 9.77% stake in Exosens, making it the second largest shareholder
- Exosens is the most important supplier of image intensifier tubes for Theon (which is only logical, as Exosens is the global market leader in image intensifier tubes); investment to secure the supply chain and deepen the long-standing partnership
- European market share: Theon has a market share of over 50% for night vision goggles (NVGs) in Europe. In countries such as Germany and Belgium, it is the de facto standard supplier.
- Global market share: According to estimates, the global market share for portable night vision systems is in the range of 10% to 15%.
So I will continue to stick exclusively to $EXENS. 😊👌🏻
