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Shay Boloor
@StockSavvyShay
Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA
参加 February 2019
342 フォロー中    463.5K ファン
Citizens estimates a ~$160B addressable market for $ONDS but what really stands out to me is that ~$120B comes from counter-drone defense alone with ~$96B of that opportunity coming international. That international exposure is huge because allied militaries facing cheap drone threats cannot keep relying on million-dollar missiles which creates a growing need for better detection and interception systems that can be deployed at scale. And I almost look at rest of this chart as a roadmap for what Ondas could become with Stemme bringing ISR aircraft manufacturing in-house at ~25% factory utilization while autonomous ground systems and precision strike represent next logical pieces of a much broader defense platform.
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