Dec. 3 at 1:48 PM
$LPTH 🔥 ONDAS Border-Drone Contract Could Quietly Reprice LPTH
$ONDS just announced a major autonomous border-security drone win — 24/7 ISR, swarm capability, and a unified C2 architecture. The release specifically says the system is built “by combining OAS’ autonomous platforms with capabilities from our partners.”
Here’s the overlooked part:
LightPath (LPTH) is one of those partners.
ONDS already invested
$8M into LPTH for its infrared/thermal optics used in drone and defense imaging.
This now positions LPTH to benefit from:
1️⃣ Border-tower imaging systems (discussed on recent conference calls)
2️⃣ *Drone-based ISR systems tied to this new ONDS program
LPTH also has a
$200M mixed shelf, which now aligns with the possibility of expanded defense-optics demand.
At today’s valuation, LPTH remains massively undervalued relative to its strategic position in ONDS’ growing defense ecosystem.
Bottom line: ONDS gets the contract.
LPTH may be the real re-rating story.
