Dec. 23 at 8:18 PM
$UAVS @iVeee
Hey buddy, sorry for the delay, I've been busy working. Your generation doesn't know much about that.
Yeah, that's BS. I posted about drone contracts being delayed and expecting a drop in stock price. I think you referred to that as an illusion😂 I've been long on RCAT since 2021 and ONDS since November 2024. I've clearly done more research on the drone industry, including UAVS. My point still stands, UAVS is in a rough spot and always on the cusp of failure. Even if they secure a contract, they will need to dilute in order to scale or meet the order. I don't know why anyone would risk capital on this turd of a company. How do you explain the lack of equity in Bill Irby's compensation package? Why are you more optimistic than the CEO? Have you heard of opportunity cost?
Nice call on PLTR. How you missed the boat on drone companies with PLTR partnerships blows my mind. Assuming you did your DD on PLTR, why did you go with UAVS over ONDS or RCAT?
