RCAT
Red Cat Holdings, Inc. Common Stock
stock NASDAQ

Is RCAT dead? 

RCAT, MSTR

MRLN, RCAT

Agree with you, I bealive RCAT will be 100$

RCAT this shit will be 100$ in few years

Is RCAT dead? 

RCAT, MSTR

MRLN, RCAT

Agree with you, I bealive RCAT will be 100$

RCAT this shit will be 100$ in few years

That’s a tough one because I’m inherently biased being heavily invested in RCAT and have no stake in ONDS. I believe they’re both incredibly well positioned and will both be in great places a couple years from now. My only concern with ONDS is that their current market cap is already so high. I believe these two companies are in very similar positions but ONDS has 2.5x the market cap and has therefore already priced in a decent amount of their imminent success.
ONDS has a very well spoken CEO which helps in the court of public opinions, as well as a large amount of smaller contracts already on the books which gives potential investors a lot of faith in future large contracts. RCAT has some of the best products on the market and while tons of potential buyers have expressed great interest, they have struggled to get many contracts actually on the books. I expect this to change very soon for 2 reasons. The first being RCAT recently landed a decent NATO contract which has put their drones in the hands of dozens of countries defense programs giving them the strong possibility of landing larger contracts with the militaries of NATO countries around the world. The second being the Army put out an acquisition request last week specifically for RCATs black widow drone, with the intention of them being partnered with the F-35 for precision strike targeting.
Again I want to reiterate that I am extremely biased because I have had a significant portion of my life savings invested in RCAT for over a year now but I see both companies have the potential to reach $15-20b market cap in the next few years. I believe ONDS has a higher probability of reaching this level given the revenue they already have coming in. I believe that RCAT will also reach this level, but I’ll also concede they have a much larger risk with their struggle to put revenue in the short term.
Tl;Dr: I think both companies will be equally successful, but due to current market caps ONDS is the safer bet (as safe as an unprofitable small cap can be) while RCAT has the higher upside potential.

What's your thoughts on ONDAS? I've been eyeing RCAT and Ondas for a while. Cant decide which one to invest in.

I've been wheeling ASTS and RCAT. It ain't much, but it's honest work.

I’m heavy on RCAT, but I think every drone stock is pretty massively undervalued rn. RCAT is trading at a decent discount compared to others because the CEO has a touch of foot-in-mouth syndrome but I think the risk is massively overstated. He got a bit ahead of himself announcing a contract last year that’s been in purgatory due to the absolute shitshow the DoD has been and the market branded him a liar. They still have the best sUAS drone on the market and one of the only truly battle tested USVs on the market. A decent amount of smaller contracts have been coming through but the large DoD orders that were in the pipeline when the current administration took over are taking much longer than expected making a lot of investors think they aren’t coming at all.
I think the market has underestimated the sheer quantity of money the entire worlds militaries will be dumping into drones over the next 10 years and it has the potential to make several >$10b companies and/or cause some of these companies to get some pretty lucrative buyouts. I think every <$10b drone company on the market right now is in the position to either 10x or crash in the next few years.

ELTP, RCAT, UMAC

$RCAT

I’ve been trading ONDS since Nov. I have done all sorts of strategies with it and it’s been the best in my portfolio. I’m up over 120% in 6 months.
I am agnostic to getting assigned on the CC’s. I’m usually selling them around 5% OTM + the 2-3% CC premium. I use a combination of CSP, and CC simultaneously to catch the ups and downs.
On ONDS and other high beta names like BE, ASTS, RCAT, HUT, and AAOI, I have found rolling is an incredibly lucrative strategy on draw downs and gap ups. I have rolled CSP down $4 to $8 a week for a credit, and with the recent massive gap ups on most of these, I’ve rolled everyone of these up to within 10% of the ATM after 25-100% gaps, for 8-35%. I improved AAOI CC strike prices by as much as $12 for 20 cents on the dollar. The rolling has been a key strategy that I’ve been adapting to. I fend it works best on the stocks with high ATR/IV.