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Justin Girton @JustinGirton on x 1627 followers
Created: 2025-07-26 19:11:43 UTC
The best smaller drone plays are $UMAC and $ONDS IMO.
I'm fond of UMAC because they have the best share structure (30mil outstanding), $85mil cash, no debt, low cash burn, and they're a parts manufacturer/supplier for drones that don't have to win government contracts themselves. Also, Don Jr. is an investor.
~$40mil+ revenue for 2026 is possible.
They recently started working with L3Harris as well, with Fiber optic drone lines.
Really like ONDS, too, though.
XXX engagements
Related Topics $40mil investment drones debt $85mil imo $onds $umac