Member Info for chameleon1

Https://x.com/OndoPlc/status/1884134317942792389

Nice, 40k warrant options @ 22p average

It’s almost like he is telling his audience something big is in the pipeline

Some big buys today

Https://x.com/OndoPlc/status/1878740796465401986

Looks like this will be a transformative year

All very quiet on the board, I guess we are all awaiting the couple of big deals Craig was hinting at

Currently offered 39.9 to sell and 40 to buy , looks like shares are needed

I echo a lot of your thoughts and I am pretty certain a couple top 5 insurers will be announced soon in the new year, Craig in his recent interviews is almost hinting at developments,

Are we going to see a Santa’s rally ? Is Craig going to drop a nice order this side of Xmas ?

Warrants , being flipped

Volmers posts almost have a negative slant to them, could be has gone short like a couple of others that posted , very risky in this share as so much news to come

In the U.S. our goal is to establish LeakBot as the industry-standard market leading solution for U.S. insurers to predict and prevent water damage claims. We are particularly focused on sustaining the momentum we've built in the U.S., leveraging the repeat prepayment model to fund further growth. This innovative contractual framework ensures that our expansion is largely self-funded, enabling us to deploy LeakBot at scale without the need for additional capital. EBITDA trading is in sight in the second half of 2025 without the need for any additional working capital funding.

The sense of excitement in the team is palpable and I think our belief that Ondo has the potential to be a highly valuable fast-growth technology and services company generating significant recurring revenue and profits is now shared by more and more

The average of warrants is 22p

Ondo was spawned from homeserve who are a major shareholder so Ondo will always get favourable terms from them, revenue is increasing and orders are paid in advance, warrants are also increasing the bottom line so not sure you are on the right track

Strong start to the week

Repost

Myles McNulty

@MylesMcNulty

Ondo InsurTech #ONDO smashing through all-time highs and about to tag 40p as it heads into the weekend, following its interims on Tuesday and a punchy presentation on

@InvestorMeetCo

on Wednesday.

What's really glorious is that the considerable blocks of outstanding warrants are already being exercised (see yesterday's RNS), yet the share price is more than absorbing any being flipped. In fact, warrant exercises seem to be powering the SP on. The market knows that Ondo won't have to come back to market for more funds now. The higher the SP goes, the faster those blocks of warrants are unlocked, the stronger the balance sheet becomes, the faster debt is cleared....

The market wasn't worried whatsoever about modest H1 revenue, ate least relative to mkt cap - because the path to truly substantial revenues is transparent, and - whilst I'd never say easy - at least straightforward.

It is purely down to execution now, which

@foster_ideas

and his team are doing an astonishingly good job of.

LeakBot has passed the tipping point now, and crucially with US insurers.

Dowgate introduced a new set of forecasts this week that stretches out to 2028/29. Well worth a look (and I'd argue that they've been very conservative!). The analyst has hiked his 12-month target price to 72p.

There is a good chance

You need to look at the bigger picture, I’m sure they will be a big carrier announcement before the break

118,076,787 total shares issued currently 47.05% held by significant shareholders,

Ondo have barely scratched the surface of the US market, all major insurers will adopt this , the savings on claims is substantial, I see it would probably be a pre requisite of obtaining home insurance eventually