Ondo Insurtech Share Discussion Threads

[idlejack] 25/1/2025 11:59

Interesting thought C99, I don't think it will last even 2 or 3 years. If a good offer comes in we will sell. The US is in acquisition mode, there are lots of other companies that will go as well. Have a good weekend

[chrysalis99] 24/1/2025 09:00

The board's primary objective should be to avoid being acquired for at least 5 years, if not ten. Shareholders should hopefully be very very delighted with that outcome.

[homebrewruss] 23/1/2025 21:02

Is it not likely Ting will itself be listed in the US for many multiples of what ONDO is currently worth?

[sevenccc] 23/1/2025 16:42

If this really takes off are we likely to see Brookfield pull it in to their portfolio? The Homeserve 10% gives them a nice starter position. While this is small change I doubt it makes the radar but who knows where it could go this year/next. Roll it in with Ting/Whisker and they've got a decent business to run alongside the Homeserve acquisition. Just a thought.

[chrysalis99] 20/1/2025 21:17

https://www.linkedin.com/posts/ondoplc_ondo-ugcPost-7287085987568963586-4_gf

[homebrewruss] 15/1/2025 13:53

'NFU mutual activity is in full swing..'

[homebrewruss] 15/1/2025 13:38

A merger might be possible in time. There are potential cost savings although either businesses should be plenty profitable enough on it's own and the question is how would either raise enough capital to buy the other one out.

[mighunter] 15/1/2025 12:35

Think it would be far more likely to be the other way around...?

[tom5boy] 15/1/2025 12:07

Perhaps Ondo will bid for Whisker Labs.

[line and length] 14/1/2025 17:47

As far as I am aware Ting / Whisker Labs is not a listed company.

[dilip40] 14/1/2025 12:37

Anyone know ticker for ting is it listed thanks

[homebrewruss] 13/1/2025 15:29

Share price very perky today 👀

[ged5] 13/1/2025 10:40

Craig Foster talking about an exciting year. Clip on X 50mins ago:-

[geoffsh] 03/1/2025 15:58

Interesting post from Craig.



hxxps://www.linkedin.com/pulse/peter-thiels-7-questionsand-why-i-think-ondo-could-company-foster-zpw8e/

[hamidahamida] 02/1/2025 11:58

Another 15 million or so more warrants left

[homebrewruss] 02/1/2025 11:55

4.16m warrants exercised at an average of 22p adds close to £1m to the ONDO coffers

[pdt] 27/12/2024 11:23

I think 2025 is going to be a very exciting year for Ondo.

The news in November from Nationwide expanding into 16 states was a huge thumbs up for Ondo. I think that will be the catalyst to spur a number of the Top 20 US insurers into action, either trialling or moving to a staged rollout.

It could take 12 months for insurers just starting to investigate Leakbot since these large companies do not move at speed. However, if you have a competitor with a better offer for customers (a free Leakbot) at a potentially lower premium and lower Loss ratio you have to take action.

The first major news should come in January since we know the expanded manufacturing is up to speed in February. And we have been told they have yet to announce the full reason for the increase.

And then we have product development news in 2025 from Australia potentially expanding the market dramatically to apartments and countries with outside pipes.

[homebrewruss] 20/12/2024 10:00

Hadn't you predicted the warrants would be keeping a lid on the price in the 20's?
There's lots to look forward to and the management have been delivering to date IMV.
It is a lot of options but it does align them with the success of the company and similarly helps in any bid situation.

[hamidahamida] 20/12/2024 08:01

wow 10 million more options still outstanding Plus 20 million or so outstanding warrants That's still some 20% dilution in the pipeline

[homebrewruss] 13/12/2024 14:33

Proactive new interview - end of year summary and looking ahead

[cyberbub] 12/12/2024 23:43

Since you ask Russ, been researching VEL this evening after today's RNS, think it could do well in the next couple of years although it hasn't got the USP (patents) and recurring revenue potential of ONDO. On the other hand it's only £12m cap and the CEO owns 10%, unlike here where CF only has 1% although he does have a good number of options too (along with a salary that I still think is high).

[homebrewruss] 12/12/2024 15:56

Yes of course. Would be interested to know what it's up against :)
I'm struggling to find a better option on the UK market but would like to find some others!

[cyberbub] 12/12/2024 14:05

I'm always monitoring and evaluating everything Russ, like any decent investor should do...