Ondo Insurtech Share Discussion Threads

[tom5boy] 17/6/2025 17:48:49

Purple11

The Directors have not sold out, gross
misinformation!!!

You do yourself no favours.

[homebrewruss] 16/6/2025 11:24:45

New interview in relation to today's news

[purple11] 10/6/2025 08:43:29

because it was massively overvalued

[purple11] 10/6/2025 08:23:05

now we know the true reason why the Directors sold out at 40p

[williamcruickshank119] 09/6/2025 17:06:31

I have no idea why this has dropped nearly in half now in such a shortc space of time!!!

[pdt] 03/6/2025 13:29:37

I see Ondo are a sponsor at Insurtech Insights USA taking place 4th and 5th June.

Looking at the list of attendees all the top US insurers are there. Perhaps Craig will give an update over the next couple of days?

[purple11] 29/5/2025 13:06:37

theres a leak!

[pdt] 28/5/2025 14:50:54

I was wondering why are we seeing some recent weakness in the share price. Could one reason be the warrants? There is an expiry of about £1m worth at the end of July at 20p. There could be some selling at 25p now to fund the exercise.

If they all exercise then the cash balance should grow by some £0.5 million to around £4.5 million as well as reducing the loan note balance by a similar amount.

I have taken the opportunity to add. They don't need to keep announcing new customer wins since they have enough addressable households to keep them busy for some time.

I am comfortable with recent suggestions that the EPS could be around 6p in four years time. At a modest PE of 20 there could be a share price of 120p. I would be happy with that :) As usual time will tell!

[sevenccc] 27/5/2025 18:32:48

Dilip think you're getting a little ahead on the numbers there. I'd suggest 150k units at year end plus 100k evenly added through the year would effectively be 50k more generating a full year's contribution. So basing revenue on 200k not 250k units brings it closer to the forecasts. And with Trumpy baby trashing the dollar could get closer still! I'd still hope for £9m and a beat plus accelerating install levels. Guess we'll have to wait til end of July for the next update. Fair?

[homebrewruss] 27/5/2025 18:04:30

Oak bloke Ondo writeup/video

[dilip40] 23/5/2025 15:51:50

2K take up bots weekly is 100k over next 12 months plus existing 150k in place =250k
at $60 x250k=$15m revenue cant see how brokers has £8m for 2026
looks big sale today 260k volume dowm 4p

[williamcruickshank119] 23/5/2025 10:17:34

No idea why the sharevprice has dropped to sub 30p but I can wait!!!

[purple11] 22/5/2025 13:34:05

drip drip.......

[ged5] 22/5/2025 11:08:54

There's also an associated article.



Watching the video it's the first time I remember seeing an explanation of how Leakbot works.

[albo] 20/5/2025 11:43:22

Is the Crux interview out yet?

[chrysalis99] 19/5/2025 22:25:58

To a great extent the roll-out rate is governed by the insurance company. In the past Ondo has stated that they proactively work with the insurance companies to try to "optimise" roll-out and take-up rates by end customers. There was talk at one stage of one or more insurance companies making installation of a leakbot mandatory to customers. That would be a game-changer in terms of the revenue ramp-up.

[line and length] 19/5/2025 17:30:06

You'd expect the rate to now pick up significantly given the TAM. Let's see.

[dilip40] 19/5/2025 11:32:53

why is the take up rate only 2k a week with several millions potential households

[mdchand] 12/5/2025 11:14:29

Looking at the MMs, it's 1v1. Investec bank chasing stock at 26.5 vs Wins at 27.5.