7Mon·

Short UPDATE

due to some negative news like.


  • New contract awarded by the U.S. Space Force
  • Quarterly figures below expectations
  • Forecast reduction


I also see more and more new drone players coming onto the market. Whether it's the big ones like Kratos, Rheinmetall, etc. Or smaller start-ups. I think a lot will be about price in the future, which will put pressure on margins.


And in the worst case, the "Novo effect" could even occur here.

"Novo effect" could occur.


That's why I'm out of the growing market (which we also have for slimming products), but now also a highly competitive market.

11.03
AeroVironment logo
Sold x13 at €171.60
€2,230.80
4.03%
24
36 Comments

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Do you already have a new investment target? So for the industry I meant 😉
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@Hotte1909 I might buy more at $KNT, but I'm not sure whether the oil price will continue to weigh on gold. Then I'm still looking at commodities in general; unfortunately $AII has already run away from me. Then I wanted to take a look at $AMG, $BOL and $DR0. But I'll also have another look at my last ideas. So there's plenty to choose from. What do you think of $AMG? @Multibagger @Dividendenopi Can you also say something about AMG?
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@Tenbagger2024 I can't say anything about it, but at the moment I'm betting on $LYC in this area.
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@Tenbagger2024 Is k92 actually in the gold business? Or commodities in general. Personally, I am invested in commodities at $LUG and $RIO. But I don't know enough about the sector to speculate. Whereby Lundin also started more as a speculation
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@Multibagger I had also taken a look, but the margins are already very thin
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@Hotte1909 K92 is predominantly gold
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@Hotte1909 Would you already buy more Bitcoin?
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@Tenbagger2024 that's just the official margins. If the USA wants to become independent of China, there are guaranteed purchase prices that are twice as high as the market prices, as is the case with $MP.
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@Multibagger Do you have an opinion on $AMG?
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@Multibagger I see Europe in a similar predicament
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@Tenbagger2024 I wrote that I couldn't say anything about this because I haven't dealt with $AMG yet.
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Trump says buy 😅😅
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Then you now have money for Astroscale. That also leaves Defense related.
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@PikaPika0105 unfortunately I can't trade with my bank. maybe something more conservative in $6701
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@Tenbagger2024 oh that's right, you meant.... otherwise you could also join the Fujifilm/SEALSQ/Medley/PKSHA team
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@PikaPika0105 I have to analyze
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Would you buy that stock again right now?
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@Max095 Good question. Right now, I'm mostly working with suppliers. I'm with $KIT, and now I'm also with $V1NC
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@Tenbagger-Capital also a good choice
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@Max095 but just European companies
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@Tenbagger-Capital It's not bad to mix in, is it? 😊
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No. If your Europa allowance permits it
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