9H·

First purchase Rheinmetall

I treat myself to a share in a cornerstone of European security. $RHM (-6.65%)

💪🚀


50-Weekly SMA tapped:

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24.11
Rheinmetall logo
Bought x10 at €1,481.00
€14,810.00
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21 Comments

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If there is peace in Ukraine, the chart doesn't matter, then you can get them for under €1200. In my view, there are 2 sectors that you can judge almost exclusively on geopolitical prospects. Defense and commodities, except gold and silver.
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@Multibagger I want nothing more than peace in Ukraine. Also out of self-interest, as I have family and friends there.
Putin's dictated peace, which he has passed on to his asset in the White House, is completely unacceptable.
I therefore see the current market reaction as a massive miscalculation... a.k.a. "The market is wrong" 😅
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@BigMo The market is always right 😉
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@Sansebastian Yes, but the market is also a drama queen and likes to exaggerate 😏
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@BigMo There will only be this peace, unfortunately. Otherwise, DT will once again ensure that there is no more intelligence and satellite information, then Ukraine will be blind and will lose the war militarily relatively quickly. Everyone knows that the Europeans cannot replace the Americans.
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@Multibagger Even if that happens, it is not "peace". The threat from Russia remains in the medium and long term, or will become even greater.
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@BigMo I agree, but the stock market is a lot of psychology. And first of all, the defense highflyers will be punished.
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@Multibagger That's also true. Nevertheless, I think that an important mark has already been reached here.
I'm continuing to buy, because I don't think a complete collapse of the defense sector is likely at the moment.
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@BigMo You are certainly right about that.
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@Multibagger Donald says something different every day. It wasn't 14 days ago that he wanted to deliver Tomahawk cruise missiles. Now the Russians have threatened to release his porn videos with Baba: and he signs their proposal.
Let's wait and see. As long as Donald Trump is in the world and Vladimir Putin: I think $RHM is a good investment, although all the share price fantasies and Donald's increasing dementia are probably already largely priced in.
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Too slow, too expensive.
I think RHM is coming under increasing pressure from smaller competitors who either have significantly better technology or are much cheaper.
The time for one-offs with gold rims is probably coming to an end.
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@Epi
Which competitors are they? The answer to all questions is not always "drones".
Areas such as air defense or 155 mm artillery shells including production chains (powder and explosives production) are RHM's strengths.
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@BigMo $EOS is one such candidate, I think. Laser-based air defense. A factor of 10 more effective and cheaper than the stuff from RHM. Hundreds of such cliques are currently being created, each more disruptive than the next. The German government is slowly running out of money, so it is taking a closer look to see if it can achieve the same goal more effectively. Hopefully.
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@Epi They still remain speculative, of course, but I see your point.
Donaustahl is also such a candidate, with a likeable founder. But it's too complicated for me to invest in their bond...
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@BigMo Jupp Donaustahl bond is also in my portfolio - but there will be no shares in the medium term. According to some commentaries, there are already Family Office and VentureCaptial in there for further expansion
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https://getqu.in/nmWSxC/ oh, this is very surprising timing for me. I was just talking about my sale and how much I've regretted it over the last few months. Do you think it's a good time to get in?
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@Iwamoto Maybe it'll go a little lower, but in my opinion it's definitely already buy prices.
I'll post another chart 😁
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Phew, I don't know, but Eckpfeiler fits :) I'll pay attention again at 1.3k, but in the long run probably not so important when you joined.
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@BeachPlease 28% down and 50 weekly mark was already a good entry for me 😁
At 1.3k I would add more.
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Ohhh, you don't believe in the Trump deal😉. Ultimatum by Thursday, but the EU will know how to prevent it. Nevertheless: peace is slowly threatening to break out. I'm doing the opposite and shorting RM this week, but with a clear exit if it doesn't work.....🤟Peace Brother...☺️
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@value_crafter_1628 Of course I don't believe in the Trump deal. The EU must now pull itself together and make real peace possible through strength.
Your short seems to be going well so far. Good luck!
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