2D·

Game over for the defense sector? What do you think?

Already on Wednesday I have immediately issued a warning to our members when the first reports reports of possible peace negotiations emerged.

The market seems much more uncertain this time and does not not firmly assumingthat the talks will end inconclusively will end without result.

Since the announcement of the negotiations between Trump and Putin on Wednesday, August 6the prices record losses.

$RHM (+2.09%) - 13,90%

$R3NK (-1.57%) - 17,20%

$HAG (+0.17%) - 16,11%

Our members were able to benefit significantly from the recent slide in share prices. Part of the short positions were already covered this morning coveredto minimize the risk of uncertain outcome of the talks next Friday, August 15, in Alaska in Alaska.

What do you think about the outcome of the upcoming peace talks?

#rüstung
#rhm
#renk
#hag
#rheinmetall
#hensoldt
#friedensgespräche
#friedensverhandlungen
#trump
#putin
#usa
#russland
#short

18 Comments

TotallyLost@TotallyLost

In the medium term, doesn't it matter what the Orange dictator makes up with the Soviet dictator?

Firstly, it is questionable whether we will get a real peace or just a ceasefire.
Even if there is a ceasefire, Russia will continue to rearm and so will Europe.

And secondly, that doesn't mean less will be spent on armaments.

I would rather ask myself whether the ratings of places like $RHM are not already so high that they will need years to grow into them.

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Lars92@Lars92

@TotallyLost I agree. Yes, the correction was necessary, but the company will generate good profits in the medium term. Of course, only if Germany and the EU want to continue to be a global player.

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Silas W.@DynasticGrind

@Lars92 Oh, rare specimen in the wild... You got yourself this Wealth thing, what can you tell us? Is Wealth worth it compared to Premium? I'm really struggling with the high surcharge...

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Lars92@Lars92

@DynasticGrind Yes, it's quite nice. For people who like to plan and want to know where they stand financially, it's quite nice, yes :-)

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Silas W.@DynasticGrind

@Lars92 But you had Premium before, didn't you? I don't know if the extra charge is worth it. It's very steep in my opinion.

There is a kind of retirement forecast... Is it good enough (for you) that you really have enough of an overview to make decisions based on it? That's ultimately what it's all about... I haven't been able to try it out yet.

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Lars92@Lars92

21H

@DynasticGrind Yes, you can enter a number of things. Cash flow events, future pensions or other income. You have the option of including real estate and so on. You can also include your savings rate and take inflation into account. Is it worth it? For someone who likes it and doesn't want to do the work with Excel spreadsheets, yes. I think it's too expensive just to try it out. I have canceled my subscription immediately and will see how it develops over time. If the feature remains, I will probably switch back to Premium.

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Silas W.@DynasticGrind

21H

@Lars92 OK, good to know, thank you very much! I think the surcharge is just too high. For €36 p.a. I can also get Premium from Finanzguru, for example... And that gives me a very similar package (apart from AI, which is certainly still to come...). I think 120 euros is still okay.

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Cookiebug@Cookiebug

20H

@DynasticGrind so Wealth is not worth it - there are much better tools in the current state, even free of charge

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Silas W.@DynasticGrind

20H

@Cookiebug Yes, getquin really needs to think about the price again...

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Cookiebug@Cookiebug

20H

@DynasticGrind Outbank and Finanzguru for €30 come from the corner where Premium is heading. However, they are now incorporating more and more share functions. At some point, you'll have the same thing for €90 or €30.

Wealth can be calculated free of charge at Zins-berechnen.de or as a cool app FF-Rechner

Delta is free of charge if you have a custody account with eToro from 25T€. Can do everything including AI and current stock market news etc etc

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Silas W.@DynasticGrind

19H

@Cookiebug Yes - but everything in one application would be very attractive... Just not for the price.

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Julia@Quasar

The talks on Friday will not change the defense spending that has been decided - Europe is arming itself either way, so I can't understand the panic at all.

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Mo@BigMo

I'll just say something about $RHM.
According to my calculations, the fair value corridor is roughly €900-€1,200.
So even at -20% below the ATH, we are still too highly valued to justify a buy-the-dip purchase.
Since the 50 W SMA is currently at around €1,100 and has been THE support in the run-up several times, I would also consider buying here.

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Moritz@MoKi28

I personally believe that an agreement will soon be reached between Russia and Ukraine. Nevertheless, some regions will invest more in armaments in the future. I think the EU in particular wants to be more important and therefore have more influence in such conflicts in the future. In the short term, armaments will probably become more consolidated. However, I believe that the level will remain rather high over the next few years. I would not invest at the moment.

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Tenbagger2024@Tenbagger2024

Given the high valuations of European defense stocks, a reason for a correction must now be found.

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Global I.@gloinvest

I immediately thought: "What spruce is he crawling out from behind, with his 8 years of experience? 🤡

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K@TechNav

14H

Putina is not beaten yet...

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