$LDO (+3.64%) Who can tell me the reasons why the stock is continuously going down in such a geopolitical situation? Is one waiting for the ratification of defense spending by NATO? Has it already been discounted by the markets? Hard to follow the performance of the stock now....
Leonardo
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ISIN: IT0003856405
Ticker: LDO
IT0003856405
LDO
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29
5D·
Eurofighter nations want to ramp up production
Eurofighter GmbH:
Eurofighter GmbH is a consortium responsible for the development, production and support of the Eurofighter Typhoon. The companies involved include Airbus, BAE Systems and Leonardo.
$AIR (+2.82%)
$BA. (+3.87%)
$LDO (+3.64%)
MTU Aero Engines is a German engine manufacturer and plays a central role in the development and production of the EJ200 engine for the Eurofighter.
The partners in the Eurofighter consortium are planning to increase annual production of the fighter aircraft from 14 to 20 aircraft and are even considering an increase to 30 aircraft in the long term, should corresponding orders be received. According to Jorge Tamarit Degenhardt, CEO of Eurofighter Jagdflugzeug GmbH, the increase in annual output by six aircraft is to be realized within 36 months.
As the manager explained to journalists at the Paris Air Show on Wednesday, sales campaigns for the fighter aircraft are currently underway in Turkey, Portugal, Austria, Saudi Arabia and Poland. For the British Ministry of Defense, the campaign in Saudi Arabia is a "must", as it is an important location for BAE Systems, where around 7,000 people are employed.
Tamarit Degenhardt basically sees an export potential of more than 100 machines, but conceded that the German position could represent an obstacle to exports to Turkey. In addition, further orders could come from the Eurofighter nations.
The CEO of Eurofighter GmbH expects the order for 20 additional Eurofighters for the German Air Force, which the then Chancellor Olaf Scholz announced a year ago at the ILA air show in Berlin, to be placed after the summer break.
The Long Term Evolution (LTE) of the Eurofighter has not yet been implemented in the 20 aircraft of Tranche 5. Observers do not want to rule out the possibility that there will be further demand for LTE Eurofighters, especially as they will then be better equipped for use with unmanned platforms. When asked, the Eurofighter manager said that there is currently no timeline for the integration of the Taurus cruise missile into the German Eurofighters. These are to replace the outdated Tornados as the carrier platform for the stand-off weapon.
According to Tamarit Degenhardt, the Eurofighter represents the "Combat Mass" of the European Air Force. Around 80 percent of combat missions are flown with the aircraft. He expects the global fleet of Eurofighters to reach 1 million flight hours by the end of the year.
Lars Hoffmann
https://www.hartpunkt.de/eurofighter-nationen-wollen-die-produktion-hochfahren/
Luftwaffe - new Eurofighters to receive Arexis self-protection system from Saab
www.hartpunkt.deEurofighter-Nationen wollen die Produktion hochfahren
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1Wk·
🚀 Rheinmetall & Anduril: New weapons alliance
🤝 Strategic partnership between Rheinmetall $RHM (+6.34%) (🇩🇪) & Anduril Industries (🇺🇸)
🎯 Goal: Joint development & production of:
- ✈️ Anduril missiles "Barracuda" & "Fury"
- 🔥 Solid rocket motors for the European market
⚔️ Previous cooperation on drone defense systems
🌍 Focus on rapid production & adaptation to NATO missions
📈 Rheinmetall share price up slightly after announcement
📊 Rheinmetall focuses on growth through:
- 🇮🇹 Cooperation with Leonardo $LDO (+3.64%) for battle tanks
- 🇺🇸 Cooperation with Lockheed Martin $LMT (-0.24%) for missiles & fighter jets
Source:
1111
3 Comments
1Wk
Too bad that Anduril is not yet listed and can only be traded pre IPO. ☹️
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22
•3Wk·
May 2025 performance
A good month despite last week downtrend.
This month, a part from the usual savings plans, I will increase my position in $LDO (+3.64%) and start a little position in $TTWO (-1.45%) . By the end of next month I will probably start a position in the semiconductors sector.
What do you think?
77
1Mon·
Leonardo 1Q2025 Results
$LDO (+3.64%) BOARD OF DIRECTORS APPROVED THE 1Q2025 RESULTS 👍🏻
www.leonardo.comBoard of Directors approved the 1Q2025 RESULTS. New orders € 6.9 BLN (+20.6%*), revenues € 4.2 BLN (+14.9%*), EBITA € 211 MIL (+17.9%*,**), FOCF € - 580 MIL (+7.6%*). Guidance 2025 confirmed
44
1Mon·
10k goal ✅
🎉Good evening everyone. Today, with this fantastic market session, after a little more than three years since the 'beginning of my journey in the investment world I finally reached the small (but for me big) threshold of 10k.
🧮At this point I would like to make a recap and ask you, if my strategy, based on my goals, is suitable and feasible.
🧒🏻Innanzitutto I am 28 years old, my dream (financially speaking) is to become financially independent by the age of 40 and then be able to stop working and live off my income. I am an investor with an excellent appetite for risk.
📊📈 My monthly investment plan included only two assets until the end of 2024: $KCVBHW (+0.43%) e $BTC (+0.47%) . I started in 2022 an accumulation plan through my bank of €100 monthly with a duration of 10 years in the Morgan Stanley Global Opportunity Fund AH, to which I add additional deposits from time to time in the months when I have more funds to invest. In mid-2023 I began adding Bitcoin to my portfolio, with investments of only €20 per month, which became something more whenever I had additional funds to invest.
Since early 2025 my monthly investments have steadily, and at a minimum, reached €350, broken down as follows:
- €100 in Morgan Stanley Global Opportunity Fund AH
- €50 in Bitcoin
- €200 divided into two stocks $LDO (+3.64%) Leonardo, a share in $VHYL (+0.54%) and the remainder in $FGEQ (+0.39%) .
From this month I aim to restructure the €200 into 6 small accumulation plans:
- €100 in $LDO (+3.64%)
- €20 in $FGEQ (+0.39%)
- €20 in $VHYL (+0.54%)
- €20 in $MSFT (+0.47%)
- €20 in $1211 (-3.6%)
- €20 in $HIMS (+9.63%)
❔🤷🏻♂️ I know that the fundamental problem in achieving my goal is to considerably increase the monthly amount of invested capital, but based on these premises, is this a right strategy in your opinion?
5Positions
€10,011.47
35.45%
1Mon·
Investment in Take-Two?
Hello everyone, given the recent news about the postponement of GTA VI, I was thinking of making a lump sum investment in $TTWO (-1.45%) , to be liquidated within the next two years, or at least as soon as the company experiences a significant uptick after the game's release.
My portfolio is already aimed at long-term capital growth (20 years minimum), with a strong risk appetite. The two main positions are. $KCVBHW (+0.43%) (75%) e $BTC (+0.47%) (15%), the remainder being two dividend-paying ETFs, $FGEQ (+0.39%) e $VHYL (+0.54%) , e $LDO (+3.64%) .
Does this make sense to you as an investment?
11
2 Comments
1Mon
Something that has been announced for so long is already priced into the stock price. There is more of a risk that after release - should the game disappoint in any way - there will be a sell-off than that the share price will go up at that point
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2Mon·
IVECO: Interesting value case with cyclical risk
Today on the way back from La Spezia (Leonardo $LDO (+3.64%) and Rheinmetall $RHM (+6.34%) greetings) on the Italian highway, I overtook four convoys of brand new military IVECOs. $IVG (+3%) overtaken. 2x German army and 2x Lithuanian army.
And since I was a passenger princess at the time, I used the time for an IVECO deep dive.
In short: EV/EBITDA < 4, KGV ≈ 7, FCF-Rendite > 11 % - classic deep value signature. Weak equity base prevents an outright "10 out of 10", but the 30% discount to conservative fair value, combined with positive cash generation and dividend proposal make IVECO quite attractive. Currently practically at a price of 70 cents per euro per euro. And in view of the current security policy situation, that is still conservative.
66
2 Comments
2Mon
I think there was something about this today in the Ohne Aktien wird's schwer podcast
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3Mon·
Trump: "We'll sell our allies toned down military planes, because someday, maybe they're not our allies"
Trump - the best sales guy the European defense industry has ever had.
Speaking of fighter aircraft: did I already mention that Saab ($SAAB B (+4.8%)) not only has its own platforms such as the Gripen fighter jet, but is also involved in the modernization of the European Eurofighter ($AIR (+2.82%) - $LDO (+3.64%) - $BA. (+3.87%)) fleets and the construction of the upcoming latest "Eurofighter EK" models?
It's time for Kötbullar again.
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