2Semana
In your opinion, which defense company has the best prospects of becoming the market leader in unmanned drones?
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@Iwanowitsch Northrop is probably the best positioned of the publicly traded companies.
Regardless of the delivery system, you still need something like $BWXT for the nuclear warheads for a complete world destruction portfolio. ☀
Regardless of the delivery system, you still need something like $BWXT for the nuclear warheads for a complete world destruction portfolio. ☀
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@Iwanowitsch I’d focus more on drone defense.
Govs prioritizing protection of critical infrastructure, making contracts more stable, especially in emerging markets.
Might not be a big investment opportunity just yet, think worth keeping an eye on disruptors like DroneShield and QinetiQ. These companies are smaller, nimbler, and more flexible, focused on these growing markets where the Lockheeds might be slower to catch on. IMHO...🤗
AeroVironment Inc. and Thales might also be worth a look right now, as they mix both combat and defense, offering solid growth potential currently
Govs prioritizing protection of critical infrastructure, making contracts more stable, especially in emerging markets.
Might not be a big investment opportunity just yet, think worth keeping an eye on disruptors like DroneShield and QinetiQ. These companies are smaller, nimbler, and more flexible, focused on these growing markets where the Lockheeds might be slower to catch on. IMHO...🤗
AeroVironment Inc. and Thales might also be worth a look right now, as they mix both combat and defense, offering solid growth potential currently
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2Semana
@Iwanowitsch
$ESLT and $AVAV are both in the drone business. I can't tell you whether they can become market leaders.
$ESLT and $AVAV are both in the drone business. I can't tell you whether they can become market leaders.
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@Tenbagger2024 Ah, Sir, always a pleasure when you drop by with your brilliantly phrased provocation!
But, if I may, allow me to humbly suggest that Thales is indeed the superior investment compard to Elbit.
But, if I may, allow me to humbly suggest that Thales is indeed the superior investment compard to Elbit.
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@Yoshika
That may well be the case. I have only listed two companies that you can look at. And which can be used for comparison
That may well be the case. I have only listed two companies that you can look at. And which can be used for comparison
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@Iwanowitsch
https://schiebel.net/
Keep in mind there is no participation for investors
https://schiebel.net/
Keep in mind there is no participation for investors
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