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.
@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" 😅
@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.
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?
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.
@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.
@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.
@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...
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...☺️