Rheinmetall

KasaNova · 2025-06-04T12:35:34.724666Z

Do you think it's too late to invest in the $RHM share? Of course, nobody can predict the political situation, but I would like your thoughts on this. I'm not usually the type to buy high and sell low, but I'm really unsure whether this one might still be worthwhile.

Charmin@Charmin

3D

The share price has increased twenty-fold in the last three or four years. It's a bit late for FOMO now. I wouldn't go back in there ...

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KasaNova@KasaNova

3D

@Charmin Thank you for your opinion.

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Emil@Emil_Invest

2D

@Charmin I've thought the same thing 20 times and, lo and behold, every month there was another 50% on top. You just can't look into the crystal ball.

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Charmin@Charmin

2D

@Emil_Invest No, you can't. But you can assess opportunities/risks. And if a stock goes up 20x, then a lot of fantasy is priced into the price.

What if the Ukraine conflict is settled? Then it would plummet by 50% (and would still be highly valued).

For me, an entry is too risky. At the beginning of the crisis, I backed the completely wrong horse out of sheer laziness/stupidity (ThyssenKrupp - I have no idea what the devil got me there).

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Alex C.@slava_ukraine

2D

@Charmin ThyssenKrupp has 144% YTD, how much do you have? -3.8%?

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Charmin@Charmin

2D

@slava_ukraine I bought TK three years ago or so (just under 10 euros, if I remember). And there was no progress at all. So I sold again because the prospects weren't there. Now they're still at 8 euros something. So I'm not crying over the sale.

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Charmin@Charmin

2D

@Charmin PS: What my return YTD has to do with this is beyond me. But to play along with your game: I have just under a million in shares. What about you?

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Alex C.@slava_ukraine

2D

@Charmin then I'll have just under 0.5 million, and it's only a matter of time before I crack the million :)

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Charmin@Charmin

2D

If you stay good, yes.

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Olli@Olli68

3D

Top-Unternehmen 👍

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Matthias@ZaphodB

2D

I had also asked myself the same question, but after some consideration I rejected it and instead bought into this European defense ETF Wisdom European defense - which also seems to be doing quite well and no longer just benefits from Rheinmetall. I also don't think that Rheinmetall will start a very strong upward rally now, there will be a little more, but the gold rush era is probably over. For smaller trial balloons I still have a small position in Droneshield from Australia, for example - just to see what happens. I don't have that many specialized companies for this type of weapons technology on my radar yet.

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Epi@Epi

3D

Better look around for potential takeover targets for RHM.
The M&A season should start soon for the defense companies.

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Shem_sen@Shem_sen

3D

@Epi Do you have any examples? Vg

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Epi@Epi

3D

@Shem_sen I'm not an expert on this. Maybe $M4N is good for something? 🤷
But you have to delve deep into the subject. Nothing comes from nothing.

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BeachPlease@BeachPlease

3D

What is your investment horizon?

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KasaNova@KasaNova

3D

@BeachPlease I have time, I would say.

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BeachPlease@BeachPlease

3D

That's nice xD Ok, to put it another way: would you want to put up with a share falling for a few months because you are convinced that the company will perform well in the long term? If so, then you can still get in on RHM.

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KasaNova@KasaNova

3D

@BeachPlease That's what I meant by I have time. I only invest money that I have left over either way. Whether I leave it lying around for 10 years or not.
Thanks for your opinion.

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Hendan@Hendan

3D

I think there are firms in the defense industry which are far more undervalued than Rheinmetall

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Matthias@ZaphodB

2D

@Hendan looking for those opportunities. Any suggestions?

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Hendan@Hendan

2D

@ZaphodB I'm invested in $LDO , I think it's the most undervalued in the sector

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Matthias@ZaphodB

2D

@Hendan Thanks - will have a closer look on Leonardo, interesting....

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wealth_maximizer_149@wealth_maximizer_149

3D

I would wait with Rheinmetall until it has a P/E ratio of 20 again, maybe it is going sideways now and will become cheaper over time or it will correct and then you can buy it cheaper

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Peace@Pinkafeld

3D

Too late. I've had a custody account since 2023

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KasaNova@KasaNova

3D

@Pinkafeld you happier.

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Thomas P.@TomTom95

3D

I got out at 1,400 with 120% plus and annoyingly, I would not get back in NOW

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Alex C.@slava_ukraine

2D

You can buy the iShares Europe Defense UCITS ETF, which includes Rheinmetall at around 19%. The people at BlackRock are not stupid and know what they are doing.

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Peace@Pinkafeld

2D

@slava_ukraine the people at Blackrock collect their commission from every ETF, so they don't care if ETF crashes 50% in 1-2 years

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Alex C.@slava_ukraine

2D

@Pinkafeld ETF is about >100% YTD, why should it plunge 50% in 1-2 years??? Will NATO be dissolved in 1-2 years?

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Matthias@ZaphodB

2D

@slava_ukraine Also a very good idea.

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Matthias@ZaphodB

2D

@slava_ukraine I liked the idea SOOO much that I just bought a small position in it. I think they are just at the beginning of a stable and good development. Thanks for a good tip, I was looking for something like that.

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Thp@Thp

2D

I had 5 shares in my portfolio and sold them exactly in May 2024... Also with a high profit... The share price also went up sharply after the war started and I thought it couldn't go any further, especially because a certain president wanted to end the war and I thought he would win the election.
At the time, I sold at a price of 520 euros. Today we are all smarter. Maybe you shouldn't just look at a chart and follow it. And don't take tips from someone who has exactly one share in their portfolio 😜

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trade_samurai_721@trade_samurai_721

2D

I have now sold Rheinmetall and Hensold.
Unfortunately a little too early and getting back in now was too critical for me
That's why I bought the ETF Wisdom, which also covers other defense companies. And it is doing quite well.
I am still invested in Thales and Airbus

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Rheinmetall?