In reference to my post last week: now that the chance $RHM (+2,86 %) to get below €700 is now behind us, we are approaching €1000 very quickly. An increase in sales of 20% p.a. for the next 10 years is not yet fully priced in. After the MSC, I also assume that KNDS will not be able to meet the demand for the Leopard 2 A8 and that the BW will either homologate the Panther from RHM after the Italian army or that RHM will manufacture parts of the Leopard 2 A8 in a joint venture for KNDS. Above all, the chances of a massive increase in margins, which after 1991 $RHM (+2,86 %) were historically poor due to the procurement policy and export restrictions, I have raised my personal price target from 2000 to 2500 by 2032. Here I see opportunities to pass on sales increases by a factor of 1.5 to profits. I will continue to buy until 1200.
4Lun·
New last chance. Rheinmetall under 1000
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Mark777@Mark777

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Global I.@gloinvest

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Mark777@Mark777

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Global I.@gloinvest

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Global I.@gloinvest

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