5Lun·

New last chance. Rheinmetall under 1000

In reference to my post last week: now that the chance $RHM (+0,05 %) 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 (+0,05 %) 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.

5 Comentarios

Mark777@Mark777

5Lun

I also think that there are opportunities to get into the price range.
I have an exciting stock from Italy that could play a significant role in the defense industry.
$LDO
After the summit meeting in France today, a lot can happen on the market.

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Global I.@gloinvest

5Lun

Leonardo is already in a joint venture with RHM for Panther production. I wouldn't buy it - the margin increases at RHM will be much greater.

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Global I.@gloinvest

5Lun

Unfortunately, KNDS is not listed on the stock exchange. But it looks like an IPO. I'll definitely be there. Together with the Panther, the Leo 2 A8 will IMHO form the core of a European armored weapon. We may have to make concessions to the French in the aviation sector. But I wouldn't have bought the F35 anyway. We would have been better off developing the Typhoon further with the UK and FR. Or just the two Aviatik and D SPZ and HKP.

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