Good morning dear getquin community today there is an update on $CA1 (-0,15 %)
Circus SE is drawing a clear line towards future technology: autonomous AI robotics, modular infrastructure and now also a defense subsidiary. Circus Defence SE is an independent division that specializes in AI-supported robotic systems and container-based computing modules. The aim: systems that can be deployed quickly, function independently and can be used in both military and civilian applications. Dual-use, but with a focus on safety-critical applications.
The next step has already been announced: the defense unit could be floated separately on the stock market. This creates a clean structure: raising capital directly in the defense tech segment without diluting the core business. At the same time, it gives investors the opportunity to focus on this growth market. Europe is investing massively in defense autonomy and technological sovereignty. The demand is real and politically desirable.
Now comes the point that takes the whole thing to a new level: Circus has received NATO certification. This certification is regarded as a stamp of entry into a market that is practically closed to outsiders. Without NATO approval, no participation in tenders, no projects, no relevance. With the approval, the company suddenly becomes visible in a market worth billions, where speed, safety and autonomy are crucial.
Takeaway: When a company not only announces but also founds a defense subsidiary, receives NATO approval and even considers a separate IPO, then it is no longer about an idea, but about strategic positioning in an area with extremely high barriers to entry. What role can a new player play if it doesn't just want to enter the market, but already has the keys to access it?
https://www.boerse-express.com/news/articles/circus-se-aktie-nato-zulassung-befeuert-rally-820041
Image: Circus SE




