Rheinmetall - 5x short

3J

@gloinvest As soon as there is peace in Ukraine, this will no longer be remembered.

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3J

@100erHebel Is that how they explained it to you in your local AfD group?

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3J

@gloinvest No, in my "I live in the EU and we only ever do the bare minimum, if at all" local group.

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Leo@wealth_maximizer_149

3J

@100erHebel anyone who still believes this is about Ukraine hasn't heard the shot 😅 we are closer to war with Russia than ever before and we are completely on our own, as the USA no longer feels obliged to honor treaties - I think Rheinmetall will be worth at least 160 billion in 10 years' time

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3J

@wealth_maximizer_149 am with you. We are at the very beginning. Growth starts practically at zero. My scenario is 20-30% EPS growth p.a. over the next 10 years.

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Jason M.@JasonMcMillen

2J

@wealth_maximizer_149 as Kissinger said: "America has no allies America has interests." as long as it is a minus net bill for them and there is no commodity deal they will stay out of it as much as possible. smarter than taking on debt you can't afford at a time of high interest rates until even the EU blocks you.

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Jason M.@JasonMcMillen

2J

@gloinvest 2 weeks after the war nobody reported about Corona anymore, by the way, the virus really came from a laboratory in Wuhan. A year ago it was still a so-called right-wing extremist conspiracy theory, badly aged...

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2J

@JasonMcMillen Not everything that limps is a comparison. Corona has killed practically no one under the age of 40 of normal weight. Russia has killed 500,000 Ukrainian soldiers and thousands of civilians in an aggressive war of aggression. Comparing the threat of Russian imperialism and militarism to corona is ignorant and naive.

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Soprano@Soprano

2J

@gloinvest Lmao 20 years? You think in huge geopolitical time scales and simply project current day-to-day politics into infinity, so to speak.

To give you a sense of time, think about where we were 5 years ago and 10 years ago and then think again about whether you trust yourself to make predictions that are simply based on the fact that you claim the difference in the framework conditions between the present and the future is exactly 0.

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Voir toutes les 5 autres réponses

2J

@Soprano I am 55, was a soldier for 12 years, now a reservist and entrepreneur. Yes, I am confident that I can forecast the procurement system for the necessary increase in the period mentioned.

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Mo@BigMo

4J

Stable entertainment 🍿 you have my follow 👍

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Erdbeermaus@Lumimyrsky

4J

@BigMo I miss Cash Burner when he's not, he's a good substitute

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Sansebastian@Sansebastian

4J

@Lumimyrsky I thought you were Cashburner?

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Erdbeermaus@Lumimyrsky

4J

@100erHebel no, I am the strawberry mouse

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Pat R.@Pepkolino

4J

😂

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loginvest@loginvest

4J

@Pepkolino is not so sure

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CD@Carpe-Diem

2J

Companies like $RHM and Lockheed M. are old and produce traditional weapons that are absolutely useless for modern warfare. Now tanks, fighter jets, helicopters are useless. Radio missiles, drones, electronic radio weapons now identify the winner. Look at the war in Ukraine. I think that European countries will not buy tanks and heavy weapons.

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4J

If you're so sure, why only €105?
Where is your TP & SL?

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Sansebastian@Sansebastian

4J

@Sansebastian I haven't, I do it by feel

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4J

@100erHebel yes then good luck

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Sansebastian@Sansebastian

3J

@Sansebastian I sold today when I was slightly up. That's too risky for me. I thought that the short price drop would come earlier and not today around midday.

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3J

@100erHebel Just as a tip: Trade what you see, not what you think. Switch off emotions completely

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4J

Is your target only 5% again? Then take a KO with a basis of 1720. At least you have a 40 leverage and can probably still sell today with 5% + with the usual fluctuations.

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undraiser_2088@undraiser_2088

4J

At the moment my short is doomed as it looks.

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2J

The only thing your position would be constructively defensible is that bae could offer the ammo cheaper currently are at the beginning and honestly I wouldn't order a heart pacer through temu either. So from that point of view the position is good but way too early. Watch bae then you can deduce

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2J

I take a more pragmatic view. Not just in relation to $RHM, but the entire European arms industry.
1. the USA wants its NATO partners to spend 5% of GDP on weapons in order to continue to support them.
2. the USA has a tariff conflict with the EU

In both cases, military spending is a bargaining chip. My guess is that they will agree on 3%. But at least 30-40% will go to American arms companies. This will also reduce the trade imbalance and will be to the detriment of the European arms industry.

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1J

Do you still have it? If so, you'll be a rich man tomorrow.😉

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1J

@Multibagger I no longer have :( on the contrary, I even bought Rheinmetall

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1J

@100erHebel too bad, tomorrow you will get it for 1500,-- I think and your bill would be 50% up. That would be 10 times what you're always aiming for.

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