$DE000TKMS001 (+0,95%)

Is the portfolio automatically adjusted or do I have to maintain the position manually?

My hand was already reaching out for shares at the IPO $DE000TKMS001 (+0,95%) but I wanted to wait and see.

Now, after the major order from India for six submarines worth 6 billion eurosI got in.

With a market cap of just over 5 billion, this would be a huge order - the largest order of all time for India too.

I will start a savings plan on this next month.

What do you think about the future of TKMS?

🇩🇪🤝🇨🇦 *German-Canadian partnership further strengthened*

On December 18, 2025, the commander of Operational Flotilla 1, Flotilla Admiral Christian Walter Meyer, received a delegation from the Canadian government in Eckernförde.

The delegation then visited ThyssenKrupp Marine Systems (TKMS) $DE000TKMS001 (+0,95%) and gained an insight into the modern submarine production process. The visit concluded with the signing of a Memorandum of Understanding (MoU). This serves as an important step towards deepening bilateral cooperation and creates a common basis for further exchange and possible future projects in the maritime and military sectors.

For almost 75 years, Germany and Canada have been linked by a close and reliable partnership - characterized by shared values, responsibility and a focus on the future. With a view to the anniversary year 2026, this friendship will be further deepened, especially at the military level.

Source:

https://www.bundeswehr.de/de/organisation/marine/aktuelles/deutschland-kanada-zusammenarbeit-6053616

It will be interesting to see whether this visit could go some way towards fulfilling the order for 12 U212CD class submarines. It remains exciting.

🤖 Autonomous surveying at a new level

Kraken Robotics $PNG (-1,27%) and TKMS ATLAS UK (subsidiary of $DE000TKMS001 (+0,95%) ) have developed the KATFISH Unmanned Surface Vessel Launch and Recovery System (USV-LARS) successfully on the ARCIMS-USV of the Royal Navy.

The result is a fully autonomous survey system for:

• maritime security missions
• Mine Countermeasures (MCM)
• Inspection of critical underwater infrastructure

The combination is regarded as industry's first air-deployable, autonomous towed sonar systemthat:

• down to 300 meters depth is operational
• Synthetic Aperture Sonar (SAS) utilizes
• high-resolution surveying even in very shallow water enables

_________________________

🌊 Live demonstration for NATO navies

The demonstration took place on November 18-19 off the coast of Portland (UK) and was aimed specifically at NATO navies.

On display was:

• ✔️ autonomous mission planning and navigation of the ARCIMS-USV
• ✔️ Towed operation of the KATFISH system with high-resolution SAS and bathymetry data
• ✔️ Live data transmission via satellite to a land-based command center
• ✔️ Real-time classification of contacts by operators

A strong signal for the operational readiness of autonomous systems in real naval operations.

_________________________

🛡️ Force Multiplier for small naval platforms

CEO Greg Reid emphasizes the strategic importance:

• Unmanned systems are rapidly gaining importance in the defense sector
• USV-LARS enables safe, autonomous deployment and recovery from KATFISH
• Even small naval platforms can now collect high-resolution SAS data

➡️ Result: Significantly increased capabilities at lower cost - a classic force multiplier.

_________________________

⚙️ Robust, modular, ready for use

The LARS system was specially developed for the ARCIMS deck interface from ATLAS UK:

• ✔️ fast reel changes (rerole capable)
• ✔️ seamless integration
• ✔️ Operational up to sea state 3

Particularly impressive:

• Integration, testing and demonstration were completed completed within just two weeks. completed in just two weeks.

_________________________

🔬 Technical highlights of KATFISH

• Range: up to 200 meters per side
• Operating depth: up to 300 meters
• Resolution:
  3 cm × 3 cm in real time
• Material: Full titanium construction
• Advantages: light weight, low magnetic signature

Specially designed for small unmanned platforms and demanding military environments.

_________________________

🔮 Strategic importance

According to TKMS ATLAS UK, the successful integration sets a new industry standard:

• faster deployment
• modular, scalable solutions
• cost-effective mine countermeasures

The combination of ARCIMS + KATFISH + USV-LARS positions Kraken Robotics excellently in the growing market for autonomous maritime defense systems.

Pictured: Kraken's KATFISH and the UPS LARS system attached to TKMS Atlas UK's ARCIMS 11-meter UPS

Source: https://www.unmannedsystemstechnology.com/2025/12/new-milestone-in-autonomous-surveying-with-katfish-usv-lars-demonstration/

Image source: Kraken Robotics

$DE000TKMS001 (+0,95%)

Today I increased my holding in TKMS by 16 shares after TKMS will be included in the MDAX on 22.12.25.

https://share.google/tY632xuUuLPfXklCb

$DE000TKMS001 (+0,95%)

$DE000TKMS001 (+0,95%)

The struggling industrial group Thyssenkrupp has successfully floated its submarine subsidiary TKMS on the stock exchange. The company produces these products.

The marine division of the crisis-ridden industrial group Thyssenkrupp, TKMS

$TKA (+6,17%)

had a successful start on the Frankfurt Stock Exchange on Monday. The share price started at 60 euros and rose to almost 100 euros at times due to high demand. At times, the enterprise value of TKMS even exceeded that of the Thyssenkrupp parent company: while the value of all Thyssenkrupp shares fell below the 6 billion euro mark at times due to the spin-off, TKMS was valued at 6.2 billion euros at its peak.

The steel division with plants in Duisburg and elsewhere is to be sold. The Indian steel group Jindal recently expressed its interest. The trade unions had welcomed the takeover bid.

Thyssenkrupp, as the majority owner, would retain a stake in the success, TKMS explained. The head of Thyssenkrupp, Miguel López, explained that the IPO of TKMS was "also an important milestone in the Group's realignment to focus on its core business.

Monday rings the bell for ThyssenKrupp Marine Systems (TKMS) heralds a new era: The traditional submarine and warship builder launches as an independent company on the Frankfurt Stock Exchange. Investors will receive the share automatically - one TKMS share for every 20 ThyssenKrupp shares - and thus become part of one of the most exciting stock market debuts of the year.

With an order volume of 18.6 billion eurosprojects well into the 2040s and customers from Norway to Norway to Singapore TKMS is positioning itself as a beacon of hope for the German defense industry. The Group wants to position itself as the "Rheinmetall of the seas" supported by geopolitical tensions and rising defense budgets worldwide.

ThyssenKrupp retains 51% of the shares and thus control, while the rest is freely tradable. Analysts praise the company's strong market position, but warn that shipbuilding is not a quick business - approvals, international contracts and long construction times require patience.

Nevertheless, the environment could hardly be better. Europe is rearming, the demand for modern naval systems is growing - and TKMS is ready to sail in these waves.

$TKA (+6,17%)
$DE000TKMS001 (+0,95%)

Next week TKMS ( $DE000TKMS001 (+0,95%) ), the naval division of ThyssenKrupp, goes public - with a bulging order book (€18.6 billion) and a strong tailwind from the armaments boom.

But is this an ideal time to get in - or is it too early?

Here are the most important figures and general conditions:

📅 IPO: October 20, 2025, Frankfurt

🏛️ Structure: 49% to shareholders, 51% remain with ThyssenKrupp

💶 Figures: €1.59 billion in sales, €75.2 million in profit (FY 2024/25)

📚 Order backlog: € 18.6 billion

📈 Margin target: > 7% (previous year 4.3%)

💸 Dividend target: 30-50% of net profit from 2025/26

📊 Valuation: analysts estimate a market value of € 2.3 billion

🛳️ Sector: Armaments boom, comparison with Rheinmetall / Hensoldt / Renk

You often see two extremes with IPOs: either the share prices shoot straight up (hype), or they fall sharply in the weeks that follow because many investors cash out first.

TKMS could be particularly interesting because there are only a few listed manufacturers of submarines and warships worldwide - a segment with high barriers to entry and growing political importance.

👉 What do you think: get in directly at the IPO - or wait until the share price stabilizes?

Source: https://www.wallstreet-online.de/nachricht/20026146-auftragsbuecher-gefuellt-deutsches-ruestungs-ipo-woche