$LDO (+3,64%) Chi mi può indicare le ragioni per cui il titolo è in continua discesa in una situazione geopolitica come quella che viviamo? Si stà aspettando la ratifica della spesa in difesa dalla NATO? E' già stata scontata dai mercati? Difficile seguire l'andamento del titolo ora...

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29Eurofighter nations want to ramp up production
Eurofighter GmbH:
Eurofighter GmbH is a consortium responsible for the development, production and support of the Eurofighter Typhoon. The companies involved include Airbus, BAE Systems and Leonardo.
$AIR (+2,82%)
$BA. (+3,87%)
$LDO (+3,64%)
MTU Aero Engines is a German engine manufacturer and plays a central role in the development and production of the EJ200 engine for the Eurofighter.
The partners in the Eurofighter consortium are planning to increase annual production of the fighter aircraft from 14 to 20 aircraft and are even considering an increase to 30 aircraft in the long term, should corresponding orders be received. According to Jorge Tamarit Degenhardt, CEO of Eurofighter Jagdflugzeug GmbH, the increase in annual output by six aircraft is to be realized within 36 months.
As the manager explained to journalists at the Paris Air Show on Wednesday, sales campaigns for the fighter aircraft are currently underway in Turkey, Portugal, Austria, Saudi Arabia and Poland. For the British Ministry of Defense, the campaign in Saudi Arabia is a "must", as it is an important location for BAE Systems, where around 7,000 people are employed.
Tamarit Degenhardt basically sees an export potential of more than 100 machines, but conceded that the German position could represent an obstacle to exports to Turkey. In addition, further orders could come from the Eurofighter nations.
The CEO of Eurofighter GmbH expects the order for 20 additional Eurofighters for the German Air Force, which the then Chancellor Olaf Scholz announced a year ago at the ILA air show in Berlin, to be placed after the summer break.
The Long Term Evolution (LTE) of the Eurofighter has not yet been implemented in the 20 aircraft of Tranche 5. Observers do not want to rule out the possibility that there will be further demand for LTE Eurofighters, especially as they will then be better equipped for use with unmanned platforms. When asked, the Eurofighter manager said that there is currently no timeline for the integration of the Taurus cruise missile into the German Eurofighters. These are to replace the outdated Tornados as the carrier platform for the stand-off weapon.
According to Tamarit Degenhardt, the Eurofighter represents the "Combat Mass" of the European Air Force. Around 80 percent of combat missions are flown with the aircraft. He expects the global fleet of Eurofighters to reach 1 million flight hours by the end of the year.
Lars Hoffmann
https://www.hartpunkt.de/eurofighter-nationen-wollen-die-produktion-hochfahren/
Luftwaffe - new Eurofighters to receive Arexis self-protection system from Saab

🚀 Rheinmetall & Anduril: New weapons alliance
🤝 Strategic partnership between Rheinmetall $RHM (+6,34%) (🇩🇪) & Anduril Industries (🇺🇸)
🎯 Goal: Joint development & production of:
- ✈️ Anduril missiles "Barracuda" & "Fury"
- 🔥 Solid rocket motors for the European market
⚔️ Previous cooperation on drone defense systems
🌍 Focus on rapid production & adaptation to NATO missions
📈 Rheinmetall share price up slightly after announcement
📊 Rheinmetall focuses on growth through:
- 🇮🇹 Cooperation with Leonardo $LDO (+3,64%) for battle tanks
- 🇺🇸 Cooperation with Lockheed Martin $LMT (-0,24%) for missiles & fighter jets
Source:
May 2025 performance
A good month despite last week downtrend.
This month, a part from the usual savings plans, I will increase my position in $LDO (+3,64%) and start a little position in $TTWO (-1,45%) . By the end of next month I will probably start a position in the semiconductors sector.
What do you think?

Leonardo 1Q2025 Results
$LDO (+3,64%) BOARD OF DIRECTORS APPROVED THE 1Q2025 RESULTS 👍🏻

Obiettivo 10k ✅
🎉Buonasera a tutti. Oggi, con questa fantastica sessione di mercato, dopo poco più di tre anni dall' inizio del mio viaggio nel mondo degli investimenti ho finalmente raggiunto la piccola (ma per me grande) soglia dei 10k.
🧮A questo punto mi piacerebbe fare un recap e chiedere a voi, se la mia strategia, in base ai miei obiettivi, è idonea e fattibile.
🧒🏻Innanzitutto ho 28 anni, il mio sogno (finanziariamente parlando) è quello di diventare finanziariamente indipendente entro i 40 anni e quindi poter smettere di lavorare e vivere di rendita. Sono un investitore con una ottima propensione a rischio.
📊📈 Il mio piano di investimento mensile prevedeva fino alla fine del 2024 solo due attività: $KCVBHW (+0,43%) e $BTC (+0,2%) . Ho iniziato nel 2022 un piano di accumulo tramite la mia banca di €100 mensili della durata di 10 anni nel Morgan Stanley Global Opportunity Fund AH, al quale aggiungo ogni tanto versamenti aggiuntivi nei mesi in cui dispongo di più fondi da investire. A metà 2023 ho cominciato ad aggiungere Bitcoin al mio portafoglio, con investimenti di soli €20 al mese, che diventavano qualcosa di più ogni qualvolta disponessi di fondi aggiuntivi da investire.
Da inizio 2025 i miei investimenti mensili raggiungono stabilmente, e come minimo, i €350, così ripartiti:
- €100 in Morgan Stanley Global Opportunity Fund AH
- €50 in Bitcoin
- €200 ripartiti in due azioni $LDO (+3,64%) Leonardo, una quota di $VHYL (+0,54%) e il restante in $FGEQ (+0,39%) .
Da questo mese punto a ristrutturare i 200€ in 6 piccoli piani di accumulo:
- €100 in $LDO (+3,64%)
- €20 in $FGEQ (+0,39%)
- €20 in $VHYL (+0,54%)
- €20 in $MSFT (+0,47%)
- €20 in $1211 (-3,6%)
- €20 in $HIMS (+9,63%)
❔🤷🏻♂️ So che il problema fondamentale per raggiungere il mio obiettivo è quello di aumentare considerevolmente l'ammontare mensile di capitale investito, ma in base a queste premesse, è una strategia secondo voi giusta?
Investimento su Take-Two?
Salve a tutti, considerate le recenti notizie sul rinvio di GTA VI, stavo pensando di effettuare un investimento in un'unica soluzione in $TTWO (-1,45%) , da liquidare entro i prossimi due anni, o perlomeno non appena l'azienda avrà registrato un rialzo significativo dopo l'uscita del gioco.
Il mio portafoglio è già finalizzato alla crescita del capitale nel lungo periodo (20 anni minimo), con una forte propensione al rischio. Le due posizioni principali sono $KCVBHW (+0,43%) (75%) e $BTC (+0,2%) (15%), il restante sono due ETF che distribuiscono dividendi, $FGEQ (+0,39%) e $VHYL (+0,54%) , e $LDO (+3,64%) .
Per voi può avere senso come investimento?
IVECO: Interesting value case with cyclical risk
Today on the way back from La Spezia (Leonardo $LDO (+3,64%) and Rheinmetall $RHM (+6,34%) greetings) on the Italian highway, I overtook four convoys of brand new military IVECOs. $IVG (+3%) overtaken. 2x German army and 2x Lithuanian army.
And since I was a passenger princess at the time, I used the time for an IVECO deep dive.
In short: EV/EBITDA < 4, KGV ≈ 7, FCF-Rendite > 11 % - classic deep value signature. Weak equity base prevents an outright "10 out of 10", but the 30% discount to conservative fair value, combined with positive cash generation and dividend proposal make IVECO quite attractive. Currently practically at a price of 70 cents per euro per euro. And in view of the current security policy situation, that is still conservative.

Trump: "We'll sell our allies toned down military planes, because someday, maybe they're not our allies"
Trump - the best sales guy the European defense industry has ever had.
Speaking of fighter aircraft: did I already mention that Saab ($SAAB B (+4,8%)) not only has its own platforms such as the Gripen fighter jet, but is also involved in the modernization of the European Eurofighter ($AIR (+2,82%) - $LDO (+3,64%) - $BA. (+3,87%)) fleets and the construction of the upcoming latest "Eurofighter EK" models?
It's time for Kötbullar again.

Titoli di tendenza
I migliori creatori della settimana