$CVX (-0,27%)
$SIE (+0,45%)
$SHOP (+0,47%)
$LDO (+1,77%)
$SHEL (+0,9%)
$AMZN (+0,55%)
$IRM (+0,75%)
$MAIN (+0%)
$LBW (-1,81%)
Leonardo
Azione
Azione
ISIN: IT0003856405
Ticker: LDO
IT0003856405
LDO
Price
Discussione su LDO
Messaggi
23
3Settimana·
Trump: "We'll sell our allies toned down military planes, because someday, maybe they're not our allies"
Trump - the best sales guy the European defense industry has ever had.
Speaking of fighter aircraft: did I already mention that Saab ($SAAB B (+2,22%)) not only has its own platforms such as the Gripen fighter jet, but is also involved in the modernization of the European Eurofighter ($AIR (+0,33%) - $LDO (+1,77%) - $BA. (+2,99%)) fleets and the construction of the upcoming latest "Eurofighter EK" models?
It's time for Kötbullar again.
www.threads.netFactPost (@factpostnews) on Threads
1212
3Settimana·
Wisdom Tree European Defense ETF 🇪🇺- Alternative to US-heavy defense ETFs
99
4 Commenti
3Settimana
However, it should be borne in mind that some of the stocks included, especially the German stocks, have now undergone a hyperbolic development in which a great deal is already priced in and disappointments are inevitable due to the expected incompetent decisions of our sham political elite. If you want to be a little safer, allocate both ETFs 50:50.
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99
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3Settimana·
A different kind of defense share LDO
Current share price and chart analysis ($LDO (+1,77%) )
- Current price (EUR): 47.74 € (as of March 18, 2025, 19:43 UTC)
- Technical analysis (1-year chart):
- Trend: The price shows a strong upward trend with an increase of over 116% in the last year.
Resistance and support levels:
- Resistance (R1): € 52.04
- Support (S1): € 45.32
- Indicators: The price is currently close to the upper end of the Bollinger band, indicating a possible overbought situation.
- Potential entry points: A pullback to the support level at €45.32 could be a good entry point, especially if the price remains stable there.
1717
3 Commenti
3Settimana
A company that I like very much.
They build great helicopters, not just in the military sector, and the same goes for airplanes.
However, I am most looking forward to their satellites (both civil and military), some of which they want to have in productive operation by 2028.
The whole thing in combination with cybersecurity really appeals to me.
You certainly can't go wrong with that in the long term 😉
They build great helicopters, not just in the military sector, and the same goes for airplanes.
However, I am most looking forward to their satellites (both civil and military), some of which they want to have in productive operation by 2028.
The whole thing in combination with cybersecurity really appeals to me.
You certainly can't go wrong with that in the long term 😉
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11
•4Settimana·
F-35, Patriot, HIMARS & Co: Macron openly advises Europe against buying US armaments
It seems like my post about Europas F-35-Sicherheitsdilemma could not have come at a better time:
Dependence on US armaments is increasingly perceived as a risk factor for Europe's military and security sovereignty and is now being publicly addressed at the highest political level faster than I would have expected.
2020
11 Commenti
4Settimana
Also top topic on Politico: https://www.politico.eu/article/macron-to-eu-colleagues-stop-buying-american-buy-european/
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22
•4Settimana·
The next domino: Canada is now also looking for an alternative to the F-35
With Canada the next NATO partner is now looking for alternatives to the US fighter jet F-35 ($LMT (+0,42%) ) and is examining various models such as the Gripen ($SAAB B (+2,22%) ) or the Eurofighter ($AIR (+0,33%)
$BA. (+2,99%)
$LDO (+1,77%)
$MTX (-0,56%) ). The background to this is not only financial aspects - technical requirements and geopolitical considerations also play a role. At the same time, there are questions about maintenance costs and military independence from the USA. With its decision, Canada is setting the course for new international cooperation. This opens up exciting opportunities for the European aerospace industry.
In my opinion, Saab's Gripen currently has the best chance of becoming Canada's newest fighter jet. The concept of the Swedes, especially in terms of range, price/performance, maintenance and usability (optimized for use in Canadian latitudes; for take-off and landing on regular roads in remote regions and service there with small teams) fits like a glove to the Canadian aviator's eye. Canada also has the opportunity to produce the Saab Gripen in its own country.
Source: https://www.n-tv.de/politik/Kanada-sucht-nach-Alternativen-zum-US-Kampfjet-F-35-article25632225.html
www.youtube.comGripen - Always combat ready
4Settimana·
Made & Controlled in the USA: Europe's F-35 fleets as an expensive security dilemma
First countries reconsider their orders, Portugal has now canceled, Turkey now wants Eurofighters. Eurofighter, Gripen and Rafale as alternatives.
In Europe, and particularly among the USA's NATO partners, uncertainty about political and military relations between the USA under Donald Trump and Europe has been growing steadily since his inauguration in January 2025. Trump's statements and especially his actions in recent weeks have shown unmistakably that the USA is no longer a reliable partner for Europe (and presumably also NATO) and does not want to be.
Especially those European countries that, in response to Russia's war of aggression against Ukraine F-35 fighter jets from Lockheed Martin $LMT (+0,42%) worth well over 250 billion euros are now faced with a critical dilemma:
Technically, Europe's F-35 fleets can be deactivated by the US at any time, as each aircraft relies on US-controlled launch codes and proprietary US communication and navigation systems (see also the deactivation of Ukrainian HIMARS systems (from Lockheed Martin $LMT (+0,42%) ) in the last few days. Source: Tagesspiegel, March 2025). In the event of a crisis, the USA could practically paralyze the European air forces or at least prohibit missions. The USA had already done this with Egyptian F-16 fighter jets in 2014. (Source: T-Online, February 2025)
Since 2022, 12 European countries have ordered around 550 F-35 fighter jets (in different variants and versions):
- Germany: 35
- Romania: 32 (additionally planned: 16)
- Czech Republic: 24
- Finland: 64
- Switzerland: 36
- Netherlands: 52 (including additional orders)
- Poland: 32
- Belgium: 34
- Italy: 90 (60 F-35A and 30 F-35B)
- Norway: 52
- United Kingdom: 48 (planned: 138)
- Denmark: 27
The first countries are already taking action: Portugal recently announced that it was halting the planned procurement of F-35 fighter jets and looking at European alternatives instead.
"The Portuguese Defense Minister Nuno Melo has announced that the country will not purchase F-35 fighter jets from the United States in view of the current geopolitical situation and the unpredictability of US policy. Instead, alternatives from European production will also be considered." (Source: Poder Aéreo, March 2025)
Turkey also recently received a concrete offer for 40 Eurofighter jets from Airbus $AIR (+0,33%) BAE Systems $BA. (+2,99%) and Leonardo $LDO (+1,77%) - a clear sign of distancing itself from the USA.
"Turkey plans to procure a total of 40 Eurofighter Typhoon Tranche 4 fighter jets in the form of 20+20. All Tranche 4 jets, which represent the most advanced Typhoon configuration for air-to-air combat, will be newly produced.
However, Ankara can also procure a number of used Typhoons for training purposes. This possibility is also currently under discussion." (Source: Al-Monitor, March 2025).
If other European countries follow these examples, European fighter aircraft manufacturers could benefit considerably. Now, fighter aircraft are not of-the-shelf products that are mass-produced (with the exception of the F-35, unfortunately). Germany primarily opted for the F-35 because only the F-35 can be equipped with the nuclear weapons stationed in Germany (the use of nuclear weapons stationed in Germany - even just transportation from A to B - requires joint technical approval by Germany and the USA).
In my opinion, Gripen (Saab $SAAB B (+2,22%) ) and Eurofighter (Airbus $AIR (+0,33%) BAE Systems $BA. (+2,99%) Leonardo $LDO (+1,77%) MTU Aero Engines $MTX (-0,56%) etc) would be the most attractive alternatives in the short term. The Saab Gripen has an almost unbeatable price-performance ratio (especially thanks to the low service and maintenance costs) and the infrastructure for Eurofighter is already solidly developed. Dassault Aviation $AM (+1,09%) (Rafale) should of course not be underestimated either, but I see it in 3rd place.
I can well imagine that this costly security dilemma is currently being hotly debated in Europe's defense ministries and that exit strategies are already being evaluated. I can also imagine that European buyers of the F-35 are holding on to their canceled orders as leverage in case Trump imposes even more dramatic punitive tariffs or even escalates to a whole new level. In addition to the orders for F-35s, the Europeans are also likely to be reviewing their orders for HIMARS and the like.
However, one thing is already clear to the Europeans: Europe must become sovereign as quickly as possible - in terms of security policy, economy and technology - and can no longer rely on the USA. After Portugal and probably also Turkey, I expect more F-35 dominoes to fall in the near future.
Sources:
www.t-online.deUS-Kontrolle: Kann Trump die EU-Jets abschalten?
1212
5 Commenti
4Settimana
Not only Canada is rethinking its position, Europe is too.
Is a trade dispute really worthwhile for the USA :'D
Is a trade dispute really worthwhile for the USA :'D
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77
•4Settimana·
Made & Controlled in the USA: Europe's F-35 fleets as an expensive security dilemma
First countries reconsider their orders, Portugal has now canceled, Turkey now wants Eurofighters. Eurofighter, Gripen and Rafale as alternatives.
In Europe, and particularly among the USA's NATO partners, uncertainty about political and military relations between the USA under Donald Trump and Europe has been growing steadily since his inauguration in January 2025. Trump's statements and especially his actions in recent weeks have shown unmistakably that the USA is no longer a reliable partner for Europe (and presumably also NATO) and does not want to be.
Especially those European countries that, in response to Russia's war of aggression against Ukraine F-35 fighter jets from Lockheed Martin $LMT (+0,42%) worth well over 250 billion euros are now faced with a critical dilemma:
Technically, Europe's F-35 fleets can be deactivated by the US at any time, as each aircraft relies on US-controlled launch codes and proprietary US communication and navigation systems (see also the deactivation of Ukrainian HIMARS systems (from Lockheed Martin $LMT (+0,42%) ) in the last few days. Source: Tagesspiegel, March 2025). In the event of a crisis, the USA could practically paralyze the European air forces or at least prohibit missions. The USA had already done this with Egyptian F-16 fighter jets in 2014. (Source: T-Online, February 2025)
Since 2022, 12 European countries have ordered around 550 F-35 fighter jets (in different variants and versions):
- Germany: 35
- Romania: 32 (additionally planned: 16)
- Czech Republic: 24
- Finland: 64
- Switzerland: 36
- Netherlands: 52 (including additional orders)
- Poland: 32
- Belgium: 34
- Italy: 90 (60 F-35A and 30 F-35B)
- Norway: 52
- United Kingdom: 48 (planned: 138)
- Denmark: 27
The first countries are already taking action: Portugal recently announced that it was halting the planned procurement of F-35 fighter jets and looking at European alternatives instead.
"The Portuguese Defense Minister Nuno Melo has announced that the country will not purchase F-35 fighter jets from the United States in view of the current geopolitical situation and the unpredictability of US policy. Instead, alternatives from European production will also be considered." (Source: Poder Aéreo, March 2025)
Turkey also recently received a concrete offer for 40 Eurofighter jets from Airbus $AIR (+0,33%) BAE Systems $BA. (+2,99%) and Leonardo $LDO (+1,77%) - a clear sign of distancing itself from the USA.
"Turkey plans to procure a total of 40 Eurofighter Typhoon Tranche 4 fighter jets in the form of 20+20. All Tranche 4 jets, which represent the most advanced Typhoon configuration for air-to-air combat, will be newly produced.
However, Ankara can also procure a number of used Typhoons for training purposes. This possibility is also currently under discussion." (Source: Al-Monitor, March 2025).
If other European countries follow these examples, European fighter aircraft manufacturers could benefit considerably. Now, fighter aircraft are not of-the-shelf products that are mass-produced (with the exception of the F-35, unfortunately). Germany primarily opted for the F-35 because only the F-35 can be equipped with the nuclear weapons stationed in Germany (the use of nuclear weapons stationed in Germany - even just transportation from A to B - requires joint technical approval by Germany and the USA).
In my opinion, Gripen (Saab $SAAB B (+2,22%) ) and Eurofighter (Airbus $AIR (+0,33%) BAE Systems $BA. (+2,99%) Leonardo $LDO (+1,77%) MTU Aero Engines $MTX (-0,56%) etc) would be the most attractive alternatives in the short term. The Saab Gripen has an almost unbeatable price-performance ratio (especially thanks to the low service and maintenance costs) and the infrastructure for Eurofighter is already solidly developed. Dassault Aviation $AM (+1,09%) (Rafale) should of course not be underestimated either, but I see it in 3rd place.
I can well imagine that this costly security dilemma is currently being hotly debated in Europe's defense ministries and that exit strategies are already being evaluated. I can also imagine that European buyers of the F-35 are holding on to their canceled orders as leverage in case Trump imposes even more dramatic punitive tariffs or even escalates to a whole new level. In addition to the orders for F-35s, the Europeans are also likely to be reviewing their orders for HIMARS and the like.
However, one thing is already clear to the Europeans: Europe must become sovereign as quickly as possible - in terms of security policy, economy and technology - and can no longer rely on the USA. After Portugal and probably also Turkey, I expect more F-35 dominoes to fall in the near future.
Sources:
www.t-online.deUS-Kontrolle: Kann Trump die EU-Jets abschalten?
2828
9 Commenti
4Settimana
As mentioned, the situation is different for Germany than for many other NATO allies. Nuclear sharing virtually forces Germany to buy the F35 jets, as the existing Eurofighters are not authorized to carry nuclear bombs. A USA under Trump could thus deny 'us' both - the use of nuclear weapons and the effective use of aircraft. This would be all the more bitter as not only our own air-based defense would largely fail, but also that of our European neighbors, who have also relied on these jets and (in contrast to the German Air Force) will in some cases rely exclusively on this type of aircraft in the future.
Realistically, in my opinion, Germany will go through with the order for the F35, as the USA can be expected to be more reliable again after Trump. Also, the F35 is only coming on stream slowly and pilot training is still ongoing - so they won't be operational for a few years anyway.
The Europeans would be well advised not to rely on one type of aircraft. Germany has the Eurofighter and is also modernizing it and it is coming (lucky that the American Growler has not prevailed here) as an ELOKA variant for electronic warfare and radar jamming.
Other European countries could buy a very good and comparatively inexpensive aircraft in the form of the (Super) Grippen (for us it is the slightly better, but significantly more expensive Eurofighter due to industrial policy), but you have to be careful there too, as US engines are installed there. They probably can't be switched off, but if there are no spare parts available at the crucial moment, it's bad of course.
In the medium term, the British and some other Europeans are developing an aircraft similar to the F35 - Turkey too. That would be a good replacement or supplement for the F35 - but in my opinion it's still too far away to be used in the European armed forces in the near future.
Realistically, in my opinion, Germany will go through with the order for the F35, as the USA can be expected to be more reliable again after Trump. Also, the F35 is only coming on stream slowly and pilot training is still ongoing - so they won't be operational for a few years anyway.
The Europeans would be well advised not to rely on one type of aircraft. Germany has the Eurofighter and is also modernizing it and it is coming (lucky that the American Growler has not prevailed here) as an ELOKA variant for electronic warfare and radar jamming.
Other European countries could buy a very good and comparatively inexpensive aircraft in the form of the (Super) Grippen (for us it is the slightly better, but significantly more expensive Eurofighter due to industrial policy), but you have to be careful there too, as US engines are installed there. They probably can't be switched off, but if there are no spare parts available at the crucial moment, it's bad of course.
In the medium term, the British and some other Europeans are developing an aircraft similar to the F35 - Turkey too. That would be a good replacement or supplement for the F35 - but in my opinion it's still too far away to be used in the European armed forces in the near future.
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55
•1Mes·
At last! A European Defense ETF
$IE0002Y8CX98 (+2,03%) - WisdomTree Europe Defense UCITS ETF - EUR Acc
TOP 10
"The index was developed by WisdomTree, Inc. ("WT"). The selection of European
companies in the index is based on their share of sales from the defense sector. The Index also seeks to exclude companies associated with weapons that are banned under international law, such as cluster munitions, anti-personnel mines, and biological and chemical weapons. The index also seeks to exclude companies that violate certain generally accepted international norms and standards, such as the principles of the United Nations Global Compact.
At least 20 stocks that meet the revenue share criteria as well as additional minimum requirements regarding market capitalization and liquidity are selected for inclusion. The selected companies in the index are weighted according to free float-adjusted market capitalization - adjusted by the exposure score - while complying with the upper limits and criteria defined in the index methodology.
The index is rebalanced every six months."
#wisdomtree
#europe
#defense
#etf
#defenseetf
#rheinmetall
#leonardo
#saab
#baesystems
#thales
1212
14 Commenti
A year ago I would have cheered. Now it's like so often with sector ETFs. They start at very high prices.
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1616
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1Mes·
February's Recap
I got a little late to the party but... I guess my February was good tho.
I kept seeing posts and pictures of portfolios and I could see mine was green, but I knew that soon mine would been in the red, and then again in the green, and the show goes on!
I can see my March's Recap much much lower, at least
the start isn't going all great, but I'm staying in for the long term!
$RHM (+3,74%) was definitely the big star on my portfolio, followed by $LDO (+1,77%) !
1Mes·
Armor values, technological advantage
Hello everyone,
how do you see the technological strengths/weaknesses of European armor values, such as $RHM (+3,74%) , $LDO (+1,77%) , $BA. (+2,99%)
$AIR (+0,33%) in direct comparison and in comparison to American counterparts like $LMT (+0,42%) ?
Do we Europeans have any chance at all of keeping up? Where are we perhaps even pioneers? What is missing?
Open discussion
11
6 Commenti
1Mes
Yes, we have good and excellent technology. RCH 155, SAMP/T NG, IRIS T / IRIS T SLM, Panther, Caesar, Leopard, Puma, Patria 6x6, GTK Boxer, Class 212 CD submarines, etc. etc. The only problem at the moment is that the technology needs to be freed from American parts. The French are already doing this very well. Another problem is the mass. The Americans are so "cheap" because they export a lot. Europe has spent little and the quantities are small - that increases the price. In addition to the fact that the Bundeswehr regularly allows itself to be ripped off and / or still tinkers with it (gold standard Bundeswehr). Mass is in demand.
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