7Mes·

Short UPDATE

due to some negative news like.


  • New contract awarded by the U.S. Space Force
  • Quarterly figures below expectations
  • Forecast reduction


I also see more and more new drone players coming onto the market. Whether it's the big ones like Kratos, Rheinmetall, etc. Or smaller start-ups. I think a lot will be about price in the future, which will put pressure on margins.


And in the worst case, the "Novo effect" could even occur here.

"Novo effect" could occur.


That's why I'm out of the growing market (which we also have for slimming products), but now also a highly competitive market.

11.03
AeroVironment logo
Venduto x13 a 171,60 €
2.230,80 €
4,03%
24
36 Commenti

immagine del profilo
Do you already have a new investment target? So for the industry I meant 😉
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immagine del profilo
@Hotte1909 I might buy more at $KNT, but I'm not sure whether the oil price will continue to weigh on gold. Then I'm still looking at commodities in general; unfortunately $AII has already run away from me. Then I wanted to take a look at $AMG, $BOL and $DR0. But I'll also have another look at my last ideas. So there's plenty to choose from. What do you think of $AMG? @Multibagger @Dividendenopi Can you also say something about AMG?
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immagine del profilo
@Tenbagger2024 I can't say anything about it, but at the moment I'm betting on $LYC in this area.
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immagine del profilo
@Tenbagger2024 Is k92 actually in the gold business? Or commodities in general. Personally, I am invested in commodities at $LUG and $RIO. But I don't know enough about the sector to speculate. Whereby Lundin also started more as a speculation
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immagine del profilo
@Multibagger I had also taken a look, but the margins are already very thin
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immagine del profilo
@Hotte1909 K92 is predominantly gold
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immagine del profilo
@Hotte1909 Would you already buy more Bitcoin?
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immagine del profilo
@Tenbagger2024 that's just the official margins. If the USA wants to become independent of China, there are guaranteed purchase prices that are twice as high as the market prices, as is the case with $MP.
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immagine del profilo
@Multibagger Do you have an opinion on $AMG?
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immagine del profilo
@Multibagger I see Europe in a similar predicament
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immagine del profilo
@Tenbagger2024 I wrote that I couldn't say anything about this because I haven't dealt with $AMG yet.
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Visualizza tutti 14 ulteriori risposte
immagine del profilo
Trump says buy 😅😅
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immagine del profilo
Then you now have money for Astroscale. That also leaves Defense related.
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immagine del profilo
@PikaPika0105 unfortunately I can't trade with my bank. maybe something more conservative in $6701
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immagine del profilo
@Tenbagger2024 oh that's right, you meant.... otherwise you could also join the Fujifilm/SEALSQ/Medley/PKSHA team
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immagine del profilo
@PikaPika0105 I have to analyze
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immagine del profilo
Would you buy that stock again right now?
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immagine del profilo
@Max095 Good question. Right now, I'm mostly working with suppliers. I'm with $KIT, and now I'm also with $V1NC
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immagine del profilo
@Tenbagger-Capital also a good choice
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immagine del profilo
@Max095 but just European companies
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immagine del profilo
@Tenbagger-Capital It's not bad to mix in, is it? 😊
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immagine del profilo
No. If your Europa allowance permits it
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