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Getting started?

$RHM (+6,84%) It seems that the share price is too late. Although the big orders for RHM are still to come. Opinions?

18 Commenti

You're late to the party, sorry. In any case, I wouldn't get back into Rheinmetall at prices like that. At €600, I was already thinking for a long time whether I wasn't way too late....
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@investment_guru_2035 savings plan? I've just read that RM is even considering taking over VW plants and buying up other companies. It seems they just don't know what to do with all their money.
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Phew...I don't think you should get in now. I bought at 498 euros at the time. I can't imagine that the price will stay that high in the long term. But hey, we don't all have a crystal ball ☺️
@AkeOSelman but the information about the takeover is already very old....
That's why I got into Future defense from hafnet, costs 13 euros a share and has 8% Rheinmetall in it
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@investment_guru_2035 you tend to get into stocks that are already at the bottom and are crying out for help, like Novo, for example. Of course I would get into Rheinmetall now, it's always about the long term or is that only the case with Novo? If I had listened to statements like that at Nvidia back then, I wouldn't be up 400% 😄😉😄😉😉
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@Monchmichi87 if not now, then when?
@Seebi You can do as you like. I look for anti-cyclical opportunities - and that works. Even in this market situation, all my positions are currently positive 🤷🏼‍♂️
@Seebi If you are now up 400% on Nvidia, you entered at around €150 before the split / now €15. Whoever advised you not to get in back then didn't have much of a clue - if that was the case at all.
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@investment_guru_2035 Another one with a crystal ball and no idea how the stock market works 😎
@TomCOR I can see from all your posts that you know how the stock market works 😭
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RHM rally is finally over, RSI is scratching the MA again from below, but I wouldn't expect too much from that. The thing has to cool down first xD MTU could become interesting again in a few weeks or months!
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If there is any sign of an agreement between Russia and Ukraine, you will get Rheinmetall much cheaper again.

That would be too hot for me at the moment. There are better shares at fair valuations at the moment.
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They are very strong. You can buy them. 🚀
I wouldn't buy armor in general. It's like buying a distributor for Christmas tree decorations. What happens for the remaining 11 months of the year? German armaments in particular are always in the red until a crisis hits. If I need the crisis in order to be profitable (then, of course, really profitable) then I should consider whether I would be better off with other companies. If you assume that the war in Ukraine will last another 80 years, that is of course a different matter. You should also bear in mind that full order books at German defense companies in particular can empty very quickly. It is not uncommon for major orders to be canceled after trials, suddenly re-awarded, etc., etc...
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@DynasticGrind 1. The armor is produced 12 months a year.
2 First analyze fundamentally, then comment.
3 Rheinmetall does not only have a defense division and has been in the black for years.
@Pinkafeld 1) I never said anything else. 2 I did, but that doesn't necessarily make the massive overvaluation any better in my opinion. 3. but not through the defense division (which has only been back since '22) but through suppliers such as Kolbenschmidt, etc... And they are not the reason why this security is so inflated. Armaments projects in Germany and Europe in general are also far too unreliable and opaque for me to be euphoric about them.
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Too late. Now comes the correction
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