2Settimana·

Get out

Unfortunately, the short and medium-term outlook no longer convinces me at all. Impending national military cuts, the loss of image due to Trump, Boeing!!! is snapping up the next generation.

I was actually fully convinced about a year ago. The product mix was just right. In between, my most successful share with +40%. The increasing competition in the space, air and drone business and the current political situation do not lead me to believe in an imminent recovery.

Out with about plus/minus zero.

21.03

Lockheed

Venduto x9 a 405,00 €

3645,00 €

2,74%

5 Commenti

Smudo@Smudeo

2Settimana

Aha, interesting approach. I'm considering topping up at this price, or at minus 20% tranche 2, with a dividend on top. For me a hold but not a sell. The maintenance contracts alone generate constant, calculable sales.

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S.A.U.@SAUgut77

2Settimana

@Smudeo but with further cancellations and their considerations also a bad outlook for the future.

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BM@Bmahone

2Settimana

@Smudeo I'm also staying in I'm still convinced of it in the long term only because there was a setback 😄 and above all the company doesn't just do military there's a lot more behind it I firmly believe it will come back up again

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Mo@BigMo

2Settimana

With the current global tensions, Lockheed will have no problem extending the already existing order backlog by another few years.
A buy for me.

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Kurz@MrKurt89

2Settimana

For me as a long-term investor, this is a good time to enter the market. I occasionally buy a few shares at less than €400.

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