I also find $ESLT very interesting.
Or smaller companies like $MILDEF.
I myself am also in $AVAV
But then also more with suppliers and companies that only partly cover armaments.
Such as $KIT as a drone contract manufacturer and supplier for Rheinmetall, Kongsberg, Safran etc..
Or $MTX in the consortium for the Eurofighter and maintenance company for the German Armed Forces.
Then $ERJ supplies transport aircraft for NATO countries. And smaller combat aircraft.
$PNG supplies the navy.
$TDG is also a supplier.
$IVG I also have the defense division for sale.
My new addition is $GILT. They have now also entered the defense sector.
Or smaller companies like $MILDEF.
I myself am also in $AVAV
But then also more with suppliers and companies that only partly cover armaments.
Such as $KIT as a drone contract manufacturer and supplier for Rheinmetall, Kongsberg, Safran etc..
Or $MTX in the consortium for the Eurofighter and maintenance company for the German Armed Forces.
Then $ERJ supplies transport aircraft for NATO countries. And smaller combat aircraft.
$PNG supplies the navy.
$TDG is also a supplier.
$IVG I also have the defense division for sale.
My new addition is $GILT. They have now also entered the defense sector.
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3Mes
@Tenbagger2024 Thank you!
$GILT is particularly interesting, as it is still attractive in terms of valuation.
With $MILDEF, the growth figures and the recent setback appeal to me. I'll have to do more research on that 👍
$GILT is particularly interesting, as it is still attractive in terms of valuation.
With $MILDEF, the growth figures and the recent setback appeal to me. I'll have to do more research on that 👍
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•@BigMo
Keep me up to date.
Otherwise, $GOGO is also interesting. But I think less in the defense.
$LHX Maybe still interesting.
If you're looking in Japan, maybe $7012 is something else, it even covers robotics. But also strong in aviation.
$AVIO I also think it's great but unfortunately already too expensive.
$IDR I also still like it. But not so cheap anymore
Keep me up to date.
Otherwise, $GOGO is also interesting. But I think less in the defense.
$LHX Maybe still interesting.
If you're looking in Japan, maybe $7012 is something else, it even covers robotics. But also strong in aviation.
$AVIO I also think it's great but unfortunately already too expensive.
$IDR I also still like it. But not so cheap anymore
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