It's all pure speculation on what the EU member states might be cooking up for some day😅. I remain on the sidelines for the time being in this area (in which I would actually also like to invest). The current valuations are pricing in so much growth that it is currently difficult for me to imagine how smaller companies can grow at the expected speed. We are also talking about the corresponding execution risks here, which in my view cannot yet be estimated at all.
Normally the portfolio should not be touched, but with what is currently going on, I had to react and close the position for the time being. Money is being invested in the World.
DroneShield: A Key Player in the Future of Modern Warfare
I have strong confidence in DroneShield $DRO (+10%) as a company. Warfare is entering a new era where drones play a decisive role, as we clearly see in Ukraine and Israel. The growing use of drones makes effective counter-drone technology essential for national security. DroneShield has proven itself as an innovator in this field, and I believe the company will become an increasingly important player in global defense over the next decade.
