$OHB (-5,23%)

MUNICH (IT BOLTWISE) - The German space company OHB has begun planning a possible defense mission against the asteroid 2024 YR4, which could collide with Earth in 2032.

The asteroid 2024 YR4, which was discovered at the end of December, is currently the focus of the international space community. With a size of between 40 and 90 meters and an impact probability of 2.6 percent according to NASA and 2.4 percent according to ESA, it is considered one of the most dangerous celestial bodies currently known. This assessment has prompted the German space company OHB to examine a possible defense mission to prevent a potential impact in 2032.

OHB, which has already gained experience with asteroid missions, sees 2028 as the ideal time to launch such a mission. The Group has developed the Hera probe for ESA, which is currently on its way to the asteroid moon Dimorphos. This mission builds on the findings of NASA's Dart probe, which successfully changed the orbit of an asteroid. A similar concept could also be applied to 2024 YR4 to divert it from a possible collision course with Earth.

The Turin Scale, which classifies the danger of asteroids, places 2024 YR4 in class 3. This means that it is not only of astronomical interest, but also deserves the attention of the public and official bodies. In the past, only the asteroid Apophis has achieved a higher classification, but it is now considered harmless. The possibility that 2024 YR4 could cause major local or regional destruction in the event of an impact makes the development of defensive measures all the more urgent.

International organizations such as the NASA-coordinated International Asteroid Warning Network and the ESA's Space Mission Planning Advisory Group have already begun their work. They are continuously monitoring the asteroid and discussing possible countermeasures. However, concrete proposals have not yet been drawn up, as more precise data on the size and orbit of the asteroid is awaited. The James Webb space telescope should soon provide more precise information.

The development of defense strategies against potentially dangerous asteroids is an important step in planetary defense. Experience from previous missions such as Hera and Dart shows that it is possible to change the orbit of an asteroid in a targeted manner. This could also be the case with 2024 YR4, provided the mission is launched on time. International cooperation and the exchange of data and technologies are crucial in order to protect the Earth from potential threats from space.

https://www.it-boltwise.de/asteroid-2024-yr4-ohb-plant-abwehrmission-gegen-potenziellen-einschlag.html

The first half of the year is already over, so here's a quick look at my portfolio:

The overall performance doesn't look too bad for 1HY, with realized gains already accounting for a large part. The delisting of $OHB (-5,23%) and thus the sale of my position is most noticeable. Nice $OHB (-5,23%) profits over time, I would have liked to have kept them. But who knows, at some point they might come back like $Renk, for example

Net dividends are at last year's level. Many dividends were reduced in May (e.g. $SIX2 (-6,59%) without special dividend, $KNIN (-3,37%) adjustment) or, as in the case of OHB or $Baywa, no longer paid due to sales. Some payments were also simply postponed to June. Over the year as a whole, an increase of 9-10% should be possible.

The savings plans I started in 04/2022 are still running. Some positions are full and others have been added over time. My target here is 5000tsd $/€/CHF per individual position, with the exception of ETFs which are still running. The overall performance here is ok, it has been significantly better in the past. The dividends of the equivalent of 2700$ in two years are of course great and ensure additional purchases. Conclusion: in future I will save less in individual stocks, but with higher amounts (currently 150, then more like 300-500 depending on the situation) I want to remain a little more flexible and prefer to buy in good times.

At the moment, CHF 2750 a month is invested in fixed savings plans and CHF 400 goes into an employee share scheme with my employer. It will stay that way and then we'll see where we stand at the end of the year.

Happy weekend!

So, my $OHB (-5,23%) shares that I put up for sale were booked out at the limit today. It is somehow not foreseeable how long KKR will need for the regulatory stuff. And as the shares will not rise any further and there will be no more dividends, I have sold them. I should have done it straight away, I've already given away some performance elsewhere ... Well, I could have.

This freed up just under €22,000 (500 OHB shares sold at €43.8, making +506% and +€2200 net dividends)

A portion was directly reinvested.

5Tsd € $ISPA (-4,61%)

5Tsd € $VAPX (-5,42%) (new in the securities account)

5Tsd € $XD5E (-5,38%)

2Tsd € $WLD (-4,48%)

For the rest, I'll go back through my watchlist and continue to add to ETFs.

Just listened to episode 651 of the OMR Podcast with Marco Fuchs (head of $OHB (-5,23%) Bremen). It's about space travel in general and why it might not work on the stock market, Elon's SpaceX, the KKR investment and how it started and continues with OHB.

It's worth a listen!

The golden M now also shines in my portfolio ... New addition $MCD (-4,77%) incl. savings plan.

September was a crazy month for my portfolio, a mad up and down. The conclusion was then also beautiful -8500€. But we are here to harvest our fruits later.

Speaking of harvesting, all my $OHB (-5,23%) shares are put up for sale. Hopefully, they will then be booked out quickly as part of the KKR offer. Purchase price 7.20€, sale at 44€ plus almost 4000€ dividend since 2005.

He who wants to reap must also sow. I invested in September 4300$ / 2400CHF / 1000€ .... from nothing comes nothing. I have mainly increased savings plans and as written above, a first position $MCD (-4,77%) bagged. Dividend income is also running, after July and August were rather declining.

A question to all Swiss investors who use YUH. I have the feeling that the "Running Performance" display is somehow not correct. When I add up all my investments (+ / -), it does not match. Can anyone confirm this or enlighten me ? Do I have a knot in my head ? Getting an answer from the service seems impossible. They are rather busy with Insta Stories.

Here's to a happy 3rd quarter

Are there any $OHB (-5,23%) shareholders who do NOT accept the offer and keep the shares?

I would be interested in the reason of course 😀

I am considering holding on to a small part of the shares. In my opinion, there are completely different valuations lying dormant here in the long term.

With $OHB (-5,23%) one of my oldest positions in the portfolio will disappear from the price list.

From a financial point of view, this is already very ok with +550% since 2005, the highest price was once just under 50€. Nevertheless, it is a pity not to be able to be there anymore. I am sure that quite different figures will be generated in the next few years 💰💰💰

Now the question inevitably arises, where to put the cash ? Additional purchases at $BYW6 (-4,17%)
$PSAN (-7,13%)
$GSC1 (-4,79%) or also $COK (-2,79%) ? Or simply further $XD5E (-5,38%) expand? First World Problems 😉

https://www.ohb.de/investor-relations/ir-news/ad-hoc-mitteilungen/ad-hoc-meldung-nach-art-17-mar-abschluss-einer-investorenvereinbarung-mit-kkr

The month of May is also almost through and thus also my strongest dividend month 🤑

I have just discovered the dividend of $OHB (-5,23%) in my clearing account, the last one for May. In total I got gross dividend of 4600€ from 14 companies. All companies pay more than last year, a total of +19% compared to the same month last year. Here, of course, the savings plans have a good impact but also the "normal" increases in dividends. Whereby one should $SIX2 (-6,59%) should not be called normal 🙃

In June, payments continue to rise. That's the beauty of dividends, it always continues and is not rocket science - greetings to OHB 🚀🥳

Dude what's going on here right now?

Long it was my bored share simply and then something like this.😂

My last stock presentation for January and this one has it all. It covers what I consider to be an insanely fascinating area, namely outer space. You always hear a lot about Musk's Space X, Jeff Bezos' Blue Origin or companies like Boeing and Lockheed Martin. These projects or companies are certainly flagships. But you don't have to look that far to invest in the future market of "space":

OHB SE

DE0005936124

OHB SE is a technology and space company operating throughout Europe. OHB serves international customers with solutions and systems. Its portfolio includes solutions for the entire value chain of satellite development, construction and operation, data transmission and processing as well as the development and construction of scientific payloads and aerospace structures. The company is also working on projects for equipping and operating the International Space Station (ISS) and on concepts for exploring the solar system.

Key figures:

P/E RATIO 21: 23.1

P/E ratio 22e: 17.3

Net debt 2022e: 5.5 million

Net income 2022e: 37,5 Mio

Net margin: 2.37

Gross margin: 41

Dividend yield 2021: 1.29%.

Biggest competitors:

-Lockheed Martin

-Boeing

-Thales

OHB is very well positioned fundamentally. They are hardly indebted. Both the medium-term (5Y) and long-term (10Y) sales and EBIT growth is intact. However, the competition is strong and the valuation is not cheap but rather moderate. Asset-intensive companies usually have a somewhat lower P/E/E ratio. Nevertheless, OHB promises good growth, which makes the valuation, compared to the peer group, still somewhat plausible. Nevertheless, I find it exciting to have such an emerging, comparatively small, company in Germany. Demand in this area will certainly increase in the future. I have them on the WL, but am not yet invested.

What do you guys think of OHB? Do you already have them on the WL?

No investment advice!