Discussão sobre TKMS AG + CO. KGAA O.N.
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News of the Week
As we do every Sunday, here are the top news stories from the past week:
Monday:
Huge contract for the German naval contractor $DE000TKMS001 (+7,18%) TKMS. The company is reportedly set to build submarines for Canada worth 62 billion euros. The stock rose significantly.
Tuesday:
The oil company $XOM (-0,78%) Exxon Mobil expects a significant jump in profits for the second quarter due to higher oil prices. The profit jump is expected to amount to up to 5 billion USD. However, revenue from the gas business is having a dampening effect.
Thursday:
Sugar producer$SZU (-1,16%) Südzucker is significantly more profitable. The Mannheim-based company is also raising its full-year revenue forecast to a range of 8.1–8.5 billion euros.
Sales of $P911 (-2,1%) Porsche plummeted by 16% to 122,306 vehicles in the first half of the year. Porsche is now once again selling more cars in Germany than in China. The 911, however, offers cause for optimism, with sales of that model rising by 19%.
Poland is against arms loan
The EU wants to support its member states with arms loans. Poland's nationalist President Karol Nawrocki sees this as a threat to Poland's sovereignty.
The law in question had previously been passed by Prime Minister Donald Tusk's centre-left coalition and was intended to allow Poland to take out loans of 44 billion euros from the EU to modernize and arm its military.
As part of the so-called Safe Program (Security Action for Europe), the EU is offering low-cost loans totalling 150 billion euros to its member states to help them finance increased arms spending in order to arm themselves against a more aggressive Russia.
The SAFE program in Poland becomes a symbol of the conflict between the government camp and the president.
What does this mean for the arms industry?
How do you see the veto?
So long
⚓️🚢 TKMS now in the depot
My hand was already reaching out for shares at the IPO $DE000TKMS001 (+7,18%) but I wanted to wait and see.
Now, after the major order from India for six submarines worth 6 billion eurosI got in.
With a market cap of just over 5 billion, this would be a huge order - the largest order of all time for India too.
I will start a savings plan on this next month.
What do you think about the future of TKMS?
It's possible that they'll run away from me, but that's how it is sometimes 🫣
TKMS receives representatives of the Canadian government
🇩🇪🤝🇨🇦 *German-Canadian partnership further strengthened*
On December 18, 2025, the commander of Operational Flotilla 1, Flotilla Admiral Christian Walter Meyer, received a delegation from the Canadian government in Eckernförde.
The delegation then visited ThyssenKrupp Marine Systems (TKMS) $DE000TKMS001 (+7,18%) and gained an insight into the modern submarine production process. The visit concluded with the signing of a Memorandum of Understanding (MoU). This serves as an important step towards deepening bilateral cooperation and creates a common basis for further exchange and possible future projects in the maritime and military sectors.
For almost 75 years, Germany and Canada have been linked by a close and reliable partnership - characterized by shared values, responsibility and a focus on the future. With a view to the anniversary year 2026, this friendship will be further deepened, especially at the military level.
Source:
https://www.bundeswehr.de/de/organisation/marine/aktuelles/deutschland-kanada-zusammenarbeit-6053616
It will be interesting to see whether this visit could go some way towards fulfilling the order for 12 U212CD class submarines. It remains exciting.
⚓ Kraken Robotics: New milestone in autonomous marine missions 🚀
🤖 Autonomous surveying at a new level
Kraken Robotics $PNG (-4,18%) and TKMS ATLAS UK (subsidiary of $DE000TKMS001 (+7,18%) ) have developed the KATFISH Unmanned Surface Vessel Launch and Recovery System (USV-LARS) successfully on the ARCIMS-USV of the Royal Navy.
The result is a fully autonomous survey system for:
- maritime security missions
- Mine Countermeasures (MCM)
- Inspection of critical underwater infrastructure
The combination is regarded as industry's first air-deployable, autonomous towed sonar systemthat:
- down to 300 meters depth is operational
- Synthetic Aperture Sonar (SAS) utilizes
- high-resolution surveying even in very shallow water enables
_________________________
🌊 Live demonstration for NATO navies
The demonstration took place on November 18-19 off the coast of Portland (UK) and was aimed specifically at NATO navies.
On display was:
- ✔️ autonomous mission planning and navigation of the ARCIMS-USV
- ✔️ Towed operation of the KATFISH system with high-resolution SAS and bathymetry data
- ✔️ Live data transmission via satellite to a land-based command center
- ✔️ Real-time classification of contacts by operators
A strong signal for the operational readiness of autonomous systems in real naval operations.
_________________________
🛡️ Force Multiplier for small naval platforms
CEO Greg Reid emphasizes the strategic importance:
- Unmanned systems are rapidly gaining importance in the defense sector
- USV-LARS enables safe, autonomous deployment and recovery from KATFISH
- Even small naval platforms can now collect high-resolution SAS data
➡️ Result: Significantly increased capabilities at lower cost - a classic force multiplier.
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⚙️ Robust, modular, ready for use
The LARS system was specially developed for the ARCIMS deck interface from ATLAS UK:
- ✔️ fast reel changes (rerole capable)
- ✔️ seamless integration
- ✔️ Operational up to sea state 3
Particularly impressive:
- Integration, testing and demonstration were completed completed within just two weeks. completed in just two weeks.
_________________________
🔬 Technical highlights of KATFISH
- Range: up to 200 meters per side
- Operating depth: up to 300 meters
- Resolution:
3 cm × 3 cm in real time - Material: Full titanium construction
- Advantages: light weight, low magnetic signature
Specially designed for small unmanned platforms and demanding military environments.
_________________________
🔮 Strategic importance
According to TKMS ATLAS UK, the successful integration sets a new industry standard:
- faster deployment
- modular, scalable solutions
- cost-effective mine countermeasures
The combination of ARCIMS + KATFISH + USV-LARS positions Kraken Robotics excellently in the growing market for autonomous maritime defense systems.
Pictured: Kraken's KATFISH and the UPS LARS system attached to TKMS Atlas UK's ARCIMS 11-meter UPS
Image source: Kraken Robotics
Inclusion in the MDAX
Today I increased my holding in TKMS by 16 shares after TKMS will be included in the MDAX on 22.12.25.
New share IPO Marine
The struggling industrial group Thyssenkrupp has successfully floated its submarine subsidiary TKMS on the stock exchange. The company produces these products.
The marine division of the crisis-ridden industrial group Thyssenkrupp, TKMS
had a successful start on the Frankfurt Stock Exchange on Monday. The share price started at 60 euros and rose to almost 100 euros at times due to high demand. At times, the enterprise value of TKMS even exceeded that of the Thyssenkrupp parent company: while the value of all Thyssenkrupp shares fell below the 6 billion euro mark at times due to the spin-off, TKMS was valued at 6.2 billion euros at its peak.
The steel division with plants in Duisburg and elsewhere is to be sold. The Indian steel group Jindal recently expressed its interest. The trade unions had welcomed the takeover bid.
Thyssenkrupp, as the majority owner, would retain a stake in the success, TKMS explained. The head of Thyssenkrupp, Miguel López, explained that the IPO of TKMS was "also an important milestone in the Group's realignment to focus on its core business.
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