In Q1 I had written an article about $RHM (+0,31%) Skyranger and the Herres air defense, close defense and reconnaissance. The current (purely political) discussion about a completely illusionary "drone wall" on NATO's eastern flank shows that the necessity has now been recognized both in the Bundestag and increasingly among the population. It has obviously not even been realized that rain, snow and high wind loads are still mission-inhibiting for loaded copter drones.

There are two options for defending against UAVs flying in from the Russian sphere of influence with low manufacturing costs and proportionate economic effort:

1) Destruction of production facilities in Russia and supplier countries by remote control means (Flamingo, Taurus, Neptune, Tomahawk) or sabotage.

2) Securing the endangered critical infrastructure of NATO countries through close-range air defense (stationary by Mantis or mobile by Skyranger). This applies to UAVs penetrating air-to-air defense (NATO alert rotors).

The causally more effective option 1 is not expected at the moment - but IMHO it will be discussed very soon.

Option 2 is more obvious for many reasons. I think that in 1-2 years the sight of modern (camouflaged) FLAK installations at power stations, substations, air bases etc. will still be very unfamiliar but real.

$$RHM (+0,31%) has the only suitable answer to electronically hardened reconnaissance and attack drones with Mantis and Skyranger. Together with the outstanding Örlikon 35mm cannon and the AHEAD ammunition, high sales are on the cards here.

Unfortunately, I was unable to take advantage of the last setback to 1640. I stand by my assessment that we are in year 3 of a 20-year super cycle.