2Semana
Lockheed is attracting investors with attractive dividends and a strong stock price… but what makes the company so future-proof? (I'm not very familiar with this topic.)
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@PoorDad I’m afraid of human nature 😅 The era of the peace dividend is finally over, and all countries are racing to rearm and the like.
The U.S., in particular, has an enormous lead in both the necessary technology and its operational application. The latter is due primarily to experience gained in Ukraine.
If I may put it that way, new “business areas” have also emerged for the defense industry. Two examples worth mentioning here are cyber and space. For instance, whoever disables an adversary’s satellites deprives that adversary of the ability to use its military technology. If power plants fail, the economy and infrastructure grind to a halt. The modern world is extremely complex and interconnected. Precise strikes are particularly devastating in this context.
Another factor is the high cost of switching. Once a country has committed to proven technology, it rarely switches. A good example of this is India’s reluctance to purchase Russian military technology due to the sometimes horrifying reports coming out of Ukraine (a decline in market share from 70 percent to 30 percent). In contrast, Western systems are becoming more important.
However, the topic is very multifaceted and impossible to cover in a single commentary.
Best regards
The U.S., in particular, has an enormous lead in both the necessary technology and its operational application. The latter is due primarily to experience gained in Ukraine.
If I may put it that way, new “business areas” have also emerged for the defense industry. Two examples worth mentioning here are cyber and space. For instance, whoever disables an adversary’s satellites deprives that adversary of the ability to use its military technology. If power plants fail, the economy and infrastructure grind to a halt. The modern world is extremely complex and interconnected. Precise strikes are particularly devastating in this context.
Another factor is the high cost of switching. Once a country has committed to proven technology, it rarely switches. A good example of this is India’s reluctance to purchase Russian military technology due to the sometimes horrifying reports coming out of Ukraine (a decline in market share from 70 percent to 30 percent). In contrast, Western systems are becoming more important.
However, the topic is very multifaceted and impossible to cover in a single commentary.
Best regards
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2Semana
@PoorDad When you look at the geopolitical situation, I “unfortunately” see a very bright future for Lockheed!
Since the Russia-Ukraine war, it has become clear to many countries that the years of peace are over, and now the motto once again applies: Si vis pacem, para bellum!
And Lockheed is definitely in the “Champions League” of the defense industry 🚀
Since the Russia-Ukraine war, it has become clear to many countries that the years of peace are over, and now the motto once again applies: Si vis pacem, para bellum!
And Lockheed is definitely in the “Champions League” of the defense industry 🚀
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