1Semana
Droneshield is a penny stock😅. Let's see where they are in a few years. I wish everyone success, but I see other companies being stronger in the relevant specialist areas....
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1Semana
@Shareholder You're not wrong, of course. I was referring more to the potential for hype, like Droneshield.
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1Semana
@Shareholder That's right....Which companies did you focus on? Ondas (actually similar to DS) I suppose, then of course there are the VERY big players like RM etc. ...and what else? - Always grateful for input
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@ZaphodB I see potential in conventional UAVs with the established European companies. Airbus is my largest position, as I see room for improvement here (in many areas apart from com pax aircraft). In addition to Airbus, established companies such as Safran/Dassault etc. pp. are in my European Defense ETF. In the disruptive sector, I am following Ondas (with a small position) and, thanks to a good introduction here in the community, Kraken Robotics - drones will gain in importance not only in the air but also at sea. In RM I see tanks and ammunition - but I'm more interested in suppliers like Steyer Motors and Renk. I am trying to expand armaments step by step - but unfortunately there is a lot that is exciting at the moment (if you have a 50-year horizon in mind) :)
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•@Shareholder I somehow missed out on Ktraken at the time - there were sooo many other, equally interesting things - I already have far too many positions in my portfolio anyway, not to mention several Defence ETFs. But they are slowly increasing. So not a mistake.
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