@Max095 oh dear . Very good question. They have their orders with or without the Iran war. They also supply universities and research institutes, i.e. outside the defense sector. I don't have the shares in my head right now. In addition, the share has already corrected somewhat. It's really difficult for me to assess how investors will behave. Perhaps @Get_Rich_or_Die_Tryin has more background information on this
@Tenbagger2024 But most of exosens is defense. He's a regular customer of mine and will be back at the French factory where the night vision devices are manufactured for a week from Monday.
@Tenbagger2024 Perhaps the end will bring about a correction, which I would see as the perfect entry point. The USA and Israel have decimated their stocks, which of course need to be replenished.
The company is one of my favorite customers, I think they will soon be better positioned than Zeiss in the industry
