LEONARDO S.P.A. EO 4_40
Commented by Stefan Feulner on May 8th, 2026 | 07:35 CEST
Leonardo, Volatus Aerospace, Hensoldt – War and AI Drive the Next Billion-Dollar Boom
Modern warfare is fundamentally transforming the global security architecture while simultaneously creating growth markets worth billions. Drones, autonomous systems, digital reconnaissance, and AI-driven defence technologies are gaining significant importance due to conflicts in Ukraine and the Middle East. Countries worldwide are increasing their military budgets and investing specifically in electronic warfare, cybersecurity, and smart weapon systems. Companies that positioned themselves early on with scalable platforms, sensor technology, or autonomous solutions are already benefiting from bulging order books and sharply rising margins. Integrated systems combining hardware, software, and data analysis are in particularly high demand—a market that may only be at the beginning of a long-term supercycle.
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Commented by André Will-Laudien on August 7th, 2025 | 07:10 CEST
The billion-dollar business! Arms and defense stocks in vogue – Volatus Aerospace, DroneShield, Leonardo, and Airbus
The European defense sector is set to experience significant growth over the next five years. Analysts anticipate average growth of 5 to 8% per annum. The European defense market is expected to grow from around EUR 125 billion to around EUR 170 billion by 2030. A key driver: EU funding is increasing massively, including through the Readiness 2030 program, which will provide up to EUR 800 billion in additional funding, including EUR 150 billion in low-interest loans for the joint procurement of drones, air defense systems, and artillery. In addition, NATO countries have committed to spending 5% of their GDP on defense by 2035, which will require additional investments of approximately EUR 320 billion per year. Which companies stand to benefit?
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Commented by André Will-Laudien on June 10th, 2025 | 07:15 CEST
Gold or Defense – Where to take action now? Rheinmetall, RENK, and Leonardo require caution, AJN Resources on the launchpad!
Russia's war of aggression against Ukraine shows no signs of ending. Despite all political efforts on both sides of the Atlantic, the Russian commander is continuing his bombardment of his neighboring country. NATO sees many reasons in the aggressor's behavior to significantly increase its military capabilities. This is causing further investor money to flow into defense stocks, but valuations are now very ambitious. However, in their search for security, investors are also increasingly buying gold, which could rise to as high as USD 3,490 per ounce in 2025. Low production costs are bringing low-cost projects in Africa into focus. AJN Resources has just refinanced and is repositioning itself in Ethiopia. How can investors diversify wisely?
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