AEROVIRONMENT DL -_0001
Commented by Nico Popp on October 10th, 2025 | 07:05 CEST
War increasingly likely? This supplier is improving drones: AeroVironment, NEO Battery Materials and Kratos Defense
"Is war against Putin inevitable?" This was the headline in BILD yesterday in response to statements by military historian Sönke Neitzel on the ARD talk show Maischberger. According to Neitzel, Putin has already paved the way for war with his recent escalations. The historian asks: "If Putin is determined – many in NATO say so, and I would agree – will he wait until we can say that even the German Armed Forces now have enough drones? No, probably not." Neitzel believes that, due to the current poor equipment of many NATO countries, a military conflict between NATO and Russia could occur within the next three years. Investments in drones are therefore urgently needed. We present a battery supplier that offers tailor-made technology for drones, capable of drastically reducing the dependence of Western militaries on batteries from China.
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Commented by Nico Popp on September 5th, 2025 | 07:10 CEST
"Olive-Green Economic Miracle" – Who stands to benefit? Volatus Aerospace, Hensoldt, AeroVironment
Germany's Federal Minister of Economic Affairs, Katherina Reiche, sees great potential for the German economy in military rearmament. An article in Handelsblatt even refers to it as an "olive-green economic miracle." But who will benefit most from the billions in spending over the coming years? In addition to traditional defense companies, smaller niche providers and startups are also raring to go. We explain which stocks will truly benefit from this "olive-green economic miracle."
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