Drones
Commented by Nico Popp on October 13th, 2025 | 07:25 CEST
Drone stocks: Opportunities with Volatus Aerospace, DroneShield, and Rheinmetall
When drones appeared over several European airports in September and brought flight operations to a standstill, it came as a shock. The incidents revealed that Germany and many other Western countries are largely powerless against drones, as there are no defense mechanisms in place. Instead, representatives of the German Armed Forces and police are arguing over who is responsible for countering such threats – in Germany, there are even regulations governing who may defend against enemy threats and where. Meanwhile, the war in Ukraine continues – and with it, the drone war is evolving. It has long been clear that drones are essential as a deterrent and have become a core element of every modern army. We explain why Volatus Aerospace is well-positioned to benefit from the ongoing drone hype.
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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 Armin Schulz on October 10th, 2025 | 07:00 CEST
Drone boom vs. pilot strike: What you need to know about DroneShield, Volatus Aerospace, and Lufthansa
As the global drone market expands at double-digit growth rates, unprecedented opportunities are emerging above and beyond the clouds. Innovative technologies are driving not only military but also civilian applications into previously untapped economic areas. This high-flying growth stands in sharp contrast to the challenges facing traditional aviation, which is being hit by operational difficulties. Three companies - DroneShield, Volatus Aerospace, and Lufthansa - embody these contrasting realities, highlighting both the lucrative paths of the future and the risks inherent in the sector.
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Commented by Fabian Lorenz on October 7th, 2025 | 07:25 CEST
NATO shock boosts DroneShield and Volatus Aerospace! Major order and Buy recommendation for Nordex!
The drone pure plays, DroneShield and Volatus Aerospace, have ended their consolidation with price explosions. In just a few days, both stocks rose by more than 50%. Volatus also shines with a follow-up order from NATO. Before the last order was fully delivered, a repeat order was already placed. In addition, a million-dollar order was also secured in the civilian sector. Drone defense is proving challenging in Germany. Why is that? How does DroneShield score? Nordex is also one of the price winners of the year, recently securing a crucial large order. Analysts recommend buying the stock.
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Commented by André Will-Laudien on October 6th, 2025 | 07:00 CEST
Drone warfare with NATO Europe? DAX soon to reach 25,000 with defense stocks: DroneShield, Volatus Aerospace, thyssenkrupp, and Rheinmetall
Drone warfare in Europe is providing a massive boost to the defense sector, as demand for modern defense and attack systems is rapidly increasing. Companies such as Rheinmetall continue to benefit from public contracts for drone defense systems, including the Skyranger and new laser weapons. DroneShield is positioning itself as a leading provider of drone defense technologies and is currently experiencing an impressive growth phase. Volatus Aerospace is also involved as a service provider offering specialized solutions for drone surveillance and security services. Driven by EU-wide NATO investments in state-of-the-art defense technologies, analysts anticipate cyclical double-digit growth for the entire defense sector well beyond 2030. This historic wave of rearmament is transforming trillions in public debt into dream profits for shareholders, with our grandchildren and great-grandchildren footing the bill. Who are the current winners?
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Commented by Fabian Lorenz on October 3rd, 2025 | 07:10 CEST
Drone wall for Europe! Almonty, DroneShield, and Hensoldt – Defense stocks taking off again!
The past few weeks have shown that Europe has been asleep at the wheel on drone defense. In Denmark, Poland, and Germany, these small aircraft are almost impossible to detect, and when they are, current countermeasures are inefficient and costly. At the EU summit in Copenhagen, Danish Prime Minister Mette Frederiksen warned of the "most serious threat since World War II" and called for urgent investment. Billions must now flow into radar systems, jammers, and interception technologies. This is electrifying defense stocks. Almonty, at the beginning of the value chain, supplies tungsten, a critical material also used in drones and missiles. Hensoldt, with its expertise in detection systems, is investing heavily in new solutions. Can DroneShield justify its billion-dollar valuation?
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Commented by Nico Popp on October 2nd, 2025 | 07:05 CEST
What billions for space mean for drones: Volatus Aerospace, Hensoldt, Airbus
Things are happening in Germany! The federal government recently approved comprehensive investments in space. Experts agree that Germany is on a par with the US when it comes to space research. While partners across the Atlantic usually act faster and on a larger scale, Germany is now set to take a bolder approach: a hefty EUR 35 billion is to be invested in space security. This move positions Germany as a space power, leaving even the French and British in the dust. We take a look at what these investments mean and why the commitment to space should be seen as part of the bigger picture.
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Commented by André Will-Laudien on September 26th, 2025 | 07:25 CEST
Shooting down Russian drones and fighter jets? NATO keeps its focus on Rheinmetall, Almonty and Hensoldt!
On the financial markets, Russian provocations involving jet and drone overflights are primarily perceived as a security risk. Such actions increase political instability and often trigger a flight to safe havens such as gold, government bonds, or the US dollar. At the same time, defense stocks and companies in the security sector tend to benefit, as investors anticipate rising defense spending in Europe and within NATO. For the broader equity market, the increased risk often translates into higher volatility and temporary price setbacks. In the long term, such threat scenarios are factored into risk premiums and valuation models, leading to more selective capital allocation in security-related sectors. Here are a few ideas.
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Commented by Fabian Lorenz on September 23rd, 2025 | 07:20 CEST
NATO under pressure! Almonty target price rises! RENK not a favorite at Goldman Sachs! DroneShield hits milestone!
Russia is testing NATO! Drones and fighter jets are repeatedly being spotted in European airspace, showing that de-escalation is not happening. NATO must continue to strengthen its defenses. This offers opportunities for investors across the entire value chain of the defense industry. In the raw materials sector, Almonty shares are a top pick. Analysts expect the tungsten producer to see an explosion in profits in the coming years and are raising their price target. Could the US government even step in? DroneShield has reached a milestone thanks to follow-up orders from the US Department of Defense. The drone defense specialist sees itself well-positioned for the future. Goldman Sachs has commented on RENK for the first time, but the analysts have other favorites.
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Commented by Armin Schulz on September 22nd, 2025 | 07:25 CEST
How to profit from the arms race: Rheinmetall on the ground and Volatus Aerospace and DroneShield in the air
The global security landscape is undergoing a historic shift. Driven by geopolitical tensions, modern warfare is moving into the digital realm, with drones emerging as a crucial key technology. This paradigm shift is creating a billion-dollar market for defense systems and offering investors exceptional growth opportunities. While defense giant Rheinmetall strengthens the backbone of national defense with conventional technologies, specialists like Volatus Aerospace and DroneShield are positioning themselves at the forefront of this technological revolution.
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