aerospace
Commented by Fabian Lorenz on September 15th, 2025 | 07:05 CEST
NATO without drone defense! Opportunity for Rheinmetall, DroneShield and Volatus Aerospace!
Is a new rally starting for drone stocks? The shooting down and crash of Russian drones in Poland has painfully highlighted NATO's vulnerability in this area. Recent years have shown how unmanned aerial vehicles are revolutionizing warfare. However, NATO appears to have a lot of catching up to do in terms of its drone inventory, detection and defense. Volatus Aerospace—which trains pilots and monitors borders, among other things—and drone defense specialist DroneShield should benefit from this. Both stocks had multiplied in value at the beginning of the summer. After the setback, prices could now rise again. Rheinmetall is also becoming increasingly involved in this area. What does Germany's largest defense contractor have to offer?
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Commented by André Will-Laudien on September 4th, 2025 | 07:00 CEST
All-Time High for Gold, Volatility Rising! thyssenkrupp, AJN Resources, Airbus, and Lufthansa in Focus
The stock market is preparing for a hot fall. While inflation figures show no sign of weakening, gold and silver are climbing to new record levels. Rising debt levels and growing geopolitical tensions are fueling this trend. So far, capital markets have largely held their ground without major losses. However, US President Donald Trump's trade policy has suffered a severe setback. With his plan to impose comprehensive tariffs on goods from almost all countries in the world, invoking an emergency law from 1977, he has clearly exceeded his powers, and the courts are now stepping in. One clear warning sign: volatility is high, and valuations have reached extreme levels. The Shiller P/E ratio for the S&P 500 now stands at 40, far above the historical range of 15 to 27 over the last 30 years - making 2025 an absolutely exceptional year in terms of overvaluation. We are on the lookout for promising stocks, and gold should not be overlooked as a strategic portfolio addition.
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Commented by André Will-Laudien on August 25th, 2025 | 07:00 CEST
100% with NATO contracts from the air! Airbus, Globex Mining, Boeing, and Lufthansa
The craziness continues! NATO member states have agreed on new planning targets for armaments and capabilities and, according to Secretary General Mark Rutte, have increased the requirements for air and missile defense by about 30%. Rutte stated: "We need more resources, troops, and capabilities to be prepared for any threat." German Chancellor Friedrich Merz emphasised that Germany would provide all the necessary resources to expand the Bundeswehr into the strongest conventional army in Europe. According to experts, large-scale defense projects, particularly in the aerospace sector, will require enormous investments and far-reaching acquisitions. Across Europe, around EUR 300 billion is expected to be invested in air forces by 2030. Investors should now set the course to benefit from the flood of orders in the aerospace sector.
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Commented by Armin Schulz on August 11th, 2025 | 07:25 CEST
3 stocks, 3 megatrends: The growth secret of Heidelberger Druck, Volatus Aerospace, and D-Wave Quantum
Despite volatile markets, 2025 offers unique opportunities. Those who invest in true innovation leaders capable of transforming entire industries can achieve above-average returns. Three explosive growth areas stand out. Industrial manufacturing is experiencing a renaissance driven by automation and hybrid technologies. Aerial data services are revolutionizing entire industries and the defense sector through AI-powered analytics. Quantum computing is opening doors to previously unsolvable optimization problems. Three pioneers are at the forefront of these trends: Heidelberger Druck, Volatus Aerospace, and D-Wave Quantum.
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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 Nico Popp on July 29th, 2025 | 07:30 CEST
Drone hype: Who is getting the best deal? Volatus Aerospace, Renault, Rheinmetall
The days of tanks and howitzers are over. The war in Ukraine shows that drones are changing the face of combat—they provide reconnaissance, carry out precision strikes, and score points with low acquisition costs and high effectiveness. It is no wonder that major arms manufacturers and industrial companies want to jump on the drone bandwagon. Renault has even been asked by the French government to enter the business. But the barriers to entry in this market are high. We explain who is likely to profit from the drone business in the future and why size and capital are no guarantee of long-term success.
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Commented by Stefan Feulner on July 28th, 2025 | 07:10 CEST
Hensoldt, Almonty Industries, MTU Aero Engines – Profit-taking after milestone
The signs of a correction on global stock markets are growing. In addition to the historically high Shiller P/E ratio, call options reached their highest share since the meme stock euphoria of 2021 last week, accounting for almost 70% of total option volume. Market sentiment is extremely bullish, which could indicate an imminent consolidation. One of the most promising commodity companies of the future consolidated last week. Following outstanding news, investors cashed in, which could offer long-term entry opportunities.
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Commented by Stefan Feulner on July 21st, 2025 | 07:05 CEST
Salzgitter AG, Volatus Aerospace, and Rheinmetall with spectacular news
The defense industry continues to shine with strong momentum. Despite some overly ambitious valuations, companies such as Rheinmetall, RENK, and Hensoldt are trading close to their historic highs. And analysts are still outdoing each other with ever higher price targets. Caution is advised with established arms and ammunition manufacturers. In contrast, young companies with innovations from niche markets are growing and have further potential.
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Commented by Nico Popp on July 8th, 2025 | 10:40 CEST
Breaking news: NATO order for Volatus Aerospace – Background and analysis
Volatus Aerospace, a drone specialist for reconnaissance and cargo transport, announced an order from a NATO country overnight. The Company delivered a drone system for short-range reconnaissance, valued at USD 1.85 million. Equipped with thermal imaging cameras and other visual sensors, the unmanned aerial vehicles can be deployed in all weather conditions and at any time of day or night. "This delivery underscores our ability to provide innovative and mission-ready technologies to support the defense operations of our allies," said Glen Lynch, Chief Executive Officer of Volatus Aerospace. "As global conflicts evolve, the need for agile, battle-tested ISR capabilities is growing." The contract is particularly significant for Volatus Aerospace because it highlights the Company's ability to meet the growing demands of the expanding defense market for drones and unmanned aerial systems with its solutions.
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Commented by Fabian Lorenz on July 4th, 2025 | 07:00 CEST
Over 100% gains! Better than RENK and DroneShield shares? NATO contract for drone insider tip: Volatus Aerospace!
Changing of the guard for defense stocks? While RENK shares have lost more than 20% in recent weeks, drone specialists DroneShield and Volatus Aerospace have exploded. Volatus remains relatively inexpensive. Now, the Company has also secured a NATO contract. In terms of valuation, the Canadians remain something of a hidden gem – their peer group is valued significantly higher. That includes DroneShield. The Australians are now valued at more than AUD 2 billion. Admittedly, their pipeline is also impressive. In addition to the drone revolution, a lot of money continues to flow into tanks and other armored vehicles. The German Armed Forces alone plans to procure thousands of new vehicles. RENK wants a large slice of the billion-dollar pie and is investing EUR 500 million. Does this mean the consolidation is now over?
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