Time to buy Rheinmetall and $BAESY . Europe is about to spend big in July
$RNMBY $DIA $SPY $QQQ $BAESY
https://www.youtube.com/watch?v=YajUweJAb_A&t=188s
$RNMBY "France calls for ‘orderly’ US military drawdown"
"Europeans should not try to replace all of the expensive kit supplied by America, French Deputy Defense Minister Alice Rufo tells POLITICO. "
Tanks and APC's are out. Drone Defense, Integrated Aerial Surveillance networks, ISR, and Long Range Strike Munitions are in.
This meshes with the new approach Rheinmetall has been evoking. Having learned from Ukraine, they are diversifying production facilities and spreading them across a large geographic area... Europe. Production on a lot of these items should (in theory) be substantially faster and more lucrative than heavy armor and troop transport
This takes time and coordination, but future orders are there, the negotiation now will be how to provide an aerial defense network, is it to be integrated into NATO, or run by individual countries. I believe the only economical way will be a joint venture amongst $BAESY $LDO.X and a number of smaller specialized
https://www.politico.eu/article/france-orderly-us-military-drawdown-alice-rufo/
$BAESY Russia shot at a pensioners sail boat in the English Channel
Starmer is so weak. They should have sunk the Russians
Imagine an enemy between the keys and Cuba was to shoot at an American boat. It would be a declaration of war.
$BAESY US, UK and Australia to develop underwater drone technology. BAE Systems – lead designer and builder of the UK's future SSN-AUKUS submarines. Is it relevant? - Hopefully.
$MOBX $MOBX with being a supplier for $GD $LMT $BAESY, one PR or contract would raise this higher. It’s an easy tripler once that happens thanks to DJT being in charge.
STOXX Europe 600 and most European markets closed higher as investors balanced geopolitical risks with hopes for de-escalation, but defense stocks moved sharply in the opposite direction.
Shares of Rheinmetall, Renk Group, Hensoldt, Saab AB, and BAE Systems all fell after signs that Ukraine-Russia negotiations might progress, reducing expectations for sustained military spending.
Meanwhile, broader European equities like CAC 40 and FTSE MIB posted gains, reflecting optimism tied to potential diplomatic developments and easing tensions involving Iran and Lebanon.
Asian markets followed the positive tone, with Nikkei 225 and Kospi advancing on similar geopolitical hopes and economic signals, including planned oil reserve releases from Japan.
At the same time, energy-driven inflation remains a concern. Rising fuel costs linked to Middle East tensions are pushing consumer prices higher in both Europe and the U.S., contributing to ongoing volatility across global markets.
$DAX $BAESY $RNMBY
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Insider activity (SEC Form 4)
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Valuation
Trading at 22.2× earnings vs its 20.3× historical median P/E.
Fair value ≈ $89.16 · price $97.65 today
Overvalued · 10% above
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Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
