Substack: https://xitter.cf/t.co/wIr4qP6eVw 📉 Small-cap investor | 🔍 Seeking like-minded
Joined September 2021
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Deutz, that's good, right? 🙃
🇳🇱 The Netherlands plans to acquire additional CV90 Infantry Fighting Vehicles and has selected the Wisent-2 from FFG as its new Armoured Recovery Vehicle.
Additionally, the country also plans to procure additional Armoured Combat Support Vehicles from FFG in several support configurations
defensie.nl/nieuws/20261026-…
By the way, another insider trade was reported again today. The last one was on 13.10.2026.
DEUTZ $DEZ.DE
Since another insider purchase was recently reported, here is an analysis covering the last 12 months. It's actually pretty clearly.
deutz.com/en/investor-relati…
Mehr oder weniger ein Prompt in ChatGPT. Sehr beeindruckend was alles aktuell möglich ist. Freue mich auf die Folge :)
By the way, another insider trade was reported today...
DEUTZ $DEZ.DE
Since another insider purchase was recently reported, here is an analysis covering the last 12 months. It's actually pretty clearly.
deutz.com/en/investor-relati…
Oh man, how desperate must the richest man on earth be that he now has to post his nonsense as an ad because people are blocking or muting him like I did?
168,000 UGV missions, a number that will certainly rise, and as far as I can tell, no one in the investment bubble is paying attention to it. Many are focusing on UAVs, which is of course understandable, but there’s also a lot of competition in that space.
Ukraine’s Defense Forces have logged more than 3 million strike missions in DELTA’s Mission Control module since March.
Mission Control records the result of each completed mission so the data can shape the next one. In September alone, warriors entered over 1.8 million results, more than nine times the monthly volume at the start of the year.
As of October 1:
- ~3.6M reconnaissance reports
- 3M+ strike missions
- 1.02M+ UAV logistics missions, plus ~168K by UGVs
- ~500K aerial interception missions
- ~370K remote mining missions
Read more:
mod.gov.ua/en/news/drone-war…
DEUTZ holds a stake in TYTAN and is set to supply propulsion systems for its interceptor drones, among other things. Likely a small contribution to DEUTZ’s overall revenue for now, but an interesting development nonetheless.
table.media/security/thema-d…
🇩🇪 The Bundeswehr Procurement Office has awarded a contract to TYTAN Technologies for the procurement of six TYTAN Drone Defender 2 TYTAN C2-Vans armed with interceptor UAV as part of the SMoK3D project, which aims to provide C-UAS capabilities to mobile forces.
hartpunkt.de/tytan-technolog…
Attached is a Ukrainian review of the Gereon model.
militarnyi.com/uk/articles/4…
🇩🇪🇺🇦 ARX Robotics and Deutz have delivered the first Gereon uncrewed ground vehicles (UGVs) produced at Deutz's facility in Ulm, Germany. @deutz_ag
The systems will be delivered to Ukraine's Defense Forces and will reinforce the GEREON fleet already deployed in the country. The milestone came just 12 weeks after the companies announced the start of the joint production ramp-up.
The partnership combines ARX Robotics’ expertise in system development, software and integration with DEUTZ’s manufacturing capabilities and industrial production capacity.
#Germany #Deutz #ARXRobotics #Gereon #UGV #Ukraine
Successful investing is a mix of rationality and irrationality. Mastering the irrationality of the market is actually what people often refer to as an art, and by its very nature, it’s not really tangible and therefore difficult to learn. Conversely, this means that you must..
A ‘RED RISING’ movie is in the works at Paramount
• Francis Lawrence (‘The Hunger Games: Catching Fire’) set to direct
• The story follows a young miner living on Mars who attempts to bring down the color-coded class system
(Source: hollywoodreporter.com/movies…)
Not a big fan of EV/Revenue valuations, but for story cases I can see ~10x as an exit multiple. What surprises me is. A lot of pitches are already priced at 10x revenue. Have there really been many cases where investing at that level worked out?
$FDEV.L So far, the case has worked out well. Today is release day, hoping for a good reviews, then hoping for a new press release in two weeks with better-than-expected sales, and then buyback news... but how cute is that otter?
$FDEV.L catalysts ahead:
📊 FY26 results tomorrow
🎮 Planet Zoo 2: Oct 13
🔄 AGM expected in October; potential buyback to follow
GIF: my rough model for the next few years. I see scope for shares to double. Hopefully sooner rather than later.
Key frames below.
After seeing strong interest in the computing units in the order books yesterday, the company has already released more information today about additional use cases. I like that.
🛰️ Following Unibap Space Solutions’ first contract for a space-based #SIGINT mission, we explore the history, technical challenges and opportunity ahead for European space defence.
Read more: unibap.com/news/unibap-first…
#Unibap #SpaceTech #SpaceEdgeComputing
