Defense Metals (DEFN.V): “RHEINMETALL, THYSSENKRUPP, DEFENSE METALS: THE SCARCE METALS MATTER!”
Some companies have been in the international spotlight since the outbreak of the Ukraine crisis. This is primarily because they are seen as having an important role in resolving and ending the armed conflict. It is generally assumed that the Ukrainian people can only free themselves from Russia’s grip with international support. Thus, it is perfectly legitimate to make investments where no need has been seen in recent years. The peace dividend that has been withheld for years is likely now coming back into circulation – the Ministry of Defense is now rearming after years of consolidation! Who can profit from these orders?
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