Capital Goods German Community
Our community narratives are driven by numbers and valuation.
Capital Goods German Investing Ideas
Circus SE's AI-driven food systems will revolutionize global food service
The Broadest Strokes If executed well, the technology could majorly impact the at-scale food service industry. It is particularly suitable for use in airports, at hospitals, universities, gas stations and rest areas, and supermarkets.Read more
European submarines are too exposed
About the author I am an investor from Central Europe, focusing on the European defense industry, suppliers of parts, chemicals, energy, construction, and distribution networks; in short, I deal with everything related to the rearmament of the European part of NATO. Why pay attention to European defense companies?Read more
The New Prime: Why Rocket Lab’s $1.8B Backlog and Neutron Debut Make it the Premier Space Growth Play of 2026
1. The "Space Systems" Engine The most misunderstood part of Rocket Lab is that it isn't just a rocket company.Read more
EU#5 - From Industrial Giant to the Digital Operating System of the Real World
Siemens: From Industrial Giant to the Digital Operating System of the Real World For many investors, Siemens still carries an outdated image: a sprawling industrial conglomerate that buys promising businesses only to suffocate them in layers of corporate bureaucracy. It is a convenient narrative—and a wrong one.Read more
From 8 052 € to 300 € ?
450% in 5 years On April 17, 2025, Armin Papperger, Rheinmetall's CEO, said he expects orders to grow 450% by 2030. Source: https://finance.yahoo.com/news/rheinmetall-ceo-expects-order-book-113644072.html Price 8,052 EUR The share price at the time of this information on 17/04/2025 was 1,464 EUR Price estimate for 2030: 1,464 + 450% = 8,052 EUR NATO spending in Europe 17/04/2025 The results of the NATO Summit held 24-26 June 2025 in The Hague, where it was agreed to increase defence spending to 3.5% of GDP and transport and IT infrastructure spending at 1.5% each year until 2035, were not yet known.Read more
America Wants Homegrown Drones — Draganfly Is Ready to Deliver
Key Takeaways Draganfly is one of the most experienced drone manufacturers worldwide, boasting nearly three decades of innovation, and is now emerging as a North American leader in secure, NDAA-compliant drones. The company is riding massive industry tailwinds as Western governments shift away from Chinese-made drones, funneling billions into trusted domestic suppliers.Read more
Overvalued
Aktuelle FCF-Prognosen ab 2025: Laut MarketScreener (Stand März 2025) : FCF 2024 : €137,7 Mio FCF 2025 : €109,7 Mio 2026 : €150,6 Mio 2027 : €202,0 Mio Seeking Alpha Yahoo Finance+2Seeking Alpha+2 TipRanks+6MarketScreener+6MarketScreener+6 Damit sind wir jetzt in der Zukunft – also im Jahr 2025 und darüber hinaus, wie du es wünschst. Berechnung: Welcher FCFE pro Aktie (ab 2025) wäre nötig, um bei Kurs €60 fair bewertet zu sein?Read more
HOCHTIEF's Revenue Surges to Over €50 Billion by 2029 with a 9% Growth Rate
1. Revenue Growth HOCHTIEF will continue to concentrate on cutting‑edge construction technology (Turner) as well as energy‑transition and infrastructure projects (CIMIC, Engineering & Construction).Read more
Siemens will see steady growth with a revenue boost of 5% annually
Over the next five fiscal years Siemens should compound steadily. The company’s Financial Framework targets 5 – 7 % comparable revenue growth per year; using the 5 % midpoint, sales rise from €75.9 bn in FY-2024 to c.Read more
