LMT
Lockheed Martin Corp.
stock NYSE

LMT, RTX, NOC 2028 LEAPS?

Bro, just buy a few LMT shares and let it ride

Ultimately if their growth looks like it will outrun the dilution then I won’t reduce. They also have some key players involved including LMT and PLTR partnerships and investments into other drone companies like UMAC. Last week David Barnea, former Mossad director joined ONDS as well. Not sure exactly what his role is but with the recent defense bill creating the United States of Israel I think he will be a great asset. Aside from the dilution which is more of a double edged sword, there is not a lot of negatives I see.

Looking into a defense supply-chain thesis: US interceptor/munition stockpiles are depleted and the Pentagon is pushing major production increases for PAC-3, THAAD, SM-3/6, AMRAAM, Tomahawk, etc.
Instead of LMT/RTX, I’m looking at smaller suppliers where this ramp could materially move earnings: **DCO, PKE, KRMN, CVU**
Idea is simple: find the small-cap bottleneck suppliers that benefit disproportionately from Pentagon restocking. This could be one of the names mentioned, or another overlooked player.

[LMT](https://www.onvista.de/aktien/LOCKHEED-MARTIN-CORP-Aktie-US5398301094) - Lockheed Martin 📃@512,20€(+0,79% 🥱)
[RTX](https://www.onvista.de/aktien/RTX-Corporation-Aktie-US75513E1010) - RTX Corporation 📃@192,70€(+0,57% 🥱)

US defense giants Lockheed and Raytheon are reportedly resistant to licensing Patriot missile production to Ukraine because they fear that Ukrainian manufacturers will be able to “improve the Patriot and then produce them at scale faster and for much less money.” -The Atlantic
Puts auf amerikanische Rüstungsbuden wie $LMT und $RTX. Selbst in Ernstfällen können sie ihre Produktion nicht richtig skalieren. Zusätzlich denke ich, dass die US-Regierung irgendwann gegen die „hohen“ Margen der Rüstungsunternehmen vorgehen muss.
Die USA können sich kein Wettrüsten mit den Chinesen leisten, wenn sie neben den Herstellungskosten auch noch die fetten Margen der Unternehmen bezahlen müssen. Gleichzeitig profitiert China von immensen Skaleneffekten, während die heimischen Rüstungsunternehmen ihre Produkte größtenteils nur zu extrem niedrigen Margen an den Staat verkaufen dürfen.

LMT, RTX, NOC 2028 LEAPS?

Bro, just buy a few LMT shares and let it ride

Ultimately if their growth looks like it will outrun the dilution then I won’t reduce. They also have some key players involved including LMT and PLTR partnerships and investments into other drone companies like UMAC. Last week David Barnea, former Mossad director joined ONDS as well. Not sure exactly what his role is but with the recent defense bill creating the United States of Israel I think he will be a great asset. Aside from the dilution which is more of a double edged sword, there is not a lot of negatives I see.

Looking into a defense supply-chain thesis: US interceptor/munition stockpiles are depleted and the Pentagon is pushing major production increases for PAC-3, THAAD, SM-3/6, AMRAAM, Tomahawk, etc.
Instead of LMT/RTX, I’m looking at smaller suppliers where this ramp could materially move earnings: **DCO, PKE, KRMN, CVU**
Idea is simple: find the small-cap bottleneck suppliers that benefit disproportionately from Pentagon restocking. This could be one of the names mentioned, or another overlooked player.

[LMT](https://www.onvista.de/aktien/LOCKHEED-MARTIN-CORP-Aktie-US5398301094) - Lockheed Martin 📃@512,20€(+0,79% 🥱)
[RTX](https://www.onvista.de/aktien/RTX-Corporation-Aktie-US75513E1010) - RTX Corporation 📃@192,70€(+0,57% 🥱)

US defense giants Lockheed and Raytheon are reportedly resistant to licensing Patriot missile production to Ukraine because they fear that Ukrainian manufacturers will be able to “improve the Patriot and then produce them at scale faster and for much less money.” -The Atlantic
Puts auf amerikanische Rüstungsbuden wie $LMT und $RTX. Selbst in Ernstfällen können sie ihre Produktion nicht richtig skalieren. Zusätzlich denke ich, dass die US-Regierung irgendwann gegen die „hohen“ Margen der Rüstungsunternehmen vorgehen muss.
Die USA können sich kein Wettrüsten mit den Chinesen leisten, wenn sie neben den Herstellungskosten auch noch die fetten Margen der Unternehmen bezahlen müssen. Gleichzeitig profitiert China von immensen Skaleneffekten, während die heimischen Rüstungsunternehmen ihre Produkte größtenteils nur zu extrem niedrigen Margen an den Staat verkaufen dürfen.

I don't know if Ukraine is going to win the war or if Russia is going to win the war. and I don't know if Iran will win the war or if the USA will win the war, but I'm pretty sure LMT and RTX stockholders will win the war.

Instructions unclear, full ported LMT.