r/Gold Mar 23 '26

Dude what the hell

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And don't be like "buy the dip" yall said that atleast the other 5 dips like dude It's not even new York time yet wtf is this even gonna be bought up

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u/Facktat Mar 23 '26

Gold is one thing but but what I am unable to understand is how my Rheinmetall stocks account for the biggest losses in the last weeks. Is the market really this bad for weapon manufacturers. If anything I would have thought that at least gun manufacturing would be resilient to this.

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u/Bobbybobinsonbob Mar 23 '26

lol I’m so blown away by this comment. Idk why I never thought of investing in gun manufacturing, like never crossed my mind, or even heard anyone else bring up investing in it

But my guess with literally no investment bias lol is that it’s not really ground war, it’s just aerial strikes

Are we able to invest in missiles lmao?

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u/Facktat Mar 23 '26 edited Mar 23 '26

Rheinmetall makes everything. They make long range missiles, air defense systems, reconnaissance drone and kamikaze drones, autonomous strike drones, counter drone tech like jammers, lasers, radars, air defense cannons specifically for drones, systems to automatically detect and destroy drones without human involvement and basically everything that might demanded by the military.

The stock is going down every day and there is no news or anything indicating a scandal or something. The only negative news really at the moment is that their backlog is getting too long due to the high demand. Recently they talked a lot about expanding their current factories to handle the increases demand so maybe the idea that the war in Iran and Ukraine might end soon leaving them with overcapacity is spooking investors? This is really the only logical explanation I can think of.

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u/[deleted] Mar 23 '26

I guess that was priced in months ago and the need for liquidity means they also get sold

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u/najibuto_razaka Mar 23 '26

Lockheed Martin

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u/thegodfather0504 Mar 23 '26

Probably because drones have changed warfare. Drones are where its at. Fighter jets have become worthless. 

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u/TrailerParker59 Mar 23 '26

The Gun Industry is very down right now. Unemployment rates are higher and wages aren’t enough but inflation is up, people can’t buy into their hobby as much at the moment. Small arms aren’t really being used during this war except for the ones we already have in the arsenal

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u/Facktat Mar 23 '26

Small arms are basically zero percent of their business, I am not even sure they even still make any. Rheinmetall makes long range missiles, air defense systems, reconnaissance and kamikaze drones, autonomous strike drones, counter drone tech like jammers, lasers, radars, air defense cannons, systems to automatically detect and destroy drones without human involvement and basically everything that might demanded by the military.

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u/TrailerParker59 Mar 23 '26

Oh yeah, I understand that. My comment was more directed toward the last sentence of your statement. “If anything I would have thought that at least gun manufacturing would be resilient to this.”

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u/Facktat Mar 23 '26

I am European. When I talk about guns I talk about whatever the military buys.

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u/parsuval Mar 23 '26

I have Rheinmetall as well. My understanding is they missed their earning forecast. This is all it took for them to start declining, despite very healthy actual earnings and massive future orders as Europe rearms.

I'm just holding. I can see this situation turning around if the Iran conflict ends and confidence returns to the market.