Defence and defence-related markets and equities. Not investment advice. Do your own due diligence.
Joined January 2025
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$RENK.DE presenting its maritime portfolio for the first time at Euronaval 2026.
Focus on propulsion solutions for USVs & targeted expansion of underwater expertise, also with a new order from $SAAB for a submarine program of a NATO state.
renk.com/en/newsroom/news/pr…
Makes sense.
Nature of the LEO market doesn't support lots of players.
🇪🇺🇨🇦 Kanada może dołączyć do europejskich programów satelitarnych Galileo i IRIS²!
Podczas szczytu UE–Kanada w Montrealu przygotowano propozycje pogłębienia współpracy w strategicznych technologiach kosmicznych.
➡️ Galileo – rozpoczęcie negocjacji dotyczących dostępu Kanady do chronionych usług europejskiego systemu nawigacji satelitarnej, będącego alternatywą dla amerykańskiego GPS.
➡️ IRIS² – rozważenie udziału Kanady w europejskim systemie bezpiecznej łączności satelitarnej, stanowiącym alternatywę dla amerykańskiego Starlinka. System ma służyć między innymi wojsku, administracji i użytkownikom komercyjnym.
Uniezależnienie się od nieobliczalnych Stanów Zjednoczonych jest niezwykle ważne zarówno dla Europy, jak i Kanady.
$ETL.PA Q1:
LEO on plan but from >30% to ~30% growth, Q1 27 was +30.1%.
Video -17.8%, should moderate but worse than my expectations.
Backlog now at €12.1b with €8.9b of IRIS2 added. Non-IRIS2 backlog declined, €3.4b to €3.2b.
eutelsat.com/media-press/med…
$THEON.AS has received all required approvals for the completion of the acquisition of an 80% stake in MERIO - French gimbal maker.
Already receiving of an order for ~€5 million for MERIO’s solutions for UAV applications (synergies).
theon.com/en/news/2026/theon…
$RENK.DE is positioning itself as the preferred partner for propulsion systems for future Medium-sized USVs (MUSV) platforms and is actively shaping this development.
Their marine gear unit, the T2RECS (pictured), covers a power range of 500 to 5,000 kW.
$SAAB has released details of a new construct it has developed, and demonstrated, for protecting maritime borders, including particular sites and assets and/or broader at-sea areas: Ocean Barrier.
navalnews.com/event-news/eur…
Challenging Defence Markets retweeted
Foreign defence contractors will need to invest in UK under new rules bbc.in/3WUydqK
Rheinmetall has booked an order worth a medium three-digit million-euro sum for its share of 69 more Schakal wheeled infantry fighting vehicles for Germany and the Netherlands, the company announced, after the European procurement agency OCCAR exercised the first option under the program’s 2025 contract.
defence-blog.com/germany-and…
Challenging Defence Markets retweeted
$LPTH Last Q Sam explicitly stated that two cUAS systems are progressing into "a cadance of deliveries of tens of systems a month."… one of those is almost definitely Trust Automation, we are even seeing the articles on the deployment now. While I wish we knew the production ramp, but assuming that cadence only started during the middle of last Q then this upcoming quarter to be reported could see a significant jump in revs due to the c-UAS deployment alone.
U.S. Army and U.S. Air Force troops in Germany are learning to spot and stop small drones together, using a radar-based system called RD-SUADS that can be set up almost anywhere.
defence-blog.com/u-s-militar…
Challenging Defence Markets retweeted
Interesting to see how $AVIO's defense business with MBDA keeps growing.
Another €55m+ order for ASTER 30 rocket motors.
Not just larger orders, but shorter production periods.
Growing demand for ASTER 30 and SAMP/T NG is becoming an increasingly important driver for $AVIO's defense business.
Strong results. Key milestones. One clear direction. We play offence and keep moving forward.
One company. One goal. One team.
#IndraGroup
Kraken Robotics returned to REPMUS 2026, working alongside Sonardyne and Voyis to demonstrate advanced underwater sensing and imaging technologies in support of mine countermeasures (MCM) operations with allied navies.
During the exercise, Kraken Synthetic Aperture Sonar (SAS) successfully detected and classified all 21 targets across 8 survey areas and 4 target types, while the Voyis Discovery Stereo Perception Series and Voyis VSLAM, powered by EIVA NaviSuite, achieved a 100% target identification rate.
Throughout REPMUS 2026, Kraken teams worked closely with NATO partners, sharing results in real time and gathering valuable feedback from operators to help inform future technology development. The exercise provided an opportunity to demonstrate how our combined technologies support more capable and effective autonomous MCM operations.
Learn more about Kraken Robotics' defence technologies and capabilities: ow.ly/f2uI5101Ynb
#KrakenRobotics #REPMUS26 #Sonardyne #Voyis #EIVA #SyntheticApertureSonar #MineCountermeasures #MaritimeDefence #WeAreNATO
“This is a disruptive innovation, and there are perhaps one every 30 to 40 years.”
Hear from Vertical’s new Chair, Fabrice Brégier, former Airbus Commercial CEO, on why he joined Vertical and what excites him about its potential.
Fabrice joins other new Board members Clyde M. Woltman, former CEO of Leonardo Helicopters US, and Marc Fontaine, CEO of Helsing France and former Airbus executive, to bring deep aerospace and defence experience as we work towards certification and commercialisation.
#verticalaerospace #innovation
Q3 order drivers at Kongsberg: a $1.08B NASAMS deal for Belgium (18th NASAMS nation), more JSM for the U.S. Air Force, an NSM framework with the U.S. Marine Corps, and a $65M U.S. Navy program win for Zone 5. Denmark became JSM customer No. 7.
defence-blog.com/norways-kon…
