Sublime
An inspiration engine for ideas
Anduril Industries
anduril.com
DIA's new placemat is one of the few public official estimates of foreign hypersonic and fractional orbital bombardment weapons (FOBS).
China today: 600 HGV*, 400 ICBM, 72 SLBM, 1000 LACM
China 2035: 4000 HGV*, 700 ICBM, 132+ SLBM, 5000 LACM, 60 FOBS
*includes aeroballistics https://t.co/h0vCDGn41Q
Geopolitical tensions will favor the defense industry
3/5 https://t.co/3Nc205UeWv
Morgan Stanley on the “early innings in the prolonged Defence upcycle”. Two key reasons: renewed strategic competition (away from two decades of fighting “terrorism”, to Russia/China), and a need to modernise workhorse systems that are reaching the end of their useful lives. $LMT https://t.co/ADFs2S8Xr0
India plans to launch a comprehensive defence shield under the Sudarshan Chakra Mission, focused on expanding, strengthening, and modernising the protection of the nation’s critical civil and defence infrastructure by 2035.
PM @narendramodi unveils the vision during his Independence Day speech.
Defence Decode®x.com
Italian defense prime, Leonardo, is trading at a ~30% FCF yield after backing out its publicly-listed US segment, DRS, and an investment in the listed company, Hensoldt AG.
Not a bad price for a business with massive defense tailwinds and an improving civilian aerospace market.
L&T defence's Sudarshan Close-in Weapon System(#CIWS) Protection For Critical Assets with the ability to counter drones or UAVs.
Consists of
- Fire Control radar.
- Search Radar & Command Control Unit
- 40 mm Air Defence Gun with Programmable Ammunition https://t.co/4U0CPwjQnk