I liked the bit about forewarning there’s a ‘Make Shipbuilding...

  1. 20,808 Posts.
    lightbulb Created with Sketch. 4530
    I liked the bit about forewarning there’s a ‘Make Shipbuilding Great Again’ executive order on the way.

    IMG_1018.jpeg

    And imminent?
    I do remember thinking there was supposed to be a big European contract on the way too, but either I, or maybe AL3, got that one wrong …  (or else it’s still on the way?)
    AnywayI know the US submarine program has been crying out for help lately, and I gather AL3 offers a production lifeline there, and I wouldn’t be surprised if - on his mission to make things ‘great’ again - Trump does  focus on defence shipbuilding.

    And it would be great if that made AL3 ‘better’ again in terms of trendlines, because this is the only defence-related stock in my portfolio and I hear it’s a good sector in which to be.

    cheers
    Last edited by sabine: 31/03/25
 
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