Shorts are generally increasing across the board due to uncertainty due to the orange man and with aggression escalating in various regions IMO.
The problem for the general idea of shorting on a macro thesis with PNV is that the company is a natural defensive play in this environment due to likely higher levels of injury and the robust and effective nature of the product. We are also able to hedge currency and have a massive margin. The product can be generated in large quantities and shipped quickly as well as stored for a long time. Stockpiling is a no-brainer if the conflicts keep escalating.
The Israelis, Ukranians, Americans, Indians, British, Germans, French and other European nations are aware of, and using, the product. The charitable organisation donations have already begun.
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