Hi. I haven’t seen any discussion about Mildef on the forum. I’ve been following and owning the company for about a year, and it’s a very interesting case, but the company is less known in Finland. In the Swedish episode of Pörssipäivä, if I recall correctly, the company was presented in a bit more detail.
Some time ago, the company made a decision to put all its resources into robust defense industry technology. In practice, the company offers IT solutions and rugged hardware on the front line for various devices and battle management.
It’s worth checking out. It’s already a growth company with a somewhat longer track record. In November, it made an acquisition in Germany and supplies solutions to BAE Systems, among others. It is therefore well-positioned at the core of the European defense industry.
One thing that distinguishes it from Finnish companies is that they are really good at selling and have a sales-oriented organization.
Check it out here: https://mildef.com/
Perhaps someone else has noticed the company? It is also included with a small weighting in WisdomTree’s recent European defense ETF.
