OHB – the shovel seller in the European space gold rush that should be added to your watchlist now!

The throttling of SpaceX satellite services in Ukraine, which according to Reuters was ordered directly from the White House, is a turning point for me. If a political decision under President Donald Trump determines whether an ally can communicate, Europe's dependence in space becomes a security risk. The stock market understood this immediately: Eutelsat increased by around 31% in one week, while SES and smaller stocks like GomSpace also surged significantly. However, I don't see the most sustainable beneficiary of this trend among the network...