In case this conflict blows up further and NATO gets pulled in, I’ll be tracking some of the NATO suppliers (bid awardee lists are published by NATO Support and Procurement Agency here, if anyone finds more interesting companies).
Some that I’m looking at now include:
- PTC, Inc (NASDAQ: PTC) - Supplier of M88A1 (one of the US Armed Forces’ largest armoured recovery vehicles) spare parts
- Gentex Corporation (NASDAQ: GNTX) - Ballistic combat helmet supplier
Absolutely nothing interesting has happened with these so far, and have mostly been following SPY lately, but these are the newest bid winners, so likely to see some action should this conflict escalate. Will update this with a list of more companies that seem a bit more interesting through the day as I research these more!