Deutz Nutz – £20k position

Edited / reaubmitted to show 20k position.

I reported a while back that Deutz is the play. Here is my updated analysis for you to lose granny's inheritance on.

DEUTZ is the boring German grandpa engine stock that woke up one morning and realised it now owns batteries, drone drives and backup power, but the market still values it like it only sells tractor parts🚜. This grandpa is quietly wiring itself into everything from electrified construction kit to military drone drives and decentralized generators, which means it gets paid whether the world is building roads or preparing for the next crisis. At the same time the German government is funnelling fresh NATO linked defence 🛰️ commitments into broader infrastructure and energy security projects🏗️ so a supplier of engines, gensets and electric drives🪫🔋 sits right in that money river. You are basically buying a slow talking Cologne uncle who just happens to own pick and shovel positions in defense, infrastructure and electrification while everyone else is still staring at shiny pure play defense charts. When the market finally realises this grandpa is not dying but compounding cash flows from multiple policy tailwinds the rerate writes itself.