Metlen -20% on Profit Warning | Opportunity or Trap?

MTLN.L (new position): Profit warning cut EBITDA to €750M (-25%) due to solar project timing & UK Protos EfW cost overruns. Despite mgmt transparency issues, positioned for EU remilitarization w/ 6 defense facilities (goal was 5), €2B Crete highway deal. EU aluminum production at 1970s lows. Chairman bought millions at 40s, down significantly. 2% position on selloff.