2Wo.·

Solarkraft mit Fokus auf deutschen Markt

$HRPK (-1,39 %) hat eine schwere Zeit hinter sich, was sich auch gut am Chart sehen lässt.

Aber das Tal könnte durchschritten sein und ich finde der Titel ist nun leicht unterbewertet. Im dritten Quartal stiegen die Umsatzerlöse um 6%. Das Ebitda stieg ggü dem VJZ sogar um 21% auf 53 Mio.

Das Unternehmen steigt nun zudem endlich in den BESS Markt ein. Ein Aktienrückkaufprogramm wurde erfolgreich abgeschlossen und zuletzt machten die Vorstände mit Insiderkäufen von sich reden.

Was haltet ihr von dem Titel. Könnte $HRPK (-1,39 %) von dem dringend benötigten Schub auf dem dt. Strommarkt profitieren und seht ihr hier ebenfalls Potential für einen Aufwärtstrend?

#rtw

6 Kommentare

TD@Routine123

2Wo.

Took a look at financial statments and 2030 strategy. Financial statement documents look unlolished and crappy to be honest, and not with too many details besides mandatory things. On the other side idea with BESS aligns with majority of serious BESS providers. I am bit impressed with level of technical information and what they are trying to achieve with it. On the downside CAPEX for such cases is high, but so can be reward in shortages where prices goes up which is 25x the average price. I tried to sum things up via ballpark value and it doesn't seem that company is so undervalued. The positive things is that team obviously knows what is doing and what tried to achieve to open new income streams with existing assets. At the moment it doesn't seems to me that this is potential tenbagger, however it can surely deliver steady and good returns in future years without too much volatility, even without buybacks. At this price even with just taking eye on company I am thinking about entering, and if it overperforms (ability to break barriers and utilise BESS services will have impact on it) then I will gradually increase positions. From what I see stock declined almost 99% from ATH, so many are cautious.

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Keineui@Keineui

2Wo.

Thanks for your insight

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Krush82@Krush82

2Wo.

irgendwie verspricht das Ebitda von 53 Mio mehr als am Ende dann doch übrig bleibt

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TD@Routine123

2Wo.

53M EBITDA with 67M revenue, and going negative in a business of the provision of construction and installation of solar power plants? Never heard of them, but margin in that line is 5- 10%, so whole context sticks out, and this sound interesting as stock is going down the drain. Have they pivoted in a way that they build and operate their own assets? If so, this might get really interesting. @Hotte1909 can you throw couple of words to clarify since you tracked them.

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Keineui@Keineui

2Wo.

@Routine123 to my understanding they built and operate their assets. Repowering becoming a main scheme in 2026 forward.

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Dirk aus Stade@dirko68

2Wo.

Würde mich freuen, wenn es da mal wieder aufwärts geht. Ne Dividende wäre auch wieder nett. Bin da über 60% im Minus und schaffe es nicht, mich davon zu trennen.

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