2Yr·
Opinion for $VMC
🚀 Bullish

On days like this, I get hope again for my largest position in the portfolio. It has been going downhill for a year now (normal after a sharp rise) but I still believe in the company and its management. For me totally undervalued for an EV player. With the orders from last year and the newly closed ones this year, the sales forecast can easily be reached and a KUV of around 1 is far too low in my opinion.

Let's see where the company stands in 2 to 3 years 😎

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