Don't always question everything. Always purely in the pleasure! Fun with side. For me, it was actually the limit that "triggered" - had then reviewed my investment case (environmental aspects, economic aspects such as inventory and location, etc.) and dipped my toes in accordingly. For me, the investment is one of the side bets on the energy market. 🤞 For me, that also fits the bill. Nibe, Coloplast, Steico now Greencoat... all green investments, or SRI. According to my understanding.
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@InvestmentPapa I also see as a green invest, but orsted as a stronger stock, why do you prefer UK?
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@leveragegrinding tax I always find good at uk...
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@Argo Well, now the excess profit is not very tempting from an entrepreneurial point of view.
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Fundamental for sure. Rational is not the hype, but I adde the company times... Analysis would now generate a lot of clicks... Anyone? 😉
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•@leveragegrinding I agree with you. Rather, I was referring to the acute energy situation and its financing (UKW capital provider). I think the price cap is still immature, especially since it comes from a counted primeminster who has lost the support of many... in other words: let's see what happens. In the best case $UKW makes a profit, has to hand over excess profits... but nationalizing the company or fleecing it because of its profits will not happen for sure. I rather believe in a takeover by another, larger group... there are also possibilities with Orsted.
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