6Mon
Clearly $RSG
Chart development better in the long term.
The only company in the USA with a polymer recycling plant (second under construction and expected to start operations at the end of the year)
1/3 Bill Gates stake
My largest single position 😅
Nice comparison that I once read here:
$WM and $RSG
Are like $V and $MA
One is a tick bigger and better known.
The other is simply better 🤷🏼♂️
Chart development better in the long term.
The only company in the USA with a polymer recycling plant (second under construction and expected to start operations at the end of the year)
1/3 Bill Gates stake
My largest single position 😅
Nice comparison that I once read here:
$WM and $RSG
Are like $V and $MA
One is a tick bigger and better known.
The other is simply better 🤷🏼♂️
•
11
•
@AE23
The expected growth is almost identical for the three recycling companies.
The slightly lower level of debt and higher equity ratio would speak in favor of Republic Service.
The expected growth is almost identical for the three recycling companies.
The slightly lower level of debt and higher equity ratio would speak in favor of Republic Service.
••
6Mon
@Tenbagger2024 Republic is the cheaper twin. I read that a few days ago. Also a nice metaphor 😅
••
@AE23
I've also been waiting for an ideal entry point for some time.
I've also been waiting for an ideal entry point for some time.
•
11
•6Mon
@Tenbagger2024
What I find better about waste management is that the entire vehicle fleet
runs on self-produced hydrogen.
The hydrogen is produced by electrolysis from waste incineration (CHP).
Republic Services also generates electricity from incineration
However, their fleet is battery-powered.
And I don't think much of electric cars with lithium batteries.
The production of electric car batteries or lithium batteries is simply too damaging to the environment
What I find better about waste management is that the entire vehicle fleet
runs on self-produced hydrogen.
The hydrogen is produced by electrolysis from waste incineration (CHP).
Republic Services also generates electricity from incineration
However, their fleet is battery-powered.
And I don't think much of electric cars with lithium batteries.
The production of electric car batteries or lithium batteries is simply too damaging to the environment
••
6Mon
@Tenbagger2024
I think these companies are more suitable for a standing order due to their high kgv and permanent increase in value with minor setbacks.
I still hold my standing order and made my first individual purchases about 2 years ago. At that time at the current high.
My buy-in is 141 🤷🏼♂️
I think there is simply no perfect entry point in the sector
I think these companies are more suitable for a standing order due to their high kgv and permanent increase in value with minor setbacks.
I still hold my standing order and made my first individual purchases about 2 years ago. At that time at the current high.
My buy-in is 141 🤷🏼♂️
I think there is simply no perfect entry point in the sector
•
11
•@AE23
The ideal entry point would perhaps be when the market is generally poor.
In the past, this has often been in the summer months.
The ideal entry point would perhaps be when the market is generally poor.
In the past, this has often been in the summer months.
••
6Mon
@Tenbagger2024 is right.
Quasi counter-cyclical to the others 😅
Quasi counter-cyclical to the others 😅
••
6Mon
@Tenbagger2024
I'm more annoyed that I sold my shares in Eaton $ETN in favor of Linde $LIN 🙈
That's such a price rocket 🥺🙄
But you shouldn't get angry about the past 🙈
I'm more annoyed that I sold my shares in Eaton $ETN in favor of Linde $LIN 🙈
That's such a price rocket 🥺🙄
But you shouldn't get angry about the past 🙈
••
••
@AE23
The accounts will be settled at the end.
I also see a lot of potential in Linde.
okay the dividend yield is almost identical for both.
The accounts will be settled at the end.
I also see a lot of potential in Linde.
okay the dividend yield is almost identical for both.
••