(@PRO) on getquin

2Yr·

Hey, today just a question in the round if you have interesting companies from the areas supply and materials have.

Still looking for 1-2 positions there.

Ideas:

Either expand existing positions (7c $HRPK (-0.32%) and lime $LIN)

New possibly

-RWE $RWE (-0.05%)

-Enphase Energy $ENPH (+0.47%)

Thank you for your ideas!

3 Comments

Michael@Wellenreiter

2Yr

At 7C I am currently also thinking about reloading. Vllt would be these still something $ST5, $DLX, $LKE. In terms of supply, I currently find $KRN interesting. Krones recently had an 18% increase in sales and a 9% increase in profits. Vllt is yes what for you

•

Mister_ultra@Mister_ultra

2Yr

How about Nextera $NEE Energy or in Germany Encavis $ECV?

••

Show answer