2Wk·

Man & Machine

Hello everyone,

$MUM (-0.75%) doesn't look good at all when you look at the chart. I can hardly or not at all assess this share. In principle, I would like to include this sector in my dividend portfolio. What do you think of the share or can you recommend alternatives?

Regards ✌🏽

5 Comments

Timqu@Timqu002

2Wk

Hi, I am invested in M+M myself and am still convinced of the company. However, it is currently in a downward trend and has not bottomed out so far. I'm only investing a small amount in the share as the position is already quite large. I would currently prefer a savings plan so that you are on the safe side even if it goes down a little further.
Regards

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MCS_1983@MCS_1983

2Wk

I am also invested here and currently see no need to change this. I am currently running a small savings plan.

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Novius@Novius

2Wk

Well, I've only just started investing and will gradually increase. The company convinces me and, in my opinion, currently offers favorable entry conditions.

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DatMischi@DatMischi_22

2Wk

Moin ... I also have this share on my watchlist. I am hesitant to invest because sales and free cash flow have collapsed in 2025.

https://www.mum.de/-/media/mum/downloads/investor-relations/mehrjahresvergleich-at-a-glance/mehrjahresvergleich_2025.pdf

Does anyone know the reasons for this? Balance sheet (year) changeover, special effects?

March 7, 2026 Annual report 2025
April 21, 2026 Quarterly report Q1 / 2026
May 12, 2026 Annual General Meeting 2026
July 21, 2026 Half-year report 2026
October 20, 2026 Quarterly report Q3/2026

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Timqu@Timqu002

2Wk

@DatMischi_22 Conversion of Autodesk software to commission model - resulting in lower sales but significantly higher margins (now approx. 80% gross profit margin) and gross profit. If you exclude the changeover, M+M has delivered record figures in the last quarters.

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