Second time in

2Wk

@Dividenden_Monteur and the atomic bomb holds together with Sikabond

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Dividendenopi👴@Dividendenopi

2Wk

I've been thinking about it for a while, but for some reason it feels strange to invest in the company where you work...

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2Wk

@GuenDolf Is there no share program for employees?

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2Wk

@Dividendenopi Unfortunately not 😕 only for senior managers as part of their bonus

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2Wk

@GuenDolf Are you directly with Sika?

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2Wk

@Hotte1909 Not directly, but at the PCI in development, but the boundaries are sometimes quite blurred

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2Wk

@GuenDolf oh cool. We used to have PCI floor fillers, but our line was more or less wiped out and handed over to Thomsit

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2Wk

@Hotte1909 If you are just as happy or happier with Thomsit than with PCI, everything is great 😊 we are one company after all

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BundesAktienMinister@BundesAktienMinister

2Wk

@GuenDolf Yes, everything is fine. You have to work with what the industry supplies 😉

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1Wk

Thanks for the share, I didn't know that yet. Interesting train of thought. I have put it on my watch list.

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FrancoJrG@G-Affiliates

2Wk

What is sikas moat?

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dividend_hero_768@dividend_hero_768

2Wk

@G-Affiliates There are of course other manufacturers, but the products from Sika are just great to work with. They don't have a real moat. But they do have a technological edge

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2Wk

If it goes down a good bit, I'll be there too.

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2Wk

@dividend_hero_768 Me too

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Smudo@Smudeo

2Wk

I worked with them in Zurich in 2006. But not construction but PU and epoxy

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2Wk

@Smudeo I still use the epoxy products today for garage coating and parking garages and things like that 😉

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Smudo@Smudeo

2Wk

@Hotte1909 Have you ever been to the company in Zurich?

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2Wk

@Smudeo no, unfortunately not yet. I don't think I lose enough weight for that 😉

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Smudo@Smudeo

2Wk

@Hotte1909 was there 3 times as a supplier, customer and trainer. The nightlife is fun and expensive by our standards (Sau) @SAUgut77

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bull_investor_1998@bull_investor_1998

2Wk

@Smudeo every now and then thomsit visits our wholesalers, who are also very generous

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2Wk

P/E ratio is also strong for such a company

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Jarod@TradingHase

2Wk

Everyone who has a little interest in handicrafts actually knows this stuff.

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2Wk

good luck, have been keeping an eye on the value for a long time
fundamentally top
but chart analysis would also interest me? do you have an opinion on this?

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2Wk

@Memo0606 the chart is horrible 😉 although the figures are actually quite ok.

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2Wk

@Hotte1909 isn't it currently due to the support?

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2Wk

@Hotte1909 and then why are you buying? for me, both have to fit, e.g. chart and fundamental

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asset_guru_1435@asset_guru_1435

2Wk

@Memo0606 because I have time and don't trade them. The investment period for sika is about 15 years and it is the first tranche. The planned size is approx. 25k

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2Wk

Sika, top quality! We also use it at work... and even approved in the food sector!!!
Often have components that are not completely welded, a proper sika seam, also holds...😅

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market_maestro_2368@market_maestro_2368

2Wk

On an annual basis -30% one should take into account that Sika also has a considerable share in the weakening automotive industry. Apart from that, I also think they have great products

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K@TechNav

2Wk

The company and the products are strong. However, the share price is still too expensive for my taste. There is no margin of safety here, and if they deviate even very slightly from expectations, you are immediately dragged down with them.

So dear Patrick, buckle up... 🎢

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