1Yr·

What do you think about $APPS (-10.2%) ? Very cyclical, has been punished a lot and rightly so, but do you think a tour turnaround is possible?

10 Comments

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I'm definitely staying in here. Despite the weakness over the last few years, average growth is still so high that they can almost afford the slump in sales. It's still a difficult sector at the moment, but there will be better times again. The company is no longer particularly expensive.
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@Dirty30 got in for $10
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Phew, hard to say, a turnaround is of course always possible, or just not, I do not currently see as an investment, honestly not in perspective either. Do you? And if so, why?
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@JUNl I got in because it was very heavily sold off after being so extremely overhyped. The numbers don't look particularly good, but not too bad either. The industry is cyclical and technically it is also attractive.
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1Yr
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@Michael-official I have ml speculated on it let's see what comes out
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@Schnurrmurr I'm in! They are active in a niche and the numbers are not quite as bad as it looks at first, despite the decline. How much are you in for? 5 mil?!
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@GordonGekko83 have put in 1100
Sequential growth in the meantime, volume is also there.
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