1Mon·

Small- mid caps Europe

Hello everyone,

My current portfolio was completely reorganized after the takeover of $COP (-0.53%) at the end/beginning of the year. I have reinvested almost all of the liquidity freed up as a result in small-mid caps. I also see further potential here in the coming years due to more flexible adaptability (with regard to the USA) and financing costs. At the beginning of the year $SESG (-1.68%)
$NA9 (-1.56%)
$TNIE (-3.76%)
$KTN (+1.18%)
$ALCRB (-4.31%)
$DSFIR (-0.69%) made it into my portfolio. Today, I swapped the pipe burner $P911 (-3.79%) in $MUM (+0%) . My next idea would be $SIX2 (-1.4%) I would like to hear what else you have on your watchlist in this segment.

Greetings

Micha

7 Comments

Smudo@Smudeo

1Mon

Hi Micha, I'm also looking at Man and Machine at the moment, not only the dividend but also the share price potential with the targets that have been set @Michey777
I've had Sixt in my portfolio since last year, only the legacy E Auto has to be sold as it had losses in the remaining balance.
I still have the following in the Prime Standard: $A1OS $CWCA $KWS $VOS

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Michey777@Michey777

1Mon

@Smudeo Thank you very much, I'll take a look. $CWCA has also been on my radar. But I just found it so difficult because, just like $TNIE, most of the business actually takes place in Q4. I've never heard of $AFOM.

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Michey777@Michey777

1Mon

@Smudeo or do you mean them? $A1OS ?

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Smudo@Smudeo

1Mon

@Michey777 exactly corrected it

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ChillmaldeineNuggets@ChillmaldeineNuggets

2Wk

Hi, I recently added Carbio's $ALCRB to my portfolio. I've been watching it for a while, am very convinced by the company and have now put my first foot in the door with €1k. Let's see what happens in April with the next figures...

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Michey777@Michey777

2Wk

@ChillmaldeineNuggets I am also curious. The share is now trading virtually at cash level.

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ChillmaldeineNuggets@ChillmaldeineNuggets

2Wk

@Michey777 I also thought that the opportunities are currently greater than the risks from my point of view. Of course, a small divisional company can quickly be out of the picture, but I'll take the (in my view quite low) risk. If Carbios' plans work out, we would still have a lot of fun with their shares.

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