$VER (+0.11%) In times of nice vola, one gets impatient from time to time, as there are so many nice stocks that are oscillating in the wake of the Trump madness and don't yet know where they want to go.

Every little bit helps, or as the swing trader says: "Back and forth makes more 😁"

Or how you can make a fool of yourself all over the world.

No deal with Putin, no deal with TikTok, no deal with China.... In the end, Trump had to back down again. What hedge fund managers, US industry and high-ranking Republicans had been calling for days ago came true yesterday. Just before his political "suicide", the ripcord was pulled.

My portfolio conclusion: it has once again proven true - everything that falls quickly can also rise quickly again, and vice versa📉📈 Somehow a crash in fast motion.💥 It's not over yet. We are still a long way from the highs.

The last few days around 30k have been invested in the portfolio, even several times due to the nice volatility, as I've been in and out with the whole amount about 3 times in total.

Yesterday morning I went back in with the stocks that were taken out the day before. Orders closed $UBER (-0.25%)
$RDC (-0.7%)
$KTN (+0.18%)
$VER (+0.11%)
$ZAL (-2.72%) and also the $WEBG (+0.81%) was expanded with approx. 5k. I like to invest the trading proceeds in ETFs to steadily expand the core.

How did you get on? Were you brave enough to get in?

$KTN (+0.18%)
$ZAL (-2.72%)
$VER (+0.11%) all companies that I would like to have back in my portfolio.

Even though I $KTN (+0.18%) Kontron $ZAL (-2.72%) Zalando and $VER (+0.11%) Verbund still have potential. With the drop in prices, capital can soon be deployed more profitably. I also expect a backlash from the EU and all other affected countries in the next few days, which could result in another downward jolt.

According to the motto that only realized profits are real profits, I am waiting to see what happens over the next few days...

@Epi I need an insider tip on when would be a good time to top up your certificate😅

$VER (+0.11%) Verbund has many pumped storage power plants, the "peak electricity" can be sold easily and at a high price when others urgently need electricity, or bought at a negative price when others have too much electricity.

Since this YT short was just shown to me, and I am a Verbund shareholder, I didn't want to withhold this fun from you on Saturday evening 🤣

https://youtube.com/shorts/I8_KUQqhv_A?si=-brHqt9ivcOanVS2

PS: Years ago, a German business magazine once wrote "The Austrians are popping the champagne corks twice"

Enjoy the weekend!

$NU (+2.32%) 10.1€ circa

$VER (+0.11%) 68,95€ circa

$COLO B (+2.09%) 106..... and thus the 4 Danish value.

$VER (+0.11%)
@MichiAT Since you can't insert pictures in the comments yet, here are the chart pictures of why I see the current level as a good start.

Over a short time horizon, the level around €71 has always been a level where buyers have found each other again

If you look a little further back, apart from brief outliers to the downside, a lower level has not often been reached. The GLD 50, 100 and 200 are above the current price.

🔮 But I also have keine🤷🏽‍♂️

If my position of 125 shares wasn't already quite large, I would add to it again.

PS: Greetings to @Smudeo who always has his eye on the pearls from Austria 👍

Verbund Q3 2024 $VER (+0.11%)

Financial results

• Turnover: Total revenue for Q1-3 2024 amounted to EUR 5,837.6 million, a decrease of 40.4% compared to Q1-3 2023.
• EBITDA: Reported and adjusted EBITDA for Q1-3 2024 amounted to EUR 2,625.2 million, a decrease of 26.0% compared to the previous year.
• Group result: Consolidated net income for Q1-3 2024 amounted to EUR 1,387.2 million, a decrease of 30.0%.

Balance sheet overview

• Total assets: Decreased by 3% from EUR 19,485 million as at 31.12.2023 to EUR 18,837 million as at 30.9.2024.
• Equity: Decreased by 5% to 10,693 million euros.
• Net debt: Increased by 35% to 2,370 million euros.

Details of the income statement

• Turnover from electricity sales: Decreased by 3,607.5 million euros to 4,940.7 million euros.
• Grid turnover: Decreased by 374.2 million euros to 678.8 million euros.
• Other operating income: Increased by 36.0 million euros to 103.8 million euros.

Cash flow overview

• Operating cash flow: Decreased by 44% to 2,333 million euros.
• Free cash flow after dividends: Was negative at -392.5 million euros, compared to 1,475 million euros in Q1-3 2023.

Key figures and profitability metrics

• Gearing ratio: Increased from 15.7% to 22.2%.
• Earnings per share: Decreased from 5.70 euros to 3.99 euros.

Segment information

• Hydropower segment: Sales fell by 25.1% to 2,686.7 million euros, EBITDA fell by 26.9% to 2,276.3 million euros.
• Grid segment: EBITDA decreased from 413.7 million euros to 257.3 million euros.
• Sales segment: EBITDA improved due to lower procurement costs, despite weaker results from energy derivatives.

Competitive position

The company is focusing on the expansion of battery storage systems and e-mobility projects, with a capacity of 110 MW in operation and further projects of over 400 MW in development.

Forecasts and management comments

• Forecast for 2024: EBITDA is expected to be between EUR 3,200 million and EUR 3,400 million, with consolidated net income of around EUR 1,700 million to EUR 1,800 million.

Opportunities and risks

• Risks: These include the volatility of electricity and gas prices, regulatory changes and possible project delays.
• Opportunities: An improved water supply and higher income from direct marketing contributed positively to the results.

Positive aspects

• Improved contribution from the sales segment due to lower procurement costs.
• Increasing production from wind, PV and thermal plants.
• Successful management of hydropower projects without major restrictions.
• Positive financial contribution from KELAG.
• Expansion of battery storage systems and e-mobility projects.

Negative aspects

• Significant decline in total revenue and EBITDA.
• Negative free cash flow after dividends.
• Increase in net debt by 35%.
• Weaker contribution from the grid segment.
• Decline in electricity and grid income.

A belated Merry Christmas and a few impressions from yesterday. #bierchallange
#winterchallenge

If you take a closer look, you can see the dam wall of Austria's most beautiful pumped-storage power plant from the $VER (+0.11%) . Subjectively a much better company than $UKW (+0.38%) 😋