Opinion/thoughts/opinion about Veganz Group $VEZ (-5,32 %) ?
Today I listened to the OMR podcast of the founder and CEO Jan Bredack of Veganz and feel the change of the company as quite exciting.
My connection to Veganz:
I think in the long run, vegan/vegetarian diets make sense for our society. Resource saving, climate friendly to climate neutral, sustainable etc....
Therefore, in January of this year, I took positions with $BYND (-2,7 %) and $VEZ (-5,32 %) built up. With Beyond Meat I made slight profits, with Veganz slight losses. Because of continued war, food shortages and macro sentiment (interest rates, etc.) I have reduced the positions, was too uncertain for me. Sold Veganz at 12.75€, today it would have more than doubled. Unfortunately, I have not had the company since then on the screen and also not observed....
Now, however, my interest is rekindled and I will research in the next few days.
Most recently, a capital increase was announced, which could put pressure on the stock and indicate soggy coffers...The founder would probably argue that investments were made in the latest hot shit (patents/factories/products).
Long preface, lots of rambling, you realize I need some more info/research until I see a clear scenario for me.
👋
