Thanks to a.o. $IREN (+1,16 %) and $ALCRB (-1,48 %) I really had a very good year. I made a good exit from the former and then invested the money well again. $DHER (+1,64 %) It was certainly very badly done with a knockout, but it's part of it. Let's see what happens in 2026.

Good luck to everyone!

🍀

At least it was just about in the green, even if it is of course average compared to the community.

Tops:

$ALCRB (-1,48 %) +31,8%

$MTM (-2,04 %) +27,5%

$BMW (+0,03 %) +9,3%

Flops:

$NVDA (+0,6 %) -13,7%

$AMZN (+0,7 %) -6,2%

$ALCRB (-1,48 %) has brought really good news today and as a shareholder I can only be happy about that. However, I find it worrying or symptomatic that the financing of the plant in France cannot be secured (it has already taken over a year to find a financier for this) and there is a JV in China and they are taking care of the construction of the plants. But morally and in terms of green transformation / sustainability, we as Europe are way ahead. Well, I think we first have to put it all in writing somewhere so that it becomes something.

So as a shareholder I'm delighted, as a European I'm shaking my head in bewilderment.

How do you see the issue? Do you ultimately not care because performance is right, or does it sometimes get on your nerves?

That's enough off the top of my head ;)

Vg Micha

The idea of further diversifying my portfolio had solidified somewhat in recent weeks. $IREN (+1,16 %) I left it at my self-imposed partial sell target of EUR 55 and started to build up the first positions on Friday. I am sticking to my target of investing around EUR 5k in each position. $IREN (+1,16 %) remains in the portfolio with 500 shares and will (probably) not be touched in the near future. $DEFI (+2,26 %) Now also full with 5,500 shares.

19k liquidity left and will still be invested in top-ups + new shares.

Individual shares are now:

$IREN (+1,16 %)

$RACE (+1,62 %)

$DSFIR (+1,07 %) possibly increase

$MUM (+1,57 %) possibly increase

$IOS (+2 %)

$KSPI (+0,55 %)

$FI (+0,65 %)

$FSLR (+0,33 %) Increase if necessary

$PYPL (-0,21 %)

$CELH

$DEFI (+2,26 %)

$UBER (+0,44 %)

$NICE Increase if necessary

$ALCRB (-1,48 %)

$INPST (+0,13 %)

$6367 (+0,26 %)

Does anyone else have an idea for a share, possibly also from the German-speaking region? The Asian region would also be very interesting, although I am looking a little at $1810 (-2 %) look at.

vg and have a nice WE

Micha

Good morning, my dears,

Do you see potential here for $ALCRB (-1,48 %)

Negotiators in Geneva struggled into the evening hours to reach an agreement on a plastic waste treaty. Then the negotiations were adjourned.

The hoped-for agreement on a global treaty against plastic waste is still a long time coming. After three years of negotiations and a ten-day final round in Geneva, the treaty was supposed to be signed and sealed by Thursday evening, but after intensive efforts with a glimmer of hope for a rapprochement, the conference chairman adjourned the meeting of the 180 or so states shortly before midnight. It remains to be seen what time the meeting will continue today.

The aim is to negotiate a legally binding treaty to curb the vast amounts of plastic waste that are destroying ecosystems and endangering human health. The treaty is to cover the entire life cycle of plastic, from production to design and waste management. The dispute over the text is between two groups: Germany and more than 100 other countries want to limit plastic production to a sustainable level, phase out single-use plastics such as cutlery, cups and packaging and focus on reusable products, recycling and the circular economy.Opposing this are countries that have the raw material for the plastic: Oil. These include Saudi Arabia, Iran and Russia. These countries are doing everything they can to prevent production restrictions.

152 million tons of plastic waste in rivers and oceans

Plastic pollutes the seas, environment and air, kills fish and other creatures and endangers human health. According to the Federal Environment Ministry, plastic production has increased sevenfold from the 1970s to 367 million tons per year by 2020 and could reach almost 600 million tons per year by 2050 if no action is taken. Disposable products, including packaging, account for a large proportion of this. According to estimates, 152 million tons of plastic waste have accumulated in rivers and oceans worldwide.

https://www.tagesschau.de/ausland/plastikabkommen-100.html

Recycling: Fighting plastic waste - five stocks to combat the mountains of garbage

https://www.boerse-online.de//nachrichten/aktien/recycling-kampf-dem-plastikmuell-fuenf-aktien-gegen-die-muellberge-20314279.html

July was also very good again, but the year is still long. Key investments for the future with overweighting $IREN (+1,16 %)

$KSPI (+0,55 %)

$NICE (+0,47 %)

$ALCRB (-1,48 %)

$DSFIR (+1,07 %)

$CELH

$PYPL (-0,21 %)

let's see what happens :) I wish you all continued success with your investments.

$ALCRB (-1,48 %)

Carbios has signed a multi-year supply agreement with Indorama Ventures. The French biotech company will supply biorecycled monomers from its future plant in Longlaville. Indorama processes these into r-PET filaments, which Michelin uses to reinforce its tires.

🔹 Strategic move: Entering the market for industrial textile reinforcements

🔹 Technology: High-quality enzymatic recycling of complex PET

🔹 Partner: Indorama Ventures as global polyester leader; Michelin as end user

Carbios thus opens up a new industrial sales channel and strengthens its goal of high-quality recycling of PET waste.