Nico · 2024-09-17T07:11:14.233115Z

Just like that into Volkswagen. I see it as risky in the short and medium term, but in the long term I am convinced that I can look forward to nice dividends. ...let's see what happens

9Lun

You you you!

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Sansebastian@Sansebastian

9Lun

It's not impossible that the dividend will be cut, is it?

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Nico@Nico2604

9Lun

@Sansebastian No, it is not. It remains exciting

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Patrick Schäfer@Hotte1909

9Lun

@Sansebastian could well happen.

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Kevin E.@KevinE

9Lun

@Hotte1909 I also assume it will go down. The years after that would be more interesting from 2026.

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Tom@FresherAlman

9Lun

@Sansebastian May 25 is still a long time away

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Patrick Schäfer@Hotte1909

9Lun

@KevinE In the long term, it will be exciting to see whether VW makes the leap to e-mobility - I'm actually assuming that they will. Other brands will probably overtake VW, but I still see them among the top 6 worldwide in the long term.

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FunFun@__FunFun__

9Lun

@Sansebastian Then it will just be 6% and not 8% - terrible xD

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Sparfuchs@Reinecke

8Lun

@Sansebastian Why should the dividend be reduced?

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Sansebastian@Sansebastian

8Lun

@Reinecke Have you noticed that VW is in crisis?

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Sparfuchs@Reinecke

8Lun

The brand, not the Group. And it has been dragged along by the Group for quite some time. Dividend is max. 30% of profit. 2024 won't be as bad as you think. Layoffs for operational reasons are only possible from Jun 2025. Closing plants with 20% capacity utilization is good for profitability. In the case of the GmbH plants, no one will crow about it anyway. Incidentally, the Group is doing extremely well in the USA.

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Matzke@Matzke

9Lun

VW vz is also high on my buy list!

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Felix@Investor_in_Jogginghose

9Lun

This story will never end well in the long term. The market is full and vw is losing more and more market share.

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Nico@Nico2604

9Lun

@Investor_in_Jogginghose are you going short?

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Felix@Investor_in_Jogginghose

9Lun

@Nico2604 No, I only buy normal shares. Preferably those that will be in a better position in 10 years' time than they are today

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Nico@Nico2604

9Lun

@Investor_in_Jogginghose Good strategy, that's what I'm doing too. Let's see if VW follows suit or falls according to your assumption. I'm a little more positive about that.

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Felix@Investor_in_Jogginghose

9Lun

@Nico2604 What have you bought so far?

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Nico@Nico2604

9Lun

@Investor_in_Jogginghose some. Apart from lvmh and mercedes, the individual stocks are all in the green. But I'm not panicking that things won't go up again in the future. VW now accounts for just under 2% of the overall portfolio. I also have a few other stocks, but the majority are in boring ETFs.

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Epi@Epi

9Lun

Well, are we already on the way down?
Thyssen Krupp used to be a great dividend payer.

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Nico@Nico2604

9Lun

@Epi A crystal ball would be a nice thing.

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Joseph_Rundfunk@Orakel-von-NRW

9Lun

What will happen. I think it will still be difficult, but taxpayers' money will save us in an emergency.

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Nico@Nico2604

9Lun

@Orakel-von-NRW As stupid as it sounds, I also have this thought in the back of my mind.

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Sebastian@Enigma_4

9Lun

VW has terminated the collective agreement and also the employment guarantee, which means that employees can be laid off from July and wage cuts can be made.

I hope the shares weren't bought too expensively now

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Nico@Nico2604

9Lun

@Enigma_4 I hope so too. We'll all be smarter in hindsight

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Sebastian@Enigma_4

9Lun

@Nico2604 that's how it is (unfortunately)

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Sparfuchs@Reinecke

8Lun

@Enigma_4 2025

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Sebastian@Enigma_4

8Lun

@Reinecke well, at the time of my comment we had September 2024 ... the following July is logically July 2025

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Sparfuchs@Reinecke

8Lun

@Enigma_4 yes, then VW has terminated the collective agreement with effect from July 2025. In addition, it was not the collective agreement as such that was terminated, but several company agreements. Advantages so far in some plants the sickness rate has fallen by 200% and at VW the sickness rate is in the 2-digit percentage range. There is now also a contact person for meetings and telephone conferences, which used to be conducted from a vacation home or even a mobile home. Short-time working was also an issue - plant managers only announced the end of short-time working as late as possible because the travel agencies were overcrowded immediately afterwards, the works council then also enforced that a lead time must first be given for the end of short-time working so that the employees can return from their home office abroad. At the moment, it's more of a small investor scare with a free float of 9.3%. I remain very relaxed with my investment. I also see the earnings per share in the dividend policy. No one will be able to explain to me at the Annual General Meeting why MA and I receive the full bonus and dividend in times of short-time working 0 and suddenly not in 2024. A dividend remaining in the company would also have a positive effect on the share price. So put your feet up and enjoy the tax money the government is using to rock the boat this time.

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David@DerUnwissende

9Lun

Difficult at vw: many problems at once

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