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@walkinginmemphis They are not directly involved in the wind power sector. They are project developers. The problem in the wind sector is the adjusted profit due to competitive pressure. They don't have that as developers and service. They earn very good salaries and continuously increase margins. This is where money is made in the wind power sector. The best-known clients and suppliers include $SIE and $NDX1, for example, plus powerful investor houses and, of course, the respective states as clients. Why the share price is now plummeting like this is just stock market. Completely irrational, but that is then just made up, but probably because the order intake is currently stagnating. 🤷🏻♂️Aber also the peer group with $AB9 and $PNE3 is weakening. At $VBK you didn't believe me that this was a good entry point. I see the current fair value alone at around €6. The company is still young on the stock market, but has been around since 2004. So they want to grow drastically and furthermore they already have business experience. With the expansion of offshore wind power, also in the Baltic Sea the one or other billion € will fall off. In addition, one is resident in the EU and lives thereby tax more favorably, due to the internal trade, which applies yes also to services. I could write now still so much to it ... 😅 Why one should now invest here and not in a Tech-Bude is simply because I have no insights in Techs. Is also always puzzling to me, how there in the background for service X so much money is earned. With a new government, the money of the public sector in Germany should sit looser again for the lobbies. Due to the high hunger for energy, the price of electricity will continue to rise steadily, while renewables will bear more and more profit, thus attracting even more capital. As a result, project developers are picking up speed again.
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@walkinginmemphis It doesn't matter who is in government. Existing laws and EU directives must be complied with. That's why it's always inexplicable to me here on Getquin why there is speculation about this, even though we know where the journey is going. You just have to wait...$CE2 I got back in at 9€. Remain with them and with Verbio now also with the speculation about an increase in biofuel quotas.
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@walkinginmemphis I have 50 and 45 each my tranches. Soon there will be another law to promote wind energy and even so you are affected by the Green Act of the EU. And otherwise: I can not lose more than 100% anyway. 👀
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@walkinginmemphis No, this will probably trigger the next bull run in renewables.
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