2Año·

My position continues to expand.

Freyr $FREY has ambitious targets - 50 GWh by 2025 and then it's heading for 200 GWh - I like that.

Let's see if this all happens.

27.04

FRE

T1 Energy Inc.

Compró 750 a 6,485 €

4863,75 €

12 Comentarios

Manuel@Variett

2Año

The biggest problem with the share is that it is / was recommended by Alfred Maydorn from the shareholder. So far, the like his colleague Söllner functions more as a contra indicator 😅

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Seventrader@7Trader

2Año

@Variett i wouldn't necessarily rate that as positive either 😅

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Hannes@Hannes_SK

2Año

@Variett
Who does not know it ... Last year in the summer when they were at just under 16€, they should have already been at 40€. Now we are at just under 6 😅

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Hannes@Hannes_SK

2Año

In the meantime, I have also been considering opening a position for a year. Nevertheless, I shy away from the speculation behind it. Production has not started anywhere yet. Corresponding results are therefore not available. Whether the business model is therefore so pregnant, remains to be seen. Of course, I wish you only the best.

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Seventrader@7Trader

2Año

Production can only start once the production facility has been completed. You can find ongoing construction progress (videos are available online) and ongoing customer contracts (Honeywell, Nidec). If 200 GWh are actually running in 2030, then everything is open upwards. But of course, I also don't know if all this will happen..... 🔮

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Hannes@Hannes_SK

2Año

@7Trader
That is clear. Nevertheless, it is not possible to conclude that the production process has been optimized, regardless of the customer contracts. The costs of the producer are relative to the customers. For us investors, however, it is decisive for an investment. But the company is also simply still too young to condemn it.

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Seventrader@7Trader

2Año

@Hannes_SK i agree with you in principle. for a startup like freyr, it's important to me that something is actually produced. The debts can continue to grow. Now we need to generate sales.

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Hannes@Hannes_SK

2Año

@7Trader
I disagree on this point: building up debt in the first 2/3 years of production is okay. But after that, we urgently need a positive turnaround, otherwise we'll end up on a level like Plug or Nel, which have to permanently feed on capital increases and are only splinters of themselves.

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Seventrader@7Trader

2Año

@Hannes_SK and that's where the big question mark starts. The mass of bets increases the chance.... If I invest in 20 startups, 15 will vanish into thin air and just burn money, 3-4 will become solid companies, and 1-2 will become rockets. With the one rocket, the price losses of the other 15 can easily be overtaken to fully break even. Betting on just one startup is like playing roulette. You and I have no idea where Freyr will be in 2030 and later 🤷🏻‍♂️

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Hannes@Hannes_SK

2Año

@7Trader I agree with you wholeheartedly. Nevertheless, we are basically optimistic. 😅

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Seventrader@7Trader

2Año

@Hannes_SK yes true. I'm basically on the long side 👍

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user04f7b88d9e1047f1@Felice71TK

1Año

Where is the share currently tradable? I bought at Scalable where trading is no longer possible

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