I've held Siemens Energy since the beginning. What you had to go through - uff! I completely missed the exit back then and went through everything. Of course, I'm now well back in the black. (I've just checked +49% WTF! When did that happen hahah - actually even more, because I sold once due to taxes in 2021 and immediately bought again. :) ).
Well, the point is: In principle, I believe in the company and I think it's really cool what they're doing - Gamesa has just "pressed" for quite a long time. But I even think the management is good.
I can add to your text that I recently heard in the podcast (Welt or something?) that Siemens energy is becoming a systemically relevant company due to the increasing demand for energy. Incidentally, a lot of the increase doesn't seem to be coming from "small" investors, but from rather large ones (I can't remember exactly what was said).
In any case, I have set myself price alerts in case the share price falls. But I could imagine that it will actually hold up for the time being. Above all, I would keep an eye on how Gamesa actually develops and whether it will actually become profitable by 2026. That's where I see the "biggest" potential setback for the Siemens Energy share.
It was definitely worth holding in the long term. I would definitely have missed the "re-entry" completely. :)
Well, the point is: In principle, I believe in the company and I think it's really cool what they're doing - Gamesa has just "pressed" for quite a long time. But I even think the management is good.
I can add to your text that I recently heard in the podcast (Welt or something?) that Siemens energy is becoming a systemically relevant company due to the increasing demand for energy. Incidentally, a lot of the increase doesn't seem to be coming from "small" investors, but from rather large ones (I can't remember exactly what was said).
In any case, I have set myself price alerts in case the share price falls. But I could imagine that it will actually hold up for the time being. Above all, I would keep an eye on how Gamesa actually develops and whether it will actually become profitable by 2026. That's where I see the "biggest" potential setback for the Siemens Energy share.
It was definitely worth holding in the long term. I would definitely have missed the "re-entry" completely. :)
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@DieFinanzchaotin hey, thanks for the detailed comment.
I myself was also surprised by the share price performance, as I didn't really have the share on my radar or had hardly been following it recently 😅
For me, the announced figures and values just don't reflect the now "high" P/E ratio of 34, although you are of course right that more and more energy is needed, especially for AI, but also in general. Just think about what all the data centers consume 🥴👀
I myself was also surprised by the share price performance, as I didn't really have the share on my radar or had hardly been following it recently 😅
For me, the announced figures and values just don't reflect the now "high" P/E ratio of 34, although you are of course right that more and more energy is needed, especially for AI, but also in general. Just think about what all the data centers consume 🥴👀
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•@user03 Yes, the share has already reached a really high valuation. I was really surprised today to see that it is now so strongly up again 😂
I'm very curious to see how it develops. But at least there is something behind the company - not like some other hype stocks 😄
I'm very curious to see how it develops. But at least there is something behind the company - not like some other hype stocks 😄
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•@DieFinanzchaotin in any case!
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