And herewith a position that I have removed from my portfolio.

I think that due to the high energy costs in Germany, the prospects have deteriorated significantly, even if the company continues to operate in a growth market with its LP precursor materials for lithium-ion batteries for cars. However, the other business lines, such as glass coating, require a lot of energy. Thus, in my view, the risks currently outweigh the opportunities.

I have waited a long time for a suitable exit time and since the share has risen in recent weeks, I am now pulling the rip cord.

Do you know the company? How do you see the risk-reward ratio?