Mi(t)chel (@Mi-t-chel) en getquin

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?

SGP@Koenigmidas

1Año

Have them also in the depot, but had just another Einkaufszeitpunkt and am currently not yet so deep in the minus. Of course, the energy requirement is high, but they have been doing this for some time..... I think the story with LP Vormaterialien, should be an ankurbler, but the current market does not see it due to ki issues (yet)🤔

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