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Florian
@TheBarToelzer
2Año·
01.07
Bechtle logo
Bechtle
Comprado a 40,68 €
10
7 Comentarios
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beetlejuice@beetlejuice
2Año
What makes you feel positive about the future?
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Florian@TheBarToelzer
2Año
Two key points: Family businesses and, in some cases, the least affected market in Germany in terms of regulation and energy intensity.
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wasi@wasi
2Año
I work in IT in a German office and can say that Bechtle won a recent tender (storage environment) but has not been able to finalize the project for 1 year. The office has now declared the whole thing a failure and is currently at the legal table discussing who/how/where/when broke the contract.
So it looks like Bechtle will not be doing any more projects for BRD in the future, and the two parties (Bechtle + BRD) may sue each other. Bechtle has completely lost its reputation here.
Just a little insider insight.
@TheBarToelzer I am (also) from Tölz :)
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Maximilian@Max095
2Año
Do you still have the position in your portfolio?
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Florian@TheBarToelzer
2Año
No, 3 weeks later already bumped again... But would go back in at 34-36
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Florian@TheBarToelzer
1Año
Active again today $BC8
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Florian@TheBarToelzer
1Año
Lo and behold, after a good 4 months, the investment is paying off in the longer term, a good 20% ahead. That keeps me positive. :)
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