Twice today.

Once it has $A0XYGA

$TTR1 (+2,93 %) technotrans presents strong preliminary figures for the 2025 financial year and significantly increases both profitability and return on investment

• EBIT margin rises to 7.1 % (previous year: 5.2 %) - driven by new business and efficiency measures.
• ROCE improves to 16.8 and clearly exceeds both the previous year and the forecast.
• Turnover grows to € 244 million (+2.5%)but remains slightly below the target range (€ 245-265 million).
• CEO Michael Finger remains in office until 2030after the Supervisory Board extended his appointment.

The company cites unexpected customer reluctance at the end of the year as the reason for narrowly missing its sales target.

The audited annual and consolidated financial statements for 2025 will be published on March 24, 2026. The company is "now optimally positioned to accelerate growth as part of our new Ready for Growth 2030 strategy," says Michael Finger, Chairman of the Board of Management of technotrans SE.

I remain invested with a small stake as I see good potential - the company is a supplier in key sectors such as energy, e-mobility and healthcare. e-mobility and healthcare.

@Tenbagger2024 Here are my winners and losers for November. As always, I am concentrating on the equity positions, even though the 6 biggest winners and the 2 biggest losers were derivative trades.

Let's start with the losers for a change.

1st place goes to

$INOD (-3,14 %) with - 27%

2nd place

$IPX (-0,86 %) with - 25%

3rd place

$GILT (-1,32 %) with - 24%

Among the winners

1st place

$ONDS (+0,22 %) with + 31% after the re-entry, so I have hit the momentum quite well there

2nd place

$LMND (-0,71 %) with + 29%

3rd place

$TTR1 (+2,93 %) with + 23%, who are appearing in this list for the first time and who I still have high hopes for in the long term.

$TTR1 (+2,93 %)

📊 Financial development Q3 2025

• Turnover: +4.6% to €183.5 million
• EBIT: +68% to €12.8 million.
• EBIT margin7.0 % (previous year: 4.3 %)
• ROCE16.3 % (previous year: 10.8 %)
• Free cash flow: €8.0 million (previous year: €0.2 million)
• EPS: €1.15 (previous year: €0.66)

🚀 Growth driver

• Energy Management: +11% sales (BTMS for e-buses/trains, cooling for data centers & satellite stations)
• Healthcare & Analytics: +40 % sales (laboratory, analysis and semiconductor technology)
• Print: +8 % sales (packaging, flexo and digital printing; exclusive contract with Windmöller & Hölscher)
• Plastics: -2 % (weak economy, focus on energy-efficient solutions)
• Laser: -9 % (competitive pressure from China)

🏭 Segment results

• Technology: Sales +6.6% to €138.6 million; EBIT €5.8 million (previous year: €0.6 million)
• Services: stable at €44.9 million sales; EBIT margin 15.5

💰 Financial position

• Total assets€170.2 million (+4.8%)
• Equity ratio: 59,9 %
• Net debt: -9 % to €16.9 million
• Liquidity€19.4 million + credit lines €19.3 million

📈 Strategy & outlook

• Strategy "Ready for Growth 2030": Target >€350 million sales, EBIT margin 9-12% by 2030
• Forecast 2025 confirmed: Sales €245-265 million, EBIT margin 7-9%, ROCE 13-16%

🔑 Investor summary

technotrans convinces with:

• strong profit growth and improved profitability
• clear growth markets (energy, healthcare, print)
• solid balance sheet structure with falling debt and strong cash flow
• long-term growth strategy until 2030

Many thanks to @Tenbagger2024 for the tip, I am and will remain invested.

Full article: https://www.eqs-news.com/news/corporate/technotrans-bleibt-nach-starkem-3-quartal-auf-wachstumskurs-und-steigert-ebit-um-68-gegenueber-dem-vorjahr/49b31af6-81bc-4626-a1c4-2d2ef17f989d_en

$TTR1 (+2,93 %)
@Multibagger
@EpsEra

Technotrans is talking about an order in the double-digit million euro range. Delivery is planned for 2026.

Sassenberg (gl) - Technotrans has received another major order from a leading European manufacturer of electric buses. This was announced by the Sassenberg-based company. The order comprises the delivery of innovative battery thermal management systems (BTMS) of the latest generation with a volume in the lower double-digit million euro range. Delivery will start in 2026.

"A milestone in the implementation of the growth strategy"

This success marks a milestone in the implementation of the "Ready for Growth 2030" growth strategy. Technotrans is pursuing the goal of systematically expanding its leading position in thermal management for electromobility applications and establishing itself as a preferred technology partner in this rapidly growing market segment.

"We see the electrification of road transportation as a key growth area of the future," says Michael Finger, CEO. "With our innovative technology, we are creating the conditions for sustainable mobility and at the same time consistently expanding our profitable series production business. This success contributes directly to our new 'Ready for Growth 2030' strategy, where we see the greatest growth potential in the focus market of energy management."

Technotrans aims to grow sustainably and increase value

The energy-efficient battery thermal management systems (BTMS) from Technotrans ensure precise battery temperature control and therefore maximum performance and safety for electric buses. The high reliability of the systems has enabled Technotrans to further strengthen its market position and expand its partnership with the customer, the report continues. Delivery of the systems will begin in 2026.

The new major order, which was awarded following this year's Busworld trade fair, confirms Technotrans' role as a leading provider of innovative thermal management solutions and as a growth company with a clear profile for the future.

The focus market of energy management, which includes the battery cooling systems business, is a key growth driver for the Group. As part of the "Ready for Growth 2030" strategy, Technotrans is making targeted investments in the expansion of series business and in technologies that are geared towards sustainable growth and value enhancement. The company recently announced its intention to expand at the Sassenberg site.

https://die-glocke.de/kreis-warendorf/sassenberg/artikel/Sassenberger-Unternehmen-zieht-Grossauftrag-an-Land-625a0f50-25c7-4384-9882-54727217e5d4-ds

Annual targets achieved in one month. Individual shares such as $IREN (-2,19 %)
$ASTS (-3,39 %)
$PNG (-1,66 %)
$TTR1 (+2,93 %)
$IPX (-0,86 %) ...

and warrants on $HAG (-5,71 %)
$ENR (+0,73 %)
$NVDA (+4,29 %) have done the rest.

I have therefore already exceeded the annual target of around 25% with the growth strategy in the second month 📈👍

My best month on the stock market so far and I see this month as at least a small confirmation of my reallocation...

I'm really super happy with such a performance 🌟

@Multibagger you must have made a good double-digit performance this month too, right? 😁 @BamBamInvest and @Tenbagger2024 you are of course invited to put your cards on the table again 😜

5 weeks ago I took an initial position in $TTR1 (+2,93 %) into the portfolio. A little more defensive with a lot of potential. Start with 20% + so far went well.

Technotrans' core competence lies in thermal management. The company has a promising position in key future markets. In addition to topics such as electromobility and high-power charging stations, the liquid-based cooling of processors for data centers occupies a special position. Systems that support uninterrupted data transmission into space are now also being added.

"Precise liquid cooling is becoming increasingly important. With our extensive experience, we are constantly tapping into new, promising applications," says CEO Michael Finger.

Fittingly, it was announced today: Technotrans is supplying high-precision liquid cooling systems with an order volume in the single-digit million euro range to an established provider of communications technology. Thanks to intelligent control technology, the system ensures precise temperature conditions at all times, guaranteeing stable transmission and reception of communication data. The innovative cooling systems are used in a network of several satellite ground stations. The aim is to ensure consistently stable data transmission for future space missions.

With this project, we are operating at the highest technological level and once again demonstrating our leading engineering expertise," says the company director. Background: In order to ensure uninterrupted data transmission into space, powerful satellite antennas are being installed at several locations on earth. The high-tech antenna systems require extremely precise thermal conditions with a temperature accuracy of 0.1 Kelvin - at all locations worldwide. "Our thermal management makes a decisive contribution to ensuring reliable communication over extreme distances of several hundred thousand kilometers," explains the CEO.

Hello everyone,

Since a lot has happened in the last few days and weeks, I would like to give you an insight into how far my portfolio has changed in terms of growth and returns. First of all, the FTSE All World has been thrown out completely, as have the stable value stocks such as Airbus and Telekom. My "new" portfolio has so far included the following:

Position (weighting in the portfolio in %) Return to date in %

$BTC (+0,09 %) (13%)

Return to date +-0

$IREN (-2,19 %) (11,2%)

Return so far approx. +30

$RKLB (-6,5 %) (9,46%)

Yield yesterday still at +15% today at just under +4% 🤪

$PNG (-1,66 %) (9,4%)

Yield so far +15%

$TTR1 (+2,93 %) (8,67%)

Yield to date +-0

$IOS (-0,19 %) (8,55%)

Return so far approx +5%

$ASTS (-3,39 %) (8,54%)

Return to date approx +5%

$ZAL (+1,72 %) (7,35%)

Return so far approx +11%

$IPX (-0,86 %) (7,27%)

Return so far -5%

Warrants (only for those who are interested)

(sorted by weighting)

Long on Hensoldt MM2TXJ (+16%)

Long on silver MK81Z6 (+84%)

Short on Puma DU1SAE (+6%)

Inline OS on Zalando UG71Z8 (+93%)

Inline OS on Thyssenkrupp UG81HF (+80%)

Inline OS on Telekom (since today) PJ711H (-1%)

Discount Tut on Palantir VK38YE (-34%)

In addition, I now have a savings plan with 200 euros per month on Bitcoin $SOFI (+0,13 %) Tech, as well as 100 euros each on $VSAT (-1,89 %) and $BNTX (-0,55 %) (for the next pandemic, cancer therapy, and because of the thick cash cushion).

I think I've covered the areas of data centers and digitalization, as well as space and outer space. What I'm still missing is a convincing stock in the critical commodities sector (I have Iperionx, but I'm still looking for a candidate that convinces me)...

I'm up about 8% for the week and see this as a very small confirmation of the transformation in the portfolio, even though I know that these stocks are naturally more susceptible to a bear market xD

I'm not sure whether I'll be able to keep up the savings rates because I have to take my driver's license exams soon and I'm still doing my A-levels. And as I only work on a part-time basis, I don't have that much money available yet. My deposit is currently around 9900 euros and my short-term goal is to have enough money by the end of 2026 or early 2027 to buy my dream car, a Golf 7. 🙈

Please let me know what you think and whether you would do the same as me...

And if anyone else has a stock that would fit into my portfolio strategy, I would of course also be delighted...

HG Small investors ✌️🤝

Good morning to all Getquiners,

Today I would like to share with you my train of thought and the associated changes in my portfolio...

What my portfolio looked like:

Predominance of quality stocks like Siemens, Airbus, Telekom etc.

Small part in the FTSE World

With a small weighting in warrants and Bitcoin

Now that I have studied the stock market in depth, I have decided at my age (not 20) to invest more in faster-growing and smaller companies and more in Bitcoin in order to increase the return to 20%+...

My portfolio in the future, partly already today (currently in the process xD):

Predominantly riskier stocks with higher growth rates such as $RKLB (-6,5 %) , $IOS (-0,19 %) ...

Increase of the $BTC (+0,09 %) Bitcoin position to approx. 30% of the portfolio...

Approx. 15% of the portfolio in warrants...

If you have a few more stocks that fit into my new investment strategy, I would appreciate your suggestions freuen✌️:

I currently have on the WL

$TTR1 (+2,93 %) , $VSAT (-1,89 %) , $ENR (+0,73 %) , $VWS (+0,95 %) , $GEN (+0,94 %) , ($GOOGL (+1,36 %) )

Target:

20%+ p.a. & save for a future house purchase

Anyone who enjoys it can also see my portfolio with the current weightings and realize that I have already implemented some things 😁 The OS are not always up to date because I always have to enter them manually...

Could you let me know what you think of this approach?

HG Kleinanleger 😊

$META (+2,51 %)

Hello folks,

AI is not just a pipe dream, AI is a reality.

And the DeepSeek narrative from a year ago has also disappeared.

I hope you are well invested in the shovel manufacturers who are building the infrastructure for the big 7. And supply them with electricity.

Meta secures nuclear power for data centers

$CEG (+6,88 %)
$VST (+4,42 %)

https://www.tagesschau.de/wirtschaft/energie/meta-atomstrom-100.html

$TLNE

Talen Energy - Power producer signs long-term contract with Amazon Web Services.

https://aktienmagazin.de/blog/analystenempfehlungen/talen-energy-stromproduzent-schliest-langfristigen-vertrag-mit-amazon--152080.html

$EQT (-0,18 %)

EQT becomes energy supplier of the next AI era - Pennsylvania relies on gas instead of wind or solar.

$GEV (-1,07 %)

GE Vernova is supplying seven @Simpson Homer City with seven high-performance turbines, while Kiewit Power is responsible for construction. This infrastructure lays the foundation for Pennsylvania to serve as a reliable supply location for hyperscalers and AI providers.

https://aktienmagazin.de/nachrichten/hot-news/eqt-wird-energielieferant-der-nachsten-ki-ara-pennsylvania-setzt-auf-g-149150.html

HOCHTIEF subsidiary builds mega data center for Meta in the USA

$HOT (-0,22 %)

https://www.hochtief.de/aktuelles-medien/pressemitteilungen/pressemitteilung/hochtief-tochter-baut-in-den-usa-mega-rechenzentrum-fuer-meta

data centers

$NVDA (+4,29 %)

NVIDIA Corp ('US67066G1040')

A dominant player: Hardly any AI data center runs without Nvidia

$TLNE

Talen Energy Corp ('US87422Q1094')

Talen Energy - Power producer signs long-term contract with Amazon Web Services.

$APLD (-3,72 %)

Applied Digital Corp ('US0381692070')

Applied Digital: AI data centers as growth driver

$LITE (+3,55 %)

Lumentum Holdings Inc ('US55024U1097')

Lumentum Holdings is a beneficiary of demand for data center infrastructure

$BTDR (-0,29 %)

Bitdeer Technologies Group ('KYG114481008')

Bitdeer grows rapidly: hashrate doubled, but losses still rise significantly

$ALAB (+6,77 %)

Astera Labs Inc ('US04626A1034')

Astera Labs goes from insider tip to profit rocket! The AI connectivity star conquers billion-dollar markets!

$IFX (+2,45 %)

Infineon Technologies AG ('DE0006231004')

Infineon convinces with green technology in a difficult environment

$TTR1 (+2,93 %)

technotrans SE ('DE000A0XYGA7')

Technotrans: Ice cold back on the road to success

$HOT (-0,22 %)

Hochtief AG ('DE0006070006')

Hochtief - Infrastructure investments worth billions are growth drivers.

$FLEX (+4,99 %)

Flex Ltd ('SG9999000020')

Flex: Contract manufacturer with power - Data center boom drives share to new heights.

$ORCL (-3,27 %)

Oracle Corp ('US68389X1054')

DEPOT BRIEFING: Meta Platforms (META;i) to build giga data center. Investments in AI infrastructure remain high.

$PRIM (-0,85 %)

Primoris Services Corp ('US74164F1030')

DEPOT BRIEFING: Meta Platforms (META;i) to build giga data center. Investments in AI infrastructure remain high.

$VST (+4,42 %)

Vistra Energy Corp ('US92840M1027')

DEPOT BRIEFING: Meta Platforms (META;i) to build giga data center. Investments in AI infrastructure remain high.

$EQT (-0,18 %)

EQT Corp ('US26884L1098')

EQT becomes energy provider of the next AI era - Pennsylvania turns to gas instead of wind or solar

$AMZN (+3,03 %)

Amazon.com Inc ('US0231351067')

Strategy on multiple fronts! Amazon cools GPUs, invests in Anthropic and fills shopping carts during Prime Days!

$STX (-1,18 %)

Seagate Technology Holdings PLC ('IE00BKVD2N49')

Seagate - Irish to significantly improve margins and sales again in H2 with new technology.

$ECL (-1,01 %)

Ecolab Inc ('US2788651006')

With 3D TRASAR Technology against water waste: How Ecolab is making data centers smarter.

$AAOI (+15,34 %)

Applied Optoelectronics Inc ('US03823U1025')

Applied Optoelectronics reports production milestone and growth in the data center sector

$IESC (+2,15 %)

Data centers as growth engine: IES Holdings continues to grow strongly and shines with increasing margins!

$VRT (+0,73 %)

WHERE KI CALCULATES, VERTIV COOLS: LIQUID COOLING SYSTEMS FUEL RECORD RESULTS AND A FORECAST INCREASE FOR 2025!

$EME (-2,65 %)

ENERGY INFRASTRUCTURE PROVIDER EMCOR BENEFITS FROM US INFRASTRUCTURE PROGRAM AND DATA CENTER MAINTENANCE

$FIX (-8,86 %)

COMFORT SYSTEMS BENEFITS FROM THE CONSTRUCTION OF NEW DATA CENTERS AND CHIP FACTORIES - EARNINGS RECORD IN THE SEASONALLY WEAKEST PERIOD!

In a small town in Louisiana, Mark Zuckerberg is having the largest artificial intelligence data center ever built for Meta on agricultural land. It is the size of 70 soccer pitches and cost 10 billion dollars.

Rayville is a town in north-eastern Louisiana in the USA that is experiencing a declining population. In the 2020 census, the population was 3347, down almost 21 percent from 4234 in 2000.

However, this is now likely to change. The state regulatory authorities approved a controversial plan to supply power to the largest artificial intelligence data center to date, which is being built by technology company Meta. This clears the way for the construction of three gas-fired power plants. This was reported by the portal "Nola".

The project is being built on a former agricultural area of around 70 soccer pitches. It is expected to cost around 10 billion dollars (approx. 8.6 billion euros). Meta CEO Mark Zuckerberg has announced plans to further expand the area so that it would be comparable to the size of Manhattan. The company is plunging headlong into the high-risk race for supremacy in the emerging AI sector.

"We chose Louisiana as the location for our largest data center to date for a variety of reasons, including excellent infrastructure connectivity, a strong labor base and a reliable power grid," said a Meta spokeswoman.

Criticism of Meta plans

However, the project in Richland Parish has met with criticism due to its enormous energy requirements, among other things. Davante Lewis was the only person to vote against the plan. He said the agreement leaves fundamental questions unanswered that are "too bitter to swallow", "Nola" quotes him as saying.

https://www.focus.de/finanzen/in-ort-mit-3347-einwohnern-entsteht-fuer-10-milliarden-dollar-groesstes-ki-rechenzentrum_e9ff4911-4348-48b8-9903-9038e11fcefa.html