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The chef who never sleeps is here for the next hot investment?

Hello dear Getquin Community,


today I would like to give you an update about $CA1 (-3,51 %) Circus SE. I already introduced the company here about two months ago, focusing at the time on the first pilot deployments at REWE. Since then, the company seems to have made some progress, especially thanks to the cooperation with Meta, which is further expanding Circus' technological area. Meta provides the artificial intelligence that Circus integrates into its own system. The result is an interesting combination of robotics and AI that goes far beyond simple kitchen automation.

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The heart of Circus is the CA1 cooking robot. This system can prepare, portion and hygienically serve meals completely autonomously. Circus develops the robotics and its own operating system, CircusOS, while $META (+0,13 %) the AI provides models. Together, this results in an intelligent kitchen system that optimizes itself, adapts recipes and efficiently controls the use of energy and resources.


According to a recent report by BILD, the CA1 has now been installed and successfully tested at the Meta Kantine in Munich. The system combines robotics, AI and storage systems. Ingredients are automatically removed from refrigerated compartments, heated in bowls on induction hobs and processed into ready meals within a few minutes. After each preparation, the pot is automatically rinsed and the robot prepares itself for the next order. The dishes can then be conveniently collected using a QR code.


The menu currently includes salads, lentil curry and penne arabiata. According to the BILD reporter who tested the system, the lentil curry tasted fresh, balanced and aromatic. The penne arabiata could have been a little firmer to the bite, but overall the concept impressed with its quality, speed and cleanliness.


The CA1 can prepare up to 100 meals per hour and can be operated around the clock. The cost per meal is around 5 to 6 euros. An appliance costs around 250,000 euros, plus around 10,000 euros per month for software and AI licenses. Circus promises a reduction in personnel costs of up to 95%, as the robot only needs to be filled and cleaned once a day.


It is particularly exciting to see where the CA1 is already being used or will soon be used. In addition to REWE and Meta, partners include the HEM petrol station chain, the construction company Strabag and Mercedes. Further locations in canteens, supermarkets, canteens and care facilities are planned. Circus is also working on a mobile version called CA M, which is being developed for field kitchens and large-scale projects. https://getqu.in/XvqncE/


Takeaway: Circus combines robotics, artificial intelligence and system catering to create a scalable business model with great future potential. If this technology continues to gain acceptance, it could fundamentally change the world of large-scale catering and company catering, from labor costs to logistics and quality assurance. It will be exciting to see which industry will be the first to adopt this development and who will be the smartest to take advantage of the technological lead.


@Multibagger Are you still invested?

@Tenbagger2024 maybe something for you too?


Source: Tagesschau, FAZ, BILD, Circus SE, BL Gastro


Picture: Circus, mwb research


Here you can find a detailed report about the company Circus SE


https://downloads.research-hub.de/2025%2002%2006%20DE%20Circus%20roundtable___z27selmb.pdf

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29 Comentarios

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I'm not invested at the moment, but I'm ready to get back in when I think the time is right.
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@Multibagger What factors do you use to determine when it makes sense to make a new entry here? Is it just the current share price or do you also invest time in fundamental analysis, for example?
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@batic420 I will wait until the new outlook is reflected for the first time in the quarterly figures or the consolidated outlook
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Sounds like the replicator from Star Trek. But as an investment, it wouldn't be for me. It's a bit too much like Thermomix, which all the big manufacturers have now copied.
The monthly license costs also put me off.
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@TradingHase
Thank you for your feedback 😊
Many tech companies are a bit reminiscent of Star Trek and visions of the future, that's almost part of it. Of course, there are companies that copy similar concepts, but this company is already very advanced in terms of technology.

The cooperation with Meta is a real tailwind, and if even larger partners join in the future, the whole thing could become really big 🚀
In the end, of course, everyone sees things a little differently, and that's perfectly fine.
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@Tenbagger2024
Thank you for sharing. There are now some really exciting animations on the subject. My favorite animation in this area is from Walt Disney, the somewhat older film WALL-E. 😊
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Very exciting share!

What I like is the fact that $META already has its fingers in the pie. I like the stock myself and could imagine that $CA1 will benefit from Meta's growth and the increasing quality of their models, as well as the efficiency of their own equipment.
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@batic420
I also think that both sides will benefit in the end. Of course, CA1 is very lucky to be equipped with the latest chip technology by Meta. And Meta itself will certainly do everything in its power to ensure that CA1 is at the forefront of the race against the competition. 🚀
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Hello my dear,
once again a great article.
I already noticed Circus when there were reports that Podolski wanted to use the kitchens in his restaurant.
Then there were also reports about deliveries to Japan.
Now at the Gründer trade fair, it was also about GoodBytz, which might also be interesting.

https://www.ingenieur.de/technik/fachbereiche/automation/kochroboter-ersetzt-feldkueche-deutsches-start-up-beliefert-us-armee/
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@Tenbagger2024
Thank you for your feedback and the kind praise. 😊
Of course I know GoodBytz too, a really exciting startup. I also read the report about the collaboration with NATO. As far as I know, the company is not yet listed on the stock exchange. But of course, there is competition in every industry and, as we all know, that stimulates business. 🚀
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5-6 euros per court makes the system quite expensive. If the costs including all fees could be reduced to 2-3 euros per court, then the system would be competitive. Then I would invest, provided that the share still has a realistic price and is not overpriced in the future.
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@Aurumcore When was the last time you ate out? The food is freshly prepared, you can't get it anywhere for €2-3 unless it's subsidized.
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@Aurumcore @Chandra

Thank you for your feedback 😊
To be honest, I also think two to three euros per dish is pretty unrealistic. Five euros is a fair and reasonable price. If 🍊 and his NATO get on board at some point, such special contracts could of course bring the price down significantly, but that would be a completely different set of conditions.

For me, it's more of a small addition to my portfolio, nothing major, but interesting enough to keep an eye on developments.
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Hello Elsa, I partly agree with you.
But how much does a burger including fries cost to make at MC Doof?
That's the benchmark.
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@Aurumcore
I'm always open to suggestions and, to be honest, I think the comparison with McDonald's is a bit far-fetched. 😊 Sure, everyone has their opinion, and that's completely justified. But McDonald's is in a league of its own and can set prices very differently thanks to its enormous market power and purchasing policy. Standards or not, you can compare many things, but you should also remain realistic and keep an eye on the situation. 🍔
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@Aurumcore I honestly think that's perfectly fine. I also pay for a lunch dish in our canteen. It can often be more.

But I could imagine that with further optimization of the software and hardware, we could see a reduction in the price per dish. Depending on how efficient the appliance is.
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I'm not talking about cheap food, I'm talking about a technology that has to be worthwhile. If the purchase of automation makes the dishes significantly more expensive, then the market will not accept the technology. It has to pay off in competition.
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@Aurumcore
I agree with you. The technology really has to be worthwhile in the end, otherwise it won't survive on the market. If the whole thing becomes too expensive, customers will jump ship and the brand or concept won't catch on. But I think it will be tested and tried out anyway, and then time will tell what really proves its worth.
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Thanks for the introduction. Very interesting!

But I wouldn't order lettuce from there. Someone should look over it to clean the salad so that it only contains the things that are supposed to be in it. Ever since I found a snail in a ready-made salad, I can't get any more ready-made salads down. 🙈
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@Chandra
Oh yes, if you've had that kind of experience with a snail in a ready-made salad, your confidence is of course gone for a while. 😅 You'd rather reach for the knife again and make the salad by hand. But I also think that strict quality checks and standards are now in place, especially when such appliances are used in series production. You can never completely rule out everything, but the direction is right and, as we all know, the best way to learn is from experience. 🥗😉
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Today directly +10% 🙈
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@Max095
That's the way 👍 Are you invested too?
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@EpsEra no unfortunately not
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@Max095
If anything I'll keep you up to date 😉
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@EpsEra Thank you very much 😊
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I'm invested here and I'm excited to see what happens when the roll-out picks up speed and what they take away from Meta's AI model können👍🏻.
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@All-in-or-nothing
Pretty cool that you are also invested 👍 The next figures will certainly show where the journey is heading. For me, this is an extremely exciting topic and anyone who gets in early could, as you say, profit handsomely when the whole thing really gets rolling 🚀
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