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Gerresheimer - Falling knife or trading opportunity

The share of $GXI (-2,53 %) fell sharply today with a peak loss of 25%. The difficult market environment led to a further adjustment of the forecast for the 2025 financial year. It was also announced that the dividend will be reduced to the statutory minimum, in this case €0.04 per share

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You can find the full press release here: Gerresheimer passt Prognose für das Geschäftsjahr 2025 an


What concerns me more, and I would be interested in your opinion, is whether the share can be considered for a trade for the next 6 months, or whether the knife will fall even lower. The background to this is that Gerresheimer has been traded as a takeover candidate for some time, negotiations have recently come to a standstill and KKR has pulled out. Further negotiations are still ongoing. The slump in the share price could bring movement into the matter. Previously, €90 per share was already being discussed; after the setback, €70 is becoming realistic again, which would mean a potential of 40%.


I have an extra portfolio for such cases and a fixed amount for gambling and trading and am considering whether I should open a position for the next 6 months. What is your assessment?

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6 Comentarios

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No no purchase.
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@Smudeo Why not? I have just built up a first position. The company is not bad in itself.
How realistic is a takeover at the rumored €70?
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@Coriolis Gerresheimer AG: Annual General Meeting approves key proposed resolutions by a large majority

2024: Progress on key strategic issues
Long-term outlook remains positive thanks to successful transformation into a systems and solutions provider
Dividend of EUR 0.04 per share
@Smudeo I will gladly forego the dividend if the share now rises from €48 to €60, for example. It was already a small step in the right direction today.
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In principle, there's actually a lot in there that I like. But not a buy for me at the moment, simply too uncertain. May come back up again, but may also become the next $VAR1.
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Takeover rumors, tomorrow we will know more.
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