1D·

What do you think of the share?

$LOTB (+0,27 %)

I'm really interested in the share, but it's already very expensive 🤔

Does it even make sense to put a savings plan on it for a few or decades?

6 Comentarios

Andre@DivGrowth1989

I think a lot of the company, especially the shareholder structure is very interesting. If I have it right, the majority is still in family hands. And the figures speak for themselves - of course the "visual" value is a deterrent at first, but you also have to bear in mind that the share price has already come back well. Still expensive but not like a year ago.

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༺Yuichi༻@Yuichi

@DivGrowth1989 Yes, I have also read that for the most part family hand. Simply a savings plan on it was long but you can also be happy about small parts

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Andre@DivGrowth1989

@Yuichi I agree

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NichtRelevant@NichtRelevant

I don't understand why everyone is so keen on this stock. I would really like to see a reasonable explanation or analysis that shows why the company is an investment case.

I don't want to talk the company down, but it is a food manufacturer - essentially a bakery.
If food was an investment case, you could also invest in Unilever $ULVR or Nestle $NESN and have half the P/E ratios. You keep reading in the newspapers about bakeries and entire chains that are closing down. Why are they fundamentally different? Maybe they really are very special and I just haven't been able to recognize it yet. Enlighten me!!!

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༺Yuichi༻@Yuichi

@NichtRelevant You're right, on paper Lotus is a food manufacturer. But that's exactly the point: Lotus is not a normal bakery that sells bread rolls and then goes bankrupt. Your comparison with Unilever or Nestlé is flawed because Lotus works with a highly focused premium product that has cult status worldwide.

Biscoff is not a run-of-the-mill food product, but a brand that has an extremely strong presence in airlines, restaurants and retail. It is precisely this brand strength that allows Lotus to offer prices that traditional bakeries can only dream of. This is the reason why the margins are high and why the market has trusted the company to grow strongly for years.

Nestlé and Unilever do mass.
Lotus makes premium. That's why the P/E ratio is higher.

The many bakeries that are closing are selling interchangeable goods. Lotus sells a globally known product with a loyal customer base and international demand. It's in a completely different league.

In short:
The company is special because its brand is special. And that is precisely why many see it as a solid long-term investment.
It's the same as if you questioned $LISN

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NichtRelevant@NichtRelevant

@Yuichi Thank you for taking the time to write this detailed post. I think the comparison with Lindt&Sprüngli is a good one. As far as I know, I've never tried Biscoff, so for now I've just categorized it like other brands from the food segment that are familiar and can also be found in the portfolios of the big companies.

It will be interesting to see how the value develops. Whether sales will actually continue to grow at an above-average rate and justify the valuation. I'm keeping my fingers crossed for those who are invested. 👈😉👍

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