Before there's any grumbling about falling knives 🔪 🔪... or hype stocks. I have a separate portfolio with play money for trades and gambles where I trade spontaneously without any fundamental justification or rationality. I sold today $GXI (+1,16 %) sold today with a small loss, I didn't see enough movement since the setback, and added something and $HIMS (+6,93 %) bought something. Let's see if there is more momentum. Should make up for €370 from the aforementioned trade. I'm curious

$GXI (+1,16 %) has now found its way into my portfolio. I am clearly speculating on a takeover and an offer in the next 6-8 weeks. W. Pincus has been involved for some time now and has brought KSP on board so that an adequate offer can be made. I think after the third revision of the results the board is also under a lot of pressure and I don't see any anchor investor who would oppose any offer in the EUR 70 range, what do you think?

If the offer doesn't come, I would be out again quickly, but I wouldn't expect a huge sell-off. The confidence in the management is gone, but the valuation level is also very low. Please let me know your opinion.

vg Micha

Risked a bit after the price drop at $GXI (+1,16 %) I am quite satisfied with the result

The share of $GXI (+1,16 %) 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

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?

The shares of Gerresheimer AG ($GXI (+1,16 %)) are currently performing strongly, fueled by renewed takeover speculation. The shares rose by 1.4 % to 82.05 euros. Two weeks ago there was already a spectacular rise of 15% after Bloomberg reported on talks with leading investment companies such as Warburg Pincus and KKR.

The latest reports bring US medical technology companies Phillips-Medisize and Bain Capital into play. These could take over parts of the company. Exciting, isn't it? 🤔

Gerresheimer is considered a hot candidate for a demerger, which further intensifies takeover interest. For investors, this could be an opportunity that not everyone wants to miss out on. What do you think about such takeover speculation? Are they a good sign or rather risky? Let us know!

$GXI (+1,16 %) Gerresheimer lowers growth forecast for 2024 and 2025 due to a significantly slower than expected market recovery in 2024 and lower than expected market growth in 2025 in the injection vials market.

The figures for the third quarter will be published on 10.10.24.

https://www.wallstreet-online.de/nachricht/18543557-gerresheimer-ag-wachstumsprognose-2024-2025

Opinion about $GXI (+1,16 %)

Gerresheimer is currently at an all-time high and has a strong rally behind it.

On the annual chart, the share price rose by approx. 100% and the trend is still upwards.

This was of course also driven by the good quarterly figures on July 6, which showed a sales increase of 12.27% compared to the same quarter of the previous year.

Furthermore, the investment house Jefferies rated the stock as "Buy" on 08/14/2023 with a target price of €143, which led to a further increase in the share price.

The RSI14 is currently at 67.

Now the question:

Do you see $GXI (+1,16 %) further increase, or is the potential possibly already exhausted at the moment?

Has now taken almost 2 years but the 5% return is ok,

since already in 2021 10% taken.

See the overall market stagnate to fall therefore collect cash for the fall

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗗𝗶𝗲 𝗡𝗮𝗰𝗵𝗳𝗿𝗮𝗴𝗲 𝗯𝗼𝗼𝗺𝘁, 𝗮𝗯𝗲𝗿 𝗱𝗶𝗲 𝗟𝘂𝗳𝘁 𝘄𝗶𝗿𝗱 𝗸𝗻𝗮𝗽𝗽 / 𝗞𝗼𝗺𝗺𝘁 𝗱𝗲𝗿 𝗘𝗻𝗱𝘀𝗽𝘂𝗿𝘁? / 𝗕𝗮𝗸𝗸𝘁 𝗺𝗮𝗰𝗵𝘁 𝗖𝗿𝘆𝗽𝘁𝗼 𝗯𝗲𝘇𝗮𝗵𝗹𝗯𝗮𝗿

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, CMC Materials ($CTD), Capstead Mortgage ($WXA), Comtech Telecommunications ($CC6 (+1,95 %)), Columbia Banking System ($COLB), InterDigital ($IDI (+1,54 %)), Life Storage ($GQTP) and HarborOne Bancorp ($HONE (+0 %)) traded ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, Ahlers ($AAH (+0 %)), Fastenal ($FAS (+0,85 %)), Gerresheimer ($GXI (+1,16 %)) and J. FRONT RETAILING ($JFM) present their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

Air filters - After the blocking of tenders by the authorities, the rush for air purifiers is now immense. Hardly any manufacturer can meet the sudden demand and customers face delays.

The industry is booming and suppliers' product ranges are being adapted primarily to the new target group - schools. Several manufacturers now also offer special products for use in schools.

The alternative UV-C devices that destroy coronaviruses are much lower maintenance and do not require filters. Despite this, they are the minority in the fight against the virus in schools.

Year-end rally - The rally can begin. However, investors still have to be patient. Despite a high propensity to invest and a positive outlook for the future, investors should still be cautious. High energy prices in Europe, which should indicate rising inflation, supply chain problems due to increased Corona infection numbers in some countries, could cause problems. On the positive side, investors are very willing to invest and many expect a year-end rally.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

Bakkt - Customers who own a Bakkt wallet with a debit card now have the ability to make payments with cryptocurrencies via Google Pay. Due to Bakkt's millions of users and the globally recognized payment option with Google Pay, there are not only strong potentials for Bakkt, but also for the entire crypto scene.