July was also very good again, but the year is still long. Key investments for the future with overweighting $IREN (-0,53 %)

$KSPI (+1,14 %)

$NICE (+0,39 %)

$ALCRB (+2,72 %)

$DSFIR (-0,51 %)

$CELH

$PYPL (-0,43 %)

let's see what happens :) I wish you all continued success with your investments.

$ALCRB (+2,72 %)

Carbios has signed a multi-year supply agreement with Indorama Ventures. The French biotech company will supply biorecycled monomers from its future plant in Longlaville. Indorama processes these into r-PET filaments, which Michelin uses to reinforce its tires.

🔹 Strategic move: Entering the market for industrial textile reinforcements

🔹 Technology: High-quality enzymatic recycling of complex PET

🔹 Partner: Indorama Ventures as global polyester leader; Michelin as end user

Carbios thus opens up a new industrial sales channel and strengthens its goal of high-quality recycling of PET waste.

Because I'm bored at the moment and I'm also interested in your opinion, I'll throw a few titles in here that I think are all very exciting and usually fly under the radar.

Here we go 👇

$CORT (+1,76 %) Corcept Therapeutics

$HALO (+1,24 %) Halozyme Therapeutics

$KRI (-0,32 %) Kri Kri Milk Industry

$ALCRB (+2,72 %) Carbios

$APH (-0,11 %) Amphenol

$XYL (+0,65 %) Xylem

$MPWR (+0,76 %) Monolithic Power Systems

$VITL (+0,79 %) Vital Farms

These are, of course, shares from a wide variety of sectors and with different "degrees of maturity", but as I have written, I think they are all very exciting.

Do you know them all? Opinions?

P.S. I myself have Corcept, Carbios and Amphenol in my portfolio, and I follow the others more or less regularly.

Hello everyone,

My current portfolio was completely reorganized after the takeover of $COP (-0,04 %) at the end/beginning of the year. I have reinvested almost all of the liquidity freed up as a result in small-mid caps. I also see further potential here in the coming years due to more flexible adaptability (with regard to the USA) and financing costs. At the beginning of the year $SESG (+0,53 %)
$NA9 (-0,36 %)
$TNIE (+0 %)
$KTN (-1,65 %)
$ALCRB (+2,72 %)
$DSFIR (-0,51 %) made it into my portfolio. Today, I swapped the pipe burner $P911 (+1,37 %) in $MUM (-0,29 %) . My next idea would be $SIX2 (+0,14 %) I would like to hear what else you have on your watchlist in this segment.

Greetings

Micha

$ALCRB (+2,72 %)

$ALCRB (+2,72 %) Does anyone know what is going on here?

⬆️⬆️⬆️

- DEUTSCHE BANK RESEARCH raises the price target for NIKE from USD 82 to USD 84. Buy. $NKE (+0,3 %)

- RBC raises the price target for ALPHABET A SHARE from USD 210 to USD 235. Outperform. $GOOGL (+2,17 %)

- RBC raises the price target for AMAZON from USD 225 to USD 255. Outperform. $AMZN (-0,24 %)

- RBC raises the price target for META from USD 630 to USD 700. Outperform. $META (-0,02 %)

- ODDO BHF raises the target price for MUNICH RE from EUR 540 to EUR 555. Outperform. $MUV2 (-6,79 %)

- ODDO BHF upgrades HERMES to Neutral. Target price EUR 2315. $RMS (-1,8 %)

- ODDO BHF raises the target price for AIRBUS from EUR 168 to EUR 180. Outperform. $AIR (-0,41 %)

- ODDO BHF raises the price target for FRAPORT from EUR 58 to EUR 61. Outperform. $FRA (+0,84 %)

- JPMORGAN raises the target price for FEDEX from USD 366 to USD 370. Overweight. $FDX (+1,19 %)

⬇️⬇️⬇️

- GOLDMAN lowers the price target for NIKE from USD 97 to USD 91. Buy. $NKE (+0,3 %)

- BOFA lowers the price target for NIKE from USD 95 to USD 90. Buy. $NKE (+0,3 %)

- ODDO BHF downgrades CARBIOS to Neutral. $ALCRB (+2,72 %)

- KEPLER CHEUVREUX lowers the price target for LANXESS from EUR 31 to EUR 30. Buy. $LXS (+0,36 %)

- HAUCK AUFHÄUSER IB lowers the target price for DEUTZ from EUR 8.50 to EUR 7. Buy. $DEZ (+10,81 %)

- BARCLAYS lowers the price target for VERTEX from USD 509 to USD 418. Equal-Weight. $VRTX (-0,92 %)

- GOLDMAN lowers the price target for BIRKENSTOCK from 59.10 USD to 57.90 USD. Neutral. $BIRK (+0,17 %)

- GOLDMAN downgrades TEAMVIEWER from Buy to Neutral and lowers target price from EUR 17 to EUR 12. $TMV (-0,52 %)

$ALCRB (+2,72 %)

The French recycling specialist has no good news for Christmas. Carbios has had to postpone the completion of the planned PET biorecycling plant in Longlaville by six to nine months due to delayed, non-dilutive financing. There are also changes in management. The Carbios share price falls by around ten percent.

Philippe Pouletty, founder of Carbios and Chairman of the Supervisory Board, was appointed CEO on December 18. He takes over the post for the time being from his predecessor Emmanuel Ladent, who left office yesterday. Vincent Kamel will assist Pouletty as an advisor for the time being.

"In order to ensure the diligent implementation of our strategy and secure our cash flow in a complex market environment, we are postponing the construction of the plant in line with the expected timetable for the payment of public subsidies and the negotiation of the additional non-dilutive financing required," said Carbios founder Pouletty on the planned postponement.

In recent months, problems had already emerged in the negotiations with the potential investor Indorama Ventures. According to Carbios, negotiations with the company are still ongoing. The company has also entered into talks with other private and public financial institutions, which are likely to finance the project on favorable terms, it adds.

CONCLUSION

In the short term, Carbios is in a good financial position with liquidity of EUR 112 million at the end of November. It is currently difficult to predict how the financing of the planned large recycling plant will ultimately look. Uncertainty prevails. And the stock market does not like uncertainty. The slide in the share price of around ten percent has once again clouded the chart of the recycling hot stock. Investors are putting this highly speculative stock on their watch list.

https://www.deraktionaer.de/artikel/pharma-biotech/carbios-aktie-bricht-massiv-ein-was-ist-da-los-20372140.html

"Technological masterpiece" $ALCRB (+2,72 %)

On, Patagonia, Puma, PVH, Salomon score with Carbios' fiber-to-fiber recycling

Just over two years ago, in July 2022, the four textile and footwear suppliers On, Patagonia, Puma and Salomon announced that they had joined forces with the French biochemical company Carbios to use its unique biorecycling technology to recycle synthetic fibers and improve the recyclability and ongoing reusability of their products.

This collaboration has now borne fruit with the launch of the first garment made from 100% textile waste in a biological recycling process developed by Carbios: a white T-shirt created from colored and mixed textile waste.

"This T-shirt is the first tangible result of our fiber-to-fiber consortium with Carbios. Together, we have overcome the textile challenges and produced a garment from enzymatically recycled waste that matches the quality of virgin fibers," affirms Salomon's Head of Product for Softgoods Guillaume Meyzenq in a press release.

How does Carbios' biorecycling technology work?

Polyester is broken down into its basic building blocks (the monomers PTA and MEG) with the help of enzymes, which are converted into biorecycled polyester. The monomers are repolymerized, spun into yarn and woven into a new fabric by external partners in the next step. "The quality of the recycled textiles is comparable to that of new petroleum-based polyester," concludes the consortium.

Its aim is to jointly drive forward the circular economy transformation of the textile industry and further develop Carbios' enzymatic depolymerization technology in order to achieve 100% "fibre-to-fibre" recycling.

"This allows textile waste to replace petroleum as a raw material for the production of polyester textiles, which in turn become raw materials again, thus initiating a circular economy process. An additional benefit is a lower carbon footprint and the reduction of waste that would otherwise end up in landfills or incinerators," reads the press release.

"Technological masterpiece"

The partners, who were joined by US luxury group PVH Corp, deliberately chose a plain white T-shirt as the most convincing way to showcase the performance of the technology that made production from mixed and colored textile waste possible.

"It may look like an ordinary T-shirt, but make no mistake, the technology behind it is extraordinary. "The 'fiber-to-fiber' recycling is a technological tour de force," confirms Carbios CEO Emannuel Ladent .

"Recycling fibers into fibers is a crucial step in driving the circular economy in our industry. That is why we have invested energy and money in research in this field," says On's Sustainability Director Begüm Kürkçü.

By working with the partner companies, Carbios was able to "overcome many technical hurdles" and produce the "world's first enzymatically recycled T-shirt made entirely from biologically recycled fibers", according to Ladent.

Which textiles were used?

The members of the textile consortium sent rolls of textile scraps and production offcuts to Carbios' headquarters in Clermont-Ferrand, France. These included mixed fabrics, including cotton or spandex, as well as textiles that had been treated differently (such as permanently water-repellent materials) and dyed - all materials that present a major hurdle for conventional recycling processes.

"Puma's ambition is for 100 percent of our polyester to come from textile waste. Today's announcement is an important milestone on the way to achieving this and making our industry more circular," comments Puma's Head of Sourcing Anne-Laure Descours in the press release.

"We now need to work together to ensure that we can scale up this technology to have the greatest possible impact. We are excited to be part of this breakthrough and to set new standards for fiber-to-fiber recycling," adds Descours.

Carbios also recently entered into an industry collaboration with the Norwegian company Tomra Textiles to establish an efficient recycling stream in Northern Europe, ranging from the collection, sorting and treatment of textile waste to recycling using Carbios' enzymatic depolymerization technology. The first commercial plant for this technology is currently being built in Longlaville, France.

The development represents a milestone, as currently the majority of recycled polyester in the fashion industry is derived from PET bottles and only one percent of all fibers are recycled into new fibers. Reaching for the raw materials of another, unrelated industry such as the food industry therefore makes no sense in view of the mountains of clothing that often consist of polyester and polyester blended fabrics. Previously, recycling failed due to a lack of suitable technology, but Carbio's enzymatic depolymerization technology makes this possible.

Given the fashion industry's increasing use of new, fossil-based synthetic fibers and the continued popularity of polyester, the approach taken by On, Patagonia, Puma, PVH, Salomon and Carbios appears to be the right one, at least until the existing polyester legacy has been used up and the complete switch to materials of non-fossil origin has been achieved.

https://fashionunited.de/nachrichten/mode/on-patagonia-puma-pvh-salomon-punkten-mit-carbios-faser-zu-faser-recycling/2024102958757

$ALCRB (+2,72 %)

Does anyone know what is going on at Carbios and why the price is falling so sharply?

I'm not familiar with the company, I put it on my watchlist some time ago and have just seen the share price performance, which doesn't look good...