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Yes, yes and yes! Very interesting. Do you see the "small" players like Plug or Nel critically? That they have no future at all? How high do you see the probability that a large player Linde, Air Liquid, etc. takes over such a small player, but the chances are also quite high, or? Thanks for your contribution
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@Joris Thank you very much for the interest! In fact, I do not see the "little ones" critically. Their efforts to grow are enormous. They are also building up their gigantic distribution network. However, I find the value of the companies on the stock market exaggerated. The probability of a takeover are very high. But the timing for that is still too early. Of course, they will wait until the current developments bear fruit, the balance sheet is properly in the basement and then make underground offers to generate the maximum yield. Furthermore, I also think that takeovers are guaranteed, especially in the value chains. For example, in the filling station and transport network, as well as vehicle development at Nel explicitly. $DTG has similar ambitions in the direction of hydrogen.
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@Hannes_SK Yes, that can of course be with Nel. I personally have Plug Power in the depot, I think even rather that Amazon takes over completely. Find the fuel cells in forklifts more interesting than in cars. https://logistik-heute.de/news/elektromobilitaet-amazon-sichert-sich-langfristig-wasserstoff-37748.html
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@Joris My condolences ;-)
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@Krush82 my first EK was at 13.30 per share, then realized at just under 17 € profit because it went up too fast for me somehow and have once been right and now my buy in at 14.33 € per share and I now also hold for now and hope sometime that they crack again the 20 €. A takeover of Amazon sometime would be top 😂 but can also lose everything. Do you know that with such speculative shares. But thank you for your sympathy :)
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