3Année
I also hold MTU, and have been in the red for about 1.5 years. Through friends/acquaintances at MTU, I have some insight into the company and see it calmly. MTU has a lot of new orders at the moment. Just the week before last, another major order for A320neo engines. Worth ~1.2 billion euros. About 1/5 of total annual revenue, just for comparison. Downside: MTU earns about 65% of its revenue from maintenance. As long as Corona restricts air traffic, a large share of this revenue will of course be lost. Advantage: About 2 years before Corona, the engine fleet at the Karlsfeld site near Munich was replaced. Munich, the engine production/maintenance machinery was completely renewed and partly rebuilt. Cash is therefore, and also because of Corona, somewhat low, but technologically well positioned for the future. Also in the area of research is not asleep, various programs regarding E-engines / H2 ongoing. It may make sense to wait for the next 2-3 months. For the coming winter months, I see more of a sideways movement in the price, maybe even a little downward. However, I myself intend to continue to have this share in the depot in the future. The big question mark remains for me really Corona. The development of Corona will also have a significant impact on MTU's business, should lockdowns and the like occur again worldwide. Better watchlist first. No investment advice, but hopefully helpful for you😊
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3Année
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3Année
@MarcoInvestment Thank you very much for the flowers. Nice to meet you😬
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