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Mega! I'm almost ready to write analyses myself 🚀 But now to the booth. What are the competitors? What is the USP? A comparison with the peer group is missing, because I can hardly imagine that they have the solution for everything, as you yourself have emphasized. I also lack the future fantasy with vertical farms, which I think you could easily create with the system as a basis plus adjustments. I would actually rather reach for the ETF then. The market would be too competitive for me and I do not trust myself to recognize a market leader here. I asked them on their IR page if there is something coming with vertical farms. I remain with 'nem @ccf for the awesome contribution!
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@KapriolenCapital I just noticed that the presentation links from the IR page in the sources do not work, at least on my cell phone 🤔 Presentation from Capital Markets Day Slide 19/83 Cubic Storage > Shuttle > AMR > Shelves. AutoStore and Ocado are the players there. Patents should actually provide the USP
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@KapriolenCapital Oh, I didn't write that at all. I'll stay in the ETF anyway. What you say, and the arguments from my contribution to it are still valid
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@Fabzy I pack me the ETF soon times, but as the market is just diving I can not afford more booths to cut down 😅
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@KapriolenCapital nice 🚀 as I said, when it went down once strongly, it also went up again strongly. we are all waiting for the next bull market so that our rockets that we bring into position today times ignite.
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@KapriolenCapital today again so far +7% AutoStore. 1W now at +30%. I calculate that times briefly up.... ah with my mini position I am a millionaire in 8 years
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@KapriolenCapital and received an answer from AutoStore regarding vertical expansion? I now also know why AutoStore had 45% YTD in the meantime. There were rumors about a takeover by Amazon. Rumors are not yet off the table, the CEO also sees this as a possible scenario for 2023. Amazon is probably building at least 2 pilot stores that I have now read about. One with AutoStore and one with Attabotics. Attabotics is more scalable just in terms of verticality. But not listed on the stock exchange 😅
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@Fabzy No, it hurts to be hosted by an automation company 🥲 Interesting, but the question is how much it would be worth to them.
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@KapriolenCapital I would tell them that you have 500 followers on getquin, then they will roll out the red carpet for you.
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