Could you please explain your clearly recognizable and often expressed interest in Nabaltec in more detail?
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@PetrosiliusZwackelmann
Nabaltec is a company for specialty chemicals, mainly fillers and specialty oxides, which are used for fire retardants, for example.
The chemical industry has not been doing particularly well in recent years, especially in Germany, which of course also has to do with energy prices and bureaucracy in this country.
Nevertheless, Nabaltec has managed to turn 2023 around. There are also increasing signs that the chemical industry is doing better again. Nabaltec's current figures look more than respectable, with an export share of 75 percent. The valuation with a P/E ratio below 10 is cheap in my opinion.
I continue to expect a significant recovery here, possibly accelerated in 2025 by a new, much more industry-friendly government.
The management makes a solid impression on me, the employees are valued by the company.
For me, Nabaltec (ATH around EUR 38) is a turnaround candidate with the potential to return to the ATH in the next few years. Nabaltec also pays a dividend (DR around 2 percent).
Nabaltec will present its Q3 figures at the end of November - I expect a confirmation of the turnaround.
Therefore for me: clear buy, long-term investment. The stock is not for traders and speculators.
Nabaltec is a company for specialty chemicals, mainly fillers and specialty oxides, which are used for fire retardants, for example.
The chemical industry has not been doing particularly well in recent years, especially in Germany, which of course also has to do with energy prices and bureaucracy in this country.
Nevertheless, Nabaltec has managed to turn 2023 around. There are also increasing signs that the chemical industry is doing better again. Nabaltec's current figures look more than respectable, with an export share of 75 percent. The valuation with a P/E ratio below 10 is cheap in my opinion.
I continue to expect a significant recovery here, possibly accelerated in 2025 by a new, much more industry-friendly government.
The management makes a solid impression on me, the employees are valued by the company.
For me, Nabaltec (ATH around EUR 38) is a turnaround candidate with the potential to return to the ATH in the next few years. Nabaltec also pays a dividend (DR around 2 percent).
Nabaltec will present its Q3 figures at the end of November - I expect a confirmation of the turnaround.
Therefore for me: clear buy, long-term investment. The stock is not for traders and speculators.
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•@Charmin Thank you very much for your assessment. I am always on the lookout for long-term candidates.
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