Another great analysis, my dear. Very interesting from my point of view. Although "increase energy sector" is probably not quite the right word here, I think Copilot means energy supply rather than energy infrastructure. Nevertheless, I think it's an exciting, largely suitable company for you. But, and I'm sure you already expected it, I also have critical comments/questions again.
1. what happened in 2024? Unfortunately, there's nothing about this in the nice accompanying text of the milestones, but the negative development there was already severe.
2. what convinces you more here than the market leader $PRY (they would have been my first thought in this area and also my "top pick")?
1. what happened in 2024? Unfortunately, there's nothing about this in the nice accompanying text of the milestones, but the negative development there was already severe.
2. what convinces you more here than the market leader $PRY (they would have been my first thought in this area and also my "top pick")?
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@All-in-or-nothing
Yes, you are right. I think the value falls under industry, infrastructure. There is a letter from the CEO about the consolidation on the website. I totally forgot to link it now. Because I had already checked off the past. I also have Prysmian and NKT in the back of my mind. But I found this company very exciting. That's why I did some research, as I often do. And as is so often the case, I share my research directly with the community. I like the fact that you're a bit critical. You shouldn't look at everything through rose-colored glasses. Even if it ruined the party at $FOLD.
I still see good potential here. But I'm already involved in the sector with $VRT and $IESC, even if it's in other areas
Yes, you are right. I think the value falls under industry, infrastructure. There is a letter from the CEO about the consolidation on the website. I totally forgot to link it now. Because I had already checked off the past. I also have Prysmian and NKT in the back of my mind. But I found this company very exciting. That's why I did some research, as I often do. And as is so often the case, I share my research directly with the community. I like the fact that you're a bit critical. You shouldn't look at everything through rose-colored glasses. Even if it ruined the party at $FOLD.
I still see good potential here. But I'm already involved in the sector with $VRT and $IESC, even if it's in other areas
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•@Tenbagger2024 then of course quite an infrastructure chunk if you are also already invested in both of the companies you mentioned. I like your analyses and think it's great what added value you provide here in the community.🙏🏻 Personally, I would be more attracted to the market leader, especially in a mass market like cable etc.. But of course your growth portfolio also wants to be fed with more growth, so I don't think you're going wrong here.
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@All-in-or-nothing
Thank you. You're right, that's why the company is staying on the Watch for now. But it might be interesting for some of the community. I mainly do the presentations for the community. Because it's almost not necessary for me. Because I should actually be reducing my position. Nevertheless, my next purchase will probably be in the commodities sector. I'm thinking about picking up $KNT after a correction
Thank you. You're right, that's why the company is staying on the Watch for now. But it might be interesting for some of the community. I mainly do the presentations for the community. Because it's almost not necessary for me. Because I should actually be reducing my position. Nevertheless, my next purchase will probably be in the commodities sector. I'm thinking about picking up $KNT after a correction
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•@Tenbagger2024 In my view, not the worst choice as far as gold miners are concerned. Not uninteresting even at the current level, but it is better to wait for at least a minor setback for a first entry.
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@All-in-or-nothing
To k92: I just like the fact that the share is not quite so cyclical. I have seen that Franco Nevada is also quite stable. And is suitable for a long-term investment
To k92: I just like the fact that the share is not quite so cyclical. I have seen that Franco Nevada is also quite stable. And is suitable for a long-term investment
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•@Tenbagger2024 Many miners are simply very volatile; established miners or miners with relatively low production costs are much more stable.👍🏻
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@All-in-or-nothing
That's why these two are on my shortlist
That's why these two are on my shortlist
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