Hi, thanks for the tag and the contribution! Once again a unique niche champion...
In my opinion, the company has a decent moat and is, as far as I could tell from your post, quite broadly positioned. With companies like this, it's difficult for me to judge how big the technological or industrial moat really is, because I simply have no idea about these coatings and alloys 😅
On the positive side, I see profit and sales growth; on the negative side, I see it slowing down.
I have to be honest and say that I don't like the fact that the company is obviously quite cyclical. In addition, the valuation is no longer so favorable that I would say you should go all-in immediately. It could well be that the prospect of a decline in growth could put pressure on the share price...
Are you invested and how do you see these points? 😬
Apart from this article: I'm definitely keeping an eye on $EXL at the moment, are you in there these days? If only I had more cash, but would have had a bicycle chain 🤷
Or did you go into @Get_Rich_or_Die_Tryin with a first tranche?
LG and good night 😊👋
In my opinion, the company has a decent moat and is, as far as I could tell from your post, quite broadly positioned. With companies like this, it's difficult for me to judge how big the technological or industrial moat really is, because I simply have no idea about these coatings and alloys 😅
On the positive side, I see profit and sales growth; on the negative side, I see it slowing down.
I have to be honest and say that I don't like the fact that the company is obviously quite cyclical. In addition, the valuation is no longer so favorable that I would say you should go all-in immediately. It could well be that the prospect of a decline in growth could put pressure on the share price...
Are you invested and how do you see these points? 😬
Apart from this article: I'm definitely keeping an eye on $EXL at the moment, are you in there these days? If only I had more cash, but would have had a bicycle chain 🤷
Or did you go into @Get_Rich_or_Die_Tryin with a first tranche?
LG and good night 😊👋
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@Klein-Anleger
I am not invested. But I wanted to introduce it to the community. Because I find the company exciting. And it caught my eye because of its good 5-year performance. I just invested in $EXENS today
I am not invested. But I wanted to introduce it to the community. Because I find the company exciting. And it caught my eye because of its good 5-year performance. I just invested in $EXENS today
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@Klein-Anleger First of all: really good comment from my point of view.👍🏻
Regarding your question: I haven't joined $EXL yet. But I have it on my watch.😅😉
Regarding your question: I haven't joined $EXL yet. But I have it on my watch.😅😉
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•@Tenbagger2024 That's right, tenfold over 5 years! That's quite remarkable, but as I said, unfortunately a bit too cyclical for me...
Thanks for the introduction anyway! 👍
Thanks for the introduction anyway! 👍
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•@Klein-Anleger What's currently on your shopping list?
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•@Tenbagger2024
I will probably start adding crypto to my portfolio again in the summer, $BTC first and foremost. Apart from that, I'm holding $EXL and, in the event of a deeper correction, $PLTR. I would also like to add to $PNG again, but not at these prices...
In general, I will probably only be able to make very few purchases this year because I will try to put aside almost everything I earn and receive. I'll be 18 in the fall, and we've agreed with my parents that I'll buy a car then. My parents will support me, but I will also have to do my bit, so I'll have to set aside a few thousand euros over the course of the year if I don't want to sell my entire portfolio in the fall 🤷😅
What's at the top of your buy list?
I will probably start adding crypto to my portfolio again in the summer, $BTC first and foremost. Apart from that, I'm holding $EXL and, in the event of a deeper correction, $PLTR. I would also like to add to $PNG again, but not at these prices...
In general, I will probably only be able to make very few purchases this year because I will try to put aside almost everything I earn and receive. I'll be 18 in the fall, and we've agreed with my parents that I'll buy a car then. My parents will support me, but I will also have to do my bit, so I'll have to set aside a few thousand euros over the course of the year if I don't want to sell my entire portfolio in the fall 🤷😅
What's at the top of your buy list?
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•@Klein-Anleger That all sounds very good. I've just read that you've already written to @Get_Rich_or_Die_Tryin about $EXL, but I thought his opinion was not so positive. That's why I'm wondering right now. Although there's still a lot on my buy list, I've just reached 60 positions again, which is more than enough. But I feel comfortable with it at the moment and have outperformed the broad market for quite some time. Yesterday I even gained over 4%. New positions will probably only be added through rebalancing.
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•@Tenbagger2024 praised the potential very highly, provided a lot of input on customers and agreements 😅
Are you perhaps confusing the comments? 🫣🤷🏼♂️
Are you perhaps confusing the comments? 🫣🤷🏼♂️
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•@Get_Rich_or_Die_Tryin ah yes, then it must have been another user. But you liked Exosens too, didn't you?
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•@Tenbagger2024 correct, yes
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