Yep, contact @Soprano and let's put him to work
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@topicswithhead
@Soprano you will be booked ;)
@Soprano you will be booked ;)
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@topicswithhead Double is better😄
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@BoldTake difficult to say. Carl Zeiss is currently facing difficult times and has also messed up a lot. Nevertheless, the brand is still very highly regarded and the products are of good quality. However, the margin profiles are slowly approaching or have already reached a limit where you have to consider why you are holding the share. But one should not forget that the share is falling so sharply, mainly because of the float and the high multiple. The share is still trading at a P/E ratio of 24 and has 73% ordinary shares of CZ, which means that the float is there but not huge. It has pros and cons, it would probably be smarter to go into Alcon now. I believe in the share, but it could fall again. Difficult to list everything. Do you have any specific questions?
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@topicswithhead thanks for the input!
No specific questions for now. I just want to get a feel for what to look out for at the company
No specific questions for now. I just want to get a feel for what to look out for at the company
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@topicswithhead Yeah guys, what can I tell you? It's now a bottomless pit. But it's not much of their fault that things are no longer going well in China and the USA. The technology is still not bad. But I'm actually doing nothing more than sitting it out. I can't change the fact that geopolitics is not in our favor.
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@Soprano Thank you for your comment!
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