2Sem.·

Sassenberg company lands major order

Technotrans is talking about an order in the double-digit million euro range. Delivery is planned for 2026.

Sassenberg (gl) - Technotrans has received another major order from a leading European manufacturer of electric buses. This was announced by the Sassenberg-based company. The order comprises the delivery of innovative battery thermal management systems (BTMS) of the latest generation with a volume in the lower double-digit million euro range. Delivery will start in 2026.

"A milestone in the implementation of the growth strategy"

This success marks a milestone in the implementation of the "Ready for Growth 2030" growth strategy. Technotrans is pursuing the goal of systematically expanding its leading position in thermal management for electromobility applications and establishing itself as a preferred technology partner in this rapidly growing market segment.

"We see the electrification of road transportation as a key growth area of the future," says Michael Finger, CEO. "With our innovative technology, we are creating the conditions for sustainable mobility and at the same time consistently expanding our profitable series production business. This success contributes directly to our new 'Ready for Growth 2030' strategy, where we see the greatest growth potential in the focus market of energy management."

Technotrans aims to grow sustainably and increase value

The energy-efficient battery thermal management systems (BTMS) from Technotrans ensure precise battery temperature control and therefore maximum performance and safety for electric buses. The high reliability of the systems has enabled Technotrans to further strengthen its market position and expand its partnership with the customer, the report continues. Delivery of the systems will begin in 2026.

The new major order, which was awarded following this year's Busworld trade fair, confirms Technotrans' role as a leading provider of innovative thermal management solutions and as a growth company with a clear profile for the future.

The focus market of energy management, which includes the battery cooling systems business, is a key growth driver for the Group. As part of the "Ready for Growth 2030" strategy, Technotrans is making targeted investments in the expansion of series business and in technologies that are geared towards sustainable growth and value enhancement. The company recently announced its intention to expand at the Sassenberg site.

https://die-glocke.de/kreis-warendorf/sassenberg/artikel/Sassenberger-Unternehmen-zieht-Grossauftrag-an-Land-625a0f50-25c7-4384-9882-54727217e5d4-ds

www.die-glocke.deSassenberger Unternehmen zieht Großauftrag an Land

17 Commentaires

Chris@Multibagger

2Sem.

As you always say, growth ahead, I'm staying invested here too.😉

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Tenbagger2024@Tenbagger2024

2Sem.

@Multibagger
Unfortunately I only have it on my watch. But maybe still interesting. Maybe I'll swap for Palfinger

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Chris@Multibagger

2Sem.

@Tenbagger2024 I bought more today

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Klein-Anleger1@Klein-Anleger1

2Sem.

@Multibagger Uni Credit is currently having problems with warrants, today for the second time the calculation of the warrants has been down for over half an hour. The prices are stuck 🤔 How does it look for you?

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Chris@Multibagger

2Sem.

@Klein-Anleger1 I only have one inliner from them. However, the price is currently displayed at Flatex

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Klein-Anleger1@Klein-Anleger1

2Sem.

@Multibagger Now it works again... From 16:15 to 17:15 there was such a hole again 🤯👀

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Elsa E.@EpsEra

2Sem.

Another strong tip from you, you really have a good eye for exciting stocks. Technotrans may not be a high flyer, but it is a solid growth company with a clear strategy. The figures are stable, 6-8% growth per year is good and the share price has stabilized well after the strong run this year. The company is profitable, has hardly any debt and is showing with the new major order that it is really gaining a foothold in future fields such as e-mobility. An exciting case for the watchlist, the fair value for me is around €25. From this level, I would also get in with the first tranche. The share also remains interesting as a potential takeover candidate by players such as Parker Hannifin, Bosch or Lauda. All in all, a strong pick.

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Tenbagger2024@Tenbagger2024

2Sem.

@EpsEra
Thank you for your assessment. How have your earnings gone so far?

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Elsa E.@EpsEra

2Sem.

@Tenbagger2024
My earnings have been rather mixed so far. 😅
I was particularly disappointed with Uber. Revenue growth was there, but margins and the outlook were weak. Nevertheless, I remain invested for the long term because I see great potential in the platform.

Arista also disappointed me. Many investors are currently very nervous about anything to do with AI and data centers. Due to the already high valuations and the FOMO in the market, even small disappointments immediately create selling pressure. If the forecasts are not entirely convincing, this is immediately punished.

Amazon surprised me positively, especially with the strong growth at AWS. However, I unfortunately sold half of my position two weeks before the earnings because the share price had previously been weak and I had expected a setback. Well, in hindsight that was probably not a good time. You're always smarter afterwards. 😄
How did you do with earnings?

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Tenbagger2024@Tenbagger2024

2Sem.

@EpsEra
Although Amazon has not done so well since the beginning of the year. That's why I thought that if the figures were good. Figures the share goes up well.
Mixed for me too. Chipotel was disappointing, and yesterday Elf Beauty really slumped. It doesn't look quite so good with stationary consumption.
I thought that if people were just saving, $OLLI might have to benefit from it.
Alphabet and Microsoft were quite okay.
Especially in terms of advertising revenue. That's why applovin did well yesterday.
Let's see how Innodata is doing today

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Elsa E.@EpsEra

2Sem.

@Tenbagger2024
That's right, consumer goods are currently performing rather sluggishly. I also have Walmart in my portfolio, slightly up, but nothing special. You're always smarter afterwards, you can't always just win. The important thing is to stick with it. 😊
I only recently added Innodata to my portfolio. I'm looking forward to the figures. If the forecasts are correct and the share price still falls, that would generally be a clear opportunity to buy more.

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Tenbagger2024@Tenbagger2024

2Sem.

@EpsEra
https://aktienmagazin.de/blog/strategien/warum-robotics-aktien-wieder-auf-rekordkurs-sind-und-welche-3-neuzugan-158232.html

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Elsa E.@EpsEra

2Sem.

Exciting report, I didn't know that one yet, cool update! 😄
I also think Infineon is mega strong, I'm invested there for the long term and want to expand the position. UpTech is also super interesting, especially because China is a leader in AI and robotics. It's just a shame that such stocks are often difficult to trade in this country. Do you have a platform through which you trade such stocks, or do you also tend to use the standard brokers?

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Tenbagger2024@Tenbagger2024

2Sem.

Also standard. I have an interesting value here that doesn't seem to be tradable either. $EVER

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Elsa E.@EpsEra

2Sem.

@Tenbagger2024
I wanted to hear your opinion on S&P Global. The company is a real data giant, but also a software player. And as the saying goes, "AI is eating software", and I think there's something to that. Many traditional software companies are currently under a lot of pressure, and some are already well into the red.

For me, the company is more of a defensive quality stock, not a classic growth stock, but solid and proven in the long term. Nevertheless, I am a little worried that the strong AI trend will cause growth to stagnate rather than really pick up again.

My buy-in is around €450, and the share is currently trading at around €430. I'm now considering whether I should halve the position in order to reallocate the capital to higher-growth stocks, or whether I might be making the same mistake as I did with Amazon, where I sold too early and the share subsequently performed strongly again.

How would you assess this, hold, reduce or rather buy more?

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Tenbagger2024@Tenbagger2024

2Sem.

@EpsEra
Great question. I've just read that this very topic will be discussed tomorrow in the Börsenlounge.
I don't know if you've seen it. It's on YouTube every day.

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Elsa E.@EpsEra

2Sem.

@Tenbagger2024
Thank you for the tip, I actually didn't know the channel yet. I'll subscribe right away. I'm really looking forward to tomorrow's episode, especially because the topic of the future of software companies and the influence of AI is super exciting. Then I'll stay invested in S&P Global for the time being until I can form a second opinion from the episode, I can always decide afterwards.

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