@TomTurboInvest I have it in my portfolio and am considering adding to it. I am thinking long-term and am convinced that we will see prices of around EUR 35-40 again - even if not in the next few months/1-2 years
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immagine del profilo
@MichiAT As a long-term position in the portfolio, this is certainly a good level to buy into. As Austrians, we also have a nice dividend without additional withholding tax. That also helps to get through a low.

In principle, Voest with its high-performance and special steels has advantages over many other steel manufacturers.

The only thing that worries me is the potential tariffs on the part of Mr. Trump, which could well lead to another brief slump in the share price. But let's see what Mr. Trump does at the end of January 🤷🏽‍♂️
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immagine del profilo
@TomTurboInvest US tariffs will hopefully be based on a quota system, as was the case in the past. The fact that $VOE is not one of the largest in the automotive sector will certainly be an advantage.
However, perhaps the new BYD car plant $1211 in Hungary will be able to compensate for this somewhat. The voestalpine steel plants in Linz, Donawitz and Kapfenberg are the closest to the HU site.
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immagine del profilo
@MichiAT look look - has already made +10% since the low 😀
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@TomTurboInvest Yes, I'm glad I bought it ☺️
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