As in wind energy, shouldn't the margins melt because raw material prices etc. can't be passed on as quickly? I've already had that fun with Orsted, I don't need it again.
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@leveragegrinding Alfen builds charging stations or electricity storage systems, for example, and is also a service provider there. With regard to raw material prices, all capital-intensive companies are placed on an equal footing. That affects a huge number of companies. But I don't see Alfen as being at an extraordinary disadvantage. Wind turbines are something else again than charging stations. Therefore, they can hardly (not at all) be compared with Orsted. The business model is much more flexible. I would not make my investment decision dependent on current commodity prices. The important thing is that the companies are crisis-resistant.
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