@Doe is exciting, today is investor day and could certainly provide impetus after the sell-off and RSI 33. I'm still pondering and reading in. But you need this business, so you can't do too much wrong here. I would just have to free up capital somewhere first. ✌️
@BamBamInvest Yes, I had already written a little and sent a link where competition also appears. This whole story with airplanes sounds good, but on the other hand they also cause high costs. I can't quite put my finger on it yet. I have seen that they are also increasing their profits. I would like the EbiT margin to be higher, but I don't think it's possible due to the costs.
@Tenbagger2024 yes, the investment costs and maintenance of the planes and cars is very expensive and there are certainly business models that are more scalable. But if they can also make their services and their network available to others and monetize them, there is certainly still a lot of potential here. Competition is difficult to assess, but if you look at the growth and the expansion of logistics, there is certainly room for competition. In any case, it is difficult to classify, but growth would also be possible outside the country.
@BamBamInvest Of course, organs are all about speed and you can't wait for the next scheduled airplane. But in the end it also has to be affordable. I think that transportation sets you apart from the competition and builds a moat. Perhaps also interesting $LMAT $BONEX
@Tenbagger2024 Yes, only affordability is of secondary importance when it comes to life and death, because everyone will probably pay the price. For me, the question of supply is more of an issue, as this cannot be created artificially and I lack the imagination to assess what could be added to the supply here.
