hmmm is there not a contradiction in your statements? First you say that you avoid $PLTR because they are pure speculative objects for you just like turnaround candidates but on the other hand you have them on the watchlist and think about a new purchase at the appropriate price ?
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@Dividenden-Sammler Very good point! At the current price, this is pure speculation for me. To justify the current price, I would have to expect a significant increase in sales growth. I would also have to assume that the one-year contracts with the U.S. government would be steadily renewed. The assumptions are pure speculation for me, as I cannot derive the assumptions. Therefore, I calculate with the DCF method with the current growth figures.
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