What a ride! Who would have thought that the good old $HDD (+0,26%) could change like that?
I've had the share in my portfolio for a while now - I got in shortly after the new management under Mr. Otto took over. At the time, I came across an article that emphasized that Otto has experience with restructuring and turnarounds. Shortly afterwards, he presented his strategy - plausible, structured, comprehensible.
At that time with a small stakeas a test balloon, so to speak: 🎈
"If the plan works, I'll go for it. If not, the learning curve is manageable."
Because for me, such investments are more long-term long-term - with a view to strategy, structure and market opportunities.
Last week's Annual General Meeting:
A clear signal to the shareholders - we are on the right track, both operationally and strategically. The outlook for 2025? Surprisingly strong.
The Executive Board is acting very differently today than just a few years ago - with with noticeable self-confidence.
And immediately afterwards, the next strategic step:
$HDD (+0,26%) Acquires the technology and brand rights from Polar Mohr - an important step towards system integration. Focus: digitalization, automation, lifecycle services.
Important: No production takeover, but full control over sales, brand, service and IP.
A smart deal with clear leverage on margins, customer loyalty and internationalization.
And today the bombshell:
+30 % daily gainstrong volume, lots of momentum - even before the Q1 figures on 31.07.
Reason: The entry into the defense business - not as a weapons manufacturer, but as a as a high-precision supplier for defense technology.
A clever move: budgets rise, demand increases - and HDD delivers what is needed.
My conclusion:
$HDD (+0,26%) is (still) a second-line stock - but with turnaround potential and real future fantasy:
Industry 4.0, automation, now armaments.
If the Q1 figures confirm the momentum, prices above € 2.00 could be just the beginning.
What do you think? Already invested? Observer? Or is it all too hot for you? 🔥🤔
