3G·

NEUKAUF CELLBRITE DI

@Get_Rich_or_Die_Tryin My dearest, thank you for the introduction. You know my opinion of the company. And we could hardly believe what we discovered for ourselves. The figures, the fundamental data and the prospects speak for themselves! We actually didn't hesitate for long and got in a few days ago 🤝🫶 $CLBT (+0,73%)

*Will probably add a little more in the next few days😏

18.05
CLB
Acquistato x69 a 11,59 €
799,37 €
16
5 Commenti

immagine del profilo
Definitely a really strong value.💪🏻👌🏻
2
immagine del profilo
Thank you. Can you briefly explain to a layman what is meant by the last risk point Israel Exposure in the R&D Standard?
And what are the reasons for the halving of the share price since last year?
1
immagine del profilo
@Multibagger so the reasons for the halving or the most important reason is probably the US federal dip in 2025. One of Cellebrite's most important growth segments is the US federal business. It was precisely this segment that delivered zero growth in 2025 due to budget delays and bureaucratic blockades by the US authorities.
A main R&D site in Israel automatically leads to the share being valued at a "geopolitical discount".
Large institutional investors simply hate these physical cluster risks in politically unstable regions, is how I would describe it.
1
immagine del profilo
@Aktienhauptmeister and don't you see the danger that, depending on the outcome of the midterms, the blockade will become a much bigger problem.
immagine del profilo
@Multibagger The political risk is definitely there. A blockade in Congress after the midterms could delay the budget releases. We have already seen this as a temporary brake on 2025.
But you have to differentiate: The risk here is more of a temporary postponement of contracts and not a permanent budget shortfall. Homeland security, FBI budgets and digital forensics are bipartisan in the USA. Law & Order is not voluntarily cut by either side in Congress. The need for the authorities to crack iPhones is increasing daily.
1
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