5Mes·

My KI Energy Bottleneck Play

Forward P/E 56 (expensive!)

but :

ROE 75%

ROIC 35%

FCF growth the last 3 years: 102% FY2026, +118% FY2025 and +280% FY2024

Sales forecast next 5 years +9.6% p.a. I like to believe. ☺️

11.05

GEV

GE Vernova

Acquistato a 876,80 €

2 Commenti

ThemenmitKopf@topicswithhead

5Mes

Really expensive but also has good prospects for the future. Unfortunately, I sold it at 400 and 550. Thought it was too expensive back then and still think so, but the market is of a different opinion.

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Mr. K@TechNav

5Mes

@topicswithhead it is expensive! (I'm very stingy with such things) I consciously buy at this price, but I don't want to stand on the sidelines any more with regard to this future play. I am bullish and their return of investment convinced me to allocate 3%.

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