A very exciting title in an interesting niche that is technically highly demanding. I can put the brakes on Juan's euphoria a little, he's still young. The words oligopoly, mega-barriers, technological unique selling point and moat are too optimistic for me personally. Please bear with me. Highly specialized, growing niche player with real technological strengths and know-how would be more realistic. And the competition never sleeps, even if it doesn't exist in the broad mass of many other companies and, as rightly pointed out, the barriers to entry are high. Shinko in particular, which unfortunately is no longer listed on the Tokyo stock exchange, is the market leader in this area and should not be ignored. However, if SEMCO remains as agile as it is now, I see good opportunities for it to hold its ground and profit disproportionately. It is very high on the watch list for the replacement bench in the project. Thanks for picking it out and for the nice presentation.
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@Dividendenopi you already write like a prompt. Prompt Opi ? 🙈🙈😂
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