$POS (-2,79%) got it today, but has been doing well for the last few weeks 😅

Before the freed-up capital gathers dust, we went straight back into the market today.

In addition to a first tranche $STZ (+3,04%) Constellation Brands ...

... there was also a little bit of $GLEN (-1,81%)

There's always something under €4👆

Let's see what happens 😉

Who is also invested in $STZ (+3,04%) invested?

$POS (-2,79%) I had a lucky hand with the entry in mid-October, but a bit of luck is always part of it. But for now, the trailing SL is set at +33% 😅

Edit 17.02.: 2 weeks later, the Trailling SL has not yet been triggered, it is doing what it is supposed to do - as long as the price is moving upwards, I am running with it 😅 Porr is currently at +50%

Edit 19.02.: at 22.20 with +48.79% Porr was then kicked out 😉

@Smudeo

$STR (-1,35%)
$POS (-2,79%)

were awarded the contract to build the Liegbrücke bridge near Tyrol on the Brenner highway.

After demolition and construction, the contract is worth over 217 million euros.

Unfortunately, Strabag lost against Rasperia in a Russian court. The conglomerate is expected to receive 2.1 billion euros.

The disputes are taking longer than expected.

Despite the death of company boss Klemens Haselsteiner at the age of 44 (17.1), the remaining board members are sticking to the Strategy 2030.

$POS (-2,79%) At the beginning of October here on GQ @Smudeo about the interesting chart picture - the Austrian Porr AG has indeed performed well in recent weeks.

As it also fitted well into my portfolio as a supplement to $STR (-1,35%) in my portfolio, I treated myself to a few shares. If things finally take a turn for the better in Ukraine in 2025, then both will benefit from the reconstruction of the infrastructure.

Who also has construction companies in their portfolio?

For those interested, there are figures here 😅

https://porr-group.com/fileadmin/s_porr-group/IR/Konzernberichte/2024/PORR_Q3_2024_de_FINAL_sec.pdf

has long been massively undervalued in my opinion. Porr's share price was punished by Corona and also by the fines for collusion. Opportunity to double.