$MUX (-0,1%) completes the sale to Hyundai Heavy Industries Power Systems (HPS). Since acquiring NEM from Siemens in 2022, Mutares has successfully restructured the group. According to the CIO, Mutares has reached an important milestone with this sale. The sale underscores Mutares’ ability to achieve its strategic goals. Mutares has thus begun the monetization of projects in the second half of the year, as announced in Q2. We’ll see if more follows. Unfortunately, the parties have agreed not to disclose the purchase price or the terms of the agreement. Therefore, we’ll have to wait for the Q3 results to see how the sale impacts earnings.

$MUX (-0,1%)

Hi everyone,

I’m still fundamentally convinced by Mutares’ story and see a lot of potential in the long term. At the same time, I’m starting to feel a bit uncertain given the current price trend.

The stock price is stagnating or, despite what are actually promising operational developments, keeps slipping. That’s exactly why I’d be interested to hear how you assess the current situation.

Thank you very much and best regards.😺

https://mutares.com/mutares-verkauft-walor-precision-turning-an-reed-capital/

$MUX (-0,1%)

Munich, July 27, 2026 – Mutares SE & Co. KGaA (ISIN: DE000A2NB650) has successfully sold Walor Precision Turning, a division of FerrAl United subsidiary Walor International, to Reed Capital, an independent investment firm based in Paris and London.

A sigh of relief for all investors in the investment company Mutares (SDax)
$MUX (-0,1%) ! The German Financial Supervisory Authority (BaFin) has officially concluded its lengthy audit of the 2023 annual financial statements. What had hung over the stock price like a dark sword of Damocles for months ultimately turned out to be a minor bureaucratic issue.

Here are the key facts for shareholders explaining why this is a real relief:

📈 The highlights at a glance

• No accounting scandal: BaFin’s only objection was that the notes to the financial statements lacked a legally required disclosure regarding the remaining maturity of receivables from affiliated companies.
• Mutares acted quickly: The error is long past. Mutares has already fully and retroactively supplemented the missing information in the annual financial statements for 2024 and 2025. Investors’ need for information was thus met even before the BaFin decision.
• Forecast Flawless: BaFin’s review of the information regarding the expected development in the Group Management Report approved without any objections .
• Share price surge at the opening bell: The stock reacted promptly and surged by just under 4% at the opening, before settling at a gain of about 1% .

Conclusion: After a tough year in which the stock lost about 22% of its value due to uncertainty surrounding the BaFin audit and postponed financial statements, the air has finally cleared. The uncertainty is off the table, the company’s hands are clean—is the path now clear for a fundamental recovery? https://live.deutsche-boerse.com/nachrichten/ROUNDUP-Bafin-schliesst-Pruefung-bei-Mutares-ab---Verhaltene-Freude-bei-Anlegern-1ea0a278-d3fb-4e33-b9b7-33cc572356dd

$MUX (-0,1%) Hello everyone: I keep coming across Mutares, and based on the numbers, I’d generally like to get back in.

But every now and then, I find Mutares’ approach to be unprofessional.

My question to you: Am I being too picky, or is my gut feeling off the mark?

Read the interview: Either a non-disclosure agreement was in place or it wasn’t—which is it? Mutares: “Our portfolio offers significant monetization potential” – DER AKTIONÄR https://share.google/WVgH0h95CgwmKThGC

$MUX (-0,1%)

Mutares signs agreement to acquire TREPEL Airport Equipment GmbH and MAFI Transport-Systeme GmbH from NDW Maschinen

https://mutares.com/mutares-unterzeichnet-vereinbarung-zur-ubernahme-der-trepel-airport-equipment-gmbh-und-der-mafi-transport-systeme-gmbh-von-der-ndw-maschinenbau-holding-gmbh/

"Sell in May..." doesn't really apply here and would say the stock market wisdom is over for this year 😅

Well, I still had to submit to the Nasdaq this month...

...but to be honest, it doesn't bother me at all, because at the end of the day it's the big picture that counts and nothing happens overnight in the long term...

...because over the year as a whole everything is going as usual and continues to confirm my approach...

...just as in the long-term view. Even though the Nasdaq is clearly catching up, my portfolio is running much more smoothly and continues to purr consistently 💪🏻

Of course things can always be better, but be that as it may, I'm really happy with my approach so far and continue to enjoy peaceful nights and dividends 🫠

》Dividends《

A pro po, this month with 6 payouts there were 266.37€ net dividends, which means an increase of 129.45% YoY and with a YoC of 6.91% it is slowly leveling off at the desired level of 7%+ despite acquisitions.

The important target here remains the 2k net dividends this year.

》TOP 3《

$3750 (-2,4%) +21,13% (+126,47%)

$ASWM (+1,37%) +18,79% (+27,18%)

$MUX (-0,1%) +12,30% (+21,95%)

》FLOP 3《

$1211 (+1,03%) -11,26% (-15,31%)

$ALV (+0,73%) -0,39% (+12,93%)

$MAIN (+0,19%) +0,10% (-0,08%)

》Acquisitions《

66x $FTWG (+0,89%)

25x $MAIN (+0,19%)

》Disposals《

-

Whereby $1211 (+1,03%) is currently under observation, but until then I will wait for the next figures.

CONCLUSION

None of this is a short-term spurt, but rather long-term ambitions... with this in mind, I wish us all good luck 🤝

Even though the month of April was only average from my point of view, there are still a lot of positive things to report so far...

...on the one hand, all the sweating and work was probably worth it after all, because after the health-related interruption to my further training, I was able to successfully tick off the last IHK exam (tax law) and can now officially call myself a "financial accountant" 🫠😊

Now the certifications (bookkeeping/payroll accounting) in DATEV follow and then the whole thing is complete...

...well, Schalke also got promoted at the weekend 💙🫶💙💙🫶💙

And last but not least, the next small milestone was reached today, 3 months earlier than planned 💪🏻

Shows me at least that everything together is on the right track...

》But let's stick to April for now 《

Even though it was one of the few months in a long time where we didn't close above the market result, everything is in the green and, as already mentioned, the next milestone was also reached 3 months before the target...

...for the year as a whole, things have been pretty stable so far and are just purring along...

...although my approach is also rather conservative and based on value and dividends in the long term without hype and co...

...so at the end of the month I will have my 3rd full year on the stock market and in my opinion the whole thing doesn't look too bad 😊

Especially as the dividends have already built up a really good positive cash flow after this short time, in addition to the monthly savings installment, and so the snowball starts rolling all by itself...

》Dividends《

This month there were €374.69 in net dividends, which is an increase of 129.45% YOY...

...overall, the YOC ratio is now 6.734% and is slowly approaching my targets 👍🏻

》TOP 3《

$ASWM (+1,37%) +19,09% (+9,64%)

$EVD (+1,83%) +11,54% (+10,38%)

$YYYY (+1,24%) +10,14% (-1,18%)

》FLOP 3《

$MUX (-0,1%) -15,50% (+8,47%)

$DTE (+2,19%) -14,58% (+0,98%)

$3750 (-2,4%) -3,83% (+85,05%)

》Acquisitions《

none

》Disposals《

none

》》Conclusion《《

Things can't always go steeply uphill, but as long as the bottom line is that things are going steadily uphill, everything is fine and I wish us all continued success 🤝