3Semana·

Special assets

I opted for #2gb because I think that this company will definitely benefit from the special fund (climate and transformation fund).

What are your opinions on this?

14.03

2G Energy

Comprado x20 em € 25,95

€ 519,00

7 Comentários

Robert@Baraccus

3Semana

In my opinion, companies must be able to support themselves (through good products and capable management) and not indirectly through subsidies. Especially with these green climate issues. (See European solar stocks) So in my view, a short to medium-term investment at most, without having looked into the company in depth.

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sakamo@sakamo

3Semana

@Baraccus I agree with you. I also see the whole thing more as a short-term investment. Nevertheless, the company behind it is also stable and can report good figures. In the end, it wasn't a bit of a gamble

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GAE@TheRealGAE

3Semana

I have also recently invested in them. I see it as positive that they are offering solutions that provide the current level of comfort in a climate-friendly way. District heating etc. is a future-proof heating method and if it can be powered by hydrogen, all the better. Europe is currently seeing that it cannot rely on either Russia or the USA - it will only be a matter of time before we can no longer rely on the Arab states and then we will need a "regional" fuel that does not necessarily reduce arable land ☺️

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sakamo@sakamo

2Semana

@TheRealGAE I also think that demand will increase in the future. Focusing on sustainability right now is a good way forward

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GAE@TheRealGAE

2Semana

@sakamo That's right! It's not supposed to be a sole investment ☺️

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Smudo@Smudeo

3Semana

Last year, 2G Energy generated more new system business abroad than in Germany for the first time. This was due to both the successful internationalization strategy and the weakness on the domestic market. An improvement in the latter seems to be in sight.

As the manufacturer of combined heat and power plants announced on Thursday (February 27), the German market has picked up significantly since the beginning of the year. According to CEO Christian Grotholt, the latest energy policy decisions and the prospect of a swift formation of a new government are raising hopes. In 2024, domestic business fell by around 11% year-on-year to EUR 209 million, with new installations down by as much as 21%. However, this was more than compensated for by strong international business, resulting in a 3% increase in Group sales to EUR 376 million. As already announced in January, incoming orders rose by 43% to EUR 239 million; the order backlog reached a new record level of around EUR 189 million (as at December 31). The large heat pump product segment, for which initial sales have already been recorded, is attracting a great deal of interest.

The North Rhine-Westphalians are well equipped to achieve their forecast for 2025: sales of EUR 430 to 450 million are expected, with this figure rising to EUR 440 to 490 million in 2026. Earnings figures will not be published until April 1, but there are many indications that the EBIT margin will improve by at least 100 basis points compared to the 7.6% achieved in 2023.

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mami_goes_boerse@mami_goes_boerse

3Semana

I personally also have the company on my watch list.

I think it offers exciting solutions.

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