6Mês·

Merger fantasy good for the portfolio

While the $DTE (+0,5%) is thinking aloud about plans to merge with $TMUS (+2,66%) (the politicians will probably not allow it anyway), the buy order at € 27.50 uses the dip and reduces my equity slightly. Tastes good!

22.04

Deutsche Telekom

Comprado x18 em € 27,50

€ 495,00

11 Comentários

T.@Investorjunkie

6Mês

Yes, I also got back in after selling at €33. Can't miss out on this bargain😬. Today the support held nicely at 27.30 and at 26.50 there is also so much volume from January that I think we are well protected there. If it holds until the end of the week, I'll buy another tranche.
Even if the merger goes through, which is unlikely to happen with even more debt, as some people suspect after the price collapse, it will be good for Deutsche Telekom in the long term.

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DividendenPapa@DividendenPapa

6Mês

@Keineui I hope it goes down a bit further, then I would also add another position.

By political hurdles, do you mean more on the US side, i.e. that the US government or authorities could intervene because of critical infrastructure at $TMUS, or do you see the blockade more on the European or German side at $DTE? I would be interested to know where you see the bigger hurdle?

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T.@Investorjunkie

6Mês

@DividendenPapa where do you see an entry point for you? I don't think we will fall below 26.50.

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Keineui@Keineui

6Mês

@DividendenPapa German side

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DividendenPapa@DividendenPapa

6Mês

@Investorjunkie In fact, I would buy another tranche at less than 27 euros. This would be pretty much in line with my original purchase price (EUR 26.80).

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DividendenPapa@DividendenPapa

6Mês

@Keineui Very exciting! In your opinion, what are the reasons why the German side would block the merger? I see more problems on the American side.

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Keineui@Keineui

6Mês

@DividendenPapa Holding on neutral ground -> job loss in Germany. No politician here can get away with that. And with KfW, they effectively hold a 1/3 stake, which makes them even more dependent on 🇺🇸, which is precisely what they don't want. I just see this as a pipe dream at the moment

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DividendenPapa@DividendenPapa

6Mês

@Keineui Thank you for your assessment. I can understand the point about the KfW investment. I'm just not sure whether the job issue is really that important, as the operating business will remain regional. For me, the question is rather whether the German state has not already accepted the strategic value of the US subsidiary anyway, as $TMUS is currently the most important growth driver for $DTE.

To be honest, I think the biggest hurdles are currently on the US side. In my view, issues such as critical infrastructure, possible concerns about foreign influence and the general regulatory scrutiny by US authorities could weigh much more heavily than the European aspects.

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Donkey Diktator@DonkeyInvestor

6Mês

You know what else tastes good? Pizza. And I get a lot of it for 495 euros 👍

PS: I noticed that you don't have a UI. Is that intentional?

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Keineui@Keineui

6Mês

@DonkeyInvestor For me, UI stands for user interface, so unfortunately I don't understand your comment. And yes, 🍕 I like the taste too, but I haven't bought one for €400 yet.

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Donkey Diktator@DonkeyInvestor

6Mês

@Keineui for me too. You called yourself "No UI" and not me 🤷

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