4D·

Purchase Energiekontor

We have taken advantage of the current weak market phase and further reduced our cash holdings.


After holding only one share in Energiekontor as a souvenir, we have now bought more. We were already invested here, but realized price gains at some point.


The company is a leader in the project development of wind farms in Germany. It is in a sector with an absolute future. The demand for electricity is increasing, but so is the need for decarbonization.


The 2024 figures were not good, but Energiekontor expects higher profits and sales again.


What do you think of the company?

31.03
Energiekontor logo
Comprado x15 em € 47,95
€ 719,25
7
7 Comentários

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Dividend reduced from €1.20 to €0.50: -60%
Sales from 2023 (€241.8m) to 2024 (€126.5m): -48%
In addition, a cautious outlook for 2025

Don't quite understand why you are investing in such a store
5
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@Alpalaka Where is the new info?
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@Alpalaka Of course, that's why we're wondering what insight your statement is supposed to bring?
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@fiducation oh now I'm coming along :D

What do you expect from this stock? Or why are you investing even though the figures have plummeted?

Do you see it as a long-term investment over a period of 4-5 years?
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@Alpalaka Exactly, interesting in the long term & the information mentioned has already been priced in. It cannot be ruled out that it was a certain overreaction. But of course it can also go even lower with such a slump in profits.
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@Alpalaka The company is not that stupid. The figures were clear, but the dividend cut was not. The outlook for this year is subdued, as expected, but the pipeline of projects looks good. I have been watching them for some time and had a first tranche firmly in the plan after the annual figures, realized yesterday at 43.10.
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