1Semana·

Opinion on Energiekontor⚡️

After some research, I am considering joining Energiekontor.

Of course, they were recently penalized quite a bit due to a reduction in their annual targets, but strong growth has been indicated for 2026. In addition, the company seems to be quite well positioned compared to the industry, especially in terms of ROE.

What do you think of the company, is anyone invested here? $EKT (+1,31%)

Good evening to you all 🌝

12 Comentários

Keineui@Keineui

1Semana

I am invested. My equity was just under 49, so I'm well in the red. But that doesn't bother me at the moment. Business is solid and there's also a dividend. If you already have $2GB, I don't see any reason to open a second stock in the sector. Unless you want to build your own sector ETF. Otherwise, there are certainly more exciting stocks at the moment. Just have a look at @Tenbagger2024, he has presented enough recently

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sakamotoo@sakamotoo

1Semana

@Keineui Okay, I think that would have made my question superfluous. One title in this sector should be enough. And with 2GB I definitely see further potential and will increase it. Thank you!

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Dividendenopi👴@Dividendenopi

1Semana

I am fully invested in $EKT and remain so with my equity of just over €40. Unfortunately, I have not been able to buy any more to avoid overweighting. The postponement of the two major projects to next year with an effect on earnings is of course stupid, also in view of the fact that the figures for this year were raised first at the Annual General Meeting after there had already been postponements in the previous year. But Energiekontor are not the only ones affected by this. As you have already noted, they are in a very healthy position by comparison, especially due to their own portfolio, which accounts for almost half of their cash flow. The value of the treasury stock alone minus the debt results in a value per share that is significantly higher than the current share price. The operating business would be the icing on the cake. Basically very solidly positioned, but they should now deliver in 2026 and this should also be clearly reflected in the company's results so as not to alienate investors.

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sakamotoo@sakamotoo

1Semana

@Dividendenopi Thank you for your reply. I also think the company is very exciting, precisely BECAUSE it clearly stands out from the others. But @Keineui has just reminded me that it doesn't really make much sense to add another company from this sector to my portfolio (I currently hold $2GB). Nevertheless, it remains on the watchlist and will continue to be monitored. Thanks for your assessment!

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Tenbagger2024@Tenbagger2024

1Semana

@Liebesspieler once wrote something about this

Maybe $2GB would also be something

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sakamotoo@sakamotoo

1Semana

@Tenbagger2024 Thank you! I am already invested in $2GB. Wanted to top up there again

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sakamotoo@sakamotoo

1Semana

@Tenbagger2024 I had already read the article by @Liebesspieler 😇

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Tenbagger2024@Tenbagger2024

1Semana

@sakamotoo
I noticed in passing that the figures there didn't quite fit. Because orders had to be postponed

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Dividendenopi👴@Dividendenopi

1Semana

@Tenbagger2024 These were not orders, the projects have been sold and for the most part already realized, but there are delays in the grid connection commitments. This means that revenue recognition will be postponed until next year, as these regulatory disruptive factors could not be eliminated.

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Tenbagger2024@Tenbagger2024

1Semana

@Dividendenopi
Thank you my dear.
I only noticed it in passing.
But I have you 😘

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Global I.@gloinvest

1Semana

Bei dem Chartbild?

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Smudo@Smudeo

1Semana

https://getqu.in/BH1ozV/
No purchase !

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