Global Community
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Diversified Undervalued Engineering Company. Foundation stock for a diversified portfolio or dividend investor.
Catalysts Are there any products or services that could move sales or earnings meaningfully? Lycopodium (LYL) is an engineering consulting company whose core business is building and developing mines for its clients, including in growth areas such as battery minerals and Africa.Read more
Avino a case for USD$20 per share within 5 years (assuming $3,500 gold, $100 silver and $4 copper).
Full disclosure. I am a shareholder at the time of writing this.Read more
Deutsche Telekom Will Automate and Innovate to Boost 3.4% Revenue Growth by 2029
Over the next five years (FY 2025–2029), Deutsche Telekom will leverage its transatlantic scale, AI-driven automation and continued 5G/fibre roll-out to deliver mid-single-digit top-line growth, expanding margins, double-digit EPS gains—and trade at a stable mid-teens P/E. Revenue CAGR ≈ 3.4 % At its October 2024 Capital Markets Day, management guided to net-revenue growth of ~4 % p.a. through 2027; consensus extends this to 2029, implying a rise from €115.8 b to €136.5 b—≈ 3.4 % CAGR .Read more
Riding the Defense Boom RENK Sees Revenue Climb at 15% CAGR by FY 2029
In a renewed political landscape where a Trump administration adopts a more interventionist stance toward Ukraine, the United States sharply increases its military aid—providing advanced tank transmissions, power packs, and suspension systems. This pivot alleviates initial concerns among European allies, but it simultaneously reinforces the imperative for Europe to shore up its own defense capabilities.Read more
Leonardo will leverage strong order backlog and rising defence budgets for growth
Key drivers: Strong order backlog, efficiency gains, higher defence budgets, digital & services growth Margin expansion: From mid-single digits to high-teens EBIT margins by 2029 Risks: Geopolitics, supply chains, cybersecurity, ESG/regulation, talent Valuation: Trading at ~1.5x EV/Sales and ~23x forward P/E Summary: Leonardo benefits from robust global defence spending, a diversified aerospace portfolio and accelerating service revenues. Efficiency programmes and digitalisation underpin margin improvement, while a strong balance sheet supports capital allocation.Read more
Stable Margins, Strong Pricing Power - a Mean Reversion Opportunity in Huhtamäki?
Q1 2025 Update Decent revenue and earnings report, numbers supporting a mean reversion play on multiple. Catalysts Strong Pricing Power: Consistent improvement in gross margins, rising from mid-15% levels in early years to nearly 19% in recent projections.Read more
Best vs worst case scenarios
In the most optimistic scenario, TGS capitalizes on its merger with PGS, leveraging the cost synergies of over $50 million annually. This creates a significant financial buffer, allowing the company to focus on strategic growth while optimizing operational efficiencies.Read more
From Battle Field to Robotic Surgery
Intuitive Surgical (ISRG) is a pioneer in robotic-assisted surgery, revolutionizing the medical field with its da Vinci surgical system. Founded in 1995, the company has continuously innovated, making minimally invasive surgery more precise and efficient.Read more
Good foundation, but now it's all about the next steps
<<< To see my other narratives, please scroll up and klick on Tokyo (next to my profile picture) >>> Update from 10.03.2025 Now proftiability is no longer ahead, Todd McKinnon reached profitability! In SWS Overview it is staded: "Became profitable this year" Under 2.1 now you can see the break even to $28M.Read more
