Global Community

Everything that could have gone wrong, went wrong. The assets are now owned by the bank and creditors Poorly managed company with very slow decission making , unable to react that have wasted a Great future.Read more

Positive Factors for the next 5years: * Reduced Inflation: Lower inflation generally improves business conditions. It reduces input costs for steel production, potentially increasing profit margins.Read more

My main narrative for FRE: What former CEO Mark Schneider blow up to an inefficient giant, will now be cut down by actual CEO Michael Sen and trimmed on efficiency from formally 4 segments FMC (dialyses), Helios (private hospitals), Kabi(Generic & Infusions), Vamed (Projects & Digitalization) only 2 remain: Helios, Kabi, the other will be sold, and the intakes will help to restructure the financial situation under Mark Schneider the Spanish hospitals were acquired, this was a good deal: privat hospital runs well in Spain, because of their good reputation wealthy Latin Americans travel for medical treatments to Spain I focus also on: More equity than debt. Ratio is at 62% (debt/equity).Read more

<<< To see my other narratives, please scroll up and klick on Tokyo (next to my profile picture) >>> My main narrative for ANET: Young company (founded 2004, IPO 2014), disrupting CISCO in the High Speed Switch Market (for Datacenter, Cloud and AI) Very successful introduction of Fast Internet Switches for Brokerage (High Speed Trading) Internet Speed will continuously increase to meet “tactile internet” capabilities (control robots or vehicles over distance (through internet) with nearly no delay) Perfect fit of Arista HW and Arista SW, as known from Apple devices, leads to high customer satisfaction and customer binding I focus also on: More equity than debt. Ratio is at 0%.Read more

<<< To see my other narratives, please scroll up and klick on Tokyo (next to my profile picture) >>> My main narrative for CRWD: · When founder and CEO George Kurtz founded CRWD in 2011, Cybersecurtiy Software, was nothing new, but with several pain points for customers: reduced system performance, updates needed to be installed, for each problem you needed a different software, so you dealt with silos, … · So he build a fully cloud-based platform, named Falcon. It has a modular concept, and customer pays within an abo model only the contracted modules.Read more

Intrinsic Value per Share (DCF-based): Rs. 40.00 Current Market Price (CMP): Rs. 80.00 ⚠️ Overvaluation: CMP is 100% above intrinsic value! Key Concerns and Valuation Risks Overpriced Relative to Intrinsic Value Even under an optimistic growth scenario (10% FCF growth), the stock’s intrinsic value only reaches Rs. 57.Read more

Fusion Fuel Green PLC (HTOO), currently trading at around $0.50 per share, has high growth potential driven by the increasing global demand for green hydrogen technology. The company’s focus on innovative hydrogen production solutions positions it to benefit from decarbonization efforts in key sectors such as heavy industry and transportation.Read more

Strong Q1 2024 Performance In Q1 2024, $MNSO revenue surged 26% year-on-year to $515.7 million, with adjusted EBITDA margin expanding by 200 basis points to 25.9%. This growth was fueled by a robust strategy of opening new stores globally.Read more

Key Takeaways Strategic alliances and joint ventures are set to amplify technological advancements, revenue, and profitability. Robust backlog and defense focus are likely to sustain profitability and enhance future revenue streams.Read more