FJ - I enjoyed your write up. I never heard of this company and I like the macro winds driving their sales with electrification infrastructure upgrades around the world. I plan on doing some due dili with this one.
Completely agree on the contrarian Germany angle. While headlines scream ‘deindustrialization,’ companies like this are quietly riding structural tailwinds that don’t disappear with the news cycle.
Good job FJ
Thank you!
you’re welcome friend
FJ - I enjoyed your write up. I never heard of this company and I like the macro winds driving their sales with electrification infrastructure upgrades around the world. I plan on doing some due dili with this one.
Robert
Thanks for your positive feedback, Robert!
Completely agree on the contrarian Germany angle. While headlines scream ‘deindustrialization,’ companies like this are quietly riding structural tailwinds that don’t disappear with the news cycle.
Thanks for your comment, Alan!
Interesting article. I’ve been looking into finding a way to exposure on the needed grid overhaul.
However, with the current stock price around 65, who I (ballpark) correct…DG or FJ? 😅