in the case of VW/Porsche, it have the extra issue of german deinsutrilization that is not priced in
When market have realized full gas storage at crazy price is not good news, I expect the company to get A LOT cheaper by let's say 2025. Especially if recession happen on top.
By then it also most likely will start moving more factories …
in the case of VW/Porsche, it have the extra issue of german deinsutrilization that is not priced in
When market have realized full gas storage at crazy price is not good news, I expect the company to get A LOT cheaper by let's say 2025. Especially if recession happen on top.
By then it also most likely will start moving more factories to eastern Europe where energy system will be less screwed (Hungary/Slovakia on Russian supply), Polish coal, Romania+Poland increasing nuclear
So while I like the idea, I am fine sitting it out 2-3 years. If I missed it so be it.
If not, the entry point will be so low it is one for the legend :D
in the case of VW/Porsche, it have the extra issue of german deinsutrilization that is not priced in
When market have realized full gas storage at crazy price is not good news, I expect the company to get A LOT cheaper by let's say 2025. Especially if recession happen on top.
By then it also most likely will start moving more factories to eastern Europe where energy system will be less screwed (Hungary/Slovakia on Russian supply), Polish coal, Romania+Poland increasing nuclear
So while I like the idea, I am fine sitting it out 2-3 years. If I missed it so be it.
If not, the entry point will be so low it is one for the legend :D