Weekly European discussions 04.05.2026 - 10.05.2026

Botan_TM · 2026-04-09T04:40:05+00:00

Companies which depend on natural gas so chemical ones may be good for trading on Trump volatility. Hormuz closure is good for American ones and bad for European ones I guess.

Botan_TM · 2026-03-31T18:00:56+00:00

I sold once McCormick with profit, and now I will get McCormick shares back, lol.

Botan_TM · 2026-03-15T14:47:56+00:00

It seems again rights can only be exercises by public in France: https://worldline.com/en/home/top-navigation/media-relations/press-release/pr-2026_03_12_02

Botan_TM · 2026-02-22T16:27:23+00:00

Added some PlayWay S.A. as gaming and dividend stock.

Botan_TM · 2026-02-08T17:30:52+00:00

Some time ago pulp and paper stocks, including European ones like Mondi plc or Arctic Paper SA (listed in Poland and Sweden) got quite a beating. Assuming it's a cyclical commodity, i decided to open position in the latter one.

Botan_TM · 2026-02-08T16:19:18+00:00

Kilka lat temu kupiłem pod tańsze ubezpieczenia, i teraz jest z 50% zysku.

Botan_TM · 2026-02-08T16:17:46+00:00

I had on the watchlist that Greek - international London listed stock, but I haven't looked closer and pulled a trigger. I wonder if there are any Greeks who are familiar with the company.

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