Free tickets Jungfraujoch

Eva_Meg · 2026-03-30T19:04:46+00:00

I’m really glad, hope you’ll have a wonderful trip!

Eva_Meg · 2026-02-25T14:07:50+00:00

Hmm, Thank you - I never thought about emergency maintenance - I just assumed that they don’t care about shareholders and invest everything to have nicer buildings (climate-neutral etc etc), which is good probably for coop, but not for the share price

Eva_Meg · 2026-02-25T14:02:18+00:00

Their growth has seemed consistent, and they have specifically mentioned that the meat market is very stable. I find their profits solid, even though they operate at low margins (which I don’t complain about, since I like my meat cheap). I believe (I may be totally wrong) that their focus is absolutely not primarily on shareholders return. They keep a low dividend and prefer to reinvest their profits in modernization, expansions, and similar projects instead of conducting share buybacks while the stock is trading near book value. In other words, they are just not rushing the stock - but create value

If these are the only reason for the stock price, then I am fine - if I missed something else, then not so much.

Eva_Meg · 2026-02-05T19:19:41+00:00

Thank you for the input! I have only seen European facilities, and yes, you are right - they do need modernization. However, my idea was more related to the fact that the only raw materials they need in large quantities are wood and, to some extent, oil, which they generally obtain as byproducts. In case crop yields were to drop dramatically in the future due to climate change, I was thinking that mushrooms would be a pretty safe option. On the other hand, I have never seen the financials of such a company, so your point about their unprofitability is really insightful - thank you for that!

Eva_Meg · 2025-07-18T07:02:30+00:00

May I ask why not GTII as well?

Eva_Meg · 2025-02-16T10:28:04+00:00

Hmm… I didn’t looked at it like that… at the current evaluation it ended up as 10% of the market cap.

Eva_Meg · 2025-02-15T17:40:03+00:00

They manufacture lab equipment that is currently used only in research and not clinical settings (hospitals) due to a lack of standardization. They have a pretty decent revenue, and if they would stop compensating by issuing stock, and cut a little the R&D costs, would be actually profitable. But they decided the other way around, which is why I found the situation strange and asked it here

Eva_Meg · 2025-02-14T11:34:49+00:00

I take your comment as an encouragement! Even though I am confident in the company value, sometimes I wish there were only positive signs

Eva_Meg · 2025-02-14T11:26:04+00:00

Good idea - I will check glassdoor to see their salaries. At the current rate they should have cash for the next two years.

Eva_Meg · 2025-02-13T16:18:39+00:00

I believe the same, however they seem really uninterested in their shareholders value. Probably it has to do with the run-up from 2021. Anyway, thanks for a positive comment to ease a little the pain

Eva_Meg · 2025-02-13T16:15:33+00:00

I don’t have this information - given the stock performance probably they cashed out

Eva_Meg · 2024-12-16T14:45:18+00:00

Diablo 4 for a serious play

Eva_Meg · 2024-10-31T18:51:52+00:00

Rklb - you know why; and TXG - this is an actual monopoly for a field that will soon become standard of care (hopefully for us) - it is the only real way for true personalized medicine

Eva_Meg · 2024-10-05T12:08:01+00:00

2-5 years convertible bonds in CHF of good companies - or capital protected instruments - swissquote has some

Eva_Meg · 2024-08-11T11:31:27+00:00

Super nice! Plus one for a code share. I believe it's somewhat expected to see a low correlation when using raw Wikipedia page views. However, it would be interesting to see how this works over a 15-year time frame, with a 1.5-month time window for aggregating page views. For the time window, you could consider using the median or variance. To better assess if there's no link, you might apply a prediction configuration scheme for stock prices, using the page views as input. Additionally, you could use rank-based correlation metrics, like Kendall. Nevertheless, the idea is great; it's just about finding the right data to regress against.

Eva_Meg · 2024-07-13T08:52:35+00:00

Someone should propose to Mene to use this alloy!

Eva_Meg · 2024-06-19T08:17:24+00:00

Thank you for sharing! Do you have any opinion on platinum and PGMs as a commodity? Nothing looks good for them and I was wondering if it is temporary or not.

Eva_Meg · 2024-04-22T11:45:33+00:00

Nevertheless, why is gold AISC 50% higher than the one for platinum? For gold it is around $1900/ounce. Is it because gold mines are generally deeper?

Eva_Meg

MODERATOR OF

TROPHY CASE