Sutje
@sutje.bsky.social
private investor in boring stocks, preferred family owned
Some Japanese companies I like and from most I own shares Teikoku 6333 canned pumps Hochiki 6745 fire safety Aeroedge 7409 aerospace engine parts Okano Valves 6492 special valves, for nuclear power plants Kimura Kohki 6231 high quality AC Totech 9960, distributor for AC, electric, automation 1/2
Frosta High Protein im lokalen Edeka angekommen. Discl: long Frosta
Bought a 4% position Kimura Kohki $6231.T Japanese producer of AC. High quality products without "cold wind" in rooms. For hospitals, factories, data centres, hotels. Strong growth, very high margins, PER 12. But FX risks as only active domestically. DYODD!!
Govro12 wintergems wrote about Teikoku $6333.T on Subs tack
Sutje@sutje.bsky.social · 3mo agoInvesting in chemicals without investing in chemicals. I am long Teikoku $6333.T producer of canned pumps used to transport the ugliest chemicals. High market share in this niche. Good dividend, buying back shares. I made no deep dive so make your own dd.
Sold out Krikri, staying positive but no cheap anymore. Adding Uzin Utz, Sarantis, Orsero.
Investing in chemicals without investing in chemicals. I am long Teikoku $6333.T producer of canned pumps used to transport the ugliest chemicals. High market share in this niche. Good dividend, buying back shares. I made no deep dive so make your own dd.
Marzocchi Pompe $MARP.MI is facing a lot of headwind beside trend of electrics instead of hydraulics. Made loss in 2025. Italian producer of high pressure gear pumps. But H2 2025 looks better. And they are doing a lot of things I like. The Elica pumps are diffently designed with a low level 1/x
Stolen from the dark world: EBITDA (2026 edition): Earnings before Iran, Tariffs, Donald Announcements
Aus der Presse: "Merz strebt Rückkehr von 80%der Syrer an". Wer übernimmt dann die Jobs der vielen gut integrierten und arbeitenden? Dobrindt arbeitet ja schon länger massiv daran, Integration zu verhindern, koste es den Betroffenen und unserem Land was es wolle.
Bought small podition $NTBR.L Northern Bear. Attn: AIM listed nano cap, illiquid, even on ask you get no shares. UK plans a significant increase in PV, especially on roofs. Okder roofs should be renewed, otherwise makes no sence to put PV on it. NTBR strong in roofing + PV. Also electric and... 1/2
Added to $GPW.WA Warsaw Stock Exchange. Monopoly, growing, far from expensive.
Interesting business. Even also traded in Germany my broker #Comdirect does not allow me to trade. It is regulatorywise defined as too complex to explain it to private investors. Guess due to a bit uncommon shares. I can buy a lot of shxt like cryptos but not a share traded in Germany. 🤪
Dave Waters @alluvialcapital.bsky.social · 4mo agoOn the ferry business. tactilefund.substack.com/p/ferries-vo...
I don't invest in the US as there are trillions of investors better informed and maybe smarter than me. So looking on Sprouts Farmer Markets $SFM what do I miss? Low debt beside leasing, solid financials, growing, low multiples.....
A&O Johansen $AOJ acquired JMV Cables A/S. Danish distributor for cables for projects in construction, industry and infrastructure. I like it when companies continue to develop the company whatever happens on makro/politics. Discl long AOJ
Sarantis buying back for 100k € a day. For me, share price could stay on this level for a while. Long $SAR.AT
Eurokai VZ down 10% today, no news beside Iran shit. Before the fall PER was about 10. Should benefit from shipping problems.
Berthold Hermle with better than expected 2025 figures. Dividend 9.55€ = 6.2%. Looks like their products are also used in defense. Where high quality components are needed. Discl. Long since today afternoon.
Totally underfollowed @kacperinvests.bsky.social and Poland is an interesting market to invest.
KKacperInvests@kacperinvests.bsky.social · 5mo ago
Europe's fastest-growing economy trades at the cheapest multiples on the continent. Nobody's talking about it. Poland. GDP growth leading the EU. Defence spend #1 in NATO (4.7% GDP). And the stock market trades at 8-10x earnings. Here's what you're missing. (1/4)
Again down 7.5%, some more in my pocket now.
Sutje@sutje.bsky.social · 5mo agoAdded Orsero $ORS.MI last Friday. Stock was down 8% as guidance 26 was lower than 25 result. Company is always careful and cuurent global situation is very uncertain. Main risks I see are higher energy/transport costs and ??? about new US business.
My holding Croma $CSSG.L with 2nd acquisition 2026. Figures in MGBP. Sales 1.04 EBITDA 0.13 incl.own premises 0.4 Acq. price 0.55 Wide range of security activities. Bournemouth region, 45 km from other entities in Southampton. Can support each other. Carry on this way Roberto (CEO)!
Added Orsero $ORS.MI last Friday. Stock was down 8% as guidance 26 was lower than 25 result. Company is always careful and cuurent global situation is very uncertain. Main risks I see are higher energy/transport costs and ??? about new US business.
Wenn ich die Zusammenarbeit EVP / AFD und die Integrationsbekämpfung durch die Bundesregierung sehe, stelle ich mir 2 Fragen: Wo ist das Blatt Papier, das zwischen Mandatsträgern CDU/CSU und AFD passt? Wenn es der 1 man show SPD nicht mehr reicht, hohe Rentensteigerungen zu erzielen und.......
Eurokai News. Eurogate and Maersk agreed to invest 1 b€ in modernisation of Bremerhaven terminal which also results in an increase of handling capacity.
Added some Frosta totay at 90€ as shareprice is down 10% after no so good profit 2025.
In 90,3 des @ndr.de wurde das Lied "Streets of Minneapolis" von Bruce Springsteen nur angespielt. Warum nicht ganz gespielt? Zu politisch? Nicht anecken?
Schauspieler Hannes Jaenicke @hannesjaenicke.bsky.social spricht es beim Sonntags-Stammtisch (BR) aus: Wir sind geschockt, wie sehr die USA in die Diktatur abrutschen, und loyale Trump-Truppen jetzt schon wieder ohne rechtliche Konsequenzen Unschuldige auf offener Straße erschießen.
Das ist ein sehr lesenswerter Text darüber, welche gravierenden Folgen es hätte, wenn die USA tatsächlich Grönland annektieren würden. Es wäre das Ende der Welt, wie wir sie kennen.
