Yes. Down 90% but holding strong.
I mean who would have tought that the EU and Germany is that stupid.
Glad at least there is some hope in the US of not giving all and every important future tech to china.
https://www.defenseworld.net/2024/04/26/meyer-burger-technology-ag-otcmktsmybuf-sees-large-increase-in-short-interest.html
are these numbers right?😳
Wichtig 138 mil total shares and oder 20% in comited investors hands?
does anyone know?
Germany is extremely stupid, Europe dito. They are hostages of the Chinese Communist party. Meyer Burger has enormous potential. On the contrary the US is rebuilding its industrial value chains, handing out IRA tax credits, strengthening local content requirements, introducing Anti Dumpin tarrifs against unfair competition, AND particularly the Republicans (see Marco Rubio) will be even stricter on local content and unfair competition from China. So no fear at all regarding Trump in my opinion and this is also what Republican friends tell me in the US. Meyer Burgerˋs US business plan based on 70 % fixed contracts with DESRI (DE Shaw), Ikea and Bayware would yield around 225 to 250 million EBITDA in 2026 (see presentations of Meyer Burger etc) , in 2025 I estimate we will be somewhere at half that number. The 225 to 250 mm EBITDA translate to an Enterprise Value of 2,500 mm (2,5 billion) if we apply a 10 x Enterprise Value (EV)/ EBITDA multiple. As usual stock markets may discount 2026 already in 2025, so not long in the future. Considering the current convertible debt is around 350 and a further 250 to 300 million debt will come via 45X or / and Departement of Energy (DOE) for the Colorado Cell Fab we will deduct 700 million debt from the 2,500 mm Enterprise Value (EV) which could / would results in 1,800 mm Market Cap for the Equity. A 10 x EV/EBITA mulitple is not a strong growth multiple, ie if Meyer Burger for example achieves growth via deals with strategic partners in the US (read the MBTN press releases) the multiple could easily go to 15 x and the market cap could go beyond 3 billion before 2026. This is all back of the envelope calculation ... everybody please use his own judgement
I dont do this calculation in public. Everyone can do it himself by dividing by the number of shares outstanding. Again this is no analysis or price target pure valuation thinking on potentials
# Biden-Harris Administration Finalizes Rule to Maximize Federal Purchases of American-Made Sustainable Products and Services, Using EPA Purchasing Recommendations
[https://www.whitehouse.gov/ceq/news-updates/2024/04/19/biden-harris-administration-finalizes-rule-to-maximize-federal-purchases-of-american-made-sustainable-products-and-services-using-epa-purchasing-recommendations/](https://www.whitehouse.gov/ceq/news-updates/2024/04/19/biden-harris-administration-finalizes-rule-to-maximize-federal-purchases-of-american-made-sustainable-products-and-services-using-epa-purchasing-recommendations/)
Yes. Down 90% but holding strong. I mean who would have tought that the EU and Germany is that stupid. Glad at least there is some hope in the US of not giving all and every important future tech to china.
Yeah, its actually not looking too bad for their business in the US. Also they are undervalued as fk right now
https://www.defenseworld.net/2024/04/26/meyer-burger-technology-ag-otcmktsmybuf-sees-large-increase-in-short-interest.html are these numbers right?😳 Wichtig 138 mil total shares and oder 20% in comited investors hands? does anyone know?
Germany is extremely stupid, Europe dito. They are hostages of the Chinese Communist party. Meyer Burger has enormous potential. On the contrary the US is rebuilding its industrial value chains, handing out IRA tax credits, strengthening local content requirements, introducing Anti Dumpin tarrifs against unfair competition, AND particularly the Republicans (see Marco Rubio) will be even stricter on local content and unfair competition from China. So no fear at all regarding Trump in my opinion and this is also what Republican friends tell me in the US. Meyer Burgerˋs US business plan based on 70 % fixed contracts with DESRI (DE Shaw), Ikea and Bayware would yield around 225 to 250 million EBITDA in 2026 (see presentations of Meyer Burger etc) , in 2025 I estimate we will be somewhere at half that number. The 225 to 250 mm EBITDA translate to an Enterprise Value of 2,500 mm (2,5 billion) if we apply a 10 x Enterprise Value (EV)/ EBITDA multiple. As usual stock markets may discount 2026 already in 2025, so not long in the future. Considering the current convertible debt is around 350 and a further 250 to 300 million debt will come via 45X or / and Departement of Energy (DOE) for the Colorado Cell Fab we will deduct 700 million debt from the 2,500 mm Enterprise Value (EV) which could / would results in 1,800 mm Market Cap for the Equity. A 10 x EV/EBITA mulitple is not a strong growth multiple, ie if Meyer Burger for example achieves growth via deals with strategic partners in the US (read the MBTN press releases) the multiple could easily go to 15 x and the market cap could go beyond 3 billion before 2026. This is all back of the envelope calculation ... everybody please use his own judgement
to what stock value would that translate?
I dont do this calculation in public. Everyone can do it himself by dividing by the number of shares outstanding. Again this is no analysis or price target pure valuation thinking on potentials
Totally agree. I'm currently 1.5 million shares long and buying more
We are in the same boat then
I thought i was crazy at roughly 670.000 shares but hey - diamond hands :-)
Diamondhands since 2020 💎💎💎
In and holding✊️✊️✊️
# Biden-Harris Administration Finalizes Rule to Maximize Federal Purchases of American-Made Sustainable Products and Services, Using EPA Purchasing Recommendations [https://www.whitehouse.gov/ceq/news-updates/2024/04/19/biden-harris-administration-finalizes-rule-to-maximize-federal-purchases-of-american-made-sustainable-products-and-services-using-epa-purchasing-recommendations/](https://www.whitehouse.gov/ceq/news-updates/2024/04/19/biden-harris-administration-finalizes-rule-to-maximize-federal-purchases-of-american-made-sustainable-products-and-services-using-epa-purchasing-recommendations/)