Predictions
Imerys S.A. Inh.
Start price
Target price
Perf. (%)
€36.18
04.11.21
04.11.21
-
04.11.22
04.11.22
10.89%
05.11.22
05.11.22
Could be worthwhile Investment >10% per year
Voestalpine AG
Start price
Target price
Perf. (%)
€22.32
01.08.22
01.08.22
€25.00
01.08.23
01.08.23
6.36%
04.11.22
04.11.22
Could be worthwhile Investment >10% per year
Higher EBIT margin than peer group
ROE higher than 10% per year
Growths faster than the competition
Aluminum Corp.of Adr/25
Start price
Target price
Perf. (%)
€12.30
03.11.21
03.11.21
-
03.11.22
03.11.22
-38.62%
04.11.22
04.11.22
Could be worthwhile Investment >10% per year
thyssenkrupp AG
Start price
Target price
Perf. (%)
€9.10
31.10.21
31.10.21
€5.00
31.10.22
31.10.22
-41.13%
01.11.22
01.11.22
Revenue growth >5% per year expected
Fair valuation
Lower EBIT Margin than peer group
negative Cash Flow expected
Brenntag SE
Start price
Target price
Perf. (%)
€82.94
01.11.21
01.11.21
€95.00
01.11.22
01.11.22
-28.77%
22.10.22
22.10.22
Could be worthwhile Investment >10% per year
Sociedad Quimica y Minera de Chile SA ADR
Start price
Target price
Perf. (%)
€45.50
28.09.21
28.09.21
-
28.09.22
28.09.22
116.70%
28.09.22
28.09.22
Wienerberger AG
Start price
Target price
Perf. (%)
€30.74
23.02.22
23.02.22
€35.00
14.09.22
14.09.22
-24.85%
14.09.22
14.09.22
Could be worthwhile Investment >10% per year
Fair valuation
Known brand
Future proof or reliable business model
Fuchs Petrolub SE VZO
Start price
Target price
Perf. (%)
€27.44
30.08.22
30.08.22
€35.00
30.08.23
30.08.23
-2.33%
01.09.22
01.09.22
Good culture
Medium risks for its business
Sustainability is important
Fuchs Petrolub SE VZO
Start price
Target price
Perf. (%)
€27.56
24.08.22
24.08.22
€40.00
24.08.23
24.08.23
-0.44%
30.08.22
30.08.22
Good culture
Medium risks for its business
Sustainability is important
Evonik Industries AG
Start price
Target price
Perf. (%)
€28.40
03.11.21
03.11.21
€31.00
03.11.22
03.11.22
-33.12%
26.08.22
26.08.22
Could be worthwhile Investment >10% per year
High dividend yield expected
Fair valuation
Medium risks for its business
Fuchs Petrolub SE VZO
Start price
Target price
Perf. (%)
€28.80
19.07.22
19.07.22
€40.00
19.07.23
19.07.23
-4.31%
24.08.22
24.08.22
Good culture
Medium risks for its business
Sustainability is important
Dongyue Group Ltd.
Start price
Target price
Perf. (%)
€2.40
23.08.21
23.08.21
-
23.08.22
23.08.22
-58.73%
24.08.22
24.08.22
Could be very worthwhile Investment >20% year
Medium risks for its business
Cleveland-Cliffs Inc.
Start price
Target price
Perf. (%)
€19.84
21.08.21
21.08.21
€30.00
21.08.22
21.08.22
-15.89%
21.08.22
21.08.22
Could be worthwhile Investment >10% per year
Future proof or reliable business model
Higher risks for its business
Ardagh Group SA
Start price
Target price
Perf. (%)
€21.00
07.10.21
07.10.21
€25.00
-
15.08.22
15.08.22
Could be worthwhile Investment >10% per year
Billerud Ab
Start price
Target price
Perf. (%)
€18.74
13.08.21
13.08.21
€20.00
13.08.22
13.08.22
-32.08%
13.08.22
13.08.22
Could be worthwhile Investment >10% per year
Fair valuation
Sustainability is important
Medium risks for its business
Mayr-Melnhof Karton
Start price
Target price
Perf. (%)
€180.00
13.08.21
13.08.21
€190.00
13.08.22
13.08.22
-11.22%
13.08.22
13.08.22
Sustainability is very important
Differentiated customer and product portfolio
Some uniques
Top 10 in its market
Lanxess AG
Start price
Target price
Perf. (%)
€35.95
05.08.22
05.08.22
€45.00
05.08.23
05.08.23
0.39%
07.08.22
07.08.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth > 30% per year expected
Higher EBIT margin than peer group
Albemarle Corp
Start price
Target price
Perf. (%)
€230.25
26.05.22
26.05.22
-
26.05.23
26.05.23
1.87%
07.08.22
07.08.22
Growths faster than the competition
Sociedad Quimica y Minera de Chile SA ADR
Start price
Target price
Perf. (%)
€80.40
13.07.22
13.07.22
€100.00
13.07.25
13.07.25
21.39%
03.08.22
03.08.22
