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2026-01-21 09:21:55 UTC

Val0x on Nostr: VOS — Dividend & Growth Play | Target 1 Hit, Target 2 in Sight First Entry: €40 ...

https://www.tradingview.com/x/L69bVvFu/

VOS — Dividend & Growth Play | Target 1 Hit, Target 2 in Sight
First Entry: €40 (2020)
Second Entry: €53 (March 2025)
Current: €79.50
Unrealized Gain (2020): +98.8%
Dividends Captured: €4.70/share
Total Return (2020 entry): +110.5%

Target 1: €83 ✅ Hit
Target 2: €99.70 🎯 Only +25% away

Target 1 is in the bag. Target 2 is now within striking distance, just **+25.4%** from current levels.

That said, I'm not fully confident we get there. This infrastructure play could come under pressure as #France and #Germany continue to mismanage resources with increasingly #bizarre #political decisions and #narratives playing out across Europe.

But here's the bull case: trains will always run. The tools, tracks, and infrastructure components will always be needed. And #Vossloh is well-positioned in Asian markets, if I remember correctly, that exposure could sustain their growth trajectory regardless of #European dysfunction.

I don't hold any shares anymore, exited way too early. But I track this one closely for two reasons:

1. It was a cornerstone of my #Dividend Playbook
2. A friend still holds shares, so I keep an eye on it for him

Recent fundamentals remain strong: Q3 EBIT up +13.4%, €600M raised for the Sateba acquisition, and growing recognition as a climate-tech play in sustainable transport infrastructure.

One I got right on the thesis, even if I didn't ride it all the way. Target 2 looks achievable, the question is whether European headwinds slow it down.

#dividendplay #stockpicks