Christoph Aublinger
Long only, value, commodities

Lenzing AG: Profiting From Increase In Demand Of Man-Made Fibers

Profit of all companies depends on the prices they can sell their products for. This is especially true for enterprises that sell intermediate goods, where prices tend to fluctuate heavily. When market conditions are good, those companies show tremendous profits and the price of their stock will boom. The opposite is true when market conditions get worse: many companies will get into financial troubles, and some will even have to file for bankruptcy. As Warren Buffett once said: "Only when the tide goes out do you discover who's been swimming naked." But bad price conditions are also a very good opportunity to discover the companies that have done their homework and are able to generate profits even in those times....

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