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ENAKF - E.ON: Some Profit Rotation At Euro12 Now Fairly Valued
E On Ag Namen-Akt
I decided, following news for the FY21 numbers and given the geopolitical environment with Russia, to rotate about 75% of my E.ON position at over €12/share.
The company dropped like a stone from my last article - and is now back to appealing share price levels. I'm moving back to my "BUY" thesis.
I am however making several crucial adjustments to the PT that influences when to buy the company.