OC OERLIKON: First partial sale up a whopping +51.3%!

The operational turnaround at OC OERLIKON is gaining significant momentum following the strong first-half results. Our patience is now paying off: On August 13, we sold the first 150 of the 500 shares in the model portfolio at our price target of CHF 5.10, realizing a capital gain of +25.3%. Thanks to the attractive dividends paid on multiple occasions—most recently CHF 0.85 per share on March 26, 2026—our total return amounts to a strong +51.3%. We purchased OC OERLIKON for the model portfolio a total of four times—first on July 5, 2022, and most recently on September 11, 2025. By consistently adding to our position, we were able to lower the average cost basis to CHF 4.07. After the first partial sale, 350 shares remain in the portfolio. We therefore continue to bet on the successful turnaround and see significant potential ahead. Our nextprice target is CHF 6.30!

OC OERLIKON N is listed on the SIX Swiss Exchange under the symbol OERL; the security number is 81,682, and the last price was approximately CHF 5.04.