Newsletter Q3 2024

Dear shareholders,
ladies and gentlemen,

The highlight of the last quarter was certainly our Annual General Meeting, at which we were able to welcome many of you. We would like to take this opportunity to thank you for coming, for your active participation and for the personal exchange.

Among other things, the Annual General Meeting approved the proposal to pay a dividend of EUR 0.65 per share and elected two new Supervisory Board members, Dr. Christian Diekmann and Nikolaus Wiegand. Barely a few days in office, we have the pleasure of introducing Dr. Diekmann (Chairman of the Supervisory Board) to you today in an interview. In our "Portfolio Deep Dive", you can read about how our portfolio company Transline uses artificial intelligence in its day-to-day business.

Please contact us if you have any questions or suggestions at ir@blue-cap.de.

We wish you an interesting read and thank you for your interest!

Best regards,

Your Blue Cap Team

Blue Cap Insights

Our new Chairman of the Supervisory Board, Dr. Christian Diekmann, answers our questions in an interview.

Portfolio News

_Transline: All developments at Transline are clearly geared towards the needs of customers and advances in the fields of artificial intelligence, machine learning and large language models. Transline was recently awarded the prestigious TOP 100 seal of approval for its positive innovation climate.

_HY-LINE: CTO and display specialist Rudolf Sosnowsky spoke about HY-LINE's product and technology expertise in his presentation at voice INTER connect.

_nokra and Kelk, a Vishay Precision Group (VPG) company, have signed a distribution agreement. Kelk is a metrology supplier and will distribute nokra's equipment in the North and Central American market.

_con-pearl is working on its regional brand awareness in the rural region. Among other things, the company recently fitted its sprinters and a truck belonging to “Spedition Wolf” from Leinefelde with the new "con-pearl tarpaulin". In addition, con-pearl was represented as a partner and sponsor at the local folk festival.

_Neschen has announced a partnership between its US subsidiary Neschen Inc. and Dorado Graphix LLC and presented its latest laminators at ISA 2024 in Orlando to expand its business in North America.

_Planatol achieved successes at the world's leading trade fair Drupa. The company was able to initiate new global partnerships and further strengthen existing business relationships.

Portfolio Deep Dive

Multilingual communication is no trivial task. It's a good thing that we have Transline in our group, that supports companies with this challenge. Read here about the advantages of AI in the translation process and its limitations.

Capital market and share

_1 We are publishing the 2023 Annual Report, our dividend proposal of EUR 0.65 per share and our forecast for the 2024 financial year.


_2 Our Q1 figures show a significant improvement in earnings. In the first few months, the Group benefited from the turnaround and efficiency improvement measures initiated in 2023 and thus defied the persistently challenging economic environment. Our analysts pick up on the Q1 figures and publish an update of their estimates shortly afterwards. See below to go to analyst ratings.


_3 MergerMarket interviews our CEO Dr. Henning von Kottwitz.


_4 Our Annual General Meeting will take place on June 24, at which, among other things, the dividend proposal will be adopted and two new Supervisory Board members will be elected (press release see below).


_5 The day after the Annual General Meeting marks the ex-dividend day.

Market capitalization (30.06.2024): € 87 mn
1-year performance (30.06.2024): -16%
3-year performance (30.06.2024): -25%

Share price development of Blue Cap AG in index comparison from 01.04.2024 to 30.06.2024 in %
Sources: Stock Exchange Frankfurt (XETRA)

Upcoming dates *)

July 24, 2024: Publication of the preliminary half-year figures 2024 and earnings call at 2 p.m.
August 22, 2024: Hamburg Investor Day HIT, Hamburg
End of August 2024: Publication of half-year report 2024
October 16, 2024: Vienna Capital Market Conference (Family Office Day), Vienna
November 25-27, 2024: German Equity Forum, Frankfurt am Main


*) expected

Hello, my name is Annika Küppers

Investor Relations & Corporate Communications


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