Oskar Bobkopf
@TimoDengler
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Following
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Joined January 2012
@pip_net Es wurden gestern 53 mio Aktien zu 1,60 platziert, gezeichnet von institutionellen Investoren, AR und Vorstand. Das Governance technisch eine absolute Vollkatastrophe bei einem Marktpreis um die 2€. Soll der AR nicht im Sinne der Aktionäre handeln?!
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@value_screener If they aren't in a tight financial position you often do it without collateral but a negative pledge I guess
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@patientinvestt Well it has bee the average of the last 15 years. Given the higher interest environment we are in today, trading at the average of the last 15 years it not really cheap again
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@European_DGI @DividendTalk_ is there a stock where you would feel comfortable allocating 25% of your portfolio into? (a) at current prices and (b) at "reasonable" prices?
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@value_screener Is that the market cap per share of EV stays the same and 100% of FCF pays back debt? Have you accounted for FCF increase due to reduced interest?
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@value_screener Europe has better bread (Germany), better Pasta (Italy) and better Beer (obv. Germany ;))
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@RagweedCapital @NCSI_SA False. They have 300mn amortisation of intangibles, they can be FCF positive without liquidating inventory
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@value_screener @commonsense6174 Let’s see if his contract will be renewed to execute the strategy
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@TidefallCapital ... increasing share of on-site bookings with higher take rate than off-site listings. SaaS business for inventory-management (houses) included with 30% share of revenue already. Revenue 2024e 220mn., CFO expects sales to reach 1bn. at the end of the decade. 2/2
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