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Oskar Bobkopf Profile
Oskar Bobkopf

@TimoDengler

Followers
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Following
192
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Joined January 2012
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@TimoDengler
Oskar Bobkopf
4 hours
@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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@TimoDengler
Oskar Bobkopf
15 hours
@JonNeuscheler Am Wochenende werden wir die 300.000 mit unserer roten Kanone schaffen ❤️
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@TimoDengler
Oskar Bobkopf
15 hours
@WeckenGeorg @pip_net Schade dass so viel neue Aktien raus gegeben werden…
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@TimoDengler
Oskar Bobkopf
5 days
@marketplunger1 @dirtcheapstocks Get him or her on the podcast?!
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@TimoDengler
Oskar Bobkopf
5 days
@BourbonCap What if we just all stop eating sh*t?
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@TimoDengler
Oskar Bobkopf
7 days
@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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@TimoDengler
Oskar Bobkopf
7 days
@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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@TimoDengler
Oskar Bobkopf
9 days
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@TimoDengler
Oskar Bobkopf
9 days
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@TimoDengler
Oskar Bobkopf
13 days
@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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@TimoDengler
Oskar Bobkopf
15 days
@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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@TimoDengler
Oskar Bobkopf
17 days
@value_screener Europe has better bread (Germany), better Pasta (Italy) and better Beer (obv. Germany ;))
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@TimoDengler
Oskar Bobkopf
22 days
@ReturnsJourney Not quite there yet regarding valuation but the Fuchs commons seem to fit...
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@TimoDengler
Oskar Bobkopf
24 days
@value_screener Valid points
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@TimoDengler
Oskar Bobkopf
25 days
@RagweedCapital @NCSI_SA False. They have 300mn amortisation of intangibles, they can be FCF positive without liquidating inventory
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@TimoDengler
Oskar Bobkopf
28 days
@value_screener All I want for Christmas is QRTEA at 5$
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@TimoDengler
Oskar Bobkopf
29 days
@value_screener @commonsense6174 Let’s see if his contract will be renewed to execute the strategy
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@TimoDengler
Oskar Bobkopf
1 month
@LeoNelissen How are your thoughts regarding the DAC technology of OXY?
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@TimoDengler
Oskar Bobkopf
1 month
@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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