Waga Energy: post roadshow estimates update

Following Waga Energy's FY results and taking advantage of the roadshow held recently with management, we have updated our model, reviewing our sales and margin assumptions from 2025 onwards. Waga Energy has a unique landfill gas treatment technology (known as cryogenic distillation), already secur

ODDO BHF SECURITIES Small & MIDCAP MORNING NEWS – 04/15/2025

On the shelves now: Consumer Weekly #68

In this Consumer Weekly newsletter, we provide a brief overview of the key factors affecting our Consumer coverage, from Luxury & Consumer goods to Retail & E-commerce and Food & Ingredients. This week, we look at fragile US consumer sentiment which might precede a sharp pullback in spe

HelloFresh: ready-to-eat reacceleration at risk

Post-Q1, we are becoming increasingly cautious about 2025 growth prospects with ready-to-eat set to slow further in in Q2 and the H2 reacceleration plan at risk in a deteriorating US environment. Neutral unchanged with PT at EUR8.5.