View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

   reports
Free Trial
BRG B BERGS TIMBER

Bergs Timber AB: 1 director

A director at Bergs Timber AB sold 14,000 shares at 44.500SEK and the significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly...

12/05/23 December 5, 2023 1 EN
Victor Krüeger
  • Victor Krüeger
BRG B BERGS TIMBER

Bergs Timber - Hold out for two more quarters

Q3 weakness likely to persist into Q4-Q1’23e Recoveries in Q2-Q3’23e indicates clear improvements EPS estimate changes by -2% to +2% in ’22-‘24e

11/02/22 November 2, 2022 1 EN
Victor Krüeger
  • Victor Krüeger
BRG B BERGS TIMBER

Bergs Timber - Miss due to lower Wood protection

EPS and EBITDA 29% and 27% below ABGSCe Joinery and Pellets better than expected Strong cash flow removes nearly all the net debt

10/27/22 October 27, 2022 1 EN
Victor Krüeger
  • Victor Krüeger
BRG B BERGS TIMBER

Bergs Timber - Wood Protection down & Pellets up, near-term

Rising raw material costs and lower DIY demand… …but shortage of industrial pellets pushes up prices Trading at ~25% below home improvement peers

10/19/22 October 19, 2022 1 EN
Victor Krüeger
  • Victor Krüeger
BRG B BERGS TIMBER

Bergs Timber - ABGSC’s Investor Days feedback

We hosted a presentation with CFO Marklund yesterday Some questions answered, others remain More tangible roadmap to be communicated in 2023

09/14/22 September 14, 2022 1 EN
Martin Melbye
  • Martin Melbye
PREMIUM
UPM UPM-KYMMENE OYJ
NHY NORSK HYDRO ASA ... (+16)

Powerpoint Sector Report - Leading indicators for OECD industrial prod...

OECD: The indicator points down. IP has held up so far US: The indicator points down (housing starts, monetary policy, FX) EU: The indicator points down (monetary policy, bond yields)

UPM UPM-KYMMENE OYJ
NHY NORSK HYDRO ASA
SCA B SVENSKA CELLULOSA AKTIEBOLAGET CLASS B
STERV STORA ENSO OYJ CLASS R
BRG B BERGS TIMBER
HUH1V HUHTAMAKI OYJ
RROS ROTTNEROS AB
METSB METSA BOARD OYJ CLASS B
BILL BILLERUDKORSNAS AB
BRG BORREGAARD
ESSITY B ESSITY AB CLASS B
ELK ELKEM ASA
HOLM B HOLMEN AB CLASS B
NSKOG NORSKE SKOG
NPAPER NORDIC PAPER HOLDING
ELO ELOPAK ASA
09/14/22 September 14, 2022 1 EN
Benedicte Aass ... (+2)
  • Benedicte Aass
  • Martin Melbye
BRG B BERGS TIMBER

Bergs Timber - Strong Q2, lower prices into H2

Q2 EBITDA was SEK 173m Outlook weaker: lower sawn wood prices Trading at EV/EBITDA of ~5-6x for ’22-‘23e

07/25/22 July 25, 2022 1 EN
Benedicte Aass ... (+2)
  • Benedicte Aass
  • Martin Melbye
BRG B BERGS TIMBER

Bergs Timber - Q2 EBITDA above, weaker outlook

Q2 EBITDA of SEK 173m Sawn wood and Pellets above Outlook: weaker, lower sawn wood prices

07/25/22 July 25, 2022 1 EN
Benedicte Aass ... (+2)
  • Benedicte Aass
  • Martin Melbye
BRG B BERGS TIMBER

Bergs Timber - Q2e: sequential improvement

Q2e EBITDA of ~SEK 140m Sawn goods prices up ~15% in Q2, could weaken in H2 Trading at EV/EBITDA 4x for ’22e and 5x for ’23e/’24e

07/20/22 July 20, 2022 1 EN
Martin Melbye
  • Martin Melbye
PREMIUM
UPM UPM-KYMMENE OYJ
NHY NORSK HYDRO ASA ... (+17)

Powerpoint Sector Report - Leading indicators for OECD industrial prod...

OECD: The indicator points down, momentum fades. IP has held up well so far. US: The indicator points down from a high level (building permits, monetary policy). EU: The indicator points down (monetary policy, bond yields).

UPM UPM-KYMMENE OYJ
NHY NORSK HYDRO ASA
YAR YARA INTERNATIONAL ASA
SCA B SVENSKA CELLULOSA AKTIEBOLAGET CLASS B
STERV STORA ENSO OYJ CLASS R
BRG B BERGS TIMBER
HUH1V HUHTAMAKI OYJ
RROS ROTTNEROS AB
METSB METSA BOARD OYJ CLASS B
BILL BILLERUDKORSNAS AB
BRG BORREGAARD
ESSITY B ESSITY AB CLASS B
ELK ELKEM ASA
HOLM B HOLMEN AB CLASS B
NSKOG NORSKE SKOG
NPAPER NORDIC PAPER HOLDING
ELO ELOPAK ASA
05/31/22 May 31, 2022 1 EN
Benedicte Aass ... (+2)
  • Benedicte Aass
  • Martin Melbye
PREMIUM
BRG B BERGS TIMBER

Bergs Timber - Q1 in line, Q2 likely better

Q1 EBITDA was SEK 82m Sawn goods prices hiked 20-30% in Q2 Trading at an EV/EBITDA of ~6x for ‘22e-‘23e

05/05/22 May 5, 2022 1 EN
Benedicte Aass ... (+2)
  • Benedicte Aass
  • Martin Melbye
BRG B BERGS TIMBER

Bergs Timber - Q1e: likely a solid start to the year

Q1e EBITDA of SEK 82m 2022 likely another good year for the company Trading at an EV/EBITDA of ~7x for ’22e-’23e

05/02/22 May 2, 2022 1 EN
Christer Linde
  • Christer Linde
PREMIUM
OSSR OSSUR HF.
GOMX GS SWEDEN AB ... (+25)

Strategy Fast Comment - Summary of ABGSC Investor Days, 8-9 March

38 companies presented at the seminar Mostly Swedish small caps attending See links to all company recordings

OSSR OSSUR HF.
GOMX GS SWEDEN AB
BRG B BERGS TIMBER
RROS ROTTNEROS AB
PREC PRECISE BIOMETRICS AB A
INXL AVENSIA INNOVATION AB
FPIP FORMPIPE SOFTWARE AB
AWP ARISE AB
MAHA A MAHA ENERGY
STEF B STENDOERREN FASTIGHETER AB CLASS B
VEFL SDB VOSTOK EMERGING FINANCE LTD
TRIAN B FASTIGHETS AB TRIANON CLASS B
MTHH MT HOJGAARD HOLDING
ULTI ULTIMOVACS
BOUL BOULE DIAGNOSTICS AB
IVACC INTERVACC AB
FAST A FASTPARTNER AB
ADDT B ADDTECH AB CLASS B
THUNDR THUNDERFUL GROUP
SEAF SEAFIRE
NWG NORDIC WATERPROOFING HOLDING AB
ORN ORN SOFTWARE
IRLAB A IRLAB THERAPEUTICS
PTRK PHYSITRACK
SECARE SWEDENCARE AB
03/21/22 March 21, 2022 1 EN
Martin Melbye
  • Martin Melbye
PREMIUM
UPM UPM-KYMMENE OYJ
NHY NORSK HYDRO ASA ... (+17)

Powerpoint Sector Report - Leading indicators for OECD industrial prod...

OECD: The indicator points down (from a high level), momentum fades USA: The indicator points down from a high level (housing starts, house prices, monetary policy) EU: The indicator points down (monetary policy, bond yields)

UPM UPM-KYMMENE OYJ
NHY NORSK HYDRO ASA
YAR YARA INTERNATIONAL ASA
SCA B SVENSKA CELLULOSA AKTIEBOLAGET CLASS B
STERV STORA ENSO OYJ CLASS R
BRG B BERGS TIMBER
HUH1V HUHTAMAKI OYJ
RROS ROTTNEROS AB
METSB METSA BOARD OYJ CLASS B
BILL BILLERUDKORSNAS AB
BRG BORREGAARD
ESSITY B ESSITY AB CLASS B
ELK ELKEM ASA
HOLM B HOLMEN AB CLASS B
NSKOG:NO NORSKE SKOG
NPAPER NORDIC PAPER HOLDING
ELO ELOPAK ASA
03/01/22 March 1, 2022 1 EN
Benedicte Aass ... (+2)
  • Benedicte Aass
  • Martin Melbye
BRG B BERGS TIMBER

Bergs Timber - 2021 was a very strong year

Q4 EBITDA was SEK 106m 2022 likely better than previously expected Trading at an EV/EBITDA of ~7x for ‘22e-’23e

02/03/22 February 3, 2022 1 EN
Benedicte Aass ... (+2)
  • Benedicte Aass
  • Martin Melbye
BRG B BERGS TIMBER

Bergs Timber - Q4 EBITDA was SEK 106m

Q4 EBITDA of SEK 106m Wood protection and Joinery below, sawn goods above Outlook: expects to compensate for higher costs

02/03/22 February 3, 2022 1 EN
Benedicte Aass ... (+2)
  • Benedicte Aass
  • Martin Melbye
BRG B BERGS TIMBER

Bergs Timber - Sawmilling prices down from peak

Q4 EBITDA likely to decline q-o-q Delivering on its growth strategy Trading at an EV/EBITDA of 7x for ’22/’23e

01/26/22 January 26, 2022 1 EN
Benedicte Aass ... (+2)
  • Benedicte Aass
  • Martin Melbye
BRG B BERGS TIMBER

Bergs Timber - CMD: growth with increased margins

Bergs Timber hosted a CMD yesterday More value-added wood products Targets to grow 10% p.a. organically and via M&A

12/09/21 December 9, 2021 1 EN
Benedicte Aass ... (+2)
  • Benedicte Aass
  • Martin Melbye
BRG B BERGS TIMBER

Bergs Timber - CMD: More value-added wood products

Bergs Timber will host a CMD on 8 December More value-added wood products Delivering on its growth strategy

12/06/21 December 6, 2021 1 EN
Benedicte Aass ... (+2)
  • Benedicte Aass
  • Martin Melbye
BRG B BERGS TIMBER

Bergs Timber - A very strong quarter

Q3 EBITDA was SEK 186m, up 27% q-o-q Delivering on the new growth strategy Trading at an EV/EBITDA of 8x for ‘22e/’23e

10/28/21 October 28, 2021 15 EN
Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest
Save

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search
Save

ResearchPool Subscriptions

Get the most out of your insights

Get in touch