reports
Fugro N.V.: 1 director
A director at Fugro N.V. bought 4,000 shares at 8.450EUR and the significance rating of the trade was 53/100. 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 show...
- Guy Sips
- Hilde Van Boxstael
- Thomas Vranken
- Wim Lewi
- Guy Sips
- Hilde Van Boxstael
- Lynn Hautekeete
- Thomas Vranken
- Wim Hoste
- Wim Lewi
Mithra postpones its annual general meeting
Mithra postpones its annual general meeting Liege, Belgium, 28 May 2024 – 15:00 CEST – Mithra (Euronext Brussels: MITRA), a company dedicated to women’s health, today announces that in the context of the monetization process and the uncertainties related thereto, Mithra postpones its Annual General Shareholders’ Meeting, , to a later date to be determined. Background Information: Mithra announced the launch of a comprehensive monetization process, exploring potential sales of selected assets, notably Estetra SRL, and potentially the entire business. Additionally, Mithra announced the en...
- Hilde Van Boxstael
- Michiel Declercq
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
Mithra enters into exclusive negotiations with Gedeon Richter and secu...
Mithra enters into exclusive negotiations with Gedeon Richter and secures continued funding in the context of its monetization process Liege, Belgium, 3 May 2024 – 17:30 CEST – Mithra (Euronext Brussels: MITRA), a company dedicated to women’s health, today announces that, after diligent evaluation of , Mithra has selected the offer submitted by Gedeon Richter, which relates to Estetra SRL, Neuralis SA and specific assets held by Mithra R&D SA related to the E4 platform, as a basis for further negotiations and decided to grant exclusivity to Gedeon Richter for the purpose of such negotiation...
Mithra updates on offers received in the context of its monetization p...
Mithra updates on offers received in the context of its monetization process and on its Annual Report 2023 Mithra has received binding offers for selected assets, including Estetra SRL, as part of its monetization process. As it stands, the aggregate amount of these offers is insufficient to ensure full repayment of all creditors of Mithra, and, therefore, the offers do not allow to create value for Mithra’s shareholders at the present time.Mithra has requested the suspension of trading of its shares on Euronext Brussels pending continuing negotiations with offering parties.Mithra postpones...
Mithra secures court protection measures to advance monetization proce...
Mithra secures court protection measures to advance monetization process Court Grants "Transfer under Judicial Supervision" for CDMO facility, safeguarding Mithra's activities and expediting the M&A process for its Contract Development and Manufacturing Organization.Approval of Judicial Reorganization Proceedings for Novalon SA, facilitating an amicable agreement with some creditors and restructuring the debt of Mithra's complex therapeutics business.Mithra Advances Monetization Process with Court Protection Measures, marking significant milestones in the company's commitment to maximizing ...
- Quirijn Mulder
Fugro/Another strong year ahead/BUY
Despite 45% performance in the last two months, we continue to view Fugro as attractive. Likely slower than last year's 28% but the company keeps growing revenue, supporting profitability on the back of strong execution, and continued high added value of its services. For FY24-26 we are optimistic that the company will deliver double digit growth. In our view €3-3.5bn revenues with an 11-15% EBIT margin range by FY27 does not seem too challenging. The tailwinds of relevant markets, such as offsh...
- Jacob Mekhael
- Thibault Leneeuw
- Thomas Vranken
- ING Helpdesk
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Lynn Hautekeete
- Sharad Kumar S.P
- Thibault Leneeuw
- Thomas Vranken
- Wim Hoste
- Wim Lewi
- Marc Zwartsenburg
- CEFA
ING Benelux Favourites/Weekly performance and valuation update
In this publication we update the performance of our ING Benelux Favourites list as well as all valuation and ranking tables for our coverage universe. Performance on the front page is dated from the 26 April 2023, while historical performance is included on the second page. The methodology for our favourites selection is based on a bottom-up approach with a focus on absolute performance with clear near-term triggers. It is a rolling list, ie, stocks can enter/exit whenever we think opportune.
- Guy Sips
- Hilde Van Boxstael
- Jacob Mekhael
- Thomas Vranken
- Wim Hoste
- Wim Lewi
- Thomas Vranken
Mithra FY23: better than expected operations, but cash and liabilities...
Mithra's FY23 results reveal € 40m revenues and € -48m REBITDA somewhat higher than our expectations, although a € 74m impairment on the CMO and Zoreline tanks the net loss to € 173.5m. While the monetisation process for (parts of) the business is ongoing, we estimate that little value could be left for shareholders. We therefore adopt a Sell rating (previously Reduce) and decrease our TP from € 1.0 to € 0.1.
- Guy Sips
- Jacob Mekhael
- Thibault Leneeuw
- Thomas Vranken
- Thomas Vranken
- ING Helpdesk
Benelux Morning Notes
AB InBev: A Bit Light, Bud. Ackermans & van Haaren: Core units AM/Banks and DEME. Adecco: Beats by 17% on 4Q23 EBITA; outlook solid. Air France-KLM: Peak reached already? Allfunds Group PLC: MoreFunds. ASR: 2H23 squeezed between two CMDs, no surprises. Belgian telecoms: Digi to launch convergent offers in Belgium. CM.com: FY23 results, EBITDA positive in 2H23. Fugro: Strong? Excellent!. NN Group: FY23 better, modest 2025 targets, capital distribution strategy better. Recticel...
- Guy Sips
- Hilde Van Boxstael
- Kristof Samoy
- Thomas Couvreur
- Thomas Vranken
- Wim Hoste
- Wim Lewi
- ING Helpdesk
Benelux Morning Notes
Ageas: FY23 - DPS +8%, S2 ratio 217%, strong Asia even with FX headwinds. ASM International: 4Q23 results, weak start to 2024. Deceuninck: Turkey continues to surprise positively. DEME Group: Handsome set of FY23 results. Fugro: Double digit growth expected. Just Eat Takeaway.com: FY23 results, supportive EBITDA guidance. Kendrion: Balance sheet risk reduced UCB: Material beat to consensus in 2H23, 2024 outlook in line with consensus
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