reports
Form 8.3 - The Vanguard Group, Inc.: Anglo American plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Anglo American plc 09-May-2024 / 13:55 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s...
AMG Announces Results of the Annual General Meeting
AMG Announces Results of the Annual General Meeting Amsterdam, 8 May 2024 (Regulated Information) --- AMG Critical Materials N.V. (“AMG”, EURONEXT AMSTERDAM: “AMG”) is pleased to announce that during its Annual General Meeting held on May 8, 2024, shareholders approved all agenda items presented, including the expansion of the Management Board from three to four members. Mr. Michael Connor was appointed to the Management Board as Chief Corporate Development Officer for a term of four years, with effect from May 8, 2024. During the meeting, Mr. Jackson Dunckel was reappointed as Chief Finan...
AMG Announces Final 2023 Dividend
AMG Announces Final 2023 Dividend Amsterdam, 8 May 2024 (Regulated Information) --- AMG Critical Materials N.V. (“AMG”, EURONEXT AMSTERDAM: “AMG”) is pleased to announce that during the Annual General Meeting, held on May 8, 2024, AMG's shareholders approved the payment of a dividend of €0.60 per ordinary share over the financial year 2023. The interim dividend of €0.40, paid on August 9, 2023, was deducted from the amount distributed to shareholders. The final dividend per ordinary share therefore amounts to €0.20. Payment of the final dividend will be completed on or around May 15, 2024,...
Form 8.3 - The Vanguard Group, Inc.: Anglo American plc
The Vanguard Group, Inc. ( ) Form 8.3 - The Vanguard Group, Inc.: Anglo American plc 08-May-2024 / 14:55 GMT/BST FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION (a) Full name of discloser: The Vanguard Group, Inc. (b) Owner or controller of interests and short positions disclosed, if different from 1(a): The naming of nominee or vehicle companies is insufficient. For a trust, the trustee(s...
Bekaert: General Meetings of Shareholders
Bekaert: General Meetings of Shareholders General Meetings of Shareholders - Approval of a gross dividend of € 1.80- Approval of the proposed reappointments On Wednesday 8 May 2024, Bekaert’s Annual General Meeting of Shareholders took place chaired by Jürgen Tinggren, Chairman of the Board of Directors. The following main subjects were considered. The meeting approved the balance sheet and the income statement per 31 December 2023, as submitted by the Board of Directors, including the distribution of a gross dividend of € 1.80 per share.The dividend ex-date ...
Bekaert: Algemene Vergaderingen van Aandeelhouders
Bekaert: Algemene Vergaderingen van Aandeelhouders Algemene Vergaderingen van Aandeelhouders - Goedkeuring bruto dividend van € 1,80 - Goedkeuring voorgestelde herbenoemingen Op woensdag 8 mei 2024 heeft de Gewone Algemene Vergadering van Aandeelhouders van Bekaert plaatsgevonden onder het voorzitterschap van Jürgen Tinggren, Voorzitter van de Raad van Bestuur. Daarbij zijn hoofdzakelijk de volgende onderwerpen aan bod gekomen. De vergadering heeft de balans en de resultatenrekening afgesloten op 31 december 2023, zoals opgemaakt door de Raad van Bestuur, goe...
- Gerardo Ibanez
- Steven Boumans
ODDO BHF Small & MIDCAP MORNING NEWS - 05/08/2024 Date Performance sin...
Unifiedpost is a niche SaaS player in the e-invoicing and procurement channel space. Regulatory headwinds mean this market is ripe for growth, which should benefit Unifiedpost. Due to some unsuccessful past M&A, the company is in a challenging financial position today. However, it has recently embarked on a divestment path, aiming to streamline the business and improve its fundamentals. We like the new direction, however prefer to take a wait-and-see approach. - ...
OUT1V OUTOKUMPU OYJ
ZIL2 ELRINGKLINGER AG
SBMO SBM OFFSHORE NV
EURN EURONAV NV
LEI LEIFHEIT AG
LXS LANXESS AG
KCO KLOECKNER & CO SE
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
MAREL MAREL HF.
NDA AURUBIS AG
MONT MONTEA SCA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
INW INFRASTRUTTURE WIRELESS ITALIANE S.P.A.
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
TLGO TALGO SA
RUI RUBIS SCA
B4B METRO AG
S92 SMA SOLAR TECHNOLOGY AG
INS INSTONE REAL ESTATE GROUP AG
JEN JENOPTIK AG
CLA CLARANOVA SE
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
KTA KNAUS TABBERT
SFQ SAF-HOLLAND SE
AERO MONTANA AEROSPACE AG
YOU ABOUT YOU HLDG AG
SYAB SYNLAB AG
ALVGO VOGO SA
STM STABILUS SE
- Gerardo Ibanez
- Steven Boumans
ODDO BHF Small & MIDCAP MORNING NEWS - 08/05/2024 Date Performance dep...
Unifiedpost is a niche SaaS player in the e-invoicing and procurement channel space. Regulatory headwinds mean this market is ripe for growth, which should benefit Unifiedpost. Due to some unsuccessful past M&A, the company is in a challenging financial position today. However, it has recently embarked on a divestment path, aiming to streamline the business and improve its fundamentals. We like the new direction, however prefer to take a wait-and-see approach. - ...
OUT1V OUTOKUMPU OYJ
ZIL2 ELRINGKLINGER AG
SBMO SBM OFFSHORE NV
EURN EURONAV NV
LEI LEIFHEIT AG
LXS LANXESS AG
KCO KLOECKNER & CO SE
BVB BORUSSIA DORTMUND GMBH & CO. KGAA
MAREL MAREL HF.
NDA AURUBIS AG
MONT MONTEA SCA
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
TLGO TALGO SA
RUI RUBIS SCA
B4B METRO AG
S92 SMA SOLAR TECHNOLOGY AG
INS INSTONE REAL ESTATE GROUP AG
JEN JENOPTIK AG
CLA CLARANOVA SE
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
KTA KNAUS TABBERT
SFQ SAF-HOLLAND SE
AERO MONTANA AEROSPACE AG
YOU ABOUT YOU HLDG AG
SYAB SYNLAB AG
ALVGO VOGO SA
STM STABILUS SE
- Emna Ben Bdira
- Maxime Kogge
Outokumpu : Q1 post-view: several encouraging signs but still a subdue...
>Q1 below forecasts due above all to the Americas - Like Acerinox and Aperam previously, Outokumpu disappointed the market with Q1 earnings below expectations and a subdued Q2 guidance. Like for the two competitors, this situation partly reflects the operating issues (strike in Finland, maintenance break in the US) and a lacklustre market environment, above all in Europe. Q1 adjusted EBITDA came to just € 38m, while we had forecast € 56m. By business area, Europe was ...
- Martijn Den Drijver
Bekaert : Material miss on Q1 2024 sales, 2024 EBIT margin guidance re...
>Material misses on Q1 sales for all divisions - Bekaert’s Q1 2024 sales update disappointed with all divisions reporting mid to high single digit misses versus consensus (BBRG even a 14% miss) and total sales missing consensus by 7%. Despite the misses, Bekaert says it has started the year well and in line with expectations. The company says it expects moderate sales growth in the remainder of the year and reiterates its 2024 guidance which calls for an EBITu margin ...
- Emna Ben Bdira
- Maxime Kogge
Outokumpu : Postview T1 : quelques signes encourageants mais un contex...
>T1 inférieur aux attentes à cause surtout d’Americas - Comme Acerinox et Aperam avant lui, Outokumpu a déçu le marché avec des résultats T1 inférieurs aux attentes et une guidance T2 assez modeste. Comme chez ses deux concurrents, cette situation reflète pour partie des problèmes opérationnels (grève en Finlande, maintenance plus longue que prévu aux USA) et un environnement de marché peu propice surtout en Europe. L’EBITDA ajusté T1 est ainsi ressorti à seulement 38...
- ING Helpdesk
Benelux Morning Notes
AB InBev: Busy BEES. Ahold Delhaize: Small beat, comforting confirmation of 2024 guidance. AMG: 1Q24 better than expected, FY guidance intact, strategic projects on schedule. Bekaert: Soft start to the year with 7% sales miss, FY guidance maintained. Euronav: Transformation at full speed. Marel: Another lacklustre quarter. Montea: 2025 guidance raised, valuations moving into positive territory. SBM Offshore: In-line Q1 trading update. Sif Group: Preview - normal quarter e...
- Hilde Van Boxstael
- Jacob Mekhael
- Kristof Samoy
- Michiel Declercq
- Sharad Kumar S.P
- Thomas Vranken
- Wim Hoste
- Wim Lewi
- Martijn Den Drijver
AMG : An okay quarter, 2024 adj. EBITDA guidance reiterated
>Beat on sales, in line EBITDA, net debt a miss - AMG reported sales Q1 of $358m a solid beat versus our estimate of $337m with adj. EBITDA coming in at $30.8m versus our estimate of $30.9m. Unfortunately we do not have access to Visible Alpha and the Bloomberg consensus is worthless (only 1 contribution in the old reporting format). The quality of the EBITDA is somewhat less than normal as $2.1m in costs related to the expansion of the Brazilian mine has been classif...
- Wim Hoste
Bekaert FIRST LOOK: weaker than expected 1Q sales but FY guidance reco...
1Q sales decreased by 14%, which was about 6% weaker than expected. Importantly, management reiterated FY guidance calling for an at least stable uEBIT margin. In the coming years, we expect further earnings support from portfolio pruning and a gradually improving mix whereby more profitable segments such as Specialty Products and BBRG grow above the company average. Starting from a very solid balance sheet and in the absence of acquisitions or buybacks, we assume Bekaert to reach a net cash pos...
Bekaert: Trading update for the three months to March 2024
Bekaert: Trading update for the three months to March 2024 Trading update for the three months to March 2024 Solid start to the year, with trading in line with expectations for the full year 2024 Bekaert has started the year well and in line with expectations. Whilst Q1 2023 provides a tough comparison benefiting from customer restocking in China, foreign exchange tailwinds and the priced-in higher raw material and energy costs, Bekaert has delivered in the first three months of 2024 consolidated sales of € 1 025 million (-14% against the same period in 2023) and combi...
Bekaert: Rapport d’activités sur les trois mois jusqu’à mars 2024
Bekaert: Rapport d’activités sur les trois mois jusqu’à mars 2024 Rapport d’activités sur les trois mois jusqu’à mars 2024 Début d'année solide, avec des performances commerciales conformes aux prévisions pour l'ensemble de l'année 2024 Bekaert a bien entamé l'année, conformément aux attentes. Alors que le premier trimestre 2023 se prête à une comparaison difficile, bénéficiant du restockage des clients en Chine, des effets de change favorables et de la transmission de la hausse des coûts de matières premières et d'énergie, Bekaert a réalisé au cours des trois premiers moi...
Bekaert: Activiteitenverslag eerste drie maanden tot en met maart 2024
Bekaert: Activiteitenverslag eerste drie maanden tot en met maart 2024 Activiteitenverslag eerste drie maanden tot en met maart 2024 Solide start van het jaar, met handelsactiviteiten in overeenstemming met de verwachtingen voor het boekjaar 2024 Bekaert is het jaar goed gestart, in lijn met de verwachtingen. Het bedrijf realiseerde in de eerste drie maanden van 2024 een geconsolideerde omzet van € 1 025 miljoen (-14% tegenover dezelfde periode in 2023) en een gezamenlijke omzet van € 1 245 miljoen (-15%). Het eerste kwartaal van 2023 is daarbij evenwel een moeilijke v...
- Frank Claassen
AMG - No recovery in lithium or vanadium prices yet
• Q1-24 was a touch above our expectations on EBITDA, but below on FCF.• AMG reiterates FY24 guidance of EBITDA of around USD 130m as lithium and vanadium prices remain subdued for the moment. • We stick to Hold, but increase our TP to EUR 23 (was EUR 18) based on our 2025e SOTP on the back of a rerating of peer group multiples.
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