Grønne Aktier — Oktober 2020
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Vow kom med regnskab i dag. Iflg DNB bedre end ventet. Alligevel faldt aktien.
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Her er DNBs kommentar: The Covid-19 impact was felt in trough Aftersales
revenues in Q3, but Vow still managed to significantly
outperform our margin forecast. Hence, we have raised our margin estimates, and see continued headwinds for Aftersales until mid-2021 being more than offset by strict cost control. We expect the Landbased growth case to materialise in the coming months as milestones are reached. We reiterate our BUY and have raised our
target price to NOK36 (30). -
QFuel kommer med Q3 regnskab den 13/11
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Rettelse: Jeg kan se at Vows resultat var dårligere end ventet af konsensus, men bedre end ventet af DNB
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Jeg har altid haft det sådan, at jo flere analytikere, der har køb på en aktie, desto mere skeptisk bliver jeg.
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Ja noget af en visionær person. Flere snubleture, men sandelig også nogle fantastiske “eventyr”. Tror nu ikke det er det! Snarere at vi er gået ind i en periode med stille og sagte ristning af usikre, eller utålmodige, investorer. Der vil gå nogle måneder, i det allermindste 1-2 mdr! Før anlægget er justeret og kørt ind. Det kan på ingen måde være overraskende, hvis man ved blot lidt om procesanlæg, men flyvske investorer er bare ikke til tålmod, og lette at lænse. Når ting siver frygter man
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