Aktiesnakken — Marts 2022
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Shorterne må være glade for mr. Eliott Jones, der lige kan hjælpe dem lidt når aktien stiger (for) meget.
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Fra dagens BørsXtra (det @Daytrader_DK kalder xtraInvestors nyhedsbrev)<br>
<i>«QUANTAFUEL: Nordea kutter kursmålet til NOK 13 (14), gjentar selg.»</i><br>
https://preview.mailerlite.com/n5z4o9y6b9/1897156439386886867/f8k9/ -
Tak. Ja, den er god nok. Sælg, kursmål 13.
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"We reduce our near-term capacity estimates for Skive for the Q1 downtime (and
increased capex) which results in an estimated 10,600 tonnes converted in 2022
(vs 12,000 target by the company), while also increasing the probability of
success for Skive and other near-term facilities including Esbjerg sorting given
positive commentary. However, we slightly increase our opex per tonne
estimates to align closer with company guidance, which alongside timing tweaks
results in a revised DCF-based -
target price of NOK 13 (14). "
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De er bare til grin. 9% er simpelthen for meget den falder i dag. 4-5 kunne jeg leve med.
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Ser ud til at præsentationerne fra SpareBank 1 Markets 2022 Energy Conference bliver lagt ud, og at en efterhvert kan se dem uden at registrere sig (<i>View session</i>): https://web-eur.cvent.com/event/3e8c4aa7-1ce5-4588-8a62-90a8e94f9ca0/websitePage:241caea1-7bd3-41ed-9528-914b58bb3df2
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(<i><u>View session</u></i>): https://web-eur.cvent.com/event/3e8c4aa7-1ce5-4588-8a62-90a8e94f9ca0/websitePage:241caea1-7bd3-41ed-9528-914b58bb3df2
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Ja de mener jo så at iflg. deres estimat, laver de 1400 tons mindre i år end de har guided, og der skal iflg deres model så prises til 165 mio NOK
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på markedsværdien (fra 14 til 13) og det samtidig med at man opjustere sandsynligheden for fabrikken.
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Tror sku der er en fejl i den formel de bruger
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Tak for link @Reserven
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-12.30%
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Citadel Advisors LLC er gået under 0.5%
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Den har da været god at trade i dag hvis man ellers havde været aktiv
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Det var ikke længe Citadel var aktive
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Jeg har smidt en snørre ud lidt længere nede
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Global avtale mot plastavfall vedtatt i FN: https://www.vg.no/nyheter/utenriks/i/rEyk50/global-avtale-mot-plastavfall-nettopp-vedtatt-i-fn
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tak reserven
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