Aktiesnakken — Oktober 2010

[deleted-user]

Arzerra går i krig direkte mod Rituxian. De head to head forsøg afgør alt...på et markedet på 36 mia DKK

[JørgenVarnæs]

fantasktiske - og længe ventede nyheder - er der noget omkring timing & duration på det studie?

[deleted-user]

men hvornår de læser ud er jeg lidt pas på, men mon ikke der går 12 måneder

[mrBlack]

JPM på vestas: (de er undervægt, TP 200):

[mrBlack]

Q3 results and 2011 guidance - admitting the problem
is the first step to improvement -

[collersteen]

JPM var rimelig OBS på cash flow i deres august analyse

[aktien]

AMA under 3 begynder at blive interessant

[collersteen]

så måske de så småt er på vej imod en holdningsændring ....

[Banker]

dejligt at være på systermen igen. hold op hvor skal man være hurtig hvis man skal handle i VWS

[mrBlack]

Focus on cash flow: We particularly focused on cash flow for Q3 given the
increasing discrepancy between cash and P&L earnings in H1 2010.

[mrBlack]

Earnings quality had deteriorated in H1 2010 as losses on cash basis were
substantially higher than in the P&L. Overall, free cash flow fro

[knoxville]

Er folk gået ind i VWS idag?

[mrBlack]

from operations
for Q3 was €180mn compared to our estimate of a €86mn outflow.

[mrBlack]

Net
working capital stood at 25% of sales vs. our estimate of 15% with the better
'

[mrBlack]

cash flow driven by higher earnings and a partial closure of the unexplained
gap between earnings and cash in H1

[mrBlack]

yep - konsensus skal ned på sales, EBIT

[mrBlack]

men frygten for en kapital udvidelse kan fordampe

[mrBlack]

Q3
saw a reversal of that and a normalization of SG&A costs which spiked in
Q2. The high level of capitalization of R&D costs continued.

[knoxville]

anmik, er du ude igen?

[mrBlack]

analytikeren kommer dog ikke med nogen klar anbefaling i hans rapport...lol