Energiser Investments Share Discussion Threads

[waldron] 29/7/2019 16:06

Brent Crude Oil NYMEX 63.26 -0.17%
Gasoline NYMEX 1.81 -0.73%
Natural Gas NYMEX 2.11 -2.00%
(WTI) 56.19 USD +0.38%


FTSE 100
7,686.61 +1.82%
Dow Jones
27,264.11 +0.26%
CAC 40
5,601.1 -0.16%
SBF 120
4,427.18 -0.19%
Euro STOXX 50
3,529.67 +0.08%
DAX
12,417.47 -0.02%
Ftse Mib
21,744.33 -0.43%


Eni
14.248 -0.63%


Total
48.06 +0.06%

Engie
14.315 +1.89%

Orange
13.615 +0.70%


Bp
527 +0.76%

Vodafone
152.24 +4.27%

Royal Dutch Shell A
2,602.5 +2.14%

Royal Dutch Shell B
2,609 +2.15%

[maywillow] 29/7/2019 12:56

30 July 2019: Publication of results of the first half of 2019

[waldron] 29/7/2019 06:06

GTT: AlphaValue remains with reduce but adjusts target up from 84.20 to 85.70 EUR.

[waldron] 26/7/2019 16:16

Brent Crude Oil NYMEX 63.68 +0.46%
Gasoline NYMEX 1.82 -0.08%
Natural Gas NYMEX 2.15 -3.50%
(WTI) 56.05 USD -0.04%


FTSE 100
7,549.06 +0.80%
Dow Jones
27,158.98 +0.07%
CAC 40
5,610.05 +0.57%
SBF 120
4,435.56 +0.66%
Euro STOXX 50
3,526.99 +0.34%
DAX
12,419.9 +0.47%
Ftse Mib
21,835.04 -0.31%


Eni
14.338 -0.08%


Total
48.03 +0.23%


Engie
14.05 +0.72%

Orange
13.52 +0.97%



Bp
523 -0.11%

Vodafone
146 +10.61%

Royal Dutch Shell A
2,548 +0.33%


Royal Dutch Shell B
2,554 +0.45%

HAVE A GREAT WEEKEND

AH REFRESHING RAIN AT LAST

[maywillow] 26/7/2019 09:40

(Update: comments from the Suez CEO on the strategic repositioning of the group and its contacts with the Amber Capital fund, share price)


PARIS (Agefi-Dow Jones) - Utilities group Suez Environnement confirmed Friday its financial targets for 2019 after a rise in its results in the first half, thanks to the positive contribution of all its divisions.


In the first six months of the year, net income group share stood at 212 million euros, against 90 million euros in the same period a year earlier, said Suez in a statement. The group's turnover reached 8.66 billion euros, an increase over one year of 3.7% as reported and 3.5% organic. These variations incorporate the impact of the IFRS 16 accounting standard, applied since January 1, 2019.


Gross operating income (EBITDA) increased by 15% on a reported basis and 2.4% on an organic basis, to 1.52 billion euros, representing a margin of 17.6% of sales, compared with 15.8% a year earlier.


EBIT was 645 million euros, up 6.2% on a reported basis and 4.8% organically. Suez achieved an EBIT margin over sales of 7.5%, compared to 7.3% in the first half of 2018.


According to the consensus established by FactSet, analysts expected on average a net profit of 232 million euros and a turnover of 8.61 billion euros. Analysts forecast gross operating income of 1.48 billion euros and operating income of 635 million euros.


The Group's net financial debt, including the impact of the IFRS 16 accounting standard, was 10.61 billion euros at June 30, compared with 9.32 billion euros a year earlier. It thus corresponded to 3.3 times Ebitda at 30 June, with constant accounting standards, compared to 3.5 times a year earlier.


For 2019, Suez has confirmed an organic revenue growth of between 2% and 3% and a rate of between 4% and 5%. Suez also expects a free cash flow growth of 7% to 8% this year and a debt ratio around 3 times EBITDA. For 2020, the group has reaffirmed its "desire to continue lowering the debt ratio".


"We are advancing, with the support of the Board of Directors, in the strategic review conducted as part of Suez 2030. The strategic repositioning that will result from this review will be presented by October 30," commented the Director General of Suez , Bertrand Camus, quoted in the release.


The leader said he was "determined" to improve the selective growth profile "to create value for all stakeholders".


The group wants to choose the activities offering growth in the long term and the current review will lead to clear choices, said during a conference call, Bertrand Camus, who did not want to "speculate" on any specific disposals or acquisitions.


In addition, Bertrand Camus said he met with representatives of the investment fund Amber Capital, including at the last general meeting of the group on May 14. The group is in a "phase of dialogue with all stakeholders" teams as shareholders, and discussions with the fund are "of the same nature" as with others, said Bertrand Camus.


Last week, Amber Capital announced that it had sent Suez members a letter and a detailed presentation in which the fund detailed "its recommendations for an overhaul of the strategy in order to put the group back on the road to success. value creation ".


At 9:30, the Suez share gained 0.7% to 13.14 euros in a generally stable Paris market.


-Alice Doré, Agefi-Dow Jones; [phone]; [e-mail] ed: LBO - ECH


FINANCIAL RELEASES OF SUEZ ENVIRONNEMENT:


All news from SUEZ - SUEZ Group


Agefi-Dow Jones The financial newswire


(END) Dow Jones Newswires


July 26, 2019 03:32 ET (07:32 GMT)

[waldron] 25/7/2019 15:57

Brent Crude Oil NYMEX 63.77 +0.93%
Gasoline NYMEX 1.83 +1.53%
Natural Gas NYMEX 2.22 +0.95%
(WTI) 56.48 USD +0.91%


FTSE 100
7,489.05 -0.17%
Dow Jones
27,176.81 -0.34%
CAC 40
5,578.05 -0.50%
SBF 120
4,406.46 -0.47%
Euro STOXX 50
3,515.01 -0.55%
DAX
12,362.1 -1.28%
Ftse Mib
21,937.98 -0.64%


Eni
14.35 -0.44%

Total
47.92 -1.09%

Engie
13.95 -0.61%

Orange
13.39 +1.79%


Bp
523.6 +0.02%

Vodafone
132 +0.18%

Royal Dutch Shell A
2,539.5 -0.08%


Royal Dutch Shell B
2,542.5 -0.12%

[waldron] 24/7/2019 16:10

Brent Crude Oil NYMEX 64.15 +0.50%
Gasoline NYMEX 1.83 +0.62%
Natural Gas NYMEX 2.20 -3.16%
(WTI) 56.91 USD -0.25%


FTSE 100
7,501.46 -0.73%
Dow Jones
27,227.24 -0.45%
CAC 40
5,608.67 -0.17%
SBF 120
4,427.17 -0.11%
Euro STOXX 50
3,534.47 -0.08%
DAX
12,522.89 +0.26%
Ftse Mib
22,066.88 +0.51%

Eni
14.414 +0.17%


Total
48.45 -0.84%


Engie
14.035 +0.50%

Orange
13.155 -0.49%


Bp
523.5 -0.72%

Vodafone
131.76 +0.73%

Royal Dutch Shell A
2,541.5 -0.94%


Royal Dutch Shell B
2,545.5 -0.95%

[waldron] 23/7/2019 16:02

Brent Crude Oil NYMEX 63.24 +1.23%
Gasoline NYMEX 1.80 +0.22%
Natural Gas NYMEX 2.29 +2.65%
(WTI) 56.16 USD +0.12%



FTSE 100
7,556.86 +0.56%
Dow Jones
27,229.6 +0.21%
CAC 40
5,618.16 +0.92%
SBF 120
4,431.99 +0.95%
Euro STOXX 50
3,537.14 +1.42%
DAX
12,490.74 +1.64%
Ftse Mib
21,972.03 +1.09%


Eni
14.39 +0.52%

Total
48.86 +1.38%


Engie
13.965 +1.05%

Orange
13.22 +0.49%



Bp
527.3 +0.82%

Vodafone
130.8 +1.92%

Royal Dutch Shell A
2,565.5 +0.39%

Royal Dutch Shell B
2,570 +0.18%

[la forge] 23/7/2019 13:29

Engie: Deutsche Bank passes from hold to buy.

[la forge] 23/7/2019 13:27

Suez: Deutsche Bank goes from hold to sell.

[encarter] 23/7/2019 09:52

Probably the world's longest RNS.

[waldron] 22/7/2019 16:00

Brent Crude Oil NYMEX 63.24 +1.23%
Gasoline NYMEX 1.80 +0.22%
Natural Gas NYMEX 2.29 +2.65%
(WTI) 56.16 USD +0.12%

FTSE 100
7,514.93 +0.08%
Dow Jones
27,122.59 -0.12%
CAC 40
5,567.02 +0.26%
SBF 120
4,390.49 +0.23%
Euro STOXX 50
3,487.69 +0.23%
DAX
12,289.4 +0.24%
Ftse Mib
21,699.9 +0.27%


Eni
14.316 +0.68%

Total
48.195 -0.01%

Engie
13.82 +0.51%

Orange
13.155 -0.53%


Bp
523 +1.02%

Vodafone
128.34 -0.77%

Royal Dutch Shell A
2,555.5 +0.65%

Royal Dutch Shell B
2,565.5 +0.90%

[maywillow] 20/7/2019 09:25

30 July 2019: Publication of results of the first half of 2019

[maywillow] 20/7/2019 09:22

19/07/2019 | 6:29 p.m.
Engie and its partners Meridiam and Fonsis signed the financing contracts for two photovoltaic projects of 60 MW.

The total investment for these projects is 47.5 million euros, financed by the European Investment Bank (EIB), the International Finance Corporation (IFC), and Proparco.

Both projects are part of the Scaling Solar program in Senegal.

Engie and Meridiam will each hold a 40% stake in the project companies. Senegal's sovereign fund, Fonsis, will also be a 20% shareholder.

[waldron] 19/7/2019 16:16

Brent Crude Oil NYMEX 62.02 +0.15%
Gasoline NYMEX 1.79 -0.06%
Natural Gas NYMEX 2.22 -1.90%
(WTI) 55.05 USD -1.10%


FTSE 100
7,508.7 +0.21%
Dow Jones
27,249.6 +0.10%
CAC 40
5,552.34 +0.03%
SBF 120
4,380.3 +0.15%
Euro STOXX 50
3,479.55 -0.17%
DAX
12,260.07 +0.26%
Ftse Mib
21,641.39 -2.03%

Eni
14.22 -0.56%


Total
48.2 +0.35%


Engie
13.75 -0.54%

Orange
13.225 -0.26%



Bp
517.7 +0.39%

Vodafone
129.34 +1.92%

Royal Dutch Shell A
2,539 +0.71%


Royal Dutch Shell B
2,542.5 +0.45%

[waldron] 18/7/2019 16:03

Brent Crude Oil NYMEX 61.81 -2.91%
Gasoline NYMEX 1.78 -2.78%
Natural Gas NYMEX 2.25 -1.19%
(WTI) 54.96 USD -2.81%

FTSE 100
7,493.09 -0.56%
Dow Jones
27,099.28 -0.44%
CAC 40
5,550.55 -0.38%
SBF 120
4,373.74 -0.39%
Euro STOXX 50
3,485.63 -0.46%
DAX
12,227.85 -0.92%
Ftse Mib
22,128.49 +0.22%



Eni
14.3 -0.79%


Total
48.03 -1.15%

Engie
13.825 +0.18%

Orange
13.26 -0.34%



Bp
515.7 -2.33%

Vodafone
126.9 +0.65%

Royal Dutch Shell A
2,521 -1.25%

Royal Dutch Shell A
2,531 -1.04%

[sarkasm] 18/7/2019 13:02

30 July 2019: Publication of results of the first half of 2019

[sarkasm] 18/7/2019 12:36

Mean consensus BUY
Number of Analysts 19
Average target price 15,42 €
Last Close Price 13,80 €
Spread / Highest target 34,1%
Spread / Average Target 11,7%
Spread / Lowest Target -5,80%