Rubis SCA

[Gattone]

Bollore hat über 5% an Rubis erworben, das erklärt natürlich den starken move der letzten Monate und insbesondere die 2-3% heute.

Sind relativ clevere Typen und haben nen guten track record mit bollore selber (halten universal music group)

https://www.zonebourse.com/cours/action/RUBIS-37262425/actua…

[winston-wolfe]

Rubis rises on Rubis Terminal disposal talks

** Shares in Rubis RUBF.PA rise around 2.6% after the French liquid products distributor said it entered into exclusive negotiations with I Squared Capital for the sale of its 55% stake in the JV Rubis Terminal for 375 million euros ($409.84 million)

** The company said it would return the 75 million euros generated from the sale through an exceptional dividend of 0.75 euros per share

** This follows the 2020 disposal of its 45% stake in the terminal to the same buyer

** Portzamparc's Nicolas Royot notes Rubis Terminal was no longer the company's core business

** The analyst adds the 300 million remaining after the dividend payout will help finance the development of the company's energy transition

** The stock is among top gainers on French SBF120 index .SBF120
...
https://www.xm.com/research/markets/allNews/reuters/rubis-ri…

[winston-wolfe]

Rubis tracks best day in 17 months as FY beats expectations

** Rubis' RUBF.PA shares jump 5% following the French liquid products distributor's better-than-expected FY results

** Rubis reports FY EBITDA up 19% y/y to 798 million euros ($872.29 million), above its own guidance of 690-730 million euros, on sales falling 7% to 6.63 billion euros

** Portzamparc says results comfortably exceed its expectations, pinning this mostly on good end-yr volumes for Retail and Marketing division, good performance in the Caribbean zone, compensation on lost profits in Madagascar, and still solid unit margins

** It deems the release solid, and even if EBITDA and EBIT got some one-off boosts, it says the performance adjusted for that is still excellent

** Portzamparc expects consensus expectations to be raised following the results

** The brokerage itself raises its forecasts for 2024 EBITDA to 749 million euros (vs prev 705 million euros)

** It flags the stock's weak 2024 valuation, which it says is at 7.3x PE, 6.9x EBIT

** The shares touch their early June levels and head for their best day in 17 months
...
https://www.xm.com/research/markets/allNews/reuters/rubis-tr…

[winston-wolfe]

Q3 & 9M 2023 trading update - Solid operating growth across the board

Energy Distribution
Retail & Marketing
Gross margin increasing by 2% at €191m in Q3 2023, driven by the strong operating performance of the fuel distribution business. Volume at +7% with growth across the board, bitumen catching up after a soft start to the year
Support & Services
Gross margin up 39% at €38m, when excluding SARA1, demonstrating the strong profitability of shipping activities

Renewable Electricity Production
Secured portfolio at 858 MWp, up 34% over the quarter
Revenue at €16m, up 22% vs Q3 2022
Launch of the construction of Creil: 200 MWp solar farm, Photosol's largest photovoltaic project, and second largest project in France
First-prize winner of CRE2 tenders with 257?MWp of ground-mounted photovoltaic projects
Acquisition of three RTB3 projects in Spain (Alicante region) representing 30 MWp (mid-October)
...
https://www.finanznachrichten.de/nachrichten-2023-11/6058981…

[winston-wolfe]

Rubis: Rubis Photosol, first-prize winner of CRE tenders, launches the construction of its largest photovoltaic project in France and accelerates its development in Spain

Rubis Group subsidiary Rubis Photosol was awarded 257 MWp of ground-mounted photovoltaic projects in the call for tenders from the French Energy Regulatory Commission (CRE) and is thus able to launch the construction of a 200 MWp solar farm on the former Creil air base.

This success is a record since the start of calls for tenders in France in 2011. Within these projects, the Creil solar plant, second largest in France, will produce the equivalent of the annual consumption of 85,000 households.

Finally, Rubis Photosol is accelerating its development in Spain with the acquisition of three projects with a capacity of nearly 30 MWp that will produce the equivalent of the annual consumption of 20,000 households.

https://www.finanznachrichten.de/nachrichten-2023-10/6045271…

[bpmeister13]

Antwort auf Beitrag Nr.: 73.298.150 von winston-wolfe am 15.02.23 12:31:46

Zitat von winston-wolfe: Habe ich auch noch keine Erfahrung mit ... am besten den Steuerberater konsultieren

Zitat von welczeck: Hallo winston-wolfe, ich überlege wegen der Div in Rubis zu investieren, habe aber keine Erfahrung mit franz. Dividenden. Wie läuft das den hier mit der (Doppel-)Besteuerung bzw. wie kann man ggfls. die franz. Steuer anrechnen lassen und wie aufwendig ist das?
Wäre über eine kurze Info dazu dankbar !

Das Problem hat sich bei mir einfach lösen lassen. Ich habe vor gut 3 Jahren bei der DKB ein (kostenloses) Depot eröffnet. Dort habe ich meine französischen (und auch kanadischen) Aktien einbuchen lassen. Nach Anfrage an den Support für eine Quellensteuervorabreduzierung bei franz. (und dann auch kanadischen) Aktien, kam ein Infoblatt mit Kostenaufstellung etc. und das Formblatt 5000 DE mit einer Ausfüllhilfe. Das ist die Wohnsitzbescheinigung, die man ausgefüllt dem Finanzamt für Unterschrift und Dienstsiegel vorlegt (Achtung: Fehler werden nicht toleriert! -> streng nach Ausfüllanweisung!). Diese sendet man an die DKB und für ca 12 € bekommt man 3 Jahre lang die Vorabreduzierung auf 12,8% franz. Quellensteuer.
Das ist prima und macht franz. und auch kanadische Dividendenaktien wesentlich interessanter für deutsche Anleger.

[winston-wolfe]

RUBIS PHOTOSOL EXPANDS ITS ACTIVITIES IN EUROPE

Rubis Photosol announces its first investment in Italy with a portfolio of 10 photovoltaic and agrivoltaic projects totaling close to 100 MWp

Rubis Photosol is also expanding in Spain and Poland with the signing of two co-development partnerships

Acquisition of a project portfolio in Italy

Ranked among the top five photovoltaic electricity producers in France, Rubis Photosol has completed its first European expansion with an investment in Italy, through the acquisition of a portfolio composed of 10 photovoltaic and agrivoltaic projects in the region of Lazio, for around 100MWp. The acquisition of each of these projects is conditional on the seller Ib Vogt GmbH, one of the leading utility-scale solar development platforms, obtaining the RTB ("Ready-to-Build1") status.

The deal is a firm commitment by Rubis Photosol to purchase 10 identified projects over the next 12 to 18 months as soon as they reach the RTB stage. The first two RTB projects were acquired by Rubis Photosol on 28 June 2023. Their capacity reaches 25 MWp. Among the remaining eight projects, two have obtained construction permits and six are at an advanced stage of development. Construction will start at the end of 2023. All projects in the portfolio will be commissioned in 2025 and 2026. Investments for the realisation of this portfolio are estimated at a maximum of 100 million euros (including land acquisition). Taken as a whole, this portfolio of 10 projects will generate around 150 GWh of green electricity annually.

"This is Rubis Photosol's first acquisition abroad, marking our determination to position ourselves as a go-to developer and IPP in Europe thanks to the support from the Rubis Group.
Leveraging our expertise built up in France since 2008 and the similarities between the Italian and French markets, this acquisition will enable us to accelerate the building of our integrated platform across the entire value chain. Our development, construction and maintenance teams bring our know-how to a booming market." explains David Guinard, co-founder and CEO of Rubis Photosol.

Launch of development platforms in Spain and Poland

Rubis Photosol is developing two other project development platforms in Spain and Poland. In each of these two countries, these subsidiaries have signed co-development partnerships with experienced local players whose mission is to identify and develop new solar and energy storage projects.

Rubis Photosol is thus accelerating the deployment of its strategy on the European market by building pipelines of solar projects and green energy storage.
...
https://www.finanznachrichten.de/nachrichten-2023-07/5950800…

[winston-wolfe]

FY 2022 Results: Strong operating performance, solid balance sheet and further increase in dividend

NET INCOME GROUP SHARE AT EUR263M, +10% INCREASE IN ADJUSTED EPS

EXCELLENT OPERATING PERFORMANCE IN AFRICA AND THE CARIBBEAN

RUBIS PHOTOSOL, CONTRIBUTING TO GROUP EBITDA FOR THE FIRST TIME, BY EUR18M (FOR 9 MONTHS)

PROPOSED DIVIDEND OF EUR 1.92 PER SHARE, UP 3% VS FY 2021

FY 2022 Results highlights

-- EBITDA: EUR 669m, +26% vs FY 2021 and EBIT: EUR 509m, +30% vs FY 2021, well ahead of record FY 2019 EUR 412m.

-- Adjusted net income[3]: EUR 326m, +11% vs FY 2021 leading to an adjusted EPS (diluted) of EUR 3.16, +10% vs FY2021.

-- Corporate net financial debt[4] (corporate NFD) at EUR 930m, 1.5x corporate NFD/EBITDA pre-IFRS 16, vs EUR 438mas of 31/12/2021. Increase in net debt is mostly due to the Photosol acquisition.

-- New complementary decarbonisation target on scope 3A.

-- Signing of first sustainability-linked loans with margins linked to the achievement of ESG KPIs (RubisÉnergie).

Outlook

The beginning of 2023 has demonstrated continued volumes and earnings improvement at Rubis Énergie and focus on the pipeline development at Rubis Renouvelables. With relevant growth drivers, the Group is confident that 2023 will be another year of improving net income Group share vs 2022 (adjusted for goodwill impairment) and dividend, in line with dividend policy.

On 16 March 2023, Clarisse Gobin-Swiecznik, Managing Director, commented on the results: "Rubis has once again demonstrated the solidity of its business model and shown strong operational performance, investments in the renewable energy, while maintaining a solid balance sheet. Our multi-product, multi-country strategy and the control of the supply chain ensure better risk management; operational excellence and sustainability of the business, together with a healthy financial situation to finance growth and development.

In 2022, Rubis has made a strategic entry into the renewable energy sector with the transformational acquisition of Photosol - one of the leading independent French photovoltaic companies. With the development of a pipeline over 3 GWp, Photosol is set to contribute to Rubis earnings growth in the mid- and long-term.
...
https://www.finanznachrichten.de/nachrichten-2023-03/5857799…

[winston-wolfe]

Antwort auf Beitrag Nr.: 73.292.381 von welczeck am 14.02.23 16:18:39

Französische Dividenden

Bei Ausschüttungen gilt ein Quellensteuersatz von 30 Prozent. Davon werden 12,8 Prozent auf die deutsche Abgeltungsteuer (25 Prozent) angerechnet. Die verbleibenden 17,2 Prozent können sich Aktionäre über ein Erstattungsverfahren in Frankreich zurückholen. Das notwendige Formular ist beim Bundeszentralamt für Steuern abrufbar (bzst.de).

Zitat von welczeck: Hallo winston-wolfe, ich überlege wegen der Div in Rubis zu investieren, habe aber keine Erfahrung mit franz. Dividenden. Wie läuft das den hier mit der (Doppel-)Besteuerung bzw. wie kann man ggfls. die franz. Steuer anrechnen lassen und wie aufwendig ist das?
Wäre über eine kurze Info dazu dankbar !

[winston-wolfe]

Antwort auf Beitrag Nr.: 73.292.381 von welczeck am 14.02.23 16:18:39

Habe ich auch noch keine Erfahrung mit ... am besten den Steuerberater konsultieren

Zitat von welczeck: Hallo winston-wolfe, ich überlege wegen der Div in Rubis zu investieren, habe aber keine Erfahrung mit franz. Dividenden. Wie läuft das den hier mit der (Doppel-)Besteuerung bzw. wie kann man ggfls. die franz. Steuer anrechnen lassen und wie aufwendig ist das?
Wäre über eine kurze Info dazu dankbar !