BillerudKorsnäs - schwedischer Hersteller von Verpackungspapieren nach dem Crash
eröffnet am 20.07.18 20:36:49 von
neuester Beitrag 26.01.24 22:29:34 von
neuester Beitrag 26.01.24 22:29:34 von
Beiträge: 30
ID: 1.284.878
ID: 1.284.878
Aufrufe heute: 0
Gesamt: 3.222
Gesamt: 3.222
Aktive User: 0
ISIN: SE0000862997 · WKN: 807435 · Symbol: BNF
7,9500
EUR
-2,03 %
-0,1650 EUR
Letzter Kurs 10:32:15 Tradegate
Werte aus der Branche Holzindustrie
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 10,400 | +28,40 | |
| 3,3860 | +27,77 | |
| 141,07 | +19,08 | |
| 90,08 | +9,64 | |
| 20,030 | +9,45 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 5,4800 | -4,86 | |
| 7,0400 | -4,99 | |
| 1,1300 | -5,04 | |
| 35,30 | -6,59 | |
| 24,590 | -17,59 |
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https://www.billerud.com/investors/financial-reports
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Comments by the CEO:
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For the first quarter of 2024, market conditions are expected to slightly improve from weak levels for most of our product categories. We will stay proactive in terms of price management as total input costs are expected to increase. For liquid packaging board, we have secured improved price positions for significant volumes, which will more than offset price pressure in other categories.
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For 2024, we remain optimistic that volumes will start to recover. Customer destocking is mainly over, which should give us a clear boost. However, consumption in certain categories will likely be negatively impacted by increased geopolitical and macroeconomic uncertainties.
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Solutions and Other (Share of Group’s net sales Q4 2023: 5%):
EBITDA amounted to SEK -476 million (-151). The negative change was mainly due to items affecting comparability totaling SEK -244 million, including restructuring costs related to personnel reductions of SEK 80 million and the negative result of revaluation of biological assets in the associated company BSÖ Holding AB Group of SEK 164 million. Items affecting comparability in the fourth quarter 2022 of SEK -52 million was related to the result of a revaluation of biological assets in BSÖ Holding AB Group.
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BSÖ (Bergvik Skog Öst) ist ein Holzlieferant:
In 2019, Billerud sold 89.9% of the shares in BSÖ Holding AB. As a result of the transaction, an excess value of SEK 159 million related to forest land arose, which is included in the value of the shares. Accordingly, the holding in BSÖ Holding AB amounts to 10.1% of the shares and votes.
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Billerud has an exclusive right to buy wood (through felling rights) from Bergvik Skog Öst AB, a subsidiary to BSÖ Holding AB, through a Wood Supply Agreement. The agreement is valid until June 24, 2034, and is after that automatically prolonged with 5-year intervals unless it is terminated by either of the parties.
For the first 15 years Bergvik Skog Öst AB has a base volume that should be sold to Billerud, but also a sale option volume regarding additional volumes. If the parties disagree regarding the price, the dispute should first be resolved by an audit, and secondly by an independent group of experts.
Billerud and Bergvik Skog Öst AB also have a Forest Service Agreement until June 24, 2024, which automatically is prolonged with 5 years intervals unless it is terminated by either of the parties. The services involve the practical operational forest management- and administrative services that are necessary on the Bergvik Skog Öst properties.
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<AR2022>
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Comments by the CEO:
...
For the first quarter of 2024, market conditions are expected to slightly improve from weak levels for most of our product categories. We will stay proactive in terms of price management as total input costs are expected to increase. For liquid packaging board, we have secured improved price positions for significant volumes, which will more than offset price pressure in other categories.
...
For 2024, we remain optimistic that volumes will start to recover. Customer destocking is mainly over, which should give us a clear boost. However, consumption in certain categories will likely be negatively impacted by increased geopolitical and macroeconomic uncertainties.
...
Solutions and Other (Share of Group’s net sales Q4 2023: 5%):
EBITDA amounted to SEK -476 million (-151). The negative change was mainly due to items affecting comparability totaling SEK -244 million, including restructuring costs related to personnel reductions of SEK 80 million and the negative result of revaluation of biological assets in the associated company BSÖ Holding AB Group of SEK 164 million. Items affecting comparability in the fourth quarter 2022 of SEK -52 million was related to the result of a revaluation of biological assets in BSÖ Holding AB Group.
...
BSÖ (Bergvik Skog Öst) ist ein Holzlieferant:
In 2019, Billerud sold 89.9% of the shares in BSÖ Holding AB. As a result of the transaction, an excess value of SEK 159 million related to forest land arose, which is included in the value of the shares. Accordingly, the holding in BSÖ Holding AB amounts to 10.1% of the shares and votes.
...
Billerud has an exclusive right to buy wood (through felling rights) from Bergvik Skog Öst AB, a subsidiary to BSÖ Holding AB, through a Wood Supply Agreement. The agreement is valid until June 24, 2034, and is after that automatically prolonged with 5-year intervals unless it is terminated by either of the parties.
For the first 15 years Bergvik Skog Öst AB has a base volume that should be sold to Billerud, but also a sale option volume regarding additional volumes. If the parties disagree regarding the price, the dispute should first be resolved by an audit, and secondly by an independent group of experts.
Billerud and Bergvik Skog Öst AB also have a Forest Service Agreement until June 24, 2024, which automatically is prolonged with 5 years intervals unless it is terminated by either of the parties. The services involve the practical operational forest management- and administrative services that are necessary on the Bergvik Skog Öst properties.
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<AR2022>
Antwort auf Beitrag Nr.: 74.561.839 von faultcode am 29.09.23 14:30:28..was auch wieder geschlossen wurde, um gleich das nächste zu eröffnen:
Antwort auf Beitrag Nr.: 73.842.886 von faultcode am 12.05.23 21:37:23auch Billerud mit starkem Rebound: ein Gap wieder zu, dabei eines eröffnet:
Papierindustrie (teilweise) mit Problemen, auch Billerud:
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https://www.billerud.com/investors/financial-reports
wobei bei Billerud 40% der Net sales "Food & Drink" sind.
Ansonsten u.a.:
• Continued solid balance sheet: Net Debt / Adj EBITDA remaining well below target
• Proposed dividend of SEK 1,863 m to AGM
• Tough choices on cost and investments may result in postponed activities
Outlook for Q2 2023 u.a.: Intensified price pressure for most categories
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https://www.billerud.com/investors/financial-reports
wobei bei Billerud 40% der Net sales "Food & Drink" sind.
Ansonsten u.a.:
• Continued solid balance sheet: Net Debt / Adj EBITDA remaining well below target
• Proposed dividend of SEK 1,863 m to AGM
• Tough choices on cost and investments may result in postponed activities
Outlook for Q2 2023 u.a.: Intensified price pressure for most categories
Sorry, zu früh drauf geklickt. Auf jeden Fall möchte ich das von mir bisher nicht bekannte Unternehmen aus Schweden auch ein bisschen verfolgen und würde mich sehr freuen, wenn es dazu aktuelle Einschätzungen gibt. Laut bollinger sind wir ja in einer tollen charttechnischen Lage. Was meint ihr dazu?
Trading Spotlight
Hallo faultcode,
Antwort auf Beitrag Nr.: 72.577.939 von faultcode am 14.10.22 12:48:0431.1.
Michigan governor signs legislation granting Billerud investment support for Escanaba Mill transformation
https://www.billerud.com/press--news/press-releases/2023/mic…
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As previously announced, Michigan State legislatures have approved legislation to grant Billerud investment support of up to USD 200 million in funding to support Billerud’s investment plans. Today, Michigan Governor Gretchen Whitmer signed the legislation, approving the Michigan Economic Development Corporation’s (MEDC) appropriation of the funds.
The transformation of the Escanaba Mill is planned to be the cornerstone of Billerud’s expansion into North America, one of the largest and growing markets in primary fiber premium cartonboard. The project is expected to support hundreds of high paying jobs and require a significant number of contractors during the construction period.
This funding follows additional incentives recently approved by the State of Michigan Administrative Board, including approval of the Forest Products Processing Renaissance Zone. The zone exempts Billerud from paying almost all state and local property taxes at the Escanaba Mill.
The maximum support of USD 200 million assumes investments of approximately USD 1 billion. The final amount of the funding will be relative to the company’s actual investment and is subject to execution of the necessary agreements between the Michigan Strategic Fund (MSF) and Billerud U.S. Production Holdings LLC.
...
Michigan governor signs legislation granting Billerud investment support for Escanaba Mill transformation
https://www.billerud.com/press--news/press-releases/2023/mic…
...
As previously announced, Michigan State legislatures have approved legislation to grant Billerud investment support of up to USD 200 million in funding to support Billerud’s investment plans. Today, Michigan Governor Gretchen Whitmer signed the legislation, approving the Michigan Economic Development Corporation’s (MEDC) appropriation of the funds.
The transformation of the Escanaba Mill is planned to be the cornerstone of Billerud’s expansion into North America, one of the largest and growing markets in primary fiber premium cartonboard. The project is expected to support hundreds of high paying jobs and require a significant number of contractors during the construction period.
This funding follows additional incentives recently approved by the State of Michigan Administrative Board, including approval of the Forest Products Processing Renaissance Zone. The zone exempts Billerud from paying almost all state and local property taxes at the Escanaba Mill.
The maximum support of USD 200 million assumes investments of approximately USD 1 billion. The final amount of the funding will be relative to the company’s actual investment and is subject to execution of the necessary agreements between the Michigan Strategic Fund (MSF) and Billerud U.S. Production Holdings LLC.
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https://investor.versoco.com/2022-10-05-Billerud-Americas-Co…
ansonsten:
nebenbei: im Oktober wurde aus BillerudKorsnäs einfach Billerud: https://www.billerud.com/press--news/press-releases/2022/bil…
Antwort auf Beitrag Nr.: 66.809.527 von faultcode am 04.02.21 01:07:28..und wieder Boom:
25.10.
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Billerud A hat am 22.10.2021 die Bücher zum am 30.09.2021 abgelaufenen Jahresviertel geöffnet.
In Sachen EPS wurden 2,31 SEK je Aktie ausgewiesen. Im vergangenen Jahr hatte Billerud A 0,250 SEK je Aktie eingenommen.
Der Umsatz lag bei 6,49 Milliarden SEK – das entspricht einem Zuwachs von 16,78 Prozent gegenüber dem Vorjahreszeitraum. Damals waren 5,56 Milliarden SEK erwirtschaftet worden.
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https://www.finanzen.net/nachricht/aktien/billerud-a-vermeld…
25.10.
...
Billerud A hat am 22.10.2021 die Bücher zum am 30.09.2021 abgelaufenen Jahresviertel geöffnet.
In Sachen EPS wurden 2,31 SEK je Aktie ausgewiesen. Im vergangenen Jahr hatte Billerud A 0,250 SEK je Aktie eingenommen.
Der Umsatz lag bei 6,49 Milliarden SEK – das entspricht einem Zuwachs von 16,78 Prozent gegenüber dem Vorjahreszeitraum. Damals waren 5,56 Milliarden SEK erwirtschaftet worden.
...
https://www.finanzen.net/nachricht/aktien/billerud-a-vermeld…
Antwort auf Beitrag Nr.: 64.095.174 von faultcode am 19.06.20 20:31:33Boom and bust
29.1.
...Billerudkorsnäs FY20 Profit Plunges 33% on Lower Demand
https://www.marketscreener.com/quote/stock/BILLERUDKORSNAS-6…
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Billerudkorsnäs (BILL.ST) said net profit fell 33% to 676 million Swedish kronor ($80.8 million) in 2020 amid lower operating income as a result of reduced demand for fiber-based products.
The Swedish pulp and paper manufacturer said Friday EPS dropped to 3.19 kronor from 32.5 kronor, while net sales declined 2% to 23.88 billion kronor.
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und weil das so war, lag der Durchschnittskurs von 2020 auch über dem von 2019
29.1.
...Billerudkorsnäs FY20 Profit Plunges 33% on Lower Demand
https://www.marketscreener.com/quote/stock/BILLERUDKORSNAS-6…
...
Billerudkorsnäs (BILL.ST) said net profit fell 33% to 676 million Swedish kronor ($80.8 million) in 2020 amid lower operating income as a result of reduced demand for fiber-based products.
The Swedish pulp and paper manufacturer said Friday EPS dropped to 3.19 kronor from 32.5 kronor, while net sales declined 2% to 23.88 billion kronor.
...
und weil das so war, lag der Durchschnittskurs von 2020 auch über dem von 2019
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