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Brambles Ltd. - Cash-flow Business mit hohen Eintrittsbarrieren

eröffnet am 10.10.07 12:32:20 von
neuester Beitrag 15.09.21 21:45:15 von

ISIN: AU000000BXB1 | WKN: A0LA6D | Symbol: R1H
6,550
15.10.21
Tradegate
+1,55 %
+0,100 EUR

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15.09.21 21:45:15
Beitrag Nr. 58 ()
https://www.ecoreporter.de/artikel/brambles-aktie-verliert-1…


Brambles-Aktie verliert 10 % - was steckt dahinter?
Der australische Holzpalettenvermieter Brambles erwartet für die nächsten Monate solides Wachstum. Einigen Investoren ist das aber offensichtlich zu wenig, die Aktie gibt deutlich nach.

Auf seinem Investorentag kündigte Brambles für das bis Juni nächsten Jahres laufende Geschäftsjahr 2022 ein erwartetes Umsatzwachstum von 5 bis 6 Prozent an. Der Gewinn soll hingegen wegen hoher Umstrukturierungskosten nur um 1 bis 2 Prozent steigen. Ab dem Geschäftsjahr 2023 rechnet Brambles mit jährlichen Gewinnsteigerungen im hohen einstelligen Prozentbereich.

Nach Bekanntgabe der Prognose verlor die Brambles-Aktie gestern knapp 10 Prozent an Wert – Anlegerinnen und Anleger hatten sich offenbar einen positiveren Ausblick erhofft. Auf Sicht von drei Monaten notiert die Aktie 4 Prozent im Minus, im Jahresvergleich hat sie 6 Prozent gewonnen.
Brambles | 6,900 €
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29.04.21 16:41:38
Beitrag Nr. 57 ()
Hallo.

Noch jemand investiert?

Kurze Einschätzung von "Ecoreporter":

Die Brambles-Aktie schwankte in den letzten Jahren stark und bewegt sich seit März 2020 weitestgehend seitwärts. Dabei laufen die Geschäfte des australischen Paletten- und Container-Vermieters gut. Umsatz und Gewinn sind zuletzt im höheren einstelligen Prozentbereich gestiegen, für die nächsten Monate ist weiteres Wachstum wahrscheinlich. Die Aktie ist moderat bewertet (erwartetes KGV 20). Wer neu einsteigt, sollte jedoch einen langen Anlagehorizont mitbringen.
Brambles | 8,115 $
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21.08.19 08:37:40
Beitrag Nr. 56 ()
gestern kamen Zahlen;

nettoschuldenfrei
Brambles | 7,885 €
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25.02.19 10:37:56
Beitrag Nr. 55 ()
Antwort auf Beitrag Nr.: 58.523.886 von R-BgO am 24.08.18 09:02:08
Brambles announces the sale of its IFCO RPC pooling business for USSydney – 25 February 2019:

Brambles today announced that it has entered into a binding agreement to sell its IFCO reusable plastic containers (RPC) business to Triton and Luxinva (a wholly-owned subsidiary of the Abu Dhabi Investment Authority) for an enterprise value of US$2.51bn. The transaction is subject to customary regulatory approvals and is expected to be completed during the second quarter of calendar year 2019.

Brambles' Chairman Stephen Johns said: "In August 2018, we announced that we would seek to separate IFCO through either a demerger or a sale by way of a dual track process. As well as progressing the demerger option, a robust and competitive sale process generated strong interest. We are pleased today to announce the sale of IFCO which we believe delivers greater value for shareholders, including a significant return of cash proceeds to shareholders.

“The IFCO team has been an important and valued part of the Brambles business, and on behalf of the Board I’d like to thank them for their contribution over the past eight years. The interest shown in IFCO during the separation process is testimony to how highly appreciated the IFCO business is, and we wish Wolfgang Orgeldinger and his team every success in the future,” Stephen said.

Brambles' CEO Graham Chipchase said: “The sale will allow Brambles to focus on our strategic priorities and to pursue continued revenue growth within our core markets, while also reviewing additional opportunities in emerging markets, through product and service innovation and use of technology through the supply chain. Our ambition remains to lead the platform pooling industry in customer service, innovation and sustainability”.

In FY18, IFCO generated revenues of US$1,098m, EBITDA of US$248m and Underlying Profit of US$133m1.

Brambles expects to receive approximately US$2.36bn of net cash proceeds from the transaction, after taxes, transaction costs, and balance sheet items, subject to customary closing adjustments.


Return of proceeds to shareholders

Brambles intends to return up to US$1.95bn of proceeds from the transaction to shareholders, through a combination of a pro-rata return of cash of approximately US$300m and an on-market share buy-back of up to US$1.65bn. The balance of the proceeds will be used to repay debt to maintain leverage in line with the Board approved credit policy.

The pro rata return of cash, which will be made to all shareholders, is expected to be approximately 29 Australian cents per share, in line with (and in addition to) Brambles’ annual dividend payout.

Further details of the on-market buy-back and pro-rata return of cash will be provided to shareholders upon completion of the transaction. Both components are subject to the completion of the transaction, with the pro- rata return of cash also subject to obtaining an ATO ruling and shareholder approval.

As previously announced, Brambles is evaluating its dividend policy and will update the market on the outcome of this evaluation as part of its 2019 full-year results presentation. Brambles reaffirms its commitment to maintaining a strong investment grade credit rating and its intention to maintain its current progressive dividend policy for its 2019 full-year dividend..5 billion
Sydney – 25 February 2019:

Brambles today announced that it has entered into a binding agreement to sell its IFCO reusable plastic containers (RPC) business to Triton and Luxinva (a wholly-owned subsidiary of the Abu Dhabi Investment Authority) for an enterprise value of US$2.51bn. The transaction is subject to customary regulatory approvals and is expected to be completed during the second quarter of calendar year 2019.

Brambles' Chairman Stephen Johns said: "In August 2018, we announced that we would seek to separate IFCO through either a demerger or a sale by way of a dual track process. As well as progressing the demerger option, a robust and competitive sale process generated strong interest. We are pleased today to announce the sale of IFCO which we believe delivers greater value for shareholders, including a significant return of cash proceeds to shareholders.

“The IFCO team has been an important and valued part of the Brambles business, and on behalf of the Board I’d like to thank them for their contribution over the past eight years. The interest shown in IFCO during the separation process is testimony to how highly appreciated the IFCO business is, and we wish Wolfgang Orgeldinger and his team every success in the future,” Stephen said.

Brambles' CEO Graham Chipchase said: “The sale will allow Brambles to focus on our strategic priorities and to pursue continued revenue growth within our core markets, while also reviewing additional opportunities in emerging markets, through product and service innovation and use of technology through the supply chain. Our ambition remains to lead the platform pooling industry in customer service, innovation and sustainability”.

In FY18, IFCO generated revenues of US$1,098m, EBITDA of US$248m and Underlying Profit of US$133m1.

Brambles expects to receive approximately US$2.36bn of net cash proceeds from the transaction, after taxes, transaction costs, and balance sheet items, subject to customary closing adjustments.


Return of proceeds to shareholders

Brambles intends to return up to US$1.95bn of proceeds from the transaction to shareholders, through a combination of a pro-rata return of cash of approximately US$300m and an on-market share buy-back of up to US$1.65bn. The balance of the proceeds will be used to repay debt to maintain leverage in line with the Board approved credit policy.

The pro rata return of cash, which will be made to all shareholders, is expected to be approximately 29 Australian cents per share, in line with (and in addition to) Brambles’ annual dividend payout.

Further details of the on-market buy-back and pro-rata return of cash will be provided to shareholders upon completion of the transaction. Both components are subject to the completion of the transaction, with the pro- rata return of cash also subject to obtaining an ATO ruling and shareholder approval.

As previously announced, Brambles is evaluating its dividend policy and will update the market on the outcome of this evaluation as part of its 2019 full-year results presentation. Brambles reaffirms its commitment to maintaining a strong investment grade credit rating and its intention to maintain its current progressive dividend policy for its 2019 full-year dividend.
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24.08.18 09:02:08
Beitrag Nr. 54 ()
Antwort auf Beitrag Nr.: 58.523.817 von R-BgO am 24.08.18 08:56:56
ursprünglich klang das so:



...wobei man ihnen fairerweise zugestehen muss, dass nicht von Synergien gesprochen, sondern mehr die Sortimentserweiterung betont wird;

scheint ein (weiteres) Beispiel dafür, dass mehr aus einer Hand nicht unbedingt immer besser ist.


Bin gespannt, was sie dafür bekommen.
1 Antwort
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24.08.18 08:56:56
Beitrag Nr. 53 ()
Witzig:
2 Antworten
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02.01.18 12:47:23
Beitrag Nr. 52 ()
Antwort auf Beitrag Nr.: 55.863.223 von R-BgO am 02.10.17 11:07:33
kleiner
Bounce seitdem
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04.10.17 11:49:11
Beitrag Nr. 51 ()
Antwort auf Beitrag Nr.: 55.875.934 von R-BgO am 04.10.17 10:14:34
Wo du Recht hast hast du Recht
Ja das stimmt manche Dividenden Werte die oft TOP Dividenden Ausschütten darüber wird nie gesprochen oder es sind nur 1-3 Leute im Forum die sich damit beschäftigen.....
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04.10.17 10:14:34
Beitrag Nr. 50 ()
Antwort auf Beitrag Nr.: 55.872.685 von freddy1989 am 03.10.17 18:47:31:confused::confused::confused::confused::confused:

meiner Erfahrung nach sind die besten Aktien, solche über die im Forum wenig bis nicht diskutiert wird
1 Antwort
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03.10.17 18:47:31
Beitrag Nr. 49 ()
Sehr ordentliche Firma nur leider nichts los im Forum
2 Antworten
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Brambles Ltd. - Cash-flow Business mit hohen Eintrittsbarrieren