Rubis SCA - Die letzten 30 Beiträge

[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 !

[welczeck]

Antwort auf Beitrag Nr.: 71.780.237 von winston-wolfe am 14.06.22 16:55:08

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]

Q4 2022 trading update, stable volumes, solid gross profit growth

-- ROBUST OPERATING PERFORMANCE ILLUSTRATING THE SOLIDITY OF THE BUSINESS MODEL

-- DOUBLE-DIGIT GROWTH YOY IN RUBIS éNERGIE GROSS PROFIT

-- RUBIS PHOTOSOL: FIRST BOLT-ON ACQUISITION IN THE ROOFTOP SEGMENT (2022) AND FIRST CORPORATE PPA (2023)

Fourth quarter 2022 has seen continuing growth of gross profit at Rubis Énergie, development of Rubis Renouvelables, and excellent growth of JV Rubis Terminal:

-- Rubis Énergie showed steady activity growth supported by stable volumes in Q4 2022 yoy, excluding the impact of deterioration in Haiti. Reported volumes stood at -3% in Q4 2022 vs Q4 2021, though decline was offset by strong unit profit. Underlying gross profit increased by 11% yoy in Q4 2022 (+21% yoy FY 2022). After an exceptionally strong first half, Q3 and Q4 2022 normalised in terms of volumes (Q4 2022: +3%, FY 2022: +18% yoy) and gross profit in supply/shipping segment (Q4 2022: +1% yoy, FY2022: +15% yoy);

-- Rubis Renouvelables: revenues came in at EUR 7m with an installed capacity of 384 MWp. Q4 was marked by the development of Rubis Photosol with the bolt-on acquisition of Mobexi assets (to be consolidated from 2023), expanding solar portfolio to the rooftop segment. Moreover, the management has been working on its first corporate PPA agreement (with Leroy Merlin) which was signed at the end of January 2023 and positions Rubis Photosol in thisgrowing segment;

-- Rubis Terminal JV (accounted for using the equity method) storage revenue stood at EUR 64m with growth accelerating to +11% yoy[3] in Q4 2022, supported by double-digit increase in biofuels, agrifoods, and chemicals(FY 2022: EUR235m, +5.5% yoy).

Q4 2022 Group sales came in at EUR 1,785m with 33% increase yoy, mostly boosted by rising oil prices yoy. Sales breakdown by segment and region is presented in the table below. As a reminder, Rubis Énergie passes on changes in oil price to its clients. Thus, the level of activity of this business should be analysed through volume and unit margin.
...
https://www.finanznachrichten.de/nachrichten-2023-02/5825294…

[winston-wolfe]

Rubis expands its photovoltaic offering with the acquisition of Mobexi's assets by Photosol

Following the acquisition of 80% of Photosol in April 2022 and the creation of a Renewable division, Rubis has become one of the leading photovoltaic energy producers in France, specialised in large-scale ground-mounted power plants of photovoltaic panels of more than 3 ha and over 3 MWp with the aim of enlarging its activity.

In this perspective, Rubis announces the acquisition of Mobexi's assets, a French specialist in rooftop panels, and the integration of its team of 20 employees. The Group commits EUR2 million to take over the assets that should generate revenues of around EUR6 million over 2023, corresponding to 5 MWp of rooftop installations. In the mid-term, the objective is to increase the annual installations to 25 MWp, optimising sourcing and operation & maintenance (O&M) thanks to Photosol expertise and leveraging on the Group's client base and presence worldwide.

While the French Senate has just passed a new regulation encouraging industrial and commercial companies to cover their car parks of more than 80 places with solar panels, this acquisition allows Rubis, through Photosol, to broaden its offer and to quickly respond to the needs of deploying energy solutions of smaller size for companies, farmers, and communities.
...
https://www.finanznachrichten.de/nachrichten-2022-11/5761950…

[winston-wolfe]

Q3 2022 trading update: stable volumes, solid gross profit growth

Third quarter 2022 has seen continuing growth of gross profit at Rubis Énergie, development of Rubis Renewables, and excellent growth of JV Rubis Terminal:

-- Rubis Énergie has seen steady earnings growth supported by:? Retail & Marketing: underlying[1] volume growth of +1% in Q3 2022 yoy was diluted by deterioration in Haiti and voluntarily decline of the aviation volumes (with low margins) in Africa without impact on profitability. Reported volumes stood at -3% in Q3 2022 vs Q1 2021, though decline was offset by strong unit profit and as a result +16% increase in gross profit, - Support & Services[2]: slight volumes decline in Q3 2022 (Q3 2022: -5% vs Q3 2021, 9M 2022: +23% vs9M 2021) was mostly offset by unit profit improvement leading to flat gross profit in supply/shipping segment;

-- Rubis Renouvelables: revenues came in at EUR 13m with an installed capacity of 368 MWp. Third quarter was mainly marked by the finalisation of the construction of the awarded projects of the previous CRE tenders (i.e. 79 MWp) which will be commissioned at the end of 2022 - beginning of 2023;

-- Rubis Terminal JV: storage revenue stood at EUR 56m with growth accelerating to +5% yoy in Q3 2022 (9M 2022:+4% yoy), supported by double digit increase in biofuels and agrifoods, as well as high single digit growth in chemicals.

Q3 2022 Group sales came in at EUR 2,042m with 70% increase yoy, mostly boosted by rising oil prices yoy (+80%). Sales breakdown by segment and region is presented in the table below. It is important to remind that, as a fuel distributor, Rubis passes on changes in oil price to the clients. Thus, key indicator for the earnings development is rather volume and unit margin than sales development.
...
https://www.finanznachrichten.de/nachrichten-2022-11/5752636…

[winston-wolfe]

H1 2022 results: Strong earnings growth: +20% and solid balance sheet

+20% increase in adjusted EPS amid challenging environment, first time consolidation of Photosol:

-- H1 2022 volumes: 2,826 km3, +7% vs H1 2021 and 3% ahead of pre-Covid levels (H1 2019[1]).

-- Strong unit profit[2] in the context of rising supply prices: +6% vs H1 2021.

-- H1 2022 EBIT: EUR244m, +30% vs H1 2021, supported by all regions (+14% vs H1 2019).

-- Adjusted net income[3]: EUR169m, +17% vs H1 2021, ahead of the record pre-Covid level of H1 2019 (+10% vs2019 excluding Rubis Terminal).

-- Adjusted EPS (diluted): EUR1.64, +20% vs H1 2021, ahead of the record pre-Covid level of H1 2019 (+5% vs2019 excluding Rubis Terminal).

-- Operational cash flow before changes in working capital[4]: EUR255m, +7% vs H1 2021 and +16% vs pre-CovidH1 2019 (excluding Rubis Terminal).

-- Corporate net financial debt[5] (corporate NFD) at EUR1,102m, 2.1x corporate NFD/EBITDA pre-IFRS 16, vsEUR438m as of 31/12/2021. Increase in net debt is due to the completion of Photosol acquisition, outflow from changesin working capital and dividend payment.

-- Net financial debt (NFD) at EUR1,436m, 2.6x net debt/EBITDA pre-IFRS 16, includes Photosol EUR334mnon-recourse project debt at SPV level.

Outlook

The first half of the year has demonstrated excellent volumes and earnings growth. While all regions posted positive development, the Caribbean region was the main growth driver with strong recovery post-Covid and favourable comparison base. Whereas comparison base is set to normalise and current macro-environment is challenging, the Group is confident in solid earnings growth for the full year 2022.

In the mid-and long-term, the company should benefit from numerous growth drivers - newly added renewable energy segment as well as within its historical business. The latter has advantage of its exposure to regions with growing population and growing energy demand, portfolio improvement in Eastern Africa and exposure to bitumen in Africa considering the growing need for road infrastructure on the long term.

Given the current geopolitical environment, the Group reminds that it does not carry out any transactions in Ukraine or Russia and does not have any assets in these territories. In addition, it does not source from Ukrainian or Russian suppliers. To date, even if the Group has not identified any direct exposure to this risk, it will continue to monitor developments in the situation and their potential impact on its activities, as well as the indirect effects of the conflict on the sector's global supply chain.
...
https://www.finanznachrichten.de/nachrichten-2022-09/5701322…

[winston-wolfe]

Im Hinblick auf eine frühzeitige Refinanzierung über den Infra-Debt-Markt kündigt Rubis Terminal die Rückzahlung der Anleihen 2025 im Wert von 560 Millionen Euro an.

Am 8.07. hat Rubis Terminal die förmliche Mitteilung über die vorzeitige Rückzahlung seiner im Mai 2025 fälligen vorrangigen Anleihen mit einer Verzinsung von 5,625 in Höhe von 560 Mio. veröffentlicht. Diese Anleihen werden durch ein neues ESG-gebundenes Infrastruktur-Schuldenpaket mit folgenden Elementen refinanziert:

- Ein neues Darlehen über 700 Mio. mit einer Laufzeit von 7 Jahren
- Eine Investitionsfazilität in Höhe von 82,5 Mio. €, um die Entwicklung der Gruppe mit neuen Projekten und fortgesetzter Transformation zu begleiten
- Ein RCF in Höhe von 30 Mio. zur Verwendung für allgemeine Unternehmenszwecke

Diese bahnbrechende Transaktion, die vor allem auf die intensiven Bemühungen der letzten Jahre zurückzuführen ist, den Anteil der Einnahmen aus dem Kraftstoffgeschäft zu reduzieren, zeigt das starke Engagement von Rubis Terminal in ESG-Fragen. Die Dokumentation des neuen Finanzierungspakets enthält ein Margenraster, das an die Einhaltung einer Reihe von ESG-bezogenen Ziel-KPIs durch Rubis Terminal geknüpft ist, insbesondere die Verringerung der Kohlenstoffintensität der Lagertätigkeiten der Gruppe, die Erhöhung der Verwertung von gefährlichen und ungefährlichen Abfällen und die Verringerung der durch Arbeitsunfälle verursachten Ausfallzeiten.

Darüber hinaus bestätigt das neue Finanzierungspaket die klare Positionierung der Gruppe in der Assetklasse Infrastruktur und ermöglicht es, die Fremdkapitalkosten zu senken sowie die Laufzeit der Schulden weiter zu verlängern.
...
https://www.finanznachrichten.de/nachrichten-2022-07/5652649…

[winston-wolfe]

Dividende

RUBIS SCA FR0013269123 - 1,86 EUR

Bei einem Kurs von 24,48 sind das 7,6 % 👍

[Gattone]

Ja einer der viel zu billigen Titel... Unter 10x earnings, sehr gutes mgmt (kauft billig Firmen mit potential und steigert dann die profitability was dann den Kauf noch billiger macht), mit Afrika in guten Wachstums Ländern engagiert, wichtig auch egal ob hoher oder niedriger Ölpreis Rubis verdient immer ihre Marge und das sehr konstant. Sehr langfristig ausgerichtete Strategie, 2015 zb bitumen firms in Afrika gekauft und nun sukzessive ausgebaut und seit letztem Jahr mit eigenem Schiff in ganz Afrika verteilt. Bitumen Braucht man zum Straßen Bau. Mit der photo sol Akquisition wird man besser unter esg Gesichtspunkten und hat auch noch ein sehr gutes Wachstums Unternehmen gekauft, mgmt behält 20%, eines der ersten Photovoltaik Unternehmen in Frankreich die sehr aggressive Ziele haben und Photosol fokussiert sich auf second tier locations nicht ganz im Süden die billiger sind aber dafür bessere Renditen bringen.

War im tief bei 9x earnings vs vor Jahren bei 20x... Irgendwo dazwischen liegt die Wahrheit. 45-50€ auf Sicht von 2-3 Jahren.

[winston-wolfe]

Q1 2022 trading update - Excellent volume (+10% yoy) and gross profit (+7% yoy) development

Rubis achieved a very good first quarter 2022 with record volumes, up on pre-Covid levels. Although still impacted by the pandemic, the overall business benefited from the recovery of tourism in the Caribbean region, specific pockets of growth (LPG as motor gas) in Europe and continued commercial momentum in the East African station network.

In a particularly volatile and uncertain environment, the Group recorded strong growth in both volumes and gross profit, while the Rubis Terminal JV saw a slight increase of storage revenues compared to Q1 2021:

-- Retail & Marketing: with volumes up 10% in Q1 2022 vs Q1 2021 and solid development across all regions,driven mostly by the Caribbean region, volumes have increased by 29% vs Q1 2019. Excluding acquisition in EastAfrica in 2019, the Group has exceeded record pre-Covid levels with 8% increase vs Q1 2019. Reported unit margin isslightly down (-3%) despite record increase in oil prices (+86% yoy in Q1 2022 vs Q1 2021). Excludingservice-station network in Madagascar, unit margins have increased by 1% vs Q1 2021. Gross profit reported 7%growth vs Q1 2021;

-- Support & Services[1]: both volumes and improving unit margins have resulted in 19% increase in grossprofit in supply/shipping segment, while profit contribution of the logistics and refinery SARA are almost stable;

-- Rubis Terminal JV: following strong development in Q1 2021 (+6% organic growth), Rubis Terminal JV has seen some stabilisation in storage revenues growth (+1.4%), with solid progress in Spain and capacity utilisationclose to 100% in ARA zone in the chemical segment.

-- Q1 2022 Group sales came in at EUR1,473m with 49% increase yoy, mostly boosted by rising oil prices, as well as supported by strong volume growth.
...
https://www.finanznachrichten.de/nachrichten-2022-05/5597255…

[winston-wolfe]

Rubis completes the acquisition of Photosol, a leading independent French solar energy player

Rubis announces today completion of strategic acquisition supporting its diversification into renewable energies.

Following an announcement made on 17 December 2021, Rubis has closed the acquisition of 80% of Photosol (France), one of the leading independent solar energy players in France. This acquisition creates a basis for the Group business development in the renewable segment, alongside the historical businesses in the distribution of energy via Rubis Énergie (Retail & Marketing and Support & Services) and bulk liquid storage via Rubis Terminal JV. The new renewable segment should benefit from Photosol's strong footprint in France and Rubis' international positioning.

Photosol is one of France's leading independent solar electricity developers with 330 MW operating capacity, 145 MW under construction and more than 3 GW of pipeline at the end of March 2022 and over 80 employees in France. Retaining 20% stake, the founders and the management of Photosol remain committed to the development of the company and pursue the objective of increasing installed capacity to 1 GW by 2025 and to 2.5 GW by 2030, supporting 40% EBITDA[1] growth over 2022-2025 (compound annual growth).
...
https://www.finanznachrichten.de/nachrichten-2022-04/5578748…

[winston-wolfe]

2021 annual results: increase in earnings and proposed dividend - acceleration in renewable energy

FY 2021: delivery on earnings growth and strategic development

-- FY 2021 volumes: 5,401 km3, +7% vs FY 2020 and -2% vs FY 2019.

-- Resilient unit margin[2] in the context of rising supply prices: -5% vs FY 2020 and -3% vs FY 2019.

-- FY 2021 EBIT: EUR392m, +7% vs FY 2020, -5% vs FY 2019 mostly due to COVID restrictions.

-- Adjusted net income[3]: EUR288m, +16% vs FY 2020, in line with expectations and almost at the FY 2019 level(-1% vs 2019).

-- Operational cash flow before changes in working capital[4]: EUR465m, +7% vs FY 2020 and +1% vs pre-COVID FY2019 (excluding Rubis Terminal).

-- Net financial debt: EUR438m, 0.9x net debt/EBITDA pre-IFRS16, vs EUR180m as of 31/12/2020 due to the sharebuyback programme (EUR153m), EUR79m investment in HDF Energy, outflow from changes in working capital EUR191m givenincrease in oil price (inflow of EUR113m as of 31/12/2020).

-- Increase in dividend per share to EUR1.861 up from EUR1.80 supported by solid FY 2021 results, healthybalance sheet and confidence in Group mid- and long-term growth drivers.

-- ESG update: publication of the 2022-2025 CSR Roadmap Think Tomorrow; obtaining a B rating in the CDP Climate Change questionnaire; joining the United Nations Global Compact and the Sea Cargo Charter initiative. Rubisraises its CO2 reduction target[5] to 30% (from 20%) by 2030.

-- Acceleration in renewable energy with announced acquisition of Photosol France - one of the leadingindependent photovoltaic energy producer in France (expected closure in Q2 2022).
...
https://www.finanznachrichten.de/nachrichten-2022-03/5546940…

[CommunitySupport [wO]]

Diese Diskussion wurde reaktiviert.

[R-BgO]

Gesamtjahr war leicht rückläufig

[R-BgO]

Antwort auf Beitrag Nr.: 58.242.639 von arno123 am 18.07.18 13:54:33

interessante Frage, auf die ich auch keine Antwort habe...

Kurs geht aber schon länger runter, seit Anfang Mai - ungefähr seit den Q1-Zahlen;

vielleicht kommen in den HJ-Zahlen am 12.9. unangenehmen Dinge zum Vorschein?

[arno123]

Hallo

Was ist mit Rubis los ?
Ich habe keine News gefunden.

A.

[R-BgO]

[R-BgO]

Antwort auf Beitrag Nr.: 53.904.752 von El_Matador am 16.12.16 19:53:08

es kommt sicher darauf an,

wie "langfristig" so eine Entwicklung eintritt;

Stand heute sehe ich da noch kein Risiko.

[R-BgO]

RUBIS TO ACQUIRE THE LEADER IN THE DISTRIBUTION OF FUEL PRODUCTS IN HAITI

February 20, 2017 11:35 ET | Source: Rubis


Rubis has signed an agreement to buy all the shares of Dinasa and its subsidiary Sodigaz, the leading distributors of fuel products in Haiti.

With 600,000 cbm distributed, Dinasa, the country's leading network of gas stations (125 sites), operates under the NATIONAL brand and works in all segments of the fuel product market, with leading positions in aviation fuel, LPG, heating oil and lubricants. The company has a strategic and autonomous import logistics tool (storage, maritime access).

Dinasa meets most of Rubis' investment criteria in its fuel distribution business: a leading player positioned on a niche market associated with the import logistics ownership.

Dinasa's sales volumes will increase Rubis Énergie's activity in the Caribbean zone by more than 35%, and will no doubt help leverage supply (densification of supply in the zone combined with economies of scale in shipping).

During the year ended September 30, 2016, Dinasa generated EBITDA of €40.4 million.

The acquisition is scheduled to close in the second quarter of 2017.

[El_Matador]

rubis wird in franzoesischen anlegerzeitschriften oft empfohlen. die historische entwicklung sieht sehr gut aus, aber welchen einfluss hat eine langfristig wahrscheinlich zunehmende elektrifizierung des verkehrs auf das geschaeftsmodell?

[HenryScheinulf]

http://en.wikipedia.org/wiki/Rubis_(company)
www.rubis.fr/index-en.php
www.rubis.fr/pdf/rapports-financiers/Rapport_Financier_Semes…
www.investing.com/equities/rubis-financial-summary
http://financials.morningstar.com/ratios/r.html?t=XPAR:RUI
http://markets.ft.com/data/equities/tearsheet/forecasts?s=RU…