1Yr·
Opinion for $MBR

Hello here my First stock analysis, please feedback.


Source: https://mobruk.pl/ & https://aktie.traderfox.com/visualizations/PLMOBRK00013/05/mo-bruk-sa


Since I was allowed to rhyme the findings there by means of Google translator together I ask for corrections of possibly unclear or wrong facts.


Let me introduce you to Mo-Bruk stock:

$MBR



About the company:

The company is the leader in industrial waste processing thanks to an effective business model.

Thanks to generous investments in waste management, the vast majority of waste types generated in Poland can be disposed of.


The production line:

  • 1997 Founded in Niecwi.
  • 2002 Owner of Vash waste industry.
  • 2004 Start of waste recycling in Vashurich (also of hazardous materials)
  • 2007 New branch - alternative fuel production in Karsy, the holy ship
  • 2008 Acquisition of Jedlicze Nafty Rafineries


  • 2010 Start on the stock exchange with 358.018 shares
  • Investments of waste facilities (Karsach)
  • B+R center pro-ecological waste processing technologies
  • over 5 million PLN.
  • 2011 subsidies for B+R with
  • 3 million PLN


The plant is the second of its kind owned by the company after the Raf Ecology incinerator.

The introduction of this investment increased Mo-BRUK's total production capacity for the thermal processing of hazardous waste at that time

from 10,000 Mg/year to 35,000 Mg/year.

The provision by the Patent Office of the Polish Republic of the Polish invention patents entitled.

"A way to produce a synthetic crusade. Based on patented technology is the production of cement granules with industrial waste in two of its plants:


  • 2019 First dividend-
  • payment of PLN 2.71
  • 2020 dividend in March of PLN 3.51
  • and in June of PLN 10.25
  • 2021 Dividend PLN 20.87
  • 2022 Dividend of PLN 31.50



The most important figures of 2022: (PLN In MIO)

Market value: PLN 1,059

Turnover amounted to: PLN 247

Net profit: PLN 99.7

Net liquidity: 79,9 PLN

P/E RATIO: 10.4

Dividend yield: 10.4

Dividend growth (3Y): 126.52

Market value / sales: 3.97

Number of employees: 219


The following sentences reflect my opinion only, and are in no way investment advice!


Opportunities:

The company has shown excellent growth in the past, as waste disposal and or processing are part of our lives and are becoming increasingly difficult, due to the increasing amount of waste, continued sustained growth in e.g. new waste disposal processes is possible.



Risks:

I can only think of the following points.

Competition from other suppliers. General reduction of waste.

Too high indebtedness due to e.g. investment sums.


Thanks for reading, looking forward to your feedback

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6 Comments

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So have it now posted as an opinion on the PC-Webbroswer again. Is now attached to the share. I found not quite as beautiful but the "means justify the end". Thanks again to @Fabzy for the help!
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This company has already been presented the days. Was it you? All major companies in the waste management sector have had major share price losses - Mo Bruk on one year about 44% - Wastemanagement was slightly up in the same period. Pole is better diversified- I don't know the Polish market and economy. Good luck with an investment in Poland with Mo Bruk. Note: in 2022 Turkey did well (MSCI Turkey).
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@ScreamFD Exciting company. As far as I remember (at least a few months ago) there were still considerable risks regarding a landfill. Unfortunately, I don't remember the exact details. I would definitely investigate again before investing.
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