1Wk·

Verbio assessment

Palim Palim dear swarm intelligence,

Can someone tell me more about $VBK (+11.04%) tell me more? I find the title quite interesting, just can't tell whether it's a media flash in the pan or a possible 🚀?

Have a nice weekend everyone!

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10 Comments

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If you ask me, I think the former is likely, i.e. a media flash in the pan. With the current governments around the world, biofuels are as sexy as a Valium at 2:30 am at a party.
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@Multibagger What do you get when you give five doses of valium to a lizard?
A calmer calmer calmer calmer calmer chameleon..
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@Multibagger thanks for the strong comparison! Hahahaha
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@Captain_Stanton I have now taken another look at the fundamentals and charts. DT has probably ordered a higher blend of biofuels in the USA and a lower quota of imported biofuels. As $VBK has a site in the USA, they hope to benefit from this. From a chart perspective, the 200-day line at €11.60 is crucial for the share. If it breaks above it, it could go as high as €13. This is still not an investment case for me.
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Instead of 120 to 160 million euros, the figure is likely to be in the mid double-digit millions, which would correspond to at least a halving. The reason: Due to "unforeseen technical quality problems" in Nevada, Verbio is forecasting an operating loss for the North American business, after previously expecting a slight profit.

In addition, the management no longer expects GHG quota prices to recover sufficiently in 2025.
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In my opinion, a share for eternity. You have it in your portfolio for ages because the share revolves around itself in value.
The only plus in the figures for 2024 is the debt. Biofuel is not the growth market that will explode in the next few months.
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I had it in my portfolio six months ago. It has already fallen and fallen. As long as there are no better results, I would definitely keep my hands off it.
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