$NN (+0,51 %) had a Capital Markets Day yesterday. I also received a nice dividend!

NN Group
Price
Debate sobre NN
Puestos
24NN continues to buy up stock
$NN (+0,51 %) is reserving 300M a year to keep buying up it's own stock. They want to realize a working capital of 2.2B in 2028 (up from 1.9B in 2024). Also aiming for a free cashflow of more than 1.8B (up from 1.6B this year). With the use of AI and it's Future-Ready program they aim to realize an additional 200M extra revenue.
They also want to continue their "progressive dividend policy".
Share is currently close to alltime high, but $NN (+0,51 %) might still consider it undervalued. Curious to see what this is going to do with the share price.
P.s. dividends arrived today.


Dividend Strategy (Recap)
Hello everyone,
I'll leave you with an update on how the dividend strategy is going in the first 10 days of May.
It's too early to see how it's progressing. I've added similar investments for June (reinvesting dividend earnings from May and increasing the total purchase to €500 per share).
May:
$SOLB (-2,05 %) (SOLD due Stoploss bef Div. Lost: -37,40€)
$EOAN (+0,1 %) (SOLD due StopLoss bef Div. Lost: -22€)
$ENI (+0,83 %) (SOLD. +5,67€ Div). Profit: +12,99€)
$COFB (+1,44 %) (SOLD. +25,11€ Div). Profit: 14,50€)
$IG (+0,96 %) (+14,8€ Div)
Jun:
July:
Es curioso porque son valores relativamente poco seguidos o que no se discuten tanto, pero que tienen muy buen desempeño. En general sigo también bastante los valores italianos porque están teniendo mucha mejor evolución que otros mercados. Es cierto que estoy mucho en la banca italiana por la rentabilidad de dividendos, pero estoy viendo otros sectores con mucho empuje ahora dentro del FTSE Mibtel como aseguradoras y energéticas.
Dividend Strategy (Part 2)
Hello everyone,
I'll leave you with an update on how the dividend strategy is going in the first 10 days of May.
It's too early to see how it's progressing. I've added similar investments for June (reinvesting dividend earnings from May and increasing the total purchase to €500 per share).
TTWROR: 2,58%
TOTAL DIVs: 56,27€
May/Jun stocks:
$ENI (+0,83 %) (SOLD. After Div, +12,99€)
$COFB (+1,44 %) (SOLD. After Div, +14,50)
$EOAN (+0,1 %) (SOLD before Div due StopLoss. -17,38€)
$SOLB (-2,05 %) (SOLD before Div due StopLoss. -37,4€)
$IG (+0,96 %) (Div. 14,8€)
New month, new buy-in
The future looks good for $NN (+0,51 %) so I’m expanding my position a bit more and also diversifying a bit more. I’m still very much US stocks heavy.
Dividend growth portfolio
I try to build a portfolio with combinations of growth and dividends:
Time to buy
I have waited a bit to do my monthly buy-in, but decided to add some more $NN (+0,51 %)
First pieces collected
Today I bought the first shares of $NN (+0,51 %) for the medium-term portfolio. Not much, but I will gradually add to them. High div. yield and nice price performance after the settlement of the lawsuits
New weekly update
New weekly update, without purchase, but with most important data for me from the results of $ASRNL (-0,12 %) and $NN (+0,51 %)
$ASRNL (-0,12 %)
#dividends
#investing
#dividend
#investment
#stocks
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