1Lun·

New position under development

$CIBUS (+0,66 %) - A real estate company from the far north with a focus on commercial and retail real estate. Nice dividend with monthly payout mode and stable business model - a good addition to my dividend portfolio. I'll start slowly and gradually buy more.

About a month ago @Raketentoni introduced the stock and I noticed that my colleague had @Dividendenopi has also added the stock to his portfolio in the meantime. 😏

07.05

CIB

Cibus Real Estate AB (publ)

Comprado a 13,91 €

4 Comentarios

Raketentoni@Raketentoni

1Lun

I will greatly expand my position 😆

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NichtRelevant@NichtRelevant

1Lun

@Raketentoni That's a good thing. It's also a good part. 😉

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Raketentoni@Raketentoni

Cibus Real Estate (CIBUS): This Thursday, June 11, 2026, an extraordinary general meeting will take place. You should keep an eye on the agenda, especially after they acquired 23 properties in Scandinavia for over EUR 100 million in May.

@Dividendenopi @NichtRelevant
To put it plainly: you can remain completely relaxed. This extraordinary general meeting on Thursday is a purely bureaucratic mandatory event to make the company fit for future growth. Absolutely nothing is burning here.
Here is the ice-cold, understandable translation of what the three key items on the agenda really mean and how we use this tactically for Wednesday:
1. what does the extraordinary meeting actually mean?
Items 7 & 8: The amendment to the articles of association & bonus issue (purely cosmetic)
This sounds wild at first ("increase in share capital by EUR 14m"), but is a pure accounting trick. Cibus is simply shifting money within the balance sheet from the left-hand pocket (free equity) to the right-hand pocket (tied-up share capital).
The reason: in some European countries, the authorities or banks require a legally higher minimum share capital of the parent company for certain real estate transactions. Cibus is therefore preparing for future acquisitions in purely legal terms.
Important for you: No new shares will be issued! There will be no dilution. There will be exactly zero change for you as a shareholder. The document says it itself: "...is for preparatory purposes only (...) and has no further impact on Cibus."
Point 9: The option program (employee incentive)
The management and employees in the Scandinavian countries will receive new warrants for the years 2026 to 2029. If the company does well, they will be allowed to buy shares later. This leads to a maximum dilution of a tiny 0.59 %. This is an absolutely normal, very defensive framework for a listed company to retain good people.

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NichtRelevant@NichtRelevant

@Raketentoni Sounds good. Let's keep buying - that's the way it's usually done for a real estate company. 🙂

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