2Lun
Thanks for the contribution! The company has great potential with low risk, that's what you're looking for 🚀🚮
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2Lun
@Pazzzi I take a similar view. The EU directives alone will continue to support mobruk in the future. Regardless of whether the issue is recycling or landfilling: Poland is forced to create the legal framework for this.
Aggregates such as concrete granulate or RDF are just the thing 👀 and with the prospects for the future, the P/E ratio is really very tempting.
If they win Nowe Miszewo in the next few weeks, the prospects will finally be reflected in the price.
Simply a hidden gem... 💎
Perhaps interesting:
Yesterday I watched an exciting documentary on the illegal waste business... the problem with ecological bombs affects the whole of Eastern Europe ...
🎥https://www.reddit.com/r/MoBruk/s/WLWK4c8WT2
Aggregates such as concrete granulate or RDF are just the thing 👀 and with the prospects for the future, the P/E ratio is really very tempting.
If they win Nowe Miszewo in the next few weeks, the prospects will finally be reflected in the price.
Simply a hidden gem... 💎
Perhaps interesting:
Yesterday I watched an exciting documentary on the illegal waste business... the problem with ecological bombs affects the whole of Eastern Europe ...
🎥https://www.reddit.com/r/MoBruk/s/WLWK4c8WT2
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•2Lun
@Daxhund Thanks, I'll have a look 👀
The P/E ratio should be viewed with a little caution: The current P/E ratio at $MBR is ~15-16, which sounds very cheap, but you shouldn't compare the valuation levels with those in the USA. In America, waste disposal companies are valued at P/E ratios of around 35-40. 🤯 Of course, it would be nice to see that at $MBR too 😅
The P/E ratio should be viewed with a little caution: The current P/E ratio at $MBR is ~15-16, which sounds very cheap, but you shouldn't compare the valuation levels with those in the USA. In America, waste disposal companies are valued at P/E ratios of around 35-40. 🤯 Of course, it would be nice to see that at $MBR too 😅
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•2Lun
@Pazzzi I agree with you.
However, you have to realize that mobruk has 70% more capacity, has bought eco point and will possibly make another purchase.
If you also consider the strong need and high demand for the recycling of illegal landfills, then the P/E ratio of 15 is "cheap" as there will be significantly higher sales in the coming years and, thanks to the nice margins on the eco bombs, also significantly higher profits. A doubling of profits is very realistic in my eyes...with the assumption one is at a kgv of ~7-8😜 at current prices.
The eu directives will also boost the demand for concrete granulate and rdf.
*(If you go to the eco Point website, you will find a partnership with EkoSerwis Szczecin. Mobruk is always looking for synergies, which undoubtedly must exist, otherwise they would not have a partnership with eco point. In addition, ekoserwis is based in northern Poland and also fights eco bombs, which is currently the main goal of mobruk's expansion. For me, therefore, a possible candidate for a takeover🤓)
https://www.ecopoint.pl/english
https://www.ekoserwis.szczecin.pl
However, you have to realize that mobruk has 70% more capacity, has bought eco point and will possibly make another purchase.
If you also consider the strong need and high demand for the recycling of illegal landfills, then the P/E ratio of 15 is "cheap" as there will be significantly higher sales in the coming years and, thanks to the nice margins on the eco bombs, also significantly higher profits. A doubling of profits is very realistic in my eyes...with the assumption one is at a kgv of ~7-8😜 at current prices.
The eu directives will also boost the demand for concrete granulate and rdf.
*(If you go to the eco Point website, you will find a partnership with EkoSerwis Szczecin. Mobruk is always looking for synergies, which undoubtedly must exist, otherwise they would not have a partnership with eco point. In addition, ekoserwis is based in northern Poland and also fights eco bombs, which is currently the main goal of mobruk's expansion. For me, therefore, a possible candidate for a takeover🤓)
https://www.ecopoint.pl/english
https://www.ekoserwis.szczecin.pl
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•2Lun
@Daxhund Very exciting 🤔 Mobruk still has a lot of potential. The share price will certainly adapt to the expansion. We will definitely see fundamental growth soon.
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•2Lun
@Pazzzi
Current info for you, as I don't usually post here often:
Mobruk once again make the best offer for an eco bomb...
https://www.reddit.com/r/MoBruk/s/SXKvrg15q3
Current info for you, as I don't usually post here often:
Mobruk once again make the best offer for an eco bomb...
https://www.reddit.com/r/MoBruk/s/SXKvrg15q3
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