Action Verbio Forum Analyses | DE000A0JL9W6

Biogas is considered a flexible energy source that, unlike wind and solar energy, can be stored well. In addition, biogas is considered the climate-neutral alternative to natural gas. It is a domestic, renewable energy source and offers a closed CO2 and nutrient cycle.

In 2019, approximately 9,500 biogas plants produced about 5 gigawatts of electric power. This was about 5% of gross electricity consumption.

At the same time, the production of electricity and heat generated about 8.1 billion euros in biomass sales in the same year.

The production of biogas can be more lucrative than raising animals. For many farmers, biogas has therefore become an important source of income. When they produce electricity for the public grid from biogas, they receive a certain feed-in tariff for each kilowatt hour.

But biogas plants have a problem: their profits depend on the global prices of agricultural products. As more and more new biogas plants are built, competition for biomass from the field intensifies. Since corn is the most efficient crop for biogas, critics see a danger in the proliferation of corn crops, which would desert the landscape and deplete the soil.

The federal government around the Federal Minister of Economics would like to further promote biogas until 2024 in order to secure and expand the energy supply in Germany.

A profiteer could be Verbio Vereinigte BioEnergie AG $VBK (-3,36 %) could be.

VERBIO Vereinigte BioEnergie AG is one of the leading biofuel producers in Europe and sees itself as the only manufacturer and supplier that sells both biodiesel and bioethanol in Germany and Europe.

Its customers include almost all European mineral oil companies.

What do you think, is this share worth an investment?

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13 Commentaires

Smudo@Smudeo

1Année

@DivMaster Verbio - Waiting for turnaround turns into a hanging game Since Verbio was ousted from the MDAX, our former model portfolio stock has been struggling to recover. Due to low sales and high purchase price levels, the Saxony-Anhalt-based company was forced to scrap its forecast for the current fiscal year at the end of April. The SDAX share (38.25 euros; DE000A0JL9W6) slumped by almost 50% YTD in the face of the headwinds, before a short-term countermovement of 25% set in at the beginning of June. Was this the long-awaited turnaround? We still have our doubts. The main problem that Verbio currently faces is, and remains, costs. Verbio succeeded in the first nine months (as of March 31) of FY 2022/23 to expand sales by an impressive 23% to €1.5 billion, but at the same time EBIT fell by around 37% to €184.7 million. It can be assumed that there will be no significant recovery in Q4 either. The reason: low biodiesel and high raw material prices. Even if raw material prices collapsed overnight, an improvement would not be felt until later due to the long time lag between purchases and sales. According to the industry association ufop, sales prices for biodiesel have recently risen slightly by 5% to 157.7 euros/100 l, which is likely to have triggered the rally, but at the same time the price remains at a low level. And purchase prices for rapeseed oil also recently rose again sharply to a three-month high. EBIT margins have therefore melted sharply from 25 to 10% after the record year of 2022 and are likely to remain at around 10 to 12% until 2025. A turnaround is not impossible. With a net debt-free balance sheet, Verbio has a buffer to invest more in switching to waste products such as straw or chicken manure and thus escape a possible ban on biofuels from food and feed crops. However, with a 2023 P/E of 16, the stock is no bargain in historical terms (17).

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Jari Stark

@MainTyp

1Année·

What an exciting 4 weeks.

My Best Shares:

$TUP +600% ( especially the last 2 weeks).

$RR. (-0,03 %) +31,39 %

$VBK (-3,36 %) + 19,75 %

Not so well run:

$NB2 (-0,19 %) -27.39% (risk position still up 10%)

$6861 (-1,39 %) -11.55% ( thus only just above the purchase)

$HIMS (-6,61 %) -10.95% (still thickly around plus, profit already taken)

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10 Commentaires

Rob@Fanatics

1Année

For me minus 5% of the last 4 weeks

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Hannes

@Hannes_SK

1Année·

#tradinggame
- A beautiful idea! 🥰

I have been very limited in the spread. Since you could also directly get the $VWRL (-0,43 %) as a single position and let it run. 😅

My attempt with 5 positions, which I would probably never acquire privately under Buy&Hold, but since the time is very limited, it should work out.

$VBK (-3,36 %) - A very beleaguered candidate of high grain prices. Chart-wise, with today's euphoria, the upside is now happening. One of my absolute favorite stocks, also in the private sector.

$JD (-4 %) - A rather unpopular candidate due to its origin. The consumer slump is also persistent in China. But there are strong calls for an interest rate cut there, which should help Chinese stocks in particular.

$DB1 (-0,35 %) - Safe haven for all time. As long as prices move, money will be printed.

$E4C (+0,39 %) - A smallcap with massive potential. Business figures have always been strong and the business model is also robust. After a high dividend payment, the lower entry price should attract new investors again.

$BKHT (-4,13 %) - Also a smallcap with huge potential. They acquire mid-market tech companies and sell them in the B2B space. The acting CEO has a golden hand, which he proves again and again.

Click here for the portfolio: https://getqu.in/7yH2y5/s9Dobr/

I hope for a fair and honest game!

If you are allowed to nominate here, as with every challenge normally, I wish the play along of @Der_Dividenden_Monteur , @Staatsmann and @FrauManu . 😅

Marie

@mariechristines

1Année·

Feedback sur mon portefeuille

#tradinggame - buy&hold just for fun from today until 29.07. 💥

How many getquin employees can you outperform? 😄

Today we started a stock market game internally at getquin (Fictitious
Investment amount 10.000 €, only with shares, ETFs and funds) which is why for the first time I have taken a closer look (without the numbers quite looking at the figures in detail 😅) with a portfolio composition of individual stocks.

Of course, the holding period of two months is exciting - the decision was not so easy, but I have now decided against an AI focus. I'm curious to see if I will regret this 😄 But can $NVDA (-0,8 %) and Co. really go up more in the next two months? 😨

I wanted some risk, which is why a larger position $1211 (+0,81 %) is and in equal parts I bet on $ENPH (-0,97 %) (Supplier of solar and battery systems), a company I hardly read about here. Maybe someone would like to do a stock analysis?

I really enjoyed the compilation and I'm very excited about the result 😅💰💸

I would be totally interested in how you guys would do this. Join in and then we can compare the results 🤓

Share your portfolio link with absolute numbers here in the comments or in a new post with the reasoning behind your decision 📈📈

I nominate @California_Dreamin
@Lorena
@Goldmarie and @oliverplass 😄

#tradinggame

Jetez un coup d'œil à mon Tableau de bord maintenant !

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21 Commentaires

Marie@mariechristines

1Année

Very cool 🥳 Clever to add the residual value as a cash item. I had not thought of that 😄

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