Valmet Action Forum

Need money for $MC (-3,23 %) 🤌🏻

Scandinavian stocks with dividend payouts wanted

Hello everyone,

somehow I like Scandinavian stocks with dividend payouts and now I would like to know from you if you have a company in your portfolio or in mind which interests you. If there is a REIT from Sweden, Norway, Finland... that I don't know, then that would also be great information. Stocks from other segments are also welcome.

So that I can give something back to the community, my favorite stocks (in which I am also invested) including a "blurb" from Trade Republic:

$KCC (-0,68 %) - "Klaveness Combination Carriers ASA is a Norway-based fleet operator. The company owns and operates combination carriers that can switch between dry and wet freight transportation. Its fleet consists of 16

vessels, eight CABU vessels and eight CLEANBU vessels. The CABU (Caustic Soda-Bulk) and CLEANBU (Clean Petroleum Product-Bulk) vessels mainly transport Clean Petroleum Products (CPP) or Caustic Soda Solution (CSS) from refineries and production facilities in the Middle East/India, the Far East or the United States Gulf to end users or traders in Australia and South America, the world's major dry bulk export centers. On the return journey, the combination carriers transport bulk goods such as alumina, bauxite, grain, salt, iron ore and coal."

$HAUTO (-2,83 %) - "Hoegh Autoliners ASA is a Norway-based company operating in the international shipping industry.

Hoegh Autoliners ASA is a holding company and business is conducted through the company's operating subsidiaries. The group is a provider of roll-on-roll-off (RoRo) transportation services. The company offers its customers safe ocean transportation of RoRo cargo such as cars, high and heavy machinery, breakbulk, Car Equivalent Units (CEU) and other rolling and static cargo."

$VAR (-0,56 %) - "Spinnoff" from ENI - "Var Energi ASA is a pure upstream oil and gas company based in Norway. It operates four fields on the Norwegian Continental Shelf (NCS), located in the Barents Sea, the Norwegian Sea and the North Sea. The company's objective is the exploration, development and production of hydrocarbons. Var Energi is involved in large-scale national projects aimed at developing and demonstrating ways to reduce greenhouse gas (GHG) emissions. The company holds ownership interests in more than 30 partner-operated fields."

$VALMT (-3,89 %) - "Valmet Oyj is a Finland-based company that develops and provides services and technologies for the pulp, paper and energy industries. The company's services cover the entire cycle from maintenance outsourcing to mill and plant improvements and spare parts. The

company operates in four business segments: Services, Pulp and Energy, and Paper, which includes the development of products and services and global customer projects in the paper, pulp, tissue, paper and board, and bioenergy industries; and the Automation segment, which includes process automation. The company operates both domestically and overseas, including South, Central and North America, China, Asia and Europe."

I am still looking for the "right" entry point for these stocks: $YAR (-0,76 %)
$ELK (-0,42 %)

If you have any questions about the values, I can certainly go into them in more detail.

Thank you very much.

That tastes good. 🤤 Really nice on the correction on the road. 🤌🏻

(You can disregard the chart from getquin. Total misrepresentation. )

Today used the opportunity for a small position and the entry

Metso, Metso, Metso $METSO (-4,17 %) ... I have in my portfolio, everything that comes now is not an investment recommendation. Again, this is a nice long-term story that I would like to share with you.

Until a few days ago listed as Metso Outotec, now back to the roots. But first things first.

I originally bought Metso sometime in 2006. In 2013, the pulp division was listed separately as Valmet $VALMT (-3,89 %) separately on the stock exchange. This was followed in 2020 by the spin-off of Neles, main business valves, pumps, valve automation and valve services. Outotec was bought by Metso. Are you still with us ? 😬

Valmet and Neles I sold immediately, had I kept them once 🙄 Since April Valmet has reintegrated Neles and Metso Outotec is called Metso again. And I'm actually considering getting back into Valmet as well. Everything back to square one, to my original investment idea.

Back in the 1890s in the Yukon gold rush, it wasn't the people who dug and prospected who got rich. It was the traders who sold all the equipment and tools. Metso does the same today.

Now to the bare numbers: In my portfolio are the 2020 newly booked Metso shares. Since 2006 I have collected 5600€ dividends + 811€ since 2020. The sale of Valmet and Neles brought 5700€.

Invest 6000€ vs. all together currently 26,600€ 🚀

This is for me a solid development, of course, much is not predictable. But shows again what is possible in the long term, even with seemingly boring industrial values.

Anyone else in $METSO (-4,17 %) or $VALMT (-3,89 %) invested ?

World market leader for pulp and paper industry

Dip used 😋 I expect a lot from Valmet over the next few years. The figures are great and the business model has convinced me. In addition, there is even a very respectable dividend💰