$NN (+1,48 %) 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 (+1,48 %) might still consider it undervalued. Curious to see what this is going to do with the share price.
Have 110 shares and are very pleased with this position that has been built in the last 3 years. Bought on the ex div date and plan to do that again when the next payment comes in the summer.
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).
It is a small portfolio, but I think the stock selection is very good. There are a few like $A3M that I just got on today because it really fits perfectly for my dividend strategy, but there are others that I am following as well like $IG that is really in free ascent. It's funny because they are relatively unfollowed stocks or ones that are not discussed as much, but they are very good performers. In general I also follow Italian stocks quite a lot because they are performing much better than other markets. It is true that I am very much in Italian banking because of the dividend yield, but I am seeing other sectors with a lot of momentum now within the FTSE Mibtel such as insurance and energy.
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).
Today I bought the first shares of $NN (+1,48 %) 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
If you look at the long-term chart, there are strong dips from time to time and we are currently at the upper edge of the trend channel. I'm not sure whether it makes sense to enter the market.
2 of my stocks delivered well yesterday NN Group $NN (+1,48 %) and Celsius Holdings $CELH . Celsius shines with a billion-euro takeover and jumps over 30%. NN is about to break out towards an all-time high, supported by a single-digit P/E ratio and a high single-digit dividend. Who else is invested here and what do you think?
I am now at $CELH at an average price of $24. I rate the takeover as good value for money and will leave it there now. What bothers me most is the behavior of $PEP, but they may renegotiate the contracts now. The most interesting thing is certainly the international expansion, which is currently still in its infancy.
