Fugro

Starter looking more into dividend growth stocks and changed a bit of my persepective on my portfolio. Decided for the long-run this is (I think) more efficient for me. So I bought a lot of dividend growth stocks and ETF's and sold some of the high-dividend ETF's/Stocks:

Bought:

$SEL (+0,28 %)
$EUHD (+0,18 %)
$FUR (-2,28 %)
$WINC (+0,02 %)
$AGN (+1,05 %)
$INRG (-2,26 %)

Sold:

$SDIP (-0,8 %)
$PNL (-0,18 %)
$RWS (-0,78 %)
$PETR3 (-1,19 %)

Dividends received this month: €35,09

Dividends per montly average: €45,43

See you next month!

Pascal W.

@pwasbeer

11Mo·

Fugro (FUR) — Dislocated Price, Asymmetric Upside

Fugro (FUR) — Dislocated Price, Asymmetric Upside

Fugro’s heavy correction has pushed the stock to levels that imply long-term stagnation, despite fundamentals that contradict that narrative. The company delivered €2.28B revenue and €161M FCF in 2024, maintains a strengthened balance sheet (net debt ~€437M) and targets 6–9% FCF margin and 11–15% EBIT margin by 2027. Current pricing values Fugro at barely 5–6× normalized FCF, far below peers in geo-services and marine engineering.

The withdrawn 2025 guidance triggered capitulation, but project timing, not demand, caused the downgrade. Structural drivers remain intact: offshore wind build-out, subsea infrastructure, coastal protection and energy transition surveys. A return to mid-term margins supports intrinsic values in the €10–16 range versus a market price near €8.

As a small portfolio position, the risk is bounded while upside is significant. Fugro’s selloff is mispricing delayed revenue as lost value — a clear technical opportunity for investors who size smartly and wait for cash flow normalization.

$FUR (-2,28 %)

2 Commentaires

NichtRelevant@NichtRelevant

11Mo

I had never heard of them. For me that sounds like an interesting investment case. I also like the dividend yield. I have put them on my watchlist and will decide as soon as some spare money for investing is available.

•

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thomas

@thomasgeldboom

1Année·

Time to buy a dutch stock

as a dutchie I love dutch stocks and I want to invest more in other sectors then financials

https://getqu.in/3wi6Pl/

05.09

Fugro

Acheté x133 à 11,29 €

1 501,57 €

Shrimpman

@Shrimpman

1Année·

Welcome back to the depot ;)

16.07

Fugro

Acheté x150 à 12,72 €

1 908,00 €

1 Commentaire

Felix@ChristelMett96

1Année

Never had this company on my radar before.
Is it worth collecting information and investing time here?

•

Shrimpman

@Shrimpman

1Année·

Portfolio presentation

I'm 19 and a student, so I don't have much income at the moment.

Last week I sold my $XDWD (-0,29 %) last week to reduce my USA share, as I assume that the USA will lose its supremacy, which will benefit the EU. (Hence the Dax and Greece etf).

On the watchlist are (and will probably be bought in a crash)

$PNG (-4,71 %)
$EWI (+0,47 %)
$EIN3 (+1,45 %)
$FUR (-2,28 %) (was already in the portfolio) and $SY1 (-0,89 %)

5 Commentaires

1Année

You are young. Of course you can take more risk, but I don't like this portfolio at all 🙈 da etf... Greece etf... Why not a global etf? Asia etf? USA etf? Europe etf?
The shares are very risky and a lot of gambling.
What exactly is and y?

Why not a europe etf if you think europe will be stronger?
Why not a world etf where the USA is automatically reduced if it underperforms?
What is your goal?

•

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Michel V.

@Noord26

1Année·

Solid company

Let's see where this one goes..

12.03

Fugro

Acheté x100 à 13,85 €

1 385,00 €

HVL_dividend🚀

@AfterOptimizers

1Année·

Fugro Secures Second Geotechnical Site Investigation for Blue Mackerel Offshore Wind Farm in Australia

$FUR (-2,28 %)

www.fugro.com/news/business-news/2025...

www.fugro.comFugro's Second Geotech Study for Blue Mackerel Wind Farm

HVL_dividend🚀

@AfterOptimizers

1Année·

Solid Fugro

$FUR (-2,28 %) Fugro, the soil scientist, posted fourth-quarter operating results that were much better than anticipated, with an 18% year-over-year increase. The company paid out more dividends than expected.

With an adjusted operating profit of €119.3 million, the group that also monitors dikes and advises companies on oil extraction and wind farm construction is well above the estimate of €94.8 million.

On Friday morning, Fugro also reported revenue of nearly €588 million, up some 5% from last year. That puts it just below analysts' estimates.

The surprise may be in the proposed dividend: €0.75 per share. Analysts came no further ahead than a dividend payment of €0.63, which is 7 cents less than in 2023, when ce Mark Heine was able to report a dividend payment for the first time in years.

(source Telegraph)

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