Derichebourg Azione Forum

Two shares in short check ⬇️

The first company we are talking about is First Ressource. $EB5 (+0,63%)

What is First Ressource and what does it do?

First Resources is a Singapore-based palm oil producer. The company's business activities include growing oil palms, harvesting the fresh fruit bunches (FFB), and milling them into crude palm oil (CPO) and palm kernel (PK). The company manages about 212,200 hectares of oil palm plantations in the Indonesian provinces of Riau, East Kalimantan and West Kalimantan. It also owns about 6,300 hectares of rubber plantations and 18 palm oil mills. Its subsidiaries include PT Ciliandra Perkasa and PT Borneo Ketapang Permai.

Segments of First Resource:

The company operates in two segments: Plantations and Palm Oil Mills and Refining and Processing. The Plantations and Palm Oil Mills segment is primarily engaged in the cultivation and maintenance of oil palm plantations and the operation of palm oil mills. The Refining and Processing segment markets and sells processed palm-based products produced at the refinery, fractionation and biodiesel plants, and other downstream processing facilities.

KGV:

The company is valued at a P/E ratio of approximately 5.5. In my opinion, this is a very very favorable valuation of the company.

Foundation:

First Ressource was founded in Singapore in 2011.

Market capitalization: 🏦

Currently, the company has a market capitalization of around €1.65 billion.

Dividend yield: 💰

The company pays its shareholders a nice dividend yield of just under 9.5%, which is a real house number. This is paid out to shareholders every six months. The dividend is paid out in May and around September. This means that shareholders will now receive their dividend on May 8.

Strengths of the share: 📈

• The company pays an extremely high dividend of 9.5%.
• The company is extremely favorably valued with a P/E ratio of just 5.5 in my opinion.
• Given the positive cash flow generated by the business, the company's valuation level is a plus.
• Analysts have significantly revised their opinion of the company over the past twelve months.

Weaknesses of the share: 📉

• Analysts' estimates of the company's business performance differ significantly from the rest. Predictability seems to be difficult in connection with the company's business activity.
• The price targets of analysts following the stock differ significantly. This creates difficulties in valuing the company and its business.

How does the stock look chart-wise? (Singapore dollar converted to euros) 📈📉

Let's take a look at First Ressource chart-wise. The share price is currently at €1.03. This is also currently an important resistance zone that we would have to take out to continue to rise. Below us at 1.01€ is the support zone. This must hold so that we do not fall further. After this zone would be a lot of room down. The next support zone would be at 0.93 €. If we now rise above this resistance, the next resistance would be at 1.06€. If we also take this out, the next target would be at 1.09€ and then 1.15€ would follow for the time being. I am very curious in which direction the share will swing.

The second company we look at is Derichebourg: $DBG (-4,9%)

What is and does Derichebourg at all: 🤔

Derichebourg is a French company active in environmental and recycling services. The company is listed on the Euronext Paris stock exchange and its stock trades under the ticker symbol DBG. Derichebourg offers various services, including waste collection, sorting and recycling, cleaning services and industrial cleaning, and pest control.

What is the breakdown of net sales:

Net sales are distributed among the various activities as follows:

• Environmental services (82.2%): Collection and recycling of ferrous and non-ferrous metals, industrial and household waste disposal, pollution clean-up, reuse and recycling of capital and consumer goods at the end of their life, etc.
• Business services (17.8%): Hospitality, cleanliness, temporary staffing and recruitment, remote monitoring, services in hostile environments, etc.

Net sales are distributed geographically as follows: France (70.6%), Europe (24.7%) and America (4.7%).

How many employees the company has: 🙋🏽‍♂️🙋🏻‍♀️

Currently, Derichebourg employs a total of around 43,000 people.

P/E RATIO:

The company is valued at a P/E ratio of approximately 3.75. In my opinion, this is also a very very favorable valuation of the company.

Foundation:

Derichebourg was founded in 1956 in Lyon, France.

Market capitalization: 🏦

Currently, the company has a market capitalization of around 900 million euros.

Dividend yield: 💰

The company pays its shareholders a nice dividend yield of just under 5.72%. This is paid out to shareholders on an annual basis. The dividend is paid out in February.

Strengths of the share: 📈

• The company pays its shareholders a nice dividend yield of over 5.7%.
• The company Derichebourg is extremely favorably valued with a P/E ratio of 3.75 in my opinion
• The security falls into the category of high-yielding stocks with a relatively high projected dividend.
• Analysts are positive on this stock. The average consensus recommends buying or overweighting the stock.

Weaknesses of the share: 📉

• Over the past twelve months, analysts' valuations have been revised downward.
• According to analysts' estimates, the Group belongs to the category of companies with the weakest growth prospects.
• The potential for earnings per share (EPS) growth in the coming years seems limited according to current analyst estimates.

How does the stock look from a chart perspective? 📈📉

Let's also take a look at the French company Derichebourg from a chart perspective. Currently, the price here is at 5.60€. The first resistance is here at 5.66€. If we take out this resistance sustainably would be a lot of space to the next resistance. This would then be at 6.85€. Below us is currently the first support zone at 5.16€. If this is broken, it goes down further. The next support zone would be directly at 4.97. This should hold but best, because then the share could fall a large piece further. Here would be the next support zone at 4.40 €. So it will also be extremely exciting here, which direction the share will take.

Your opinion: 🧐🤔

Now, of course, I would like to hear your opinions again in the comments on these two shares.

What do you think of First Ressource and Derichebourg and did you already know these companies?

Do you guys have one or both of these stocks maybe already in your portfolio?

Please let me know in the comments.

This is of course not an investment advice but just my own opinion that I want to share with you!

How your oven can help solve the world's waste problem.

Waste-to-Energy - Get rid of the garbage!

Hello dear community,

Have you never wondered if waste can be made usable? The topic "Waste-to-Energy" is less common within Germany and yet hard discussed, but worldwide of overwhelming importance. But why? In Germany, we have a largely solid and progressive circular economy, which will and must experience a rapid upswing in the future, also within the EU and the USA. Nevertheless, the total amount of waste worldwide will continue to increase.

And what role might your oven play in this?

I'm trying to bring it closer technologically.

If you have a modern oven, you usually don't have to clean it manually. It has a special program, the pyrolysis function. Roughly speaking, your oven is heated to such a high temperature (~500 degrees Celsius) that food residues and grease splashes are "burned" to ash. Chemically speaking, the organic compounds (your scraps), in the absence of oxygen, decompose uncontrollably. Your ash is a mixture of organic residual products.

If this technical process is now applied to biomass, for example, it is possible to produce fuels and chemicals from waste.

Exactly this procedure one tries to make world-wide in modified driving usable. The plan is to produce diesel and naphtha (raw gasoline), and also kerosene, without producing toxic emissions.

In the last contribution over the petroleum industry I explained you the intended purposes, partly.

But all this is not to be confused with the emerging and existing bio-refineries, for example by UPM $UPM (-3,38%) , Verbio $VBK (-14,54%) or Lenzing $LNZ (-1,14%) are operated. Here, wood and various types of grain are used almost exclusively as biomass.

What can be used for this purpose?

Of course, biowaste is ideally suited for this purpose, as this material consists mainly of organic materials such as hydrocarbons and their derivatives.

But "plastic" is also a very suitable material for this process. Logically, because it also consists of organic materials. Accordingly, one could roughly say that all products consisting of the original type of crude oil and natural gas could also be reconverted.

Well ..,

Many everyday items are compounds that are organic, but often have fluorine, chlorine or sulfur compounds "mixed in". As is well known, not the healthiest representatives of everyday use.

But there are technical solutions for this as well:

As I described it roughly in pyrolysis above, you have gasification of the materials. This leads to the fact that in most cases the chemical bonds can be broken and thus the substances are decomposed.

Fluorine, chlorine and sulfur, for example, can simply be chemically "rebonded" so that no new emission comes from them.

Is the implementation complicated and who would benefit?

There are essential work steps in the procedure that are already in the 1st league in terms of procedure technology. In most cases, the individual steps are not combined in the company, but are, as always, typically specialized.

1. waste separation:

Here, as is already common in Germany, the usable waste is returned to the circular economy. Residual waste and organic waste, on the other hand, are very suitable for this process.

In this case, the waste disposal companies known to us benefit in particular. This can be your municipal waste authority, but also corporations in the global trend, such as Waste Management $WM (+0,5%) , Republic Services $RSG (+0,5%) or Alba $ABA (-0,32%) .

2. separation

Here, mechanical separation processes, such as classifying or sorting, are used to separate the material once again in the process. The winners here are the specialists for separation equipment, such as Tomra $TOM , Veolia $VIE (-2,84%) or Derichebourg $DBG (-4,9%) .

3. incineration

This is then the process of pyrolysis mentioned, similar to the oven. Here the materials are burned. The resulting gases are relevant to the process.

The ash, on the other hand, is enriched with metals and can thus be returned to the circular economy. One possible beneficiary of this is Befesa $BFSA (-2,67%) .

Non-usable ash, on the other hand, can be stored in stockpiles almost without any problems. In Germany, it is already quite common to fill ash into layers of earth, for example to backfill salt mining sites.

(In this combustion process not only pyrolysis plays a role. It is more correct to mention also the process of "gasification" and "combustion". The resulting "surplus" heat can then be used, for example, to run a generator and produce electricity.

This has the advantage that on the one hand energy is generated and on the other hand the gases are cooled).

4. conversion - the interesting part

By passing the gases through various catalyst layers in a multi-stage process, the desired chemicals can now be produced.

Namely, a "pyrolysis oil", which has rudimentary similar properties and can be fed to a conventional refinery.

This works particularly well for diesel and kerosene. In this case, regenerative fuels can even be produced today, which comply with the respective DIN.

But how could I participate in this "trend"?

In fact, many energy suppliers have taken on this problem. The major pioneer here is actually Eni $ENI (-1,39%) in Europe. Waste Management $WM (+0,5%) from the USA has been making landfill gases usable for years. However, primarily for local heat generation. This is set to change in the future, with waste-to-energy processing also taking off. The oil giants BP $BP. (-1,88%) and Shell $SHEL (-0,63%) are also investing in this technology.

Advantages:

- The spatial waste problem can be limited.

- Emissions from the stockpiles can be greatly reduced through reuse.

- Alternative supply options are created in terms of fuel, chemicals, and heat supply.

- It can be considered "net zero" since the emissions in the feedstock have already been generated.

- The necessary technologies are already sufficiently mature and proven.

- A rapid solution option for decarbonizing the transport sector.

Disadvantages:

- Fossil alternatives are much cheaper.

- Plant capacities are totally inadequate for mass scale.

- High expenditure compared to low yield.

- Efficiency due to very high energy input.

- Huge logistics required to get waste to process.

- Permanent supply of waste must exist to maintain value chain.

- Public interest is very low.

- Your home oven is unsuitable for fuel production. - No serving suggestion.

Which topics of alternative energy possibilities are you interested in?

Ongoing is the plan:

- "Green Ammonia" - Why the odds are better than hydrogen.

- Lithium - Why the market caps are completely misweighted.

Do you have any requests, suggestions, criticism?