Top! That's why I love the community - without Getquin this would be a value I would never know. I'll take a closer look. I've been looking at $WM for a while, but they're too highly valued for me and this company seems really exciting!
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@seppl6431 can only agree with you. I also sometimes discover values here that I have never heard of before.
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4Mes
@seppl6431 I'm glad I was able to interest you in this. As already mentioned, Poland has a major waste problem and still sends almost 40% of its household waste to landfill (Germany has not done so since 2005).
Added to this is the growing economy and the eu directives that they will have to implement in the next few years.
But please note the pending court cases. This is about increased fees that were levied against MBK between 2015-2020 ... Mobruk has taken action against all of them and has now reduced the risk from PLN 276m to PLN 76m. Provisions have been made, so the issue is irrelevant to me.
One plant also had to be closed recently, but RDF production was relocated without any problems, so there are no downtimes.
Plants have been modernized in recent years and now have significantly higher capacities, smaller companies from certain niches have been acquired and even in sideways phases the price per tonne can be scaled in such a way that it does not tear a hole.
It's also brilliant that you can already cover a lot of your own energy needs.
👀 I can also recommend taking a look at Campine...I'm just doing some research here. Brilliant lowfloat and also a P/E ratio below 10.
Added to this is the growing economy and the eu directives that they will have to implement in the next few years.
But please note the pending court cases. This is about increased fees that were levied against MBK between 2015-2020 ... Mobruk has taken action against all of them and has now reduced the risk from PLN 276m to PLN 76m. Provisions have been made, so the issue is irrelevant to me.
One plant also had to be closed recently, but RDF production was relocated without any problems, so there are no downtimes.
Plants have been modernized in recent years and now have significantly higher capacities, smaller companies from certain niches have been acquired and even in sideways phases the price per tonne can be scaled in such a way that it does not tear a hole.
It's also brilliant that you can already cover a lot of your own energy needs.
👀 I can also recommend taking a look at Campine...I'm just doing some research here. Brilliant lowfloat and also a P/E ratio below 10.
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@Daxhund but they are already up 80% YTD.
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