1Semana·

2g Energy News 📰

After yesterday's somewhat stronger correction, here is the explanation:

$2GB (-3,25%)

2G Energy AG adjusts the forecast for the current financial year 2025 for sales and EBIT margin.

Sales forecast reduced to EUR 380 to 400 million (previous forecast EUR 430 to 440 million), but growth of up to 7 percent compared to the previous year remains.

The temporary dip is due to a delay in incoming orders in Eastern Europe and a temporarily impacted service volume as a result of the ERP changeover in Germany.
A reduced EBIT margin of 6.5 to 8.0% (previously 8.5 to 9.5%) is expected due to the lack of sales volume and one-off expenses in the ERP project.

Incoming orders in the third quarter outside Ukraine exceed the previous year's quarter by 30%.

Outlook remains optimistic: growth forecast for 2026 unchanged (sales EUR 440 to 490 million, EBIT margin 9.0 to 11.0%).

Concrete projects in the newly addressed data center market in Europe and North America and, in particular, the German biomass package secure growth for 2027 and subsequent years

7 Comentários

He-Man D.@He-Man

1Semana

You could build up an initial position below €30. First WL.

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sakamotoo@sakamotoo

1Semana

@He-Man I would also say that. However, the price always remains fairly stable at €30

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He-Man D.@He-Man

@sakamotoo I have just opened a position. If you have read it here in the forum, $GOOGL is supposedly looking to invest in Germany. Perhaps $2GB can profit from this. What do you think?
Best regards

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sakamotoo@sakamotoo

@He-Man I'll have to research that again tomorrow, but I'm already thinking about topping up. The thing has fallen well again. I'll be in touch tomorrow, good night 👋🏼

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sakamotoo@sakamotoo

@He-Man It is still unclear whether Google will choose $2GB as a partner. As far as I know, however, Google wants to find solutions for energy recovery in order to use the waste heat from data centers, etc.. Of course, 2G would be a great candidate and provider. However, as the investments are less likely to relate to NRW, I don't know whether the company will even be in discussion and whether local partners/international partners will be chosen. Nevertheless, I will buy again as soon as the stock market opens, as I find the €27 quite attractive and the fall in the share price is probably not so much due to poor management/forecast, but to a quote from the Münsterländer Zeitung:
"The profit is also smaller. The so-called EBIT margin - a key figure that puts earnings before interest and taxes (EBIT) in relation to sales and thus measures the operating profitability of a company - is now expected to be between 6.5 and 8 percent. Previously, 2G Energy had expected between 8.5 and 9.5 percent. The company cites a temporarily weaker service business in Germany as the reason for this. This had suffered from the introduction of a new ERP system - software with which companies manage processes such as purchasing, production and accounting. In addition, orders from Eastern Europe were delayed."

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He-Man D.@He-Man

@sakamotoo Thank you for the detailed answer.
👍🏻

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sakamotoo@sakamotoo

@He-Man with pleasure =))

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