El creador de la alta frecuencia de trading, se hizo millonario,
El creador de la inversion Quantum, se hizo millonario.
El creador del Value investintg, se hizo millonario.
Si os dais cuenta, todo son certezas matematicas, no interpretaciones de las personas.
Incluso el creador del Bot de twuitter de analisis de twuits de Trump, se habra hecho millonario en estos 3 ultimos años.
Cobas internacional 68, seleccion 72,74 . Vamos subiendo, aunque sea por las escaleras.
En la bolsa, se sube por las escaleras, y se baja por el hueco del ascensor.
Estoy buscando con los filtros y la verdad es muy difícil encontrar nada, yo he llamado por teléfono y he preguntado por TGP y GLNG y me han dicho que no las tenían.
Se ha hablado mucho de Boskalis, de la epoca cuando le hizo ganar mucho a bestinver. La propia Bestinver la lleva desde hace varios trimestres.
Ha presentado hoy resultados y no han sido muy buenos. Mayor competencia, mas reclamaciones.
Estoy muy sorprendido por la resistencia que está mostrando hoy ante los horribles datos de actividad en USA.
El brent se ha girado un 2% a la baja desde los máximos del día.
En las acciones de mmpp apenas veo impacto cuando tendrían que estar sangrando minusvalías por todos lados.
Freedom is driven by determination
Es el rebote, las mmpp han subrido una barbaridad al inicio de año, es normal que muestren mas fortalecimiento que otras empresas.
El problema es la recesion global, que si se confirma va todo al hoyo.
Todo lo demas, es especulacion para traders y para seudo-especuladores videntes.
La tradeo y estudio hace tiempo. Esta mañana estuve analizando los resultados y escribí un post amplio y perdí al ir a dar "envair el mensaje".
La verdad es que tampoco hay que analizar mucho tras leer el mensaje del CEO:
A strong decline of the result was caused by operational and contractual issues on a limited number of offshore projects, partly in decommissioning but mostly in offshore wind cables. In the offshore wind market circumstances have changed as a consequence of the move to zero subsidies and increased competition. This has resulted in a recent and unexpected change in the attitude of clients, which is reflected in a sharp increase in the number of disputes and protracted claim negotiations. Following a thorough review of the projects in hand, provisions of slightly more than EUR 100 million have been made on a limited number of onerous contracts. The entire order book was reviewed when determining these provisions. Boskalis is confident that in time a substantial part of these provisions will be recovered, however has not taken this into consideration in the reported figures.
Extraordinary items impacted both the 2018 and 2019 half year result. In 2018, these were related to (impairment) charges of EUR 397.0 million pre tax whilst in 2019 a book profit of EUR 42.2 million is included in the earnings, relating to the sale of the Kotug Smit Towage joint venture and the sale of a vessel. The extraordinary items are accounted for at group level
Peter Berdowski, CEO:
“Over the past six years we have built up a strong leading position in the offshore cable market in Northwest Europe. These activities contributed well to the result in that period. We have successfully completed many projects in close and constructive cooperation with clients. Recently, however, we are being confronted with a drastically changed attitude of many of these clients. Under pressure from the disappearance of subsidies on wind farms, clients are keenly looking for ways to reduce costs. This has resulted in a considerably more tense situation in the execution of projects and an accumulation of disputes on projects and lengthy claim procedures. Although we are confident that we will be able to recover a large proportion of the outstanding claims in the future, we have prudently taken provisions on a limited number of offshore projects, whereby we reviewed the entire offshore portfolio.
In order to respond better to the changed market situation, we have tightened the organization of the Offshore Energy division and in particular that of Subsea Cables. The provisions have a major impact on the earnings of the Offshore Energy division in the first half of the year resulting in a loss, despite the stable revenue and the decent occupancy of the vessels. We expect a positive contribution from the Offshore Division for the second half of the year and we see clear signs of recovery for the medium term. At Dredging & Inland Infra the picture was stable in terms of volume, vessel utilization and earnings and Salvage had a very strong first half year with high-profile projects and a strong increase in the result.
Finally, we have taken major steps in the repositioning of our business portfolio this half year, on the one hand with agreements reached on the sale of our harbor towage joint ventures Kotug Smit Towage and Saam Smit Towage and on the other hand with the expansion of our position in the early cyclical survey market with the acquisition of a majority stake in the survey company Horizon."
Freedom is driven by determination