Andrew Stolz

JANUARY 17, 2022

Leading role in EV and hydrogen to reclaim market share. China is by far the strongest and fastest-growing market for heavy duty trucks in the world. It is the primary market for the company to realize future growth opportunities. Leading role in EV and hydrogen to reclaim market share. Download the full report as a PDF.

Marketability 52

Marketability Dividends Net Debt Start-ups 52

Valutico

MARCH 1, 2023

Compared with last year’s net income of GBP 10.3 (USD billion in net debt, reducing total debt to GBP 17.5 (USD by using the Discounted Cash Flow method, specifically our Flow-to-Equity approach, as well as a Trading Comparables analysis. billion, profit increased by an unbelievable 120%. billion worth of shares.

Discounted Cash Flow 52

Discounted Cash Flow Net Debt EBIT Equity 52

Musings on Markets

MARCH 19, 2022

As the world's attention is focused on the war in the Ukraine, it is the human toll, in death and injury, that should get our immediate attention, and you may find a focus on economics and markets to be callous. The increase in default spreads was not restricted to foreign markets, as fear also pushed up spreads in the corporate bond market.

Start-ups 100

Start-ups Risk Premium Equity Market Capitalization 100

Musings on Markets

FEBRUARY 27, 2023

To fund the business, you can either use borrowed money (debt) or owner's funds (equity), and while both are sources of capital, they represent different claims on the business. Even government-owned businesses fall under its umbrella, with the key difference being that equity is provided by the taxpayers.

Equity 52

Equity EBITDA Start-ups Net Debt 52

Benzinga

FEBRUARY 12, 2024

("Endeavor"), today announced that they have entered into a definitive merger agreement under which Diamondback and Endeavor will merge in a transaction valued at approximately $26 billion, inclusive of Endeavor's net debt. of the combined company and Endeavor's equity holders are expected to own approximately 39.5%

Net Debt 40

Net Debt Dividends Equity Marketability 40

Benzinga

NOVEMBER 6, 2023

in value in the form of common shares of Crescent Point, based on the offering price of the concurrent equity offering announced by Crescent Point. billion, inclusive of assumed net debt. Pursuant to the Transaction, each Hammerhead Share will be exchanged for C$15.50 of cash consideration and C$5.50

Net Debt 40

Net Debt Enterprise Value Equity Marketability 40

Andrew Stolz

FEBRUARY 4, 2022

Strong ROE and ROIC might be overlooked by the market. Strong ROE and ROIC might be overlooked by the market. Given the strong demand outlook, I believe that the market should be more optimistic about the profit growth. The company started to reduce its long-term debt. Costs cuts to drive sustainably higher margins.

Start-ups 52

Start-ups Net Debt Beta Equity 52

Valutico

SEPTEMBER 22, 2023

There are three primary approaches under which most valuation methods sit, which include the income approach, market approach, and asset-based approach. The market approach compares the company to similar publicly traded businesses, or those recently sold or involved in some transaction. How Do I Value a Business?

Intangible Assets 52

Intangible Assets Discounted Cash Flow Book Value EBITDA 52

Andrew Stolz

FEBRUARY 7, 2022

Highlights: End markets mature, no opportunities to grow. End markets mature, no opportunities to grow. ROEC’s revenue is mainly dependent on the growth of the end markets such as computers, phones, and tablets. A mature market for smartphones translates into low demand for displays and ROEC’s backlights.

Dividends 52

Dividends Net Debt EBIT Marketability 52

Musings on Markets

OCTOBER 12, 2023

In response, I have been told that the problem is not with the idea of ESG, but in its measurement and application, and that impact investing is the solution to both market and society's problems. If impact investing were measured entirely on fund flows into green energy companies and out of fossil fuel companies, it has clearly succeeded.

Market Capitalization 82

Market Capitalization Enterprise Value Start-ups Marketability 82

Benzinga

JULY 27, 2023

SPI is a portfolio company of Incline Equity Partners. The Company's net debt to pro forma adjusted EBITDA is expected to be approximately 2.0 Founded in 1982 and headquartered in Charlotte, NC, SPI is a leading specialty distributor of mechanical insulation solutions for the industrial and commercial end-markets.

EBITDA 40

EBITDA Net Debt Marketability Equity 40

Andrew Stolz

JANUARY 28, 2022

Domestic market still not fully penetrated yet. Gazprom’s major export market is Europe, which committed to an ambitious transition to green energy. Domestic market still not fully penetrated yet. Continued expansion and further penetration of the Russian market results in a similar ratio over the next years as well.

Risk-free Rate 52

Risk-free Rate Net Debt Start-ups Marketability 52

Benzinga

JUNE 14, 2023

billion in place with Royal Bank of Canada, BMO Capital Markets, and JPMorgan Chase Bank N.A., The financing of the Transaction, including the Equity Offering and contemplated Debt Offerings, has been structured to maintain the investment grade ratings and outlooks assigned to Gibson by DBRS and S&P.

Dividends 40

Dividends Equity Finance EBITDA 40

Andrew Stolz

FEBRUARY 1, 2022

The management expects 5-8% growth rate for this end market, which seems realistic. Networking end market could become 2nd largest segment. I think it’s a great opportunity for TTM to beat current market expectations. The management plan to focus on more profitable and less cyclical end markets should pay off.

Technology 52

Technology Net Debt Marketability Equity 52

Andrew Stolz

JANUARY 28, 2022

I think that the market is too pessimistic about the long-term outlook. Its net-debt to equity ratio stood at 0.9x By 2030, the company plans to increase its renewable capacity to 4 Gigawatt from currently 0.2 In addition, it shifts from coal production to gas. Attractive dividend yield could rise to 2x Japanese average.

Dividends 52

Dividends Risk-free Rate Net Debt Equity 52

Benzinga

JULY 13, 2022

percent (1) premium per TransGlobe common share based on the companies' respective 30-day volume weighted average share prices as of market close on July 13, 2022. Under the terms of the Arrangement Agreement, VAALCO will acquire each TransGlobe share for 0.6727 of a VAALCO share of common stock, which represents a 24.9 percent and 45.5

Dividends 40

Dividends Net Debt Equity Enterprise Value 40

Musings on Markets

JUNE 23, 2023

The first is that my portfolio has held up well this year, in a market that has been top-heavy and tech-driven, and one big reason is that it contains both NVIDIA and Microsoft, two companies that have benefited from the AI story. Love-Hate Relationship with Markets! I will start this post with a couple of confessions.

Start-ups 91

Start-ups Marketability Market Capitalization Technology 91

Benzinga

NOVEMBER 2, 2022

during the third quarter 2022 and on a trailing twelve-month basis, respectively, demonstrating the continued strength of leasing demand and the below market rents that are embedded within the portfolio. Operating FFO for the third quarter 2022 excludes certain net expenses that totaled $1.1 NET LEASE INVESTMENT PLATFORM ACTIVITY.

Dividends 52

Dividends Equity Net Debt Finance 52

Andrew Stolz

JANUARY 23, 2022

In 2020, the global bearings market was about SEK390bn. In 6 years, the market value could reach SEK690bn, a 77% increase from 2020. The company did not significantly increase its LT-debt during the pandemic. Net debt-to-equity is likely to stay around 0.2x Asia makes up around 50% of it (China 30%).

Net Debt 52

Net Debt Marketability Equity Business Valuation 52