Tomra Systems WKN: A3DHA0 ISIN: NO0012470089 Kürzel: TOM Forum: Aktien User: BLaDe_

Ach komm, sei nicht so vorsichtig 😅 lass uns erst bei 10 NOK einsteigen, dann ist dir Diskussion mit der zu hohen Bewertung endlich mal vorbei 😃

moin ✌🏾 Meine 1. Tranche würde ich hier nicht über 150 NOK setzen wenn ich mir den langfrist chart ansehe.. da ist noch platz bis ca.140/145 NOK.. Da iwo würde ich das erste mal zuschlagen mit ner kleinen Position. Im Notfall würde ich ne 2. Tranche zwischen zwischen 95 und 105 NOK setzen 😅 dann wären wir wieder in der range von 2011 bis 2017, bevor es hier ein Anstieg nach dem anderen gab 🤪

Wie kommst du auf die 20%? Wäre dann ein kgv von 42. Bei Leitzinsen von 3 % (EZB) gefühlt immer koch teuer^^

Noch immer sehr teuer. Noch 20% runter, dann wird es interessant.

Im € Kurs sind wir auf 1 Jahres tief in NOK noch gute 14 Nok entfernt. Da sieht man gute die Aufwertung

Das ist ja das seltsame hier, kgv von 50 gibts doch aktuell nicht mehr oft an der Börse. Es kommt mir so vor als würden hier nicht die Zinsen steigen 😅 Selbst eine tesla liegt aktuell bei 34 zumindest nach marketscreener für 2022. Ich würd so gern einsteigen aber es hilft nix

KUV beträgt aktuell ca 4,5. KGV von 50. Ist mir immer noch ein wenig zu hoch bewertet

Zu früh Nachgelegt Da geht noch was

Wollte das schon immer mal schreiben: Nachgelegt:)))

Wollte das schon immer mal schreiben: Nachgelegt:)))

Yarrak im Plus

Heute Nachmittag im Plus!

Übel! Der Abverkauf beginnt! ⛷️⛷️⛷️

Collection: Top line growth offset by lower margin levels Revenues in the business area equaled 1,693 MNOK in fourth quarter 2022, up from 1,481 MNOK in fourth quarter last year. After adjustment for currency changes, revenues were up 6%, key contributors being new sales in The Netherlands and Romania. Existing markets in Collection were stable compared to the same period last year. Top line growth stems from continued sales of new equipment in Romania, with implementation scheduled for November 2023, as well as deposit extension in The Netherlands, which is planned to be operational in April 2023. Gross margin was 37% in fourth quarter 2022, down from 40% in the same period last year. The margin variance is mainly the result of price increases lagging cost inflation, as well as a less favorable business and product mix. Operating expenses equaled 388 MNOK in fourth quarter 2022, compared to 346 MNOK last year, up 8% currency adjusted. EBITA was 246 MNOK in fourth quarter 2022, at the same level as in fourth quarter 2021. Recycling: All-time high revenues and strong end of the year with 37% higher order backlog Revenues equaled 681 MNOK in fourth quarter 2022 compared to 631 MNOK, up 4% currency adjusted from a strong fourth quarter 2021. Gross margin was 51% in fourth quarter 2022, down from 54% in fourth quarter 2021, negatively impacted by cost inflation and a slightly less favorable mix. Operating expenses amounted to 206 MNOK in fourth quarter 2022 compared to 160 MNOK in the same period last year, mainly the result of business expansion and capacity build-up in second half 2022. EBITA was 141 MNOK in fourth quarter 2022, compared to 178 MNOK in the same period last year. The momentum in Recycling has been good both in traditional regions like Europe and North America, and in emerging markets. The order intake was 639 MNOK in fourth quarter 2022, up 23% compared to 521 MNOK in fourth quarter 2021. The order backlog was 965 MNOK in fourth quarter 2022, up 37% compared to 702 MNOK in fourth quarter 2021. Food: Solid organic growth, good margins, and high activity level Revenues equaled 1,103 MNOK in fourth quarter 2022, compared to 938 MNOK in the same period last year, up 9% when adjusted for currencies. Gross margin was 45% in fourth quarter 2022, up from 43% in the same period last year, mainly due to volume, as well as product and customer mix. Operating expenses amounted to 337 MNOK in fourth quarter 2022, compared to 254 MNOK in the same period last year, stemming from investment in business improvement initiatives, as well as a normalized post-pandemic activity level. EBITA was 157 MNOK in fourth quarter 2022, compared to 145 MNOK in the same period last year. The need for automation continued to create opportunities and drive a good pipeline across categories. Order intake was 886 MNOK in fourth quarter 2022, up 14% compared to 777 MNOK in the same quarter last year, mainly explained by currency effects. The processed food segment was above last year levels, whereas the fresh food order intake was below. The order backlog was 1,083 MNOK at the end of fourth quarter 2022, up 4% compared to fourth quarter 2021. Currency changes had a positive effect on reported performance. Dividend: The Board of Directors recommends an ordinary dividend of NOK 1.80 per share for 2022. The dividend for 2021 was NOK 1.65 per share ordinary dividend and NOK 1.35 per share extraordinary dividend, in total NOK 3.00 per share.