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

Alles andere macht keinen sinn

Denke wegen der ex dividende

Die Zahlen sind doch gut wie kann man da verkaufen

Heute ist ex dividende 😮 zahlen sind gut, meiner Meinung nach 👍

TOMRA: Strong growth across all divisions in the first quarter 2023 TOMRA, the global leader in resource productivity solutions, has announced its financial results for the first quarter of 2023. The company continued to deliver strong growth, with revenues of 3,239 MNOK, representing a 29% increase from the same period last year. When adjusting for currency, revenues were up 17% for TOMRA Group, with strong growth across all divisions: Collection, Recycling, and Food. Highlights 1Q 2023: (all growth figures are adjusted for currency) · Revenues amounted to 3,239 MNOK, up 17% from the first quarter last year · Revenue growth of 18% in Collection, 15% in Recycling, and 15% in Food · Gross margin was 40%, in line with the margin in the first quarter 2022 · Operating expenses amounted to 1,027 MNOK, in line with the previous quarter when adjusted for currency · EBITA was 277 MNOK, down 8% compared to last year, mainly as a result of business expansion · Strong cash flow from operations of 509 MNOK, compared to 166 MNOK in the first quarter 2022 · Significant increase in Recycling's order backlog of 30% Tove Andersen, President and CEO of TOMRA Systems ASA commented: "I am very pleased with the progress we are making on our strategic ambitions in TOMRA in the first quarter. We have a plan to accelerate growth and continue to see strong revenue growth materializing across all our divisions: Collection, Recycling, and Food. Our efforts to mitigate the effects of inflation and supply chain disruptions in order to improve gross margins are paying off. We have recuperated margins in Recycling and Food and see continued improvement in Collection." "We deliver an EBITA of 277 MNOK, up 17% from the first quarter 2022. However, as we have been scaling up our business over the past year to capture growth opportunities that lie ahead of us, EBITA has fallen 8% compared to the first quarter 2022 when adjusting for currency movements. Profitability is a priority for us, and we are confident that the organization we now have built will deliver on our profitability target as the business continues to grow." "Looking ahead, we are optimistic about the long-term demand for better resource productivity, which is driven by megatrends such as population increase, a growing middle-class consumer base, greater urbanization, and hence the need for increased focus on sustainability and climate change. With the technology we provide, TOMRA is well-positioned to help society meet the challenges that follow by transforming how we obtain, use and reuse our world's resources." Webcast: President & CEO Tove Andersen and CFO Eva Sagemo will present the results today at 08:00 CEST. The presentation will be sent via live webcast. Questions to the speakers can be directed using the Q&A-tool embedded in the webcast and will be addressed towards the end of the presentation. A recorded version of the webcast will be available shortly after the webcast has concluded. Link to the webcast: https://channel.royalcast.com/landingpage/hegnarmedia/20230428_9/ Asker, 28 April 2023 TOMRA Systems ASA

Zahlen morgen werden wichtig sein, entweder neues tief oder deutliches lösen von den tiefs. Langfristig wird sich aber nichts ändern 📈

Wieso, hält sich im Vergleich doch ziemlich gut. Die Bewertung ist trotzdem noch sportlich.

Ich finde es gelinde gesagt merkwürdig das diese wirklich gute und seriöse Aktie so abschmiert...

Aktuell keine mehr. Wiedereinstieg ist aber geplant. Das Thema Recycling wird immer wichtiger und Pfandsysteme, weltweit betrachtet, steckt noch in den Kinderschuhen.

Habe die Aktie schon lange auf der Watchlist jetzt bei 14€ die erste tranche gekauft mit dem Ziel am Ende 100 Anteile zu besitzen

1500

Wie viele Anteile habt ihr so?

Am 28.04 wissen wir mehr... Perspektivisch führt kein Weg dran vorbei.. Tomra ist hier hervorragend aufgestellt.. Der Markt kümmert sich mom. halt lieber um KI:)

Aber schon zu diesen Preisen? Im Vergleich zum Gesamtmarkt geht es tomra sehr gut

… hoffte hier, dass der ein oder andere Fond mit Fokus „Nachhaltiges Investment“ mal einsteigt. Oder Rentenfonds, die ein Solides Investment suchen. Und schon wäre der Kurs wieder bissl positiver und für andere auch interessant.

… war halt im Hype eben kräftig überbewertet.