Tema: SAF1R - SAF Tehnika https://www.traders.lt/forums.php?m=posts&q=436 Fri, 26 Apr 2024 11:11:32 +0200 FeedCreator 1.7.2-ppt (info@mypapit.net) https://www.traders.lt/skins/traders/img/logo_big.png https://www.traders.lt/forums.php?m=posts&q=436 212 41 https://www.traders.lt/forums.php?m=posts&p=780404#780404 [quote][b]JayKay[/b] [2024-02-21 19:19]: Gal patarsite: į akcijas neinvestuoju, tačiau kažkada eksperimentuojant kur pradėti investuoti, esu įsigijęs už apie 100 Eur sumą šios įmonės akcijų. Kažkaip tą "investiciją" buvau pamiršęs, kol bankininkystėje nepamačiau, kad jos akcijų vertė stipriai nuvažiavusi žemyn. Kaip supratau didžiausias kritimas buvo po paskelbtos metinės ataskaitos, bet panašu, kad ir toliau po truputį kreivė žemėja. ... Wed, 21 Feb 2024 21:52:44 +0200 https://www.traders.lt/forums.php?m=posts&p=780404#780404 https://www.traders.lt/forums.php?m=posts&p=780403#780403 Taip, patarsiu. Palik. Nebūk silpnas ir į minusą neparduok. Wed, 21 Feb 2024 21:49:26 +0200 https://www.traders.lt/forums.php?m=posts&p=780403#780403 https://www.traders.lt/forums.php?m=posts&p=780365#780365 Gal patarsite: į akcijas neinvestuoju, tačiau kažkada eksperimentuojant kur pradėti investuoti, esu įsigijęs už apie 100 Eur sumą šios įmonės akcijų. Kažkaip tą "investiciją" buvau pamiršęs, kol bankininkystėje nepamačiau, kad jos akcijų vertė stipriai nuvažiavusi žemyn. Kaip supratau didžiausias kritimas buvo po paskelbtos metinės ataskaitos, bet panašu, kad ir toliau po truputį kreivė žemėja. ... Wed, 21 Feb 2024 19:22:07 +0200 https://www.traders.lt/forums.php?m=posts&p=780365#780365 https://www.traders.lt/forums.php?m=posts&p=768335#768335 [quote][b]jeronimas[/b] [2023-02-09 11:54]: So 0,6-0,7 EUR/@ conservative -> and >1EUR/@ is more optimistic guideline :) [/quote] Iš metinės ataskaitos pranešimo spalio 31 d., suprantu, kad dividendų šiemet nebus (nebent akcinininkų susirinkimas kitaip nuspręs).Ech, atrodė kad gera banga dar prasitęs. :( Out iš pozicijos. Fri, 10 Nov 2023 18:18:01 +0200 https://www.traders.lt/forums.php?m=posts&p=768335#768335 https://www.traders.lt/forums.php?m=posts&p=768332#768332 Gaila nebeliko latvių puslapio kur imdavo interviu iš Bergmano...:( Fri, 10 Nov 2023 17:47:05 +0200 https://www.traders.lt/forums.php?m=posts&p=768332#768332 https://www.traders.lt/forums.php?m=posts&p=768327#768327 uch... nu ir nuleido garą per šias sesijas.. žiūrint pagal balansą -> jeigu nešaus kitus du ketvričius tai susidūrė su tikrai rimta konkurencija, prarasta rinkos dalimis nes atsargų ir finished goods turi pakankamai :) Fri, 10 Nov 2023 17:35:48 +0200 https://www.traders.lt/forums.php?m=posts&p=768327#768327 https://www.traders.lt/forums.php?m=posts&p=768199#768199 Oho, dar -53%. Tad ir akcija vien per šiandien beveik -19% pajudėjo :D https://view.news.eu.nasdaq.com/view?id=bd38500cc9d337eec761580c66addb075&lang=en&src=listed Thu, 09 Nov 2023 16:47:33 +0200 https://www.traders.lt/forums.php?m=posts&p=768199#768199 https://www.traders.lt/forums.php?m=posts&p=750989#750989 Uch.....-50% yoy in bottom row. Cogs and people extracosts ate all profit.... At balance 4-5m eur are standing as finished/almost good, so q3 was either really weak quarters or it just accounting timming issue with projects execution. https://view.news.eu.nasdaq.com/view?id=b051cba22c4aa74b8913b2aded5d5490a&lang=en&src=listed Thu, 11 May 2023 11:03:39 +0200 https://www.traders.lt/forums.php?m=posts&p=750989#750989 https://www.traders.lt/forums.php?m=posts&p=738985#738985 So 0,6-0,7 EUR/@ conservative -> and >1EUR/@ is more optimistic guideline :) Thu, 09 Feb 2023 11:54:21 +0200 https://www.traders.lt/forums.php?m=posts&p=738985#738985 https://www.traders.lt/forums.php?m=posts&p=738982#738982 I think that the dividend will not be less than 1 EUR per share, unless something extraordinary happens; My forecast is that the cash balance at the end of the year will be sufficient to pay out 3 mln. ... Thu, 09 Feb 2023 11:35:26 +0200 https://www.traders.lt/forums.php?m=posts&p=738982#738982 https://www.traders.lt/forums.php?m=posts&p=738981#738981 Jekabs -> can you share you view on Profit/EPS or div per @? :) Would be great to compare and set direction on more optimistic side Thu, 09 Feb 2023 11:21:15 +0200 https://www.traders.lt/forums.php?m=posts&p=738981#738981 https://www.traders.lt/forums.php?m=posts&p=738978#738978 Still looking at the Inventories section - there is "Allowance for slow-moving items" - 2 million EUR. This, in my opinion, creates additional earnings potential for future quarters. In the coming quarters, additional large savings for the warehouse will no longer be made. ... Thu, 09 Feb 2023 11:07:04 +0200 https://www.traders.lt/forums.php?m=posts&p=738978#738978 https://www.traders.lt/forums.php?m=posts&p=738952#738952 So finally SAF became fully USA based company :) revenue is doubling in USA, same FTE count shows that company has reached some maturity level in their strategy. On financials Q2 results always impacted by timing -> I won't be optimistic of 7m EUR goods income in next quarter but looking on CF and balance liabilities to customers already paid I do expect at least 50-70% of that amount to jump into Pnl in next quarter. ... Thu, 09 Feb 2023 10:58:55 +0200 https://www.traders.lt/forums.php?m=posts&p=738952#738952 https://www.traders.lt/forums.php?m=posts&p=738939#738939 in best case scenario let's anticipate share drop less than 10 % tomorrow Wed, 08 Feb 2023 23:12:05 +0200 https://www.traders.lt/forums.php?m=posts&p=738939#738939 https://www.traders.lt/forums.php?m=posts&p=738916#738916 Disappointing at first - quarterly profit "only" 1 million; However... Looking at the balance sheet, we remember that SAF works with projects - when the projects are handed over to the buyers, then the profit appears. Section "finished products" over 7 million EUR! Another interesting moment. ... Wed, 08 Feb 2023 21:59:26 +0200 https://www.traders.lt/forums.php?m=posts&p=738916#738916 https://www.traders.lt/forums.php?m=posts&p=736859#736859 [quote][b]Jekabs[/b] [2023-01-27 12:53]: There is no inside information. However, at the shareholders' meeting, the CEO said that the company feels very good in all 3 segments (Aranet, Spectrum compact, Microwave solutions). It's not that big profits are because just one segment suddenly shot up; [/quote] Let's hope it continues Fri, 27 Jan 2023 14:34:35 +0200 https://www.traders.lt/forums.php?m=posts&p=736859#736859 https://www.traders.lt/forums.php?m=posts&p=736848#736848 Let see, what 08/02 bring to us! Fri, 27 Jan 2023 12:54:56 +0200 https://www.traders.lt/forums.php?m=posts&p=736848#736848 https://www.traders.lt/forums.php?m=posts&p=736847#736847 There is no inside information. However, at the shareholders' meeting, the CEO said that the company feels very good in all 3 segments (Aranet, Spectrum compact, Microwave solutions). It's not that big profits are because just one segment suddenly shot up; Fri, 27 Jan 2023 12:53:33 +0200 https://www.traders.lt/forums.php?m=posts&p=736847#736847 https://www.traders.lt/forums.php?m=posts&p=736828#736828 Nu kas turi SAF, manau patenkintas (7,25 % per šią savaitę), įdomu kils toliau ar pradės ristis atgal ? Kadangi žinome tik pirmojo ketvirčio rezultatus, ko gero antrasis irgi bus neblogas (kažkas gal jau turi info iš insaiderių) Fri, 27 Jan 2023 11:30:06 +0200 https://www.traders.lt/forums.php?m=posts&p=736828#736828 https://www.traders.lt/forums.php?m=posts&p=729481#729481 true -> somehow miss read SAF ASIA purchase date (though it was in OCT month) thanks Thu, 10 Nov 2022 15:46:37 +0200 https://www.traders.lt/forums.php?m=posts&p=729481#729481